IVV iShares Core S&P 500 ETF | $352,221,311 | $3,256,210 ▲ | 0.9% | 626,840 | 29.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $153,715,248 | $3,988,257 ▲ | 2.7% | 1,553,935 | 12.7% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $119,522,626 | $1,590,412 ▲ | 1.3% | 1,712,113 | 9.9% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $110,727,070 | $2,821,281 ▲ | 2.6% | 1,897,636 | 9.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $47,086,092 | $1,815,963 ▲ | 4.0% | 450,283 | 3.9% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $46,694,460 | $1,952,374 ▲ | 4.4% | 965,759 | 3.9% | Manufacturing |
SPLG SPDR Portfolio S&P 500 ETF | $38,835,864 | $590,788 ▲ | 1.5% | 590,570 | 3.2% | ETF |
MUB iShares National Muni Bond ETF | $33,997,849 | $270,453 ▲ | 0.8% | 322,438 | 2.8% | ETF |
VXUS Vanguard Total International Stock ETF | $30,570,179 | $117,555 ▼ | -0.4% | 492,273 | 2.5% | ETF |
SO Southern | $29,407,964 | $3,804,243 ▲ | 14.9% | 319,826 | 2.4% | Utilities |
IAGG iShares Core International Aggregate Bond ETF | $26,650,788 | $852,480 ▲ | 3.3% | 533,122 | 2.2% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $22,984,387 | $567,600 ▲ | 2.5% | 217,655 | 1.9% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $17,021,325 | $774,590 ▲ | 4.8% | 336,190 | 1.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $16,531,360 | $343,879 ▲ | 2.1% | 323,004 | 1.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $15,487,748 | $480,024 ▲ | 3.2% | 312,127 | 1.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $9,157,600 | $109,107 ▼ | -1.2% | 358,559 | 0.8% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $8,194,505 | $267,345 ▲ | 3.4% | 201,043 | 0.7% | ETF |
ACWI iShares MSCI ACWI ETF | $7,006,879 | $65,527 ▼ | -0.9% | 60,202 | 0.6% | Manufacturing |
AAPL Apple | $6,057,406 | $44,648 ▲ | 0.7% | 27,270 | 0.5% | Computer and Technology |
RJF Raymond James | $5,869,538 | | 0.0% | 42,254 | 0.5% | Finance |
IVW iShares S&P 500 Growth ETF | $5,678,081 | $93,945 ▼ | -1.6% | 61,166 | 0.5% | ETF |
IWR iShares Russell Mid-Cap ETF | $4,888,084 | $165,800 ▼ | -3.3% | 57,460 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $4,722,814 | $90,931 ▼ | -1.9% | 62,430 | 0.4% | ETF |
MSFT Microsoft | $4,621,715 | $67,569 ▲ | 1.5% | 12,312 | 0.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $3,684,297 | $69,766 ▲ | 1.9% | 6,918 | 0.3% | Finance |
AWK American Water Works | $3,102,724 | $21,390 ▲ | 0.7% | 21,033 | 0.3% | Utilities |
NVDA NVIDIA | $2,852,937 | $105,456 ▲ | 3.8% | 26,323 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $2,605,063 | $132,167 ▼ | -4.8% | 7,214 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,580,095 | $559 ▼ | 0.0% | 4,612 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $2,470,097 | $89,938 ▼ | -3.5% | 13,128 | 0.2% | ETF |
AMZN Amazon.com | $2,420,137 | $26,446 ▲ | 1.1% | 12,720 | 0.2% | Retail/Wholesale |
SHY iShares 1-3 Year Treasury Bond ETF | $1,973,172 | $12,327 ▲ | 0.6% | 23,851 | 0.2% | Manufacturing |
J Jacobs Solutions | $1,649,302 | | 0.0% | 13,643 | 0.1% | Business Services |
BSV Vanguard Short-Term Bond ETF | $1,608,770 | $9,707 ▲ | 0.6% | 20,551 | 0.1% | ETF |
HCA HCA Healthcare | $1,575,708 | $35,937 ▼ | -2.2% | 4,560 | 0.1% | Medical |
VV Vanguard Large-Cap ETF | $1,502,778 | $30,842 ▲ | 2.1% | 5,847 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $1,406,657 | $7,419 ▲ | 0.5% | 19,151 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $1,404,119 | $32,397 ▼ | -2.3% | 7,368 | 0.1% | ETF |
T AT&T | $1,308,615 | $199,909 ▲ | 18.0% | 46,274 | 0.1% | Computer and Technology |
COST Costco Wholesale | $1,308,563 | $90,767 ▲ | 7.5% | 1,384 | 0.1% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $1,293,319 | $80,248 ▲ | 6.6% | 4,706 | 0.1% | ETF |
HD Home Depot | $1,241,276 | $25,654 ▼ | -2.0% | 3,387 | 0.1% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $1,217,499 | $39,638 ▼ | -3.2% | 14,897 | 0.1% | Finance |
ICSH iShares Ultra Short-Term Bond Active ETF | $1,182,592 | $1,393,963 ▼ | -54.1% | 23,325 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,177,223 | $10,370 ▼ | -0.9% | 9,649 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,165,548 | $22,303 ▲ | 2.0% | 1,411 | 0.1% | Medical |
AVGO Broadcom | $1,152,298 | $5,525 ▲ | 0.5% | 6,882 | 0.1% | Computer and Technology |
KO Coca-Cola | $1,140,680 | $16,186 ▲ | 1.4% | 15,927 | 0.1% | Consumer Staples |
AFL Aflac | $1,104,436 | $111 ▲ | 0.0% | 9,933 | 0.1% | Finance |
WMT Walmart | $1,083,114 | $27,653 ▲ | 2.6% | 12,338 | 0.1% | Retail/Wholesale |
IWV iShares Russell 3000 ETF | $1,049,674 | $14,292 ▼ | -1.3% | 3,305 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $991,313 | | 0.0% | 5,801 | 0.1% | ETF |
V Visa | $968,299 | $54,671 ▲ | 6.0% | 2,763 | 0.1% | Business Services |
ABCB Ameris Bancorp | $953,567 | $1,209 ▲ | 0.1% | 16,564 | 0.1% | Finance |
MCD McDonald's | $930,454 | $30,609 ▼ | -3.2% | 2,979 | 0.1% | Retail/Wholesale |
GOOG Alphabet | $900,932 | $57,333 ▲ | 6.8% | 5,767 | 0.1% | Computer and Technology |
JNJ Johnson & Johnson | $896,898 | $51,412 ▲ | 6.1% | 5,408 | 0.1% | Medical |
XOM Exxon Mobil | $888,669 | $714 ▲ | 0.1% | 7,472 | 0.1% | Energy |
QQQ Invesco QQQ | $881,423 | $37,039 ▲ | 4.4% | 1,880 | 0.1% | Finance |
MCBS MetroCity Bankshares | $827,100 | | 0.0% | 30,000 | 0.1% | Finance |
PG Procter & Gamble | $821,075 | $7,158 ▲ | 0.9% | 4,818 | 0.1% | Consumer Staples |
MMM 3M | $819,470 | $11,014 ▲ | 1.4% | 5,580 | 0.1% | Multi-Sector Conglomerates |
IWP iShares Russell Mid-Cap Growth ETF | $778,472 | $352 ▲ | 0.0% | 6,626 | 0.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $761,529 | $4,298 ▲ | 0.6% | 33,132 | 0.1% | ETF |
CAT Caterpillar | $749,397 | $28,036 ▲ | 3.9% | 2,272 | 0.1% | Industrials |
IWL iShares Russell Top 200 ETF | $744,394 | $57,716 ▼ | -7.2% | 5,417 | 0.1% | ETF |
PANW Palo Alto Networks | $731,534 | $1,194 ▲ | 0.2% | 4,287 | 0.1% | Computer and Technology |
IWY iShares Russell Top 200 Growth ETF | $727,867 | $8,648 ▼ | -1.2% | 3,451 | 0.1% | ETF |
ABBV AbbVie | $723,708 | $9,638 ▼ | -1.3% | 3,454 | 0.1% | Medical |
UNH UnitedHealth Group | $713,967 | $524 ▼ | -0.1% | 1,363 | 0.1% | Medical |
PEP PepsiCo | $697,908 | $32,834 ▼ | -4.5% | 4,655 | 0.1% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $693,599 | $33,919 ▲ | 5.1% | 5,378 | 0.1% | ETF |
WM Waste Management | $679,421 | $11,343 ▼ | -1.6% | 2,935 | 0.1% | Business Services |
RTX RTX | $676,720 | $33,114 ▲ | 5.1% | 5,109 | 0.1% | Aerospace |
AOR iShares Core 60/40 Balanced Allocation ETF | $660,268 | | 0.0% | 11,469 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $641,440 | $3,925 ▼ | -0.6% | 2,615 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $637,663 | $38,537 ▲ | 6.4% | 1,241 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $609,638 | $2,015 ▲ | 0.3% | 4,840 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $608,931 | $3,358 ▲ | 0.6% | 4,534 | 0.1% | ETF |
GOOGL Alphabet | $606,941 | $38,659 ▲ | 6.8% | 3,925 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $597,816 | $32,446 ▼ | -5.1% | 2,340 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $572,163 | | 0.0% | 6,870 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $568,046 | $179,125 ▼ | -24.0% | 1,852 | 0.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $554,191 | $2,949 ▲ | 0.5% | 12,027 | 0.0% | Manufacturing |
MBB iShares MBS ETF | $551,721 | $3,939 ▲ | 0.7% | 5,883 | 0.0% | ETF |
GLD SPDR Gold Shares | $534,190 | $10,949 ▼ | -2.0% | 1,854 | 0.0% | Finance |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $527,549 | $4,035 ▲ | 0.8% | 10,328 | 0.0% | Manufacturing |
META Meta Platforms | $517,736 | $21,909 ▲ | 4.4% | 898 | 0.0% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $514,760 | $3,613 ▲ | 0.7% | 22,226 | 0.0% | ETF |
ABT Abbott Laboratories | $512,575 | $8,092 ▼ | -1.6% | 3,864 | 0.0% | Medical |
BNDX Vanguard Total International Bond ETF | $508,631 | $1,855 ▲ | 0.4% | 10,418 | 0.0% | ETF |
BAC Bank of America | $487,816 | $10,808 ▼ | -2.2% | 11,690 | 0.0% | Finance |
TRV Travelers Companies | $486,600 | $4,231 ▼ | -0.9% | 1,840 | 0.0% | Finance |
IWN iShares Russell 2000 Value ETF | $448,353 | $12,228 ▼ | -2.7% | 2,970 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $441,213 | | 0.0% | 7,957 | 0.0% | Manufacturing |
ORCL Oracle | $439,665 | $66,544 ▲ | 17.8% | 3,145 | 0.0% | Computer and Technology |
MMC Marsh & McLennan Companies | $428,111 | | 0.0% | 1,754 | 0.0% | Finance |
VIG Vanguard Dividend Appreciation ETF | $413,273 | $1,358 ▲ | 0.3% | 2,130 | 0.0% | ETF |
ADP Automatic Data Processing | $389,812 | $9,165 ▲ | 2.4% | 1,276 | 0.0% | Business Services |
JHSC John Hancock Multifactor Small Cap ETF | $386,117 | | 0.0% | 10,359 | 0.0% | ETF |
