SH

Smith & Howard Wealth Management, LLC

13F
Smith & Howard Wealth Management, LLC
Last update 2025-04-23 82 Stocks (2 new)
Value $367.00 Mil Turnover 7 %
Countries:
Top Holdings: AGG(19.23%)VTI(12.11%)IEFA(8.05%)VTV(6.07%)JMUB(5.57%)
Summary Stock Picks Current Portfolio
Smith & Howard Wealth Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG 		iShares Core U.S. Aggregate Bond ETF
713,245
70,554.2
+16.80%
19.230
+2.77%
0.060
-0.23%
+2.03%
123,040.5
 
VTI 		Vanguard Total Stock Market ETF
161,631
44,422.7
-1.60%
12.110
-0.22%
0.010
+5.02%
+2.19%
450,908.3
 
IEFA 		iShares Core MSCI EAFE ETF
390,264
29,523.5
+1.56%
8.050
+0.12%
0.020
+7.81%
+18.70%
141,010.2
 
VTV 		Vanguard Value ETF
128,934
22,272.0
+15.71%
6.070
+0.82%
0.020
+0.65%
+2.79%
130,819.8
 
JMUB 		JPMorgan Municipal ETF
408,796
20,439.8
-14.51%
5.570
-0.98%
0.770
-1.51%
-0.53%
2,886.6
 
BND 		Vanguard Total Bond Market ETF
205,668
15,106.3
-5.22%
4.120
-0.23%
0.010
-0.22%
+2.04%
125,887.6
 
VEA 		Vanguard FTSE Developed Markets ETF
259,284
13,179.4
-2.30%
3.590
-0.08%
0.010
+8.67%
+18.24%
152,665.0
 
VUG 		Vanguard Growth ETF
32,288
11,972.9
+19.51%
3.260
+0.53%
0.010
+8.94%
+2.95%
153,592.3
 
IEMG 		iShares Core MSCI Emerging Markets ETF
215,987
11,656.8
+6.79%
3.180
+0.20%
0.010
+7.03%
+12.01%
90,256.6
 
VO 		Vanguard Mid-Cap ETF
40,976
10,597.1
+17.14%
2.890
+0.42%
0.010
+5.49%
+4.22%
75,998.0
 

Smith & Howard Wealth Management, LLC's Historical Top Holdings Breakdowns

Smith & Howard Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+2.77%
●
95.85 ($97.76) 99.25
$97.28
-0.49%
Add 16.8%
713,245
102,609
BRK.B 		Berkshire Hathaway Inc2025-03-31Sold Out
-1.04%
●
442.66 ($486.15) 534.52
$493.53
1.52%
Sold Out
0
-8,145
JMUB 		JPMorgan Municipal ETF2025-03-31Reduce
-0.98%
●
49.69 ($50.25) 50.78
$49.17
-2.14%
Reduce -14.51%
408,796
-69,381
VTV 		Vanguard Value ETF2025-03-31Add
+0.82%
●
167.73 ($174.39) 179.21
$173.02
-0.79%
Add 15.71%
128,934
17,502
VUG 		Vanguard Growth ETF2025-03-31Add
+0.53%
●
369.1 ($404.54) 427.61
$421.99
4.31%
Add 19.51%
32,288
5,270
VB 		Vanguard Small Cap ETF2025-03-31Add
+0.47%
●
217.89 ($238.81) 252.64
$232.89
-2.48%
Add 20.03%
46,874
7,821
AHLT 		American Beacon AHL Trend ETF2025-03-31Add
+0.43%
●
23.02 ($23.9) 24.75
$22.03
-7.84%
Add 136.91%
115,502
66,748
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.42%
●
251.87 ($268.43) 277.95
$274.05
2.09%
Add 17.14%
40,976
5,997
BND 		Vanguard Total Bond Market ETF2025-03-31Reduce
-0.23%
●
71.17 ($72.57) 73.66
$72.20
-0.50%
Reduce -5.22%
205,668
-11,319
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.22%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Reduce -1.6%
161,631
-2,629

Smith & Howard Wealth Management, LLC Total Holding History ($B)

To

Smith & Howard Wealth Management, LLC's Asset Allocation

To

Smith & Howard Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Smith & Howard Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Smith & Howard Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Smith & Howard Wealth Management, LLC's Holdings Heat Map

Size field:

Smith & Howard Wealth Management, LLC's Holdings Bubble Chart

Smith & Howard Wealth Management, LLC News

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