Smith, Moore &
$1.4B Assets Reported
581 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 109,463 | $72M | 5.2% |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 189,090 | $61M | 4.4% |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | 896,693 | $44M | 3.2% |
| IVE | ISHARES S&P 500 VALUE ETF | 198,903 | $42M | 3.1% |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 61,527 | $38M | 2.8% |
| AAPL | APPLE INC COM | 142,654 | $36M | 2.6% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 72,767 | $31M | 2.3% |
| SPY | STATE STREET SPDR S&P 500 ETF | 46,256 | $30M | 2.2% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 216,568 | $27M | 2.0% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 88,675 | $19M | 1.4% |
Track Smith, Moore &'s 13F portfolio: $1.4B in reported holdings, 581 positions. Top holdings, AUM, and quarterly changes on SentiSense.