Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAHABA WEALTH MANAGEMENT INC | 04-22-2024 | 03-31-2024 | 149 | 1,099,848,989 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $318,826,405 | 606,445 | 0.03 | 0.03 | 17,494 | 2.97 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 2 | $133,815,136 | 1,366,297 | 0.01 | 0.01 | 46,420 | 3.52 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $107,437,573 | 1,583,224 | 0.01 | 0.01 | 55,912 | 3.66 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $105,460,804 | 1,736,266 | 0.01 | 0.01 | 1,403,012 | 421.00 | 03-31-2024 |
