CAHABA WEALTH MANAGEMENT, INC.
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
145
- Value ($000)
$1,208,451
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001716399
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $365.60M | 30 % | 621,045 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $146.67M | 12 % | 1,513,617 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $115.23M | 10 % | 1,849,285 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $111.73M | 9 % | 1,689,331 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $49.88M | 4 % | 432,917 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $44.21M | 4 % | 925,379 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $40.09M | 3 % | 581,586 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $34.08M | 3 % | 319,873 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $29.12M | 2 % | 494,166 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $25.76M | 2 % | 516,069 |
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