The Analysis of Smith & Howard Wealth Management, LLC's Holdings

Currently, Smith & Howard Wealth Management, LLC holds 80 types of securities in its portfolio with a total value $437.0M. In the most recent quarter, they have increased their positions in VCRB (+82.0K shares, valued at $6.4M), VO (+5.3K shares, valued at $1.5M), TLT (+13.0K shares, valued at $1.1M); decreased their positions in VTI (-8.4K shares, valued at $2.8M), IEMG (-28.0K shares, valued at $1.9M), VB (-5.0K shares, valued at $1.3M); initiated new positions in VOOG (+663 shares, valued at $294.8K), SPSM (+4.9K shares, valued at $228.6K), AVDE (+2.5K shares, valued at $202.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCRB VANGUARD MALVERN FDS1.0M shares8.76%2025-12-312026-02-03

VTI VANGUARD INDEX FDS159.5K shares-5.02%2025-12-312026-02-03

IEFA ISHARES TR407.5K shares0.82%2025-12-312026-02-03

VTV VANGUARD INDEX FDS142.8K shares-0.22%2025-12-312026-02-03

JMUB J P MORGAN EXCHANGE TRADED F422.9K shares4.91%2025-12-312026-02-03

VUG VANGUARD INDEX FDS36.0K shares-0.25%2025-12-312026-02-03

VEA VANGUARD TAX-MANAGED FDS246.8K shares-0.32%2025-12-312026-02-03

VO VANGUARD INDEX FDS49.1K shares11.99%2025-12-312026-02-03

Sponsored

AGG ISHARES TR131.6K shares-3.83%2025-12-312026-02-03

IEMG ISHARES INC192.7K shares-12.67%2025-12-312026-02-03

VB VANGUARD INDEX FDS46.5K shares-9.77%2025-12-312026-02-03

SPY SPDR S&P 500 ETF TR14.9K shares0.00%2025-12-312026-02-03

MUB ISHARES TR92.3K shares2.82%2025-12-312026-02-03

BND VANGUARD BD INDEX FDS132.1K shares-0.43%2025-12-312026-02-03

VWO VANGUARD INTL EQUITY INDEX F175.2K shares-7.72%2025-12-312026-02-03

IWD ISHARES TR43.3K shares0.60%2025-12-312026-02-03

Sponsored

IWF ISHARES TR18.0K shares-0.48%2025-12-312026-02-03

ACWX ISHARES TR84.6K shares-3.72%2025-12-312026-02-03

IWM ISHARES TR22.4K shares-10.89%2025-12-312026-02-03

KO COCA COLA CO78.5K shares0.00%2025-12-312026-02-03

EFA ISHARES TR55.0K shares0.06%2025-12-312026-02-03

IWR ISHARES TR47.9K shares5.52%2025-12-312026-02-03

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.1K shares-3.84%2025-12-312026-02-03

TPYP TORTOISE CAPITAL SERIES TRUS114.2K shares7.94%2025-12-312026-02-03

Sponsored

TLT ISHARES TR45.0K shares40.63%2025-12-312026-02-03

VXUS VANGUARD STAR FDS47.9K shares4.45%2025-12-312026-02-03

AAPL APPLE INC9.6K shares-3.29%2025-12-312026-02-03

AHLT AMERICAN BEACON SELECT FUNDS92.2K shares-0.47%2025-12-312026-02-03

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares13.27%2025-12-312026-02-03

NVDA NVIDIA CORPORATION9.2K shares0.71%2025-12-312026-02-03

PINS PINTEREST INC56.8K shares0.00%2025-12-312026-02-03

HD HOME DEPOT INC4.1K shares-2.95%2025-12-312026-02-03

Sponsored

SUB ISHARES TR13.1K shares-19.61%2025-12-312026-02-03

SCHB SCHWAB STRATEGIC TR45.5K shares-3.29%2025-12-312026-02-03

JNJ JOHNSON & JOHNSON5.6K shares-4.50%2025-12-312026-02-03

XOM EXXON MOBIL CORP9.3K shares0.00%2025-12-312026-02-03

VEU VANGUARD INTL EQUITY INDEX F14.8K shares-4.05%2025-12-312026-02-03

GLD SPDR GOLD TR2.5K shares0.00%2025-12-312026-02-03

MSFT MICROSOFT CORP2.0K shares-8.67%2025-12-312026-02-03

VHT VANGUARD WORLD FD3.2K shares0.00%2025-12-312026-02-03

Sponsored

ALPHABET INC ALPHABET INC2.4K shares-7.68%2025-12-312026-02-03

IWS ISHARES TR4.6K shares0.00%2025-12-312026-02-03

IJK ISHARES TR6.4K shares-1.04%2025-12-312026-02-03

COST COSTCO WHSL CORP NEW721 shares0.00%2025-12-312026-02-03

XLK SELECT SECTOR SPDR TR4.3K shares100.00%2025-12-312026-02-03

IVV ISHARES TR855 shares-7.97%2025-12-312026-02-03

JPM JPMORGAN CHASE & CO.1.6K shares0.00%2025-12-312026-02-03

ALPHABET INC ALPHABET INC1.6K shares0.26%2025-12-312026-02-03

Sponsored

PG PROCTER AND GAMBLE CO3.4K shares0.00%2025-12-312026-02-03

META META PLATFORMS INC663 shares-7.27%2025-12-312026-02-03

SDY SPDR SERIES TRUST3.1K shares0.00%2025-12-312026-02-03

EEM ISHARES TR7.3K shares-0.84%2025-12-312026-02-03

MMC MARSH & MCLENNAN COS INC2.1K shares0.00%2025-12-312026-02-03

EAGG ISHARES TR8.0K shares0.00%2025-12-312026-02-03

ISHARES GOLD TR ISHARES GOLD TR4.3K shares-8.55%2025-12-312026-02-03

AVUS AMERICAN CENTY ETF TR3.1K shares0.00%2025-12-312026-02-03

Sponsored

GE AEROSPACE GE AEROSPACE1.1K shares0.00%2025-12-312026-02-03

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares0.00%2025-12-312026-02-03

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-12-312026-02-03

AMZN AMAZON COM INC1.4K shares0.00%2025-12-312026-02-03

ISRG INTUITIVE SURGICAL INC540 shares-11.76%2025-12-312026-02-03

VOOG VANGUARD ADMIRAL FDS INC663 sharesnew addition2025-12-312026-02-03

WFC WELLS FARGO CO NEW3.0K shares0.00%2025-12-312026-02-03

STIP ISHARES TR2.7K shares0.00%2025-12-312026-02-03

Sponsored

VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-12-312026-02-03

CELESTICA INC CELESTICA INC900 shares0.00%2025-12-312026-02-03

LMT LOCKHEED MARTIN CORP537 shares0.00%2025-12-312026-02-03

MCD MCDONALDS CORP842 shares0.00%2025-12-312026-02-03

DSI ISHARES TR2.0K shares-2.65%2025-12-312026-02-03

CVX CHEVRON CORP NEW1.7K shares0.00%2025-12-312026-02-03

BAC BANK AMERICA CORP4.4K shares0.00%2025-12-312026-02-03

XLF SELECT SECTOR SPDR TR4.2K shares0.00%2025-12-312026-02-03

Sponsored

CWI SPDR INDEX SHS FDS6.4K shares0.00%2025-12-312026-02-03

SPSM SPDR SERIES TRUST4.9K sharesnew addition2025-12-312026-02-03

UCB UNITED CMNTY BKS BLAIRSVLE G7.3K shares0.00%2025-12-312026-02-03

VNQ VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-02-03

RF REGIONS FINANCIAL CORP NEW8.2K shares0.00%2025-12-312026-02-03

ABBV ABBVIE INC937 shares0.00%2025-12-312026-02-03

IWP ISHARES TR1.5K shares0.00%2025-12-312026-02-03

AVDE AMERICAN CENTY ETF TR2.5K sharesnew addition2025-12-312026-02-03

Sponsored

Call Option Holdings

TLT Call CallISHARES TR32.0K sharesnew addition2025-12-312026-02-03

ACWI Call CallISHARES TR200 sharesnew addition2025-12-312026-02-03

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR4.3K shares72.00%2025-12-312026-02-03

TLT Put PutISHARES TR11.5K shares-43.90%2025-12-312026-02-03

IEFA Put PutISHARES TR3.1K shares40.91%2025-12-312026-02-03

EFA Put PutISHARES TR3.0K shares100.00%2025-12-312026-02-03

VTV Put PutVANGUARD INDEX FDS500 shares-44.44%2025-12-312026-02-03

IWD Put PutISHARES TR300 shares-40.00%2025-12-312026-02-03

VO Put PutVANGUARD INDEX FDS200 shares-50.00%2025-12-312026-02-03

IWR Put PutISHARES TR500 shares66.67%2025-12-312026-02-03

GLD Put PutSPDR GOLD TR100 shares0.00%2025-12-312026-02-03

EEM Put PutISHARES TR500 shares0.00%2025-12-312026-02-03