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 | MSCI ACWI EX US | 101 | $416,633 | 7,842 | 0.00 | 0.00 | 115 | 1.49 | 06-30-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 102 | $410,085 | 2,693 | 0.00 | 0.00 | 12 | 0.45 | 06-30-2024 |
| ABBOTT LABS | COM | 103 | $405,602 | 3,903 | 0.00 | 0.00 | -75 | -1.89 | 06-30-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 104 | $399,373 | 1,968 | 0.00 | 0.00 | 4 | 0.20 | 06-30-2024 |
