IVV iShares Core S&P 500 ETF | $494,733,187 | $8,467,699 â–² | 1.7% | 660,622 | 29.8% | ETF |
UBND VictoryShares Core Plus Intermediate Bond ETF | $186,000,651 | $8,308,053 â–² | 4.7% | 8,561,595 | 11.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $172,517,726 | $3,768,353 â–² | 2.2% | 1,807,604 | 10.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $159,211,143 | $3,398,160 â–² | 2.2% | 2,064,728 | 9.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $71,946,907 | $1,092,896 â–² | 1.5% | 485,112 | 4.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $64,850,947 | $243,603 â–¼ | -0.4% | 737,949 | 3.9% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $58,562,912 | $4,098,114 â–² | 7.5% | 1,213,739 | 3.5% | ETF |
MUB iShares National Muni Bond ETF | $43,919,829 | $2,655,523 â–² | 6.4% | 408,101 | 2.6% | ETF |
VXUS Vanguard Total International Stock ETF | $43,640,863 | $195,687 â–¼ | -0.4% | 510,479 | 2.6% | ETF |
SO Southern | $35,781,876 | $1,504,658 â–¼ | -4.0% | 373,857 | 2.2% | Utilities |
IAGG iShares Core International Aggregate Bond ETF | $31,712,186 | $1,459,911 â–² | 4.8% | 626,723 | 1.9% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $31,562,886 | $193,222 â–¼ | -0.6% | 467,183 | 1.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $28,753,706 | $1,166,272 â–² | 4.2% | 270,064 | 1.7% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $22,598,642 | $2,213,148 â–² | 10.9% | 446,878 | 1.4% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $22,047,661 | $508,025 â–² | 2.4% | 435,897 | 1.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $18,922,538 | $226,873 â–¼ | -1.2% | 328,118 | 1.1% | ETF |
ACWI iShares MSCI ACWI ETF | $8,684,853 | $133,896 â–¼ | -1.5% | 55,328 | 0.5% | ETF |
AAPL Apple | $7,853,693 | $41,089 â–² | 0.5% | 27,142 | 0.5% | Technology |
IVW iShares S&P 500 Growth ETF | $7,128,119 | $549,840 â–¼ | -7.2% | 51,830 | 0.4% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $6,927,157 | $3,337,583 â–² | 93.0% | 136,954 | 0.4% | ETF |
IWR iShares Russell Mid-Cap ETF | $6,191,616 | $19,085 â–¼ | -0.3% | 56,124 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $6,030,189 | $46,359 â–² | 0.8% | 62,437 | 0.4% | ETF |
RJF Raymond James Financial | $5,862,575 | $304 â–¼ | 0.0% | 38,562 | 0.4% | Finance |
MSFT Microsoft | $4,175,914 | $44,016 â–² | 1.1% | 11,195 | 0.3% | Technology |
NVDA NVIDIA | $4,144,526 | $48,423 â–² | 1.2% | 20,713 | 0.2% | Technology |
BRK.B Berkshire Hathaway | $3,634,247 | $31,524 â–² | 0.9% | 7,263 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,501,554 | $2,626,911 â–² | 300.3% | 28,200 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,432,436 | $107,544 â–² | 3.2% | 4,596 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $3,113,091 | $59,881 â–¼ | -1.9% | 12,841 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,909,470 | $1,150 â–¼ | 0.0% | 17,712 | 0.2% | ETF |
AMZN Amazon.com | $2,904,716 | $57,918 â–² | 2.0% | 12,187 | 0.2% | Consumer Discretionary |
AWK American Water Works | $2,892,096 | $31,184 â–² | 1.1% | 21,980 | 0.2% | Utilities |
PINNACLE FINL PARTNERS INC
| $2,719,377 | $2,468,593 â–² | 984.4% | 26,957 | 0.2% | COM |
AVGO Broadcom | $2,281,507 | $24,930 â–² | 1.1% | 6,040 | 0.1% | Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $2,127,963 | $67,412 â–² | 3.3% | 25,916 | 0.1% | ETF |
CAT Caterpillar | $2,116,872 | $8,519 â–² | 0.4% | 1,988 | 0.1% | Industrials |
QQQ Invesco QQQ | $1,917,793 | $437,469 â–¼ | -18.6% | 2,604 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,870,892 | $111,010 â–¼ | -5.6% | 5,056 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,846,615 | $72,066 â–² | 4.1% | 23,702 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,832,336 | $344 â–² | 0.0% | 5,328 | 0.1% | ETF |
GOOG Alphabet | $1,741,301 | $22,614 â–² | 1.3% | 4,928 | 0.1% | Communication Services |
AGG iShares Core U.S. Aggregate Bond ETF | $1,702,767 | $576,563 â–¼ | -25.3% | 17,203 | 0.1% | ETF |
J Jacobs Solutions | $1,690,668 | | 0.0% | 13,418 | 0.1% | Industrials |
JNJ Johnson & Johnson | $1,667,243 | $24,380 â–² | 1.5% | 6,565 | 0.1% | Healthcare |
LLY Eli Lilly and Company | $1,656,971 | $37,195 â–² | 2.3% | 1,381 | 0.1% | Healthcare |
IVE iShares S&P 500 Value ETF | $1,507,996 | $5,904 â–¼ | -0.4% | 6,641 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,503,628 | $17,140 â–² | 1.2% | 14,475 | 0.1% | ETF |
PANW Palo Alto Networks | $1,503,216 | $27,282 â–¼ | -1.8% | 4,408 | 0.1% | Technology |
ABCB Ameris Bancorp | $1,469,738 | $33,397 â–¼ | -2.2% | 16,283 | 0.1% | Finance |
WALMART INC
| $1,442,767 | $27,634 â–¼ | -1.9% | 12,739 | 0.1% | COM |
IWV iShares Russell 3000 ETF | $1,437,817 | $1,706 â–² | 0.1% | 3,372 | 0.1% | ETF |
HCA HCA Healthcare | $1,398,815 | $1,170 â–¼ | -0.1% | 3,588 | 0.1% | Healthcare |
GOOGL Alphabet | $1,296,596 | $79,697 â–² | 6.5% | 3,628 | 0.1% | Communication Services |
HD Home Depot | $1,271,627 | $22,569 â–² | 1.8% | 3,606 | 0.1% | Consumer Discretionary |
QUAL iShares MSCI USA Quality Factor ETF | $1,264,026 | $16,239 â–² | 1.3% | 5,760 | 0.1% | ETF |
AFL Aflac | $1,174,133 | $703 â–² | 0.1% | 10,014 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $1,148,752 | $116,729 â–² | 11.3% | 1,673 | 0.1% | ETF |
COST Costco Wholesale | $1,091,384 | $1,870 â–¼ | -0.2% | 1,167 | 0.1% | Consumer Staples |
IWY iShares Russell Top 200 Growth ETF | $1,035,170 | $46,498 â–¼ | -4.3% | 3,562 | 0.1% | ETF |
IWL iShares Russell Top 200 ETF | $974,680 | $185 â–² | 0.0% | 5,270 | 0.1% | ETF |
KO CocaCola | $951,284 | $3,495 â–¼ | -0.4% | 11,705 | 0.1% | Consumer Staples |
IWP iShares Russell Mid-Cap Growth ETF | $950,393 | $112,155 â–¼ | -10.6% | 6,491 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $946,812 | $46,146 â–² | 5.1% | 2,893 | 0.1% | Finance |
XOM ExxonMobil | $938,904 | $26,662 â–² | 2.9% | 6,867 | 0.1% | Energy |
IWO iShares Russell 2000 Growth ETF | $927,012 | $1,182 â–² | 0.1% | 2,353 | 0.1% | ETF |
ABBV AbbVie | $919,432 | $9,310 â–² | 1.0% | 3,654 | 0.1% | Healthcare |
MMM 3M | $918,253 | $2,753 â–² | 0.3% | 5,671 | 0.1% | Industrials |
MCBS MetroCity Bankshares | $897,250 | | 0.0% | 25,000 | 0.1% | Finance |
GE GE Aerospace | $891,880 | $8,971 â–² | 1.0% | 2,386 | 0.1% | Industrials |
CELESTICA INC
| $867,494 | | 0.0% | 2,378 | 0.1% | COM |
VYM Vanguard High Dividend Yield ETF | $808,062 | $127,855 â–¼ | -13.7% | 5,113 | 0.0% | ETF |
SCHB Schwab US Broad Market ETF | $794,227 | $21,083 â–² | 2.7% | 27,425 | 0.0% | ETF |
V Visa | $779,137 | $61,412 â–¼ | -7.3% | 2,271 | 0.0% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $773,942 | $5,170 â–¼ | -0.7% | 6,587 | 0.0% | ETF |
MCD McDonald's | $754,493 | $3,785 â–² | 0.5% | 2,791 | 0.0% | Consumer Discretionary |
AOR iShares Core 60/40 Balanced Allocation ETF | $737,181 | | 0.0% | 10,607 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $705,630 | $410 â–² | 0.1% | 1,723 | 0.0% | ETF |
GE VERNOVA INC
| $703,660 | $48,164 â–² | 7.3% | 599 | 0.0% | COM |
GOVT iShares U.S. Treasury Bond ETF | $688,280 | $6,242 â–² | 0.9% | 30,214 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $679,817 | $53,460 â–² | 8.5% | 4,349 | 0.0% | ETF |
RTX RTX | $674,439 | $3,225 â–² | 0.5% | 3,555 | 0.0% | Industrials |
GLD SPDR Gold Shares | $672,627 | $110,877 â–¼ | -14.2% | 1,826 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $659,863 | $2,433 â–² | 0.4% | 2,983 | 0.0% | ETF |
TRV Travelers Companies | $638,620 | $7,921 â–² | 1.3% | 1,935 | 0.0% | Finance |
DAL Delta Air Lines | $637,447 | $1,592 â–² | 0.3% | 6,806 | 0.0% | Industrials |
CRWD CrowdStrike | $629,897 | $313,040 â–¼ | -33.2% | 825 | 0.0% | Technology |
IWS iShares Russell Mid-Cap Value ETF | $627,718 | $7,571 â–² | 1.2% | 3,814 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $614,119 | $6,698 â–² | 1.1% | 8,069 | 0.0% | ETF |
IWM iShares Russell 2000 ETF | $612,859 | $901 â–¼ | -0.1% | 2,040 | 0.0% | ETF |
BAC Bank of America | $611,597 | $1,481 â–² | 0.2% | 10,734 | 0.0% | Finance |
PG Procter & Gamble | $603,258 | $4,399 â–² | 0.7% | 4,114 | 0.0% | Consumer Staples |
IUSB iShares Core Total USD Bond Market ETF | $596,489 | $7,892 â–¼ | -1.3% | 12,925 | 0.0% | ETF |
PEP PepsiCo | $564,529 | $812 â–² | 0.1% | 4,169 | 0.0% | Consumer Staples |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $561,542 | $6,617 â–² | 1.2% | 10,948 | 0.0% | ETF |
UNH UnitedHealth Group | $553,939 | $4,571 â–² | 0.8% | 1,333 | 0.0% | Healthcare |
WM Waste Management | $551,274 | $892 â–¼ | -0.2% | 2,473 | 0.0% | Industrials |
SPAB SPDR Portfolio Aggregate Bond ETF | $540,319 | $3,292 â–² | 0.6% | 21,172 | 0.0% | ETF |
WMG Warner Music Group | $536,536 | $3,709 â–² | 0.7% | 19,820 | 0.0% | Communication Services |
BNDX Vanguard Total International Bond ETF | $514,232 | $26,346 â–² | 5.4% | 10,618 | 0.0% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $507,550 | $60,184 â–² | 13.5% | 8,349 | 0.0% | ETF |
