Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAHABA WEALTH MANAGEMENT INC | 08-05-2024 | 06-30-2024 | 149 | 1,133,888,786 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $336,682,110 | 615,248 | 0.03 | 0.03 | 8,803 | 1.45 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 2 | $137,883,675 | 1,420,456 | 0.01 | 0.01 | 54,159 | 3.96 | 06-30-2024 |
| ISHARES TR | CORE MSCI TOTAL | 3 | $109,806,347 | 1,625,316 | 0.01 | 0.01 | 42,092 | 2.66 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $103,824,108 | 1,774,165 | 0.01 | 0.01 | 37,899 | 2.18 | 06-30-2024 |
