StockDriftsStockDriftsTop 50 Smith & Howard Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 18.22% | 1.09M | $84.3M | +6.88%(+70.11K) | $77.37(-0.51%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 11.09% | 159.8K | $51.3M | +0.20%(+318) | $85.05(+328.84%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.11% | 414.2K | $37.5M | +1.64%(+6.68K) | $64.27(+51.13%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.45% | 152.0K | $29.8M | +6.43%(+9.19K) | $140.36(+48.45%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 4.85% | 448.9K | $22.4M | +6.15%(+26.03K) | $50.37(-0.29%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.99% | 28.6K | $18.4M | +91.88%(+13.71K) | $575.68(+28.94%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.75% | 39.7K | $17.3M | +10.27%(+3.70K) | $48.37(+80.91%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.61% | 260.3K | $16.7M | +5.45%(+13.46K) | $41.38(+70.69%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.35% | 54.0K | $15.5M | +9.80%(+4.82K) | $54.24(+42.05%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.88% | 191.2K | $13.3M | -0.77%(-1.48K) | $50.92(+61.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.09% | +29.82% |
| Top 20 Holdings Unweighted | +10.36% | +34.42% |
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