SMITH, MOORE & CO. - Portfolio overview

SMITH, MOORE & CO. has 606 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 5.08%
2. VTI - VANGUARD TOTAL STOCK MARKET ETF, 4.31%
3. XONE - BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF, 3.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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