CAHABA WEALTH MANAGEMENT, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$1.13B
Signature - Title
William Douglass Jackson - Chief Compliance Officer
Location
1200 Peachtree Street Ne, Suite 610, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 149 $1.13B +$34M -$8.05M +$25.9M IVV, AGG, IXUS, IJH, IJR 13F-HR 8/5/2024, 04:55 PM
Q1 2024 149 $1.1B +$120M -$3.61M +$116M IVV, AGG, IXUS, IJH, IJR 13F-HR 4/22/2024, 01:58 PM
Q4 2023 142 $1.01B +$31.6M -$11.4M +$20.2M IVV, AGG, IXUS, IJH, IJR 13F-HR 1/23/2024, 11:42 AM
Q3 2023 143 $908M +$25.5M -$5.7M +$19.8M IVV, AGG, IXUS, IJH, IJR 13F-HR 10/18/2023, 02:31 PM
Q2 2023 147 $925M +$25M -$4.39M +$20.6M IVV, AGG, IXUS, IJH, IJR 13F-HR 7/26/2023, 03:39 PM
Q1 2023 146 $874M +$37.7M -$3.81M +$33.9M IVV, AGG, IXUS, IJH, IJR 13F-HR 5/4/2023, 07:57 AM
Q4 2022 143 $806M +$44.6M -$5.47M +$39.2M IVV, AGG, IXUS, IJH, IJR 13F-HR 1/30/2023, 08:55 AM
Q3 2022 132 $723M +$68.6M -$4.35M +$64.3M IVV, AGG, IXUS, IJH, IJR 13F-HR 10/18/2022, 09:29 PM
Q2 2022 132 $701M +$51.2M -$30.1M +$21.1M IVV, AGG, IXUS, IJH, IJR 13F-HR 7/19/2022, 10:39 AM
Q1 2022 137 $726M +$98.7M -$36.8M +$61.9M IVV, AGG, IXUS, IJH, MUB 13F-HR 5/5/2022, 11:55 AM
Q4 2021 143 $754M +$43.5M -$5.84M +$37.6M IVV, AGG, IXUS, IJH, MUB 13F-HR 1/31/2022, 05:19 PM
Q3 2021 133 $679M +$50.1M -$4.78M +$45.3M IVV, AGG, IXUS, IJH, MUB 13F-HR 10/15/2021, 12:47 PM
Q2 2021 77 $647M +$9.62M -$44.9M -$35.3M IVV, AGG, IXUS, IJH, MUB Restatement 8/13/2021, 12:43 PM
Q1 2021 90 $645M +$35M -$9.47M +$25.5M IVV, AGG, IXUS, IJH, MUB 13F-HR 5/6/2021, 10:41 AM
Q4 2020 85 $606M +$42.2M -$6.76M +$35.4M IVV, AGG, IXUS, IJH, MUB 13F-HR 2/9/2021, 05:18 PM
Q3 2020 79 $507M +$26.5M -$3.5M +$23M IVV, AGG, IXUS, IJH, MUB 13F-HR 10/27/2020, 05:04 PM
Q2 2020 77 $484M +$38.8M -$12M +$26.8M IVV, AGG, IXUS, IJH, MUB 13F-HR 8/3/2020, 01:49 PM
Q1 2020 74 $392M +$25.5M -$8.55M +$17M AGG, IVV, IXUS, IJH, MUB 13F-HR 4/30/2020, 12:51 PM
Q4 2019 79 $451M +$22.9M -$9.58M +$13.3M IVV, AGG, IXUS, IJH, REET 13F-HR 2/10/2020, 01:10 PM
Q3 2019 74 $419M +$21.6M -$5.83M +$15.8M AGG, IVV, IXUS, IJH, REET 13F-HR 10/23/2019, 10:04 AM
Q2 2019 74 $401M +$22.8M -$1.28M +$21.5M AGG, IVV, IXUS, IJH, MUB 13F-HR 7/31/2019, 12:45 PM
Q1 2019 71 $370M +$27.5M -$10.5M +$17M AGG, IVV, IXUS, IJH, REET 13F-HR 4/8/2019, 12:03 PM
Q4 2018 71 $324M +$55.4M -$3.41M +$52M AGG, IVV, IXUS, MUB, IJH 13F-HR 1/14/2019, 09:32 AM
Q3 2018 69 $305M +$18.5M -$3.19M +$15.3M AGG, IVV, IXUS, IJH, REET 13F-HR 10/4/2018, 08:49 AM
Q2 2018 65 $288M +$29M -$5.05M +$23.9M AGG, IVV, IXUS, REET, IJH 13F-HR 7/26/2018, 01:59 PM
Q1 2018 61 $254M +$26.3M -$5.22M +$21M AGG, IVV, IXUS, MUB, IVW 13F-HR 4/5/2018, 11:27 AM
Q4 2017 59 $245M +$24.6M -$4.08M +$20.6M AGG, IVV, IXUS, IVW, MUB 13F-HR 1/24/2018, 03:03 PM
Q3 2017 53 $218M AGG, IVV, IXUS, IVW, MUB 13F-HR 10/12/2017, 10:05 AM