Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SMITH & HOWARD WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
516,038 |
$77,452k |
|
ISHARES TR (464288240)
|
623,583 |
$29,159k |
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
327,688 |
$19,966k |
|
VANGUARD MALVERN FDS (922020805)
|
356,931 |
$17,604k |
|
FISERV INC (337738108)
|
129,052 |
$11,764k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
216,967 |
$9,228k |
|
Berkshire Hathaway, Inc. (084670702)
|
37,568 |
$8,008k |
|
BLACKBAUD INC (09227Q100)
|
81,751 |
$6,826k |
|
ISHARES (464287465)
|
88,574 |
$5,822k |
|
SELECT SECTOR SPDR (81369Y803)
|
64,341 |
$5,021k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
79,764 |
$4,898k |
|
COCA-COLA CO (191216100)
|
91,674 |
$4,668k |
|
ISHARES (464287234)
|
72,468 |
$3,110k |
|
HUNTINGTON BANCSHARE (446150104)
|
214,285 |
$2,961k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
53,094 |
$2,731k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
12,779 |
$2,011k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
6,291 |
$1,843k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
17,558 |
$1,627k |
|
CELGENE CORP (151020104)
|
16,540 |
$1,529k |
|
JPMORGAN CHASE & CO (46625H365)
|
55,148 |
$1,385k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
23,735 |
$1,326k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
9,403 |
$1,196k |
|
MONRO MUFFLER BRAKE INC (610236101)
|
11,796 |
$1,006k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
8,522 |
$945k |
|
AFLAC INC (001055102)
|
14,440 |
$791k |
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
4,549 |
$791k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
18,517 |
$772k |
|
MERCK & CO INC (58933Y105)
|
8,860 |
$743k |
|
Apple Inc (037833100)
|
3,661 |
$725k |
|
HOME DEPOT INC (437076102)
|
2,978 |
$619k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
11,460 |
$584k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,684 |
$573k |
|
JOHNSON & JOHNSON (478160104)
|
4,081 |
$568k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
10,388 |
$548k |
|
VANGUARD BD INDEX FD INC (921937827)
|
6,741 |
$543k |
|
VISA INC COM CL A (92826C839)
|
2,751 |
$477k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,649 |
$415k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
4,203 |
$349k |
|
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100)
|
6,825 |
$348k |
|
NORFOLK SOUTHERN (655844108)
|
1,667 |
$332k |
|
SPDR S&P DIVIDEND (78464A763)
|
3,198 |
$323k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,948 |
$318k |
|
PNC FINL SVCS GRP (693475105)
|
2,287 |
$314k |
|
MICROSOFT CORP (594918104)
|
2,308 |
$309k |
|
WELLS FARGO CO NEW (949746101)
|
6,476 |
$306k |
|
SPDR GOLD TR GOLD (78463V107)
|
2,293 |
$305k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
3,330 |
$297k |
|
VERIZON COMMUNICATIONS (92343V104)
|
4,970 |
$284k |
|
HARRIS CORP DEL (413875105)
|
1,469 |
$278k |
|
PROCTER & GAMBLE CO (742718109)
|
2,290 |
$251k |
|
Lockheed Martin Corp (539830109)
|
672 |
$244k |
|
UNILEVER PLC (904767704)
|
3,803 |
$236k |
|
CSX CORP (126408103)
|
3,000 |
$232k |
|
BLACKROCK ENHNCD EQ (09251A104)
|
25,655 |
$228k |
|
KIMBERLY CLARK CORP (494368103)
|
1,709 |
$228k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
766 |
$226k |
|
ALTRIA GROUP INC (02209S103)
|
4,763 |
$226k |
|
Amazon.com Inc (023135106)
|
119 |
$225k |
|
INTUITIVE SURGIC INC (46120E602)
|
410 |
$215k |
|
MCDONALDS CORP (580135101)
|
1,022 |
$212k |
|
INVESCO EXCH TRD SLF IDX FD (46138J304)
|
10,000 |
$211k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
14,580 |
$197k |
|
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