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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001543991

Smith & Howard Wealth Management, LLC

ATLANTA, GA · File #028-14923

Latest AUM
$444.7M
Positions
98
Top-10 Concentration
67.3%
Filings
12

Sector Allocation

Technology
1.2%$5.5M
Healthcare
0.4%$1.7M
Energy
0.3%$1.4M
Industrials
0.1%$596,391

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD MALVERN FDS9220207481,018,712$79.4M18.32%
2VANGUARD INDEX FDS922908769159,468$53.5M12.34%
3ISHARES TR46432F842407,488$36.5M8.42%
4VANGUARD INDEX FDS922908744142,848$27.3M6.30%
5J P MORGAN EXCHANGE TRADED F46641Q647422,900$21.4M4.93%
6VANGUARD INDEX FDS92290873636,009$17.6M4.06%
7VANGUARD TAX-MANAGED FDS921943858246,806$15.4M3.56%
8VANGUARD INDEX FDS92290862949,150$14.3M3.29%
9ISHARES TR464287226131,593$13.1M3.03%
10ISHARES INC46434G103192,688$13.0M2.99%
11VANGUARD INDEX FDS92290875146,528$12.0M2.77%
12SPDR S&P 500 ETF TRSPY14,919$10.2M2.35%
13ISHARES TR46428841492,350$9.9M2.28%
14VANGUARD BD INDEX FDS921937835132,073$9.8M2.26%
15VANGUARD INTL EQUITY INDEX F922042858175,184$9.4M2.17%
16ISHARES TR46428759843,299$9.1M2.10%
17ISHARES TR46428761417,968$8.5M1.96%
18ISHARES TR46428824084,613$5.7M1.31%
19ISHARES TR46428765522,436$5.5M1.28%
20COCA COLA COKO78,519$5.5M1.27%