Smith & Howard Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Atlanta, GA
CIK
0001543991
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 71 282,798 VTI, AGG, IEFA, VTV 13F-HR 2/1/2024 000139834424001560
Q3 2023 69 285,068 VTI, AGG, IEFA, MUB 13F-HR 10/13/2023 000139834423019246
Q2 2023 68 284,120 VTI, AGG, IEFA, MUB 13F-HR 7/17/2023 000139834423013159
Q1 2023 71 290,075 VTI, AGG, IEFA, MUB 13F-HR 4/13/2023 000139834423007313
Q4 2022 68 261,749 VTI, IEFA, AGG, MUB 13F-HR 2/6/2023 000139834423002249
Q3 2022 66 234,575 VTI, AGG, IEFA, MUB 13F-HR 10/18/2022 000139834422020359
Q2 2022 66 236,203 VTI, AGG, IEFA, MUB 13F-HR 8/5/2022 000139834422014868
Q1 2022 69 237,779 VTI, AGG, IEFA, MUB 13F-HR 5/3/2022 000139834422008598
Q4 2021 69 220,957 VTI, AGG, IEFA, VEA 13F-HR 1/18/2022 000139834422000731
Q3 2021 68 211,763 VTI, AGG, IEFA, SCHO 13F-HR 10/22/2021 000139834421020221
Q2 2021 62 210,453 VTI, AGG, IEFA, SCHO 13F-HR 8/6/2021 000139834421015669
Q1 2021 63 199,275 VTI, AGG, IEFA, STIP 13F-HR 4/30/2021 000139834421009096
Q4 2020 64 187,713 VTI, AGG, IEFA, STIP 13F-HR 2/4/2021 000139834421002301
Q3 2020 64 169,634 VTI, AGG, IEFA, STIP 13F-HR 11/4/2020 000139834420021342
Q2 2020 65 160,898 VTI, IEFA, AGG, STIP 13F-HR 8/4/2020 000139834420014944
Q1 2020 66 156,836 VTI, ACWX, AGG, STIP 13F-HR 4/22/2020 000139834420008278
Q4 2019 88 293,586 VTI, ACWX, FISV, VGSH 13F-HR 1/13/2020 000139834420000631
Q3 2019 75 250,804 VTI, ACWX, VGSH, FISV 13F-HR 11/12/2019 000139834419019566
Q2 2019 62 236,929 VTI, ACWX, VGSH, VTIP 13F-HR 7/23/2019 000139834419012347
Q1 2019 60 202,979 VTI, ACWX, FISV, VWO 13F-HR 4/18/2019 000139834419006727
Q4 2018 54 181,545 VTI, ACWX, VWO, FISV 13F-HR 1/23/2019 000139834419000901
Q3 2018 48 237,199 VTI, ACWX, VGSH, VTIP 13F-HR 11/14/2018 000139834418016600
Q2 2018 46 227,613 VTI, ACWX, VGSH, VTIP 13F-HR 8/14/2018 000139834418011836
Q1 2018 45 232,062 VTI, ACWX, VGSH, VTIP 13F-HR 5/14/2018 000139834418007419
Q4 2017 40 213,691 VTI, ACWX, VWO, FISV 13F-HR 2/14/2018 000139834418002312
Q3 2017 64 210,664 VTI, ACWX, AMJ, VWO 13F-HR 11/15/2017 000139834417014736
Q2 2017 59 209,577 VTI, ACWX, AMJ, VWO 13F-HR 8/11/2017 000139834417010103
Q1 2017 57 208,302 VTI, ACWX, AMJ, BRK-B 13F-HR 5/15/2017 000139834417006364
Q4 2016 45 191,772 VTI, ACWX, AMJ, BRK-B 13F-HR 2/14/2017 000139834417002068
Q3 2016 40 191,530 VTI, ACWX, XLK, BRK-B 13F-HR 11/15/2016 000139834416020777
Q2 2016 41 208,441 VTI, ACWX, BRK-B, AMJ 13F-HR 8/15/2016 000139834416016813
Q1 2016 63 241,433 VTI, ACWX, BRK-B, XLK 13F-HR 5/12/2016 000139834416013300
Q4 2015 64 204,741 VTI, BRK-B, XLK, FISV 13F-HR 2/16/2016 000139834416010065
Q3 2015 55 207,731 VTI, ACWX, BRK-B, XLK 13F-HR 11/16/2015 000139834415007676
Q2 2015 86 228,296 VTI, ACWX, BRK-B, AMJ 13F-HR 8/10/2015 000139834415005118
Q1 2015 85 231,434 VTI, ACWX, BRK-B, AMJ 13F-HR 5/15/2015 000139834415003367
Q4 2014 54 209,348 VTI, ACWX, AMJ, BRK-B 13F-HR 2/17/2015 000139834415001058
Q3 2014 42 192,786 VTI, ACWX, AMJ, BRK-B 13F-HR 11/14/2014 000139834414005872
Q2 2014 44 192,141 VTI, ACWX, AMJ, BRK-B 13F-HR 8/13/2014 000139834414004124
Q1 2014 39 177,739 VTI, ACWX, AMJ, DEM 13F-HR 5/15/2014 000139834414002779
Q4 2013 255 181,657 VTI, ACWX, AMJ, BRK-B RESTATEMENT 2/26/2014 000139834414001194
Additional filings from Smith & Howard Wealth Management, LLC that have since been restated