Long-term investor
Smith & Howard Wealth Management, LLC @smithhowardwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001543991).
Record
- Tracked since 2025-06-30 (434 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months +8.3% · 1 year +14.0% · all +14.0%
- Max drawdown -0.7% · Sharpe 1.04 · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VCRB · 17.5% · long · since 2025-06-30
- VTI · 11.7% · long · since 2025-06-30
- IEFA · 8.1% · long · since 2025-06-30
- VTV · 6.6% · long · since 2025-06-30
- JMUB · 4.4% · long · since 2025-06-30
- VUG · 4.2% · long · since 2025-06-30
- VEA · 3.7% · long · since 2025-06-30
- VO · 3.6% · long · since 2025-06-30
- SPY · 3.5% · long · since 2025-06-30
- AGG · 3.2% · long · since 2025-06-30
- IEMG · 3.1% · long · since 2025-06-30
- IWD · 2.2% · long · since 2025-06-30