IVV iShares Core S&P 500 ETF | $409,716,009 | $5,644,876 ▲ | 1.4% | 612,156 | 29.7% | ETF |
UBND VictoryShares Core Plus Intermediate Bond ETF | $168,538,413 | $168,012,851 ▲ | 31,968.2% | 7,643,465 | 12.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $140,626,100 | $1,095,424 ▲ | 0.8% | 1,702,907 | 10.2% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $122,169,219 | $4,186,625 ▲ | 3.5% | 1,872,038 | 8.8% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $55,965,476 | $274,268 ▲ | 0.5% | 714,392 | 4.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $52,238,776 | $1,908,887 ▲ | 3.8% | 439,609 | 3.8% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $48,724,477 | $2,263,733 ▲ | 4.9% | 997,635 | 3.5% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $37,021,362 | $75,737 ▲ | 0.2% | 503,966 | 2.7% | ETF |
MUB iShares National Muni Bond ETF | $36,139,168 | $2,569,815 ▲ | 7.7% | 339,367 | 2.6% | ETF |
SO Southern | $32,540,103 | $709,827 ▼ | -2.1% | 343,359 | 2.4% | Utilities |
IAGG iShares Core International Aggregate Bond ETF | $27,624,397 | $986,997 ▲ | 3.7% | 539,223 | 2.0% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $26,297,152 | $1,125,782 ▲ | 4.5% | 246,274 | 1.9% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $25,020,847 | $220,696 ▲ | 0.9% | 437,504 | 1.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $18,097,392 | $65,642 ▼ | -0.4% | 361,442 | 1.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $17,747,034 | $796,816 ▲ | 4.7% | 349,833 | 1.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $14,684,591 | $109,361 ▲ | 0.8% | 317,025 | 1.1% | ETF |
ACWI iShares MSCI ACWI ETF | $8,140,067 | $46,448 ▼ | -0.6% | 58,884 | 0.6% | Manufacturing |
RJF Raymond James Financial | $7,293,123 | | 0.0% | 42,254 | 0.5% | Finance |
IVW iShares S&P 500 Growth ETF | $6,853,114 | $354,432 ▼ | -4.9% | 56,769 | 0.5% | ETF |
AAPL Apple | $6,075,470 | $193,519 ▼ | -3.1% | 23,860 | 0.4% | Computer and Technology |
MSFT Microsoft | $5,887,100 | $99,448 ▼ | -1.7% | 11,366 | 0.4% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $5,568,518 | $9,945 ▲ | 0.2% | 57,675 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,498,824 | $200,116 ▲ | 3.8% | 62,980 | 0.4% | ETF |
NVDA NVIDIA | $3,688,190 | $84,336 ▼ | -2.2% | 19,767 | 0.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $3,665,391 | $182,490 ▲ | 5.2% | 7,291 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,358,884 | $23,420 ▼ | -0.7% | 7,171 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,042,483 | $59,291 ▼ | -1.9% | 4,567 | 0.2% | Finance |
AWK American Water Works | $2,957,872 | $11,135 ▲ | 0.4% | 21,251 | 0.2% | Utilities |
IWD iShares Russell 1000 Value ETF | $2,768,086 | $96,912 ▲ | 3.6% | 13,596 | 0.2% | ETF |
AMZN Amazon.com | $2,580,503 | $95,729 ▼ | -3.6% | 11,753 | 0.2% | Retail/Wholesale |
AVGO Broadcom | $2,045,111 | $47,507 ▼ | -2.3% | 6,199 | 0.1% | Computer and Technology |
J Jacobs Solutions | $2,044,540 | | 0.0% | 13,643 | 0.1% | Business Services |
SHY iShares 1-3 Year Treasury Bond ETF | $1,995,100 | $2,323 ▼ | -0.1% | 24,049 | 0.1% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $1,762,530 | $26,435 ▲ | 1.5% | 22,336 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,748,480 | $202,480 ▲ | 13.1% | 5,328 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,675,592 | $153,047,194 ▼ | -98.9% | 16,714 | 0.1% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,669,703 | $230,997 ▲ | 16.1% | 11,464 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,653,429 | $9,543 ▼ | -0.6% | 5,371 | 0.1% | ETF |
HCA HCA Healthcare | $1,614,325 | $260,389 ▼ | -13.9% | 3,788 | 0.1% | Medical |
IVE iShares S&P 500 Value ETF | $1,546,503 | $26,019 ▲ | 1.7% | 7,489 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,372,583 | | 0.0% | 14,700 | 0.1% | Finance |
HD Home Depot | $1,260,804 | $43,350 ▼ | -3.3% | 3,112 | 0.1% | Retail/Wholesale |
IWV iShares Russell 3000 ETF | $1,258,567 | $3,032 ▲ | 0.2% | 3,321 | 0.1% | ETF |
T AT&T | $1,249,100 | $9,940 ▼ | -0.8% | 44,232 | 0.1% | Computer and Technology |
ABCB Ameris Bancorp | $1,217,471 | $1,320 ▲ | 0.1% | 16,607 | 0.1% | Finance |
GOOG Alphabet | $1,215,094 | $48,467 ▼ | -3.8% | 4,989 | 0.1% | Computer and Technology |
QQQ Invesco QQQ | $1,153,602 | $48,042 ▲ | 4.3% | 1,921 | 0.1% | Finance |
WMT Walmart | $1,135,548 | $37,515 ▼ | -3.2% | 11,018 | 0.1% | Retail/Wholesale |
QUAL iShares MSCI USA Quality Factor ETF | $1,119,282 | $13,420 ▲ | 1.2% | 5,755 | 0.1% | ETF |
AFL Aflac | $1,109,735 | $112 ▲ | 0.0% | 9,935 | 0.1% | Finance |
COST Costco Wholesale | $1,102,790 | $61,112 ▼ | -5.3% | 1,191 | 0.1% | Retail/Wholesale |
LLY Eli Lilly and Company | $1,042,356 | $13,735 ▲ | 1.3% | 1,366 | 0.1% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $1,035,752 | $91,712 ▲ | 9.7% | 7,273 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,021,038 | $264,020 ▼ | -20.5% | 5,507 | 0.1% | Medical |
CAT Caterpillar | $967,820 | $39,610 ▼ | -3.9% | 2,028 | 0.1% | Industrials |
ICSH iShares Ultra Short-Term Bond Active ETF | $950,856 | $132,661 ▼ | -12.2% | 18,736 | 0.1% | ETF |
IWY iShares Russell Top 200 Growth ETF | $944,253 | | 0.0% | 3,451 | 0.1% | ETF |
PANW Palo Alto Networks | $901,019 | $28,100 ▲ | 3.2% | 4,425 | 0.1% | Computer and Technology |
IWL iShares Russell Top 200 ETF | $900,096 | $166 ▲ | 0.0% | 5,419 | 0.1% | ETF |
ORCL Oracle | $882,016 | $4,781 ▼ | -0.5% | 3,136 | 0.1% | Computer and Technology |
MCD McDonald's | $879,828 | $8,813 ▼ | -1.0% | 2,895 | 0.1% | Retail/Wholesale |
MMM 3M | $867,881 | $3,879 ▲ | 0.4% | 5,593 | 0.1% | Multi-Sector Conglomerates |
MCBS MetroCity Bankshares | $830,700 | | 0.0% | 30,000 | 0.1% | Finance |
V Visa | $817,845 | $50,859 ▼ | -5.9% | 2,396 | 0.1% | Business Services |
ABBV AbbVie | $813,721 | $2,316 ▼ | -0.3% | 3,514 | 0.1% | Medical |
JPM JPMorgan Chase & Co. | $802,901 | $14,197 ▲ | 1.8% | 2,545 | 0.1% | Finance |
GOOGL Alphabet | $792,521 | $13,371 ▲ | 1.7% | 3,260 | 0.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $790,885 | $76,577 ▲ | 10.7% | 1,291 | 0.1% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $779,686 | $6,844 ▲ | 0.9% | 33,723 | 0.1% | ETF |
KO CocaCola | $760,240 | $76,070 ▼ | -9.1% | 11,463 | 0.1% | Consumer Staples |
IWO iShares Russell 2000 Growth ETF | $750,394 | $960 ▲ | 0.1% | 2,345 | 0.1% | ETF |
XOM Exxon Mobil | $736,184 | $74,757 ▲ | 11.3% | 6,529 | 0.1% | Energy |
VYM Vanguard High Dividend Yield ETF | $709,652 | $53,418 ▼ | -7.0% | 5,035 | 0.1% | ETF |
PG Procter & Gamble | $699,069 | $8,758 ▼ | -1.2% | 4,550 | 0.1% | Consumer Staples |
SCHB Schwab US Broad Market ETF | $682,834 | $1,014,520 ▼ | -59.8% | 26,559 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $678,090 | $366 ▲ | 0.1% | 1,855 | 0.0% | ETF |
RTX RTX | $661,109 | $58,230 ▼ | -8.1% | 3,951 | 0.0% | Aerospace |
AOR iShares Core 60/40 Balanced Allocation ETF | $650,042 | $64 ▲ | 0.0% | 10,097 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $635,776 | | 0.0% | 6,630 | 0.0% | ETF |
PEP PepsiCo | $613,917 | $3,933 ▲ | 0.6% | 4,371 | 0.0% | Consumer Staples |
GLD SPDR Gold Shares | $606,230 | $11,733 ▼ | -1.9% | 1,705 | 0.0% | Finance |
CELESTICA INC
| $584,660 | | 0.0% | 2,373 | 0.0% | COM |
WM Waste Management | $579,912 | $22,525 ▼ | -3.7% | 2,626 | 0.0% | Business Services |
SPAB SPDR Portfolio Aggregate Bond ETF | $579,421 | $8,497,055 ▼ | -93.6% | 22,415 | 0.0% | ETF |
MBB iShares MBS ETF | $571,774 | $6,090 ▲ | 1.1% | 6,009 | 0.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $571,309 | $4,811 ▲ | 0.8% | 12,231 | 0.0% | Manufacturing |
IWS iShares Russell Mid-Cap Value ETF | $564,301 | $10,336 ▲ | 1.9% | 4,040 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $562,590 | $3,126 ▲ | 0.6% | 3,959 | 0.0% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $551,941 | $6,371 ▲ | 1.2% | 10,570 | 0.0% | Manufacturing |
BAC Bank of America | $543,107 | $1,599 ▲ | 0.3% | 10,527 | 0.0% | Finance |
IWN iShares Russell 2000 Value ETF | $529,836 | $2,475 ▲ | 0.5% | 2,997 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $524,657 | | 0.0% | 8,070 | 0.0% | Manufacturing |
TRV Travelers Companies | $517,554 | $2,233 ▲ | 0.4% | 1,854 | 0.0% | Finance |
BNDX Vanguard Total International Bond ETF | $514,342 | $4,105 ▼ | -0.8% | 10,399 | 0.0% | ETF |
GE GE Aerospace | $507,630 | | 0.0% | 1,687 | 0.0% | Aerospace |
IYW iShares U.S. Technology ETF | $490,288 | | 0.0% | 2,503 | 0.0% | Manufacturing |
IWM iShares Russell 2000 ETF | $470,523 | $23,466 ▲ | 5.2% | 1,945 | 0.0% | Finance |
UNH UnitedHealth Group | $464,279 | $9,320 ▼ | -2.0% | 1,345 | 0.0% | Medical |
VIG Vanguard Dividend Appreciation ETF | $436,965 | $4,963 ▼ | -1.1% | 2,025 | 0.0% | ETF |
ABT Abbott Laboratories | $428,084 | $37,236 ▼ | -8.0% | 3,196 | 0.0% | Medical |
