Smith & Howard Wealth Management

Latest statistics and disclosures from Smith & Howard Wealth Management's latest quarterly 13F-HR filing:

Companies in the Smith & Howard Wealth Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 39.59 643750 129.52
iShares MSCI ACWI ex US Index Fund (ACWX) 15.44 672592 48.35
Jp Morgan Alerian Mlp Index 6.39 476686 28.22
Vanguard Emerging Markets ETF (VWO) 5.04 243561 -2% 43.57
Fiserv (FISV) 4.97 81216 -2% 128.96
Berkshire Hathaway (BRK.B) 4.60 52830 -3% 183.32
iShares MSCI EAFE Index Fund (EFA) 3.45 106190 68.48
Blackbaud (BLKB) 3.13 75128 87.80
Technology SPDR (XLK) 2.65 94316 -3% 59.10
iShares MSCI Emerging Markets Indx (EEM) 1.97 92357 44.81
Huntington Bancshares Incorporated (HBAN) 1.42 214285 13.96
Celgene Corporation (CELG) 1.15 16540 -11% 145.83
Ubs Ag Jersey Brh Alerian Infrst 1.05 87619 -10% 25.14
Health Care SPDR (XLV) 0.83 21412 -4% 81.73
Coca-Cola Company (KO) 0.77 35892 45.00
iShares S&P; MidCap 400 Index (IJH) 0.62 7358 178.85
SPDR S&P; Dividend (SDY) 0.62 14260 91.30
Ishares Inc core msci emkt 0.58 22695 +43% 54.01
SPDR S&P; 500 ETF (SPY) 0.47 3907 251.17
Vanguard FTSE All-World ex-US ETF (VEU) 0.47 18749 52.70
iShares Russell 1000 Growth Index (IWF) 0.42 7004 -3% 125.07
AFLAC Incorporated (AFL) 0.41 10720 81.44
iShares Lehman Aggregate Bond (AGG) 0.38 7380 -7% 109.62
Apple (AAPL) 0.33 4568 -19% 154.12
Home Depot (HD) 0.27 3501 -10% 163.67
Vanguard Star Fd Intl Stk Idxf 0.27 10388 54.77
Altria (MO) 0.26 8580 63.40
iShares Russell 1000 Value Index (IWD) 0.26 4686 118.54
iShares Russell Midcap Value Index (IWS) 0.25 6101 84.90
Exxon Mobil Corporation (XOM) 0.22 5706 +16% 82.02
Vanguard Growth ETF (VUG) 0.22 3533 -2% 132.75
MiMedx (MDXG) 0.21 36540 +70% 11.88
iShares S&P; MidCap 400 Growth (IJK) 0.17 1751 -3% 202.17
Johnson & Johnson (JNJ) 0.14 2225 -3% 129.89
Monro Muffler Brake (MNRO) 0.14 5193 NEW 56.04
AT&T; (T) 0.13 6991 39.19
Vanguard Total Bond Market ETF (BND) 0.13 3356 -31% 81.94
Wells Fargo & Company (WFC) 0.11 4277 -7% 55.18
JPMorgan Chase & Co. (JPM) 0.10 2160 NEW 95.37
CSX Corporation (CSX) 0.10 3790 -15% 54.35
General Dynamics Corporation (GD) 0.10 1000 NEW 206.00
iShares S&P; MidCap 400 Value Index (IJJ) 0.10 1400 152.86
iShares Gold Trust (IAU) 0.09 14580 12.28
McKesson Corporation (MCK) 0.00 1 NEW 0.00
iShares Russell 2000 Index (IWM) 0.00 6 NEW 0.00
iShares Russell Midcap Index Fund (IWR) 0.00 4 NEW 0.00

Past 13F-HR SEC Filings by Smith & Howard Wealth Management

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