CAHABA WEALTH MANAGEMENT, INC.
155 holdingsFiling period: 2026-03-31Current AUM: $1.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 649.3K | $424.1M | $487.2M | 30.30% | +24.6K | 2026-03-31 |
| 2 | UBND | VICTORY PORTFOLIOS II | 8.18M | $178.1M | $174.7M | 10.87% | +316.4K | 2026-03-31 |
| 3 | IXUS | ISHARES TR | 1.77M | $153.2M | $167.2M | 10.40% | +15.5K | 2026-03-31 |
| 4 | IJH | ISHARES TR | 2.02M | $136.5M | $152.1M | 9.46% | +62.4K | 2026-03-31 |
| 5 | IJR | ISHARES TR | 477.7K | $59.4M | $69.5M | 4.32% | +16.7K | 2026-03-31 |
| 6 | SPYM | SPDR SERIES TRUST | 740.7K | $56.7M | $65.1M | 4.05% | +20.5K | 2026-03-31 |
| 7 | ISTB | ISHARES TR | 1.13M | $54.7M | $54.2M | 3.37% | +64.2K | 2026-03-31 |
| 8 | MUB | ISHARES TR | 383.4K | $40.7M | $40.5M | 2.52% | +32.5K | 2026-03-31 |
| 9 | VXUS | VANGUARD STAR FDS | 512.8K | $39.5M | $43.4M | 2.70% | +4.2K | 2026-03-31 |
| 10 | SO | SOUTHERN CO | 389.6K | $37.6M | $36.8M | 2.29% | +49.9K | 2026-03-31 |
| 11 | IAGG | ISHARES TR | 597.9K | $29.9M | $29.7M | 1.85% | +21.4K | 2026-03-31 |
| 12 | SPMD | SPDR SERIES TRUST | 470.0K | $27.8M | $31.0M | 1.93% | +18.3K | 2026-03-31 |
| 13 | SUB | ISHARES TR | 259.1K | $27.6M | $27.5M | 1.71% | -2,443 | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 425.9K | $21.2M | $21.1M | 1.31% | +2.4K | 2026-03-31 |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | 403.1K | $20.4M | $20.4M | 1.27% | +30.8K | 2026-03-31 |
| 16 | SPSM | SPDR SERIES TRUST | 332.1K | $16.0M | $18.8M | 1.17% | +6.1K | 2026-03-31 |
| 17 | ACWI | ISHARES TR | 56.2K | $7.8M | $8.8M | 0.55% | -2,711 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 27.0K | $6.9M | $8.3M | 0.52% | +774 | 2026-03-31 |
| 19 | IVW | ISHARES TR | 55.8K | $6.3M | $7.5M | 0.47% | +196 | 2026-03-31 |
| 20 | IEFA | ISHARES TR | 62.0K | $5.6M | $6.1M | 0.38% | -1,387 | 2026-03-31 |
| 21 | RJF | RAYMOND JAMES FINL INC | 38.6K | $5.6M | $6.8M | 0.42% | +274 | 2026-03-31 |
| 22 | IWR | ISHARES TR | 56.3K | $5.5M | $6.2M | 0.38% | -1,653 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 11.1K | $4.1M | $5.1M | 0.32% | -25 | 2026-03-31 |
| 24 | ICSH | ISHARES TR | 71.0K | $3.6M | $3.6M | 0.22% | +51.7K | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION | 20.5K | $3.6M | $4.1M | 0.26% | -1,253 | 2026-03-31 |
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