CAHABA WEALTH MANAGEMENT, INC.
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
147
- Value ($000)
$1,208,371
- Date Filed05/01/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $352.22M | 29 % | 626,840 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $153.72M | 13 % | 1,553,935 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $119.52M | 10 % | 1,712,113 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $110.73M | 9 % | 1,897,636 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $47.09M | 4 % | 450,283 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $46.69M | 4 % | 965,759 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $38.84M | 3 % | 590,570 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $34.00M | 3 % | 322,438 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $30.57M | 3 % | 492,273 | ||
SO SOUTHERN CO | COM | 842587107 | $29.41M | 2 % | 319,826 |
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