IVV iShares Core S&P 500 ETF | $509,389,613 | $3,452,450 ▲ | 0.7% | 665,130 | 30.6% | ETF |
UBND VictoryShares Core Plus Intermediate Bond ETF | $182,974,068 | $6,134,328 ▲ | 3.5% | 8,858,585 | 11.0% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $171,973,554 | $269,297 ▲ | 0.2% | 1,810,439 | 10.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $150,340,371 | $1,783,209 ▲ | 1.2% | 2,089,512 | 9.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $66,224,090 | $14,182 ▼ | 0.0% | 737,791 | 4.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $65,848,939 | $145,699 ▼ | -0.2% | 484,041 | 4.0% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $61,188,184 | $3,839,015 ▲ | 6.7% | 1,294,988 | 3.7% | ETF |
VXUS Vanguard Total International Stock ETF | $43,422,253 | $51,995 ▲ | 0.1% | 511,091 | 2.6% | ETF |
MUB iShares National Muni Bond ETF | $43,026,749 | $1,767,734 ▲ | 4.3% | 425,586 | 2.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $32,096,502 | $1,261,734 ▲ | 4.1% | 652,368 | 1.9% | ETF |
SO Southern | $30,307,069 | $681,936 ▼ | -2.2% | 365,630 | 1.8% | Utilities |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $29,653,296 | $202,106 ▲ | 0.7% | 470,389 | 1.8% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $29,499,421 | $1,266,921 ▲ | 4.5% | 282,183 | 1.8% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $25,070,585 | $2,561,362 ▲ | 11.4% | 497,729 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $22,028,115 | $1,384,048 ▲ | 6.7% | 465,121 | 1.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $17,214,921 | $129,401 ▼ | -0.7% | 325,670 | 1.0% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $9,933,419 | $3,030,950 ▲ | 43.9% | 197,092 | 0.6% | ETF |
AAPL Apple | $9,564,987 | $526,171 ▲ | 5.8% | 28,722 | 0.6% | Technology |
ACWI iShares MSCI ACWI ETF | $8,673,031 | $111,136 ▼ | -1.3% | 54,628 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $7,288,062 | $85,213 ▼ | -1.2% | 51,231 | 0.4% | ETF |
RJF Raymond James Financial | $6,098,321 | $4,741 ▲ | 0.1% | 38,592 | 0.4% | Finance |
MSFT Microsoft | $5,923,558 | $181,569 ▲ | 3.2% | 11,549 | 0.4% | Technology |
IEFA iShares Core MSCI EAFE ETF | $5,914,914 | $133,985 ▼ | -2.2% | 61,054 | 0.4% | ETF |
IWR iShares Russell Mid-Cap ETF | $5,598,933 | $390,023 ▼ | -6.5% | 52,469 | 0.3% | ETF |
NVDA NVIDIA | $5,051,837 | $321,335 ▲ | 6.8% | 22,120 | 0.3% | Technology |
SPY SPDR S&P 500 ETF Trust | $4,204,253 | $699,311 ▲ | 20.0% | 5,513 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $3,651,880 | $35,354 ▲ | 1.0% | 7,334 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,454,813 | $77,536 ▼ | -2.2% | 27,581 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $3,261,285 | $77,602 ▲ | 2.4% | 13,154 | 0.2% | ETF |
AMZN Amazon.com | $3,125,905 | $89,447 ▲ | 2.9% | 12,546 | 0.2% | Consumer Discretionary |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,960,969 | $15,797 ▲ | 0.5% | 17,807 | 0.2% | ETF |
AWK American Water Works | $2,864,099 | $18,385 ▲ | 0.6% | 22,122 | 0.2% | Utilities |
PINNACLE FINL PARTNERS INC
| $2,535,889 | $12,450 ▲ | 0.5% | 27,090 | 0.2% | COM |
AVGO Broadcom | $2,197,061 | $75,858 ▲ | 3.6% | 6,256 | 0.1% | Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $2,175,652 | $71,293 ▲ | 3.4% | 26,794 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,034,850 | $224,006 ▲ | 12.4% | 26,634 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,923,533 | $48,906 ▲ | 2.6% | 5,467 | 0.1% | ETF |
QQQ Invesco QQQ | $1,910,103 | $16,275 ▼ | -0.8% | 2,582 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,891,620 | $374 ▼ | 0.0% | 5,055 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,783,382 | $45,273 ▲ | 2.6% | 6,736 | 0.1% | Healthcare |
PANW Palo Alto Networks | $1,778,296 | $27,016 ▲ | 1.5% | 4,476 | 0.1% | Technology |
J Jacobs Solutions | $1,768,385 | $46,668 ▼ | -2.6% | 13,073 | 0.1% | Industrials |
GOOG Alphabet | $1,757,559 | $78,371 ▲ | 4.7% | 5,158 | 0.1% | Communication Services |
LLY Eli Lilly and Company | $1,652,104 | $54,376 ▲ | 3.4% | 1,428 | 0.1% | Healthcare |
CAT Caterpillar | $1,640,341 | $28,380 ▲ | 1.8% | 2,023 | 0.1% | Industrials |
IVE iShares S&P 500 Value ETF | $1,492,052 | $23,970 ▼ | -1.6% | 6,536 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,475,623 | $28,154 ▼ | -1.9% | 14,204 | 0.1% | ETF |
HCA HCA Healthcare | $1,471,281 | $59,739 ▼ | -3.9% | 3,448 | 0.1% | Healthcare |
IWV iShares Russell 3000 ETF | $1,438,263 | $17,266 ▼ | -1.2% | 3,332 | 0.1% | ETF |
WALMART INC
| $1,424,886 | $101,013 ▲ | 7.6% | 13,711 | 0.1% | COM |
GOOGL Alphabet | $1,403,214 | $154,842 ▲ | 12.4% | 4,078 | 0.1% | Communication Services |
AMERIS BANCORP
| $1,364,450 | $69,658 ▲ | 5.4% | 17,159 | 0.1% | COM |
VOO Vanguard S&P 500 ETF | $1,332,075 | $159,765 ▲ | 13.6% | 1,901 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,278,244 | $1,778 ▼ | -0.1% | 5,752 | 0.1% | ETF |
EXXONMOBIL HOLDINGS CORP
| $1,151,481 | $1,151,481 ▲ | New Holding | 7,075 | 0.1% | COM SHS |
AFL Aflac | $1,121,639 | $2,236 ▲ | 0.2% | 10,034 | 0.1% | Finance |
IWY iShares Russell Top 200 Growth ETF | $1,115,362 | $64,881 ▲ | 6.2% | 3,782 | 0.1% | ETF |
COST Costco Wholesale | $1,077,067 | $14,567 ▲ | 1.4% | 1,183 | 0.1% | Consumer Staples |
KO Coca-Cola | $1,019,950 | $12,395 ▲ | 1.2% | 11,849 | 0.1% | Consumer Staples |
HD Home Depot | $1,011,419 | $14,510 ▼ | -1.4% | 3,555 | 0.1% | Consumer Discretionary |
IWL iShares Russell Top 200 ETF | $1,002,284 | $190 ▲ | 0.0% | 5,271 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $997,424 | $40,360 ▲ | 4.2% | 3,015 | 0.1% | Finance |
ABBV AbbVie | $979,932 | $24,067 ▲ | 2.5% | 3,746 | 0.1% | Healthcare |
MMM 3M | $942,780 | $11,820 ▲ | 1.3% | 5,743 | 0.1% | Industrials |
CRWD CrowdStrike | $920,232 | $701,823 ▲ | 321.3% | 3,476 | 0.1% | Technology |
IWP iShares Russell Mid-Cap Growth ETF | $894,250 | $551 ▲ | 0.1% | 6,495 | 0.1% | ETF |
CELESTICA INC
| $859,481 | | 0.0% | 2,378 | 0.1% | COM |
MCBS MetroCity Bankshares | $857,000 | | 0.0% | 25,000 | 0.1% | Finance |
IWO iShares Russell 2000 Growth ETF | $840,714 | $1,071 ▲ | 0.1% | 2,356 | 0.1% | ETF |
V Visa | $827,495 | $11,498 ▲ | 1.4% | 2,303 | 0.0% | Finance |
VYM Vanguard High Dividend Yield ETF | $812,026 | $18,469 ▲ | 2.3% | 5,232 | 0.0% | ETF |
SCHB Schwab US Broad Market ETF | $805,903 | $2,081 ▲ | 0.3% | 27,496 | 0.0% | ETF |
GE GE Aerospace | $745,661 | $625 ▲ | 0.1% | 2,388 | 0.0% | Industrials |
SPAB SPDR Portfolio Aggregate Bond ETF | $733,480 | $217,730 ▲ | 42.2% | 30,110 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $733,159 | $71,780 ▲ | 10.9% | 4,821 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $718,590 | $3,398 ▼ | -0.5% | 6,556 | 0.0% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $718,048 | $8,771 ▼ | -1.2% | 10,479 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $717,595 | $416 ▲ | 0.1% | 1,724 | 0.0% | ETF |
TRV Travelers Companies | $681,366 | $8,557 ▼ | -1.2% | 1,911 | 0.0% | Finance |
RTX RTX | $678,218 | $18,195 ▲ | 2.8% | 3,653 | 0.0% | Industrials |
GLD SPDR Gold Shares | $673,014 | $22,472 ▼ | -3.2% | 1,767 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $672,463 | $185,032 ▲ | 38.0% | 2,882 | 0.0% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $667,176 | $6,386 ▲ | 1.0% | 30,506 | 0.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $657,520 | $968,838 ▼ | -59.6% | 6,955 | 0.0% | ETF |
PG Procter & Gamble | $621,181 | $23,534 ▲ | 3.9% | 4,276 | 0.0% | Consumer Staples |
MCD McDonald's | $616,443 | $28,178 ▼ | -4.4% | 2,669 | 0.0% | Consumer Discretionary |
IWS iShares Russell Mid-Cap Value ETF | $614,929 | $1,929 ▲ | 0.3% | 3,826 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $610,166 | | 0.0% | 8,069 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $603,836 | $20,945 ▼ | -3.4% | 2,883 | 0.0% | ETF |
DAL Delta Air Lines | $597,289 | $29,293 ▲ | 5.2% | 7,157 | 0.0% | Industrials |
T AT&T | $585,536 | $17,544 ▲ | 3.1% | 23,997 | 0.0% | Communication Services |
BAC Bank of America | $577,067 | $7,185 ▼ | -1.2% | 10,602 | 0.0% | Finance |
IUSB iShares Core Total USD Bond Market ETF | $574,716 | $4,850 ▲ | 0.9% | 13,035 | 0.0% | ETF |
BNDX Vanguard Total International Bond ETF | $574,222 | $76,541 ▲ | 15.4% | 12,251 | 0.0% | ETF |
GE VERNOVA INC
| $570,457 | $951 ▲ | 0.2% | 600 | 0.0% | COM |
AMD Advanced Micro Devices | $557,567 | $156,070 ▲ | 38.9% | 911 | 0.0% | Technology |
WMG Warner Music Group | $551,133 | $3,893 ▲ | 0.7% | 19,961 | 0.0% | Communication Services |
IWM iShares Russell 2000 ETF | $542,809 | $24,180 ▼ | -4.3% | 1,953 | 0.0% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $539,784 | $6,527 ▲ | 1.2% | 11,082 | 0.0% | ETF |
PEP PepsiCo | $538,829 | $10,518 ▲ | 2.0% | 4,252 | 0.0% | Consumer Staples |
