0001606587-18-000052.txt : 20180124 0001606587-18-000052.hdr.sgml : 20180124 20180124160342 ACCESSION NUMBER: 0001606587-18-000052 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180124 DATE AS OF CHANGE: 20180124 EFFECTIVENESS DATE: 20180124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAHABA WEALTH MANAGEMENT, INC. CENTRAL INDEX KEY: 0001716399 IRS NUMBER: 270755780 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18150 FILM NUMBER: 18545205 BUSINESS ADDRESS: STREET 1: 1075 PEACHTREE STREET NE STREET 2: SUITE 2150 CITY: ATLANTA STATE: GA ZIP: 30309 BUSINESS PHONE: 404-549-7678 MAIL ADDRESS: STREET 1: 1075 PEACHTREE STREET NE STREET 2: SUITE 2150 CITY: ATLANTA STATE: GA ZIP: 30309 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001716399 XXXXXXXX 12-31-2017 12-31-2017 false CAHABA WEALTH MANAGEMENT, INC.

1075 PEACHTREE STREET NE SUITE 2150 ATLANTA GA 30309

13F HOLDINGS REPORT 028-18150 N Brian O'Neill 404-549-7678 Brian O'Neill Atlanta GA 01-24-2018 0 59 245484 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 65179 596173 SH SOLE NONE 0 0 596173 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 43059 160163 SH SOLE NONE 0 0 160163 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF CORE MSCI TOTAL 46432F834 17609 279167 SH SOLE NONE 0 0 279167 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 11382 74508 SH SOLE NONE 0 0 74508 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 10474 94589 SH SOLE NONE 0 0 94589 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 8240 43421 SH SOLE NONE 0 0 43421 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 6559 48704 SH SOLE NONE 0 0 48704 PINNACLE FINL PARTNERS INC COM COM 72346Q104 6411 96708 SH SOLE NONE 0 0 96708 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 6364 51190 SH SOLE NONE 0 0 51190 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 6126 53631 SH SOLE NONE 0 0 53631 SPDR DOW JONES GLOBAL REAL ESTATE ETF DJ GLB RL ES ETF 78463X749 5449 111482 SH SOLE NONE 0 0 111482 ISHARES RUSSELL MID-CAP ETF RUS MID CAP ETF 464287499 5282 25378 SH SOLE NONE 0 0 25378 SOUTHERN CO COM COM 842587107 4417 91867 SH SOLE NONE 0 0 91867 ISHARES GLOBAL REIT ETF GLOBAL REIT ETF 46434V647 3979 152528 SH SOLE NONE 0 0 152528 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 3828 25762 SH SOLE NONE 0 0 25762 ISHARES U.S. REAL ESTATE ETF U.S. REAL ES ETF 464287739 3815 47096 SH SOLE NONE 0 0 47096 ISHARES S&P SMALL-CAP FUND CORE S&P SCP ETF 464287804 3019 39305 SH SOLE NONE 0 0 39305 UNITEDHEALTH GROUP INC COM COM 91324P102 2635 11953 SH SOLE NONE 0 0 11953 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF CORE S&P TTL STK 464287150 2539 41534 SH SOLE NONE 0 0 41534 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 2096 13252 SH SOLE NONE 0 0 13252 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1920 27315 SH SOLE NONE 0 0 27315 RAYMOND JAMES FINANCIAL INC COM COM 754730109 1859 20820 SH SOLE NONE 0 0 20820 ISHARES MSCI ACWI EX US INDEX FUND MSCI ACWI EX US 464288240 1788 35796 SH SOLE NONE 0 0 35796 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SHRT NAT MUN ETF 464288158 1670 15927 SH SOLE NONE 0 0 15927 ISHARES RUSSELL MID-CAP VALUE ETF RUS MDCP VAL ETF 464287473 1441 16164 SH SOLE NONE 0 0 16164 VANGUARD TAX-EXEMPT BOND ETF TAX EXEMPT BD 922907746 1275 24678 SH SOLE NONE 0 0 24678 AT&T INC COM COM 00206R102 1138 29292 SH SOLE NONE 0 0 29292 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1119 7345 SH SOLE NONE 0 0 7345 ISHARES CORE TOTAL USD BOND MARKET ETF CORE TOTAL USD 46434V613 1103 21691 SH SOLE NONE 0 0 21691 ISHARES RUSSELL MID-CAP GROWTH ETF RUS MD CP GR ETF 464287481 1031 8546 SH SOLE NONE 0 0 8546 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 996 16218 SH SOLE NONE 0 0 16218 VANGUARD TOTAL BOND MARKET INDEX FUND TOTAL BND MRKT 921937835 922 11305 SH SOLE NONE 0 0 11305 ISHARES RUSSELL TOP 200 GROWTH ETF RUS TP200 GR ETF 464289438 920 12581 SH SOLE NONE 0 0 12581 ISHARES RUSSELL 2000 VALUE ETF RUS 2000 VAL ETF 464287630 842 6699 SH SOLE NONE 0 0 6699 FIDELITY SOUTHERN CORP NEW COM COM 316394105 799 36660 SH SOLE NONE 0 0 36660 APPLE INC COM COM 037833100 679 4017 SH SOLE NONE 0 0 4017 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF NORTH AMERN NAT 464287374 679 19163 SH SOLE NONE 0 0 19163 ISHARES SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 644 6544 SH SOLE NONE 0 0 6544 SPDR GOLD SHARES GOLD SHS 78463V107 606 4909 SH SOLE NONE 0 0 4909 ISHARES RUSSELL 2000 GROWTH ETF RUS 2000 GRW ETF 464287648 571 3063 SH SOLE NONE 0 0 3063 WELLS FARGO CO NEW COM COM 949746101 536 8841 SH SOLE NONE 0 0 8841 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF IBOXX INV CP ETF 464287242 428 3521 SH SOLE NONE 0 0 3521 BOX INC CL A CL A 10316T104 381 18049 SH SOLE NONE 0 0 18049 ISHARES MSCI ACWI INDEX FUND MSCI ACWI ETF 464288257 351 4872 SH SOLE NONE 0 0 4872 EXXON MOBIL CORP COM COM 30231G102 311 3725 SH SOLE NONE 0 0 3725 MICROSOFT CORP COM COM 594918104 294 3446 SH SOLE NONE 0 0 3446 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 279 1409 SH SOLE NONE 0 0 1409 DISNEY WALT CO COM DISNEY COM DISNEY 254687106 272 2533 SH SOLE NONE 0 0 2533 GENESCO INC COM COM 371532102 266 8188 SH SOLE NONE 0 0 8188 AMERICAN WTR WKS CO INC NEW COM COM 030420103 264 2889 SH SOLE NONE 0 0 2889 ISHARES EMERGING MARKETS DIVIDEND ETF EM MKTS DIV ETF 464286319 255 6117 SH SOLE NONE 0 0 6117 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 238 3611 SH SOLE NONE 0 0 3611 ISHARES S&P MID-CAP 400 VALUE ETF S&P MC 400VL ETF 464287705 219 1373 SH SOLE NONE 0 0 1373 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 215 878 SH SOLE NONE 0 0 878 SPDR S&P 500 ETF TR UNIT 78462F103 210 790 SH SOLE NONE 0 0 790 ISHARES CORE 1-5 YEAR USD BOND ETF CORE 1 5 YR USD 46432F859 210 4220 SH SOLE NONE 0 0 4220 TOTAL SYS SVCS INC COM COM 891906109 208 2636 SH SOLE NONE 0 0 2636 SIRIUS XM HLDGS INC COM COM 82968B103 62 11663 SH SOLE NONE 0 0 11663 ISORAY INC COM COM 46489V104 21 55000 SH SOLE NONE 0 0 55000