IVV iShares Core S&P 500 ETF | $318,826,405 | $9,197,123 ▲ | 3.0% | 606,445 | 29.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $133,815,136 | $4,546,375 ▲ | 3.5% | 1,366,297 | 12.2% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $107,437,573 | $3,794,188 ▲ | 3.7% | 1,583,224 | 9.8% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $105,460,804 | $85,218,955 ▲ | 421.0% | 1,736,266 | 9.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $44,258,234 | $2,147,291 ▲ | 5.1% | 400,455 | 4.0% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $36,342,631 | $2,258,712 ▲ | 6.6% | 766,076 | 3.3% | Manufacturing |
SPLG SPDR Portfolio S&P 500 ETF | $36,062,353 | $521,405 ▼ | -1.4% | 586,094 | 3.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $29,023,651 | $1,298,863 ▲ | 4.7% | 277,128 | 2.6% | ETF |
VXUS Vanguard Total International Stock ETF | $28,616,844 | $309,700 ▲ | 1.1% | 474,575 | 2.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $22,733,850 | $519,480 ▲ | 2.3% | 455,132 | 2.1% | ETF |
MUB iShares National Muni Bond ETF | $22,618,776 | $3,024,739 ▲ | 15.4% | 210,212 | 2.1% | ETF |
SO Southern | $21,529,548 | $274,334 ▲ | 1.3% | 300,105 | 2.0% | Utilities |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $16,355,748 | $89,771 ▲ | 0.6% | 306,632 | 1.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $14,685,812 | $585,342 ▲ | 4.2% | 290,233 | 1.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $13,534,945 | $937,362 ▲ | 7.4% | 268,284 | 1.2% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,124,296 | $59,585 ▲ | 0.7% | 321,372 | 0.7% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $8,114,452 | $144,872 ▲ | 1.8% | 188,533 | 0.7% | ETF |
ACWI iShares MSCI ACWI ETF | $6,700,168 | $21,696 ▼ | -0.3% | 60,839 | 0.6% | Manufacturing |
RJF Raymond James | $5,939,911 | | 0.0% | 46,254 | 0.5% | Finance |
IVW iShares S&P 500 Growth ETF | $5,867,152 | $86,551 ▼ | -1.5% | 69,483 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,672,180 | $53,809 ▼ | -0.9% | 76,424 | 0.5% | ETF |
MSFT Microsoft | $5,418,707 | $53,851 ▼ | -1.0% | 12,880 | 0.5% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $5,365,844 | $8,829 ▲ | 0.2% | 63,811 | 0.5% | ETF |
AAPL Apple | $4,924,782 | $121,409 ▲ | 2.5% | 28,719 | 0.4% | Computer and Technology |
AWK American Water Works | $4,769,889 | $28,353 ▲ | 0.6% | 39,030 | 0.4% | Utilities |
IWF iShares Russell 1000 Growth ETF | $3,119,614 | $43,478 ▼ | -1.4% | 9,256 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $2,938,594 | $387,299 ▲ | 15.2% | 6,988 | 0.3% | Finance |
NVDA NVIDIA | $2,739,246 | $963,976 ▼ | -26.0% | 3,032 | 0.2% | Computer and Technology |
ICSH BlackRock Ultra Short-Term Bond ETF | $2,508,478 | $27,808 ▼ | -1.1% | 49,614 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,498,598 | $33,475 ▼ | -1.3% | 4,777 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $2,380,181 | $1,433 ▼ | -0.1% | 13,289 | 0.2% | ETF |
AMZN Amazon.com | $2,301,399 | $247,474 ▲ | 12.0% | 12,759 | 0.2% | Retail/Wholesale |
SHY iShares 1-3 Year Treasury Bond ETF | $2,103,854 | $57,736 ▲ | 2.8% | 25,726 | 0.2% | Manufacturing |
IVE iShares S&P 500 Value ETF | $1,861,051 | $22,418 ▼ | -1.2% | 9,962 | 0.2% | ETF |
PNFP Pinnacle Financial Partners | $1,660,694 | $117,486 ▼ | -6.6% | 19,337 | 0.2% | Finance |
HCA HCA Healthcare | $1,653,308 | $173,102 ▼ | -9.5% | 4,957 | 0.2% | Medical |
UNH UnitedHealth Group | $1,414,444 | $3,958 ▲ | 0.3% | 2,859 | 0.1% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,413,775 | $15,219 ▲ | 1.1% | 12,262 | 0.1% | ETF |
HD Home Depot | $1,384,824 | $138,482 ▼ | -9.1% | 3,610 | 0.1% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $1,345,909 | $3,632 ▲ | 0.3% | 18,531 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,252,289 | $71,715 ▼ | -5.4% | 15,681 | 0.1% | Finance |
LLY Eli Lilly and Company | $1,189,633 | $5,446 ▼ | -0.5% | 1,529 | 0.1% | Medical |
JNJ Johnson & Johnson | $1,189,576 | $28,948 ▼ | -2.4% | 7,520 | 0.1% | Medical |
PEP PepsiCo | $1,182,364 | $3,850 ▼ | -0.3% | 6,756 | 0.1% | Consumer Staples |
IWY iShares Russell Top 200 Growth ETF | $1,161,619 | | 0.0% | 5,954 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,137,039 | $5,198 ▼ | -0.5% | 4,375 | 0.1% | ETF |
XOM Exxon Mobil | $1,049,143 | $20,806 ▼ | -1.9% | 9,026 | 0.1% | Oils/Energy |
BSV Vanguard Short-Term Bond ETF | $1,044,512 | $31,819 ▲ | 3.1% | 13,623 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $1,009,271 | $2,401 ▲ | 0.2% | 3,363 | 0.1% | ETF |
MCBS MetroCity Bankshares | $998,400 | $998,400 ▲ | New Holding | 40,000 | 0.1% | Finance |
KO Coca-Cola | $996,269 | $63,750 ▼ | -6.0% | 16,284 | 0.1% | Consumer Staples |
AVGO Broadcom | $985,453 | $1,325 ▼ | -0.1% | 744 | 0.1% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $958,052 | | 0.0% | 5,829 | 0.1% | ETF |
COST Costco Wholesale | $954,681 | $148,001 ▲ | 18.3% | 1,303 | 0.1% | Retail/Wholesale |
IWL iShares Russell Top 200 ETF | $927,354 | $185,598 ▼ | -16.7% | 7,295 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $921,167 | | 0.0% | 3,842 | 0.1% | ETF |
QQQ Invesco QQQ | $907,621 | $99,021 ▲ | 12.2% | 2,044 | 0.1% | Finance |
MCD McDonald's | $902,992 | $10,995 ▼ | -1.2% | 3,203 | 0.1% | Retail/Wholesale |
AFL Aflac | $868,417 | $51,689 ▲ | 6.3% | 10,114 | 0.1% | Finance |
GOOG Alphabet | $847,936 | $3,045 ▼ | -0.4% | 5,569 | 0.1% | Computer and Technology |
CAT Caterpillar | $836,232 | $23,086 ▲ | 2.8% | 2,282 | 0.1% | Industrial Products |
ABCB Ameris Bancorp | $797,779 | $88,873 ▼ | -10.0% | 16,490 | 0.1% | Finance |
WMT Walmart | $785,816 | $522,273 ▲ | 198.2% | 13,060 | 0.1% | Retail/Wholesale |
AOR iShares Core Growth Allocation ETF | $774,601 | $54,335 ▼ | -6.6% | 13,914 | 0.1% | ETF |
PG Procter & Gamble | $738,641 | $8,762 ▼ | -1.2% | 4,552 | 0.1% | Consumer Staples |
GOVT iShares U.S. Treasury Bond ETF | $730,213 | $3,416 ▲ | 0.5% | 32,069 | 0.1% | ETF |
IWB iShares Russell 1000 ETF | $698,442 | $219,469 ▼ | -23.9% | 2,425 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $679,732 | $10,045 ▼ | -1.5% | 5,955 | 0.1% | ETF |
V Visa | $672,252 | $558 ▲ | 0.1% | 2,409 | 0.1% | Business Services |
IJK iShares S&P Mid-Cap 400 Growth ETF | $652,772 | $27,647 ▼ | -4.1% | 7,154 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $648,441 | $8,814 ▼ | -1.3% | 3,237 | 0.1% | Finance |
IWO iShares Russell 2000 Growth ETF | $641,266 | $2,708 ▼ | -0.4% | 2,368 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $617,820 | $115,917 ▲ | 23.1% | 5,106 | 0.1% | ETF |
PANW Palo Alto Networks | $613,721 | | 0.0% | 2,160 | 0.1% | Computer and Technology |
WM Waste Management | $610,121 | $13,857 ▼ | -2.2% | 2,862 | 0.1% | Business Services |
ABBV AbbVie | $591,465 | $728 ▼ | -0.1% | 3,248 | 0.1% | Medical |
GOOGL Alphabet | $577,307 | | 0.0% | 3,825 | 0.1% | Computer and Technology |
MMM 3M | $576,571 | $8,167 ▼ | -1.4% | 5,436 | 0.1% | Multi-Sector Conglomerates |
VIG Vanguard Dividend Appreciation ETF | $572,456 | $272,259 ▲ | 90.7% | 3,135 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $559,237 | $45,453 ▼ | -7.5% | 4,540 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $556,604 | $33,166 ▲ | 6.3% | 1,158 | 0.1% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $546,267 | $2,462 ▲ | 0.5% | 11,982 | 0.0% | Manufacturing |
MBB iShares MBS ETF | $542,050 | $3,420 ▲ | 0.6% | 5,865 | 0.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $541,095 | $15,918 ▼ | -2.9% | 4,317 | 0.0% | ETF |
RTX RTX | $526,807 | $23,312 ▼ | -4.2% | 5,401 | 0.0% | Aerospace |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $501,281 | $3,605 ▲ | 0.7% | 9,874 | 0.0% | Manufacturing |
BNDX Vanguard Total International Bond ETF | $492,923 | $1,574 ▲ | 0.3% | 10,021 | 0.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $491,307 | $3,128 ▲ | 0.6% | 10,681 | 0.0% | ETF |
BAC Bank of America | $473,208 | $25,369 ▲ | 5.7% | 12,479 | 0.0% | Finance |
META Meta Platforms | $463,363 | $107,827 ▲ | 30.3% | 954 | 0.0% | Computer and Technology |
MRK Merck & Co., Inc. | $456,033 | $924 ▲ | 0.2% | 3,456 | 0.0% | Medical |
ABT Abbott Laboratories | $452,171 | $5,342 ▼ | -1.2% | 3,978 | 0.0% | Medical |
TILE Interface | $438,655 | | 0.0% | 26,079 | 0.0% | Consumer Discretionary |
IWN iShares Russell 2000 Value ETF | $425,693 | $2,223 ▼ | -0.5% | 2,681 | 0.0% | ETF |
TRV Travelers Companies | $421,535 | | 0.0% | 1,832 | 0.0% | Finance |
IWM iShares Russell 2000 ETF | $413,070 | $631 ▼ | -0.2% | 1,964 | 0.0% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $412,525 | $14,361 ▼ | -3.4% | 7,727 | 0.0% | Manufacturing |
MCHP Microchip Technology | $410,694 | $1,884 ▼ | -0.5% | 4,578 | 0.0% | Computer and Technology |
SPYG SPDR Portfolio S&P 500 Growth ETF | $390,484 | | 0.0% | 5,338 | 0.0% | ETF |
T AT&T | $386,235 | $15,365 ▲ | 4.1% | 21,945 | 0.0% | Computer and Technology |
