IVV iShares Core S&P 500 ETF | $424,139,096 | $16,073,540 ▲ | 3.9% | 649,315 | 28.8% | ETF |
UBND VictoryShares Core Plus Intermediate Bond ETF | $178,142,453 | $6,891,715 ▲ | 4.0% | 8,179,176 | 12.1% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $153,189,919 | $1,342,227 ▲ | 0.9% | 1,768,120 | 10.4% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $136,455,098 | $4,214,615 ▲ | 3.2% | 2,020,659 | 9.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $59,388,269 | $2,078,962 ▲ | 3.6% | 477,743 | 4.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $56,694,757 | $1,571,672 ▲ | 2.9% | 740,721 | 3.8% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $54,701,836 | $3,112,973 ▲ | 6.0% | 1,128,804 | 3.7% | Manufacturing |
MUB iShares National Muni Bond ETF | $40,700,631 | $3,445,838 ▲ | 9.2% | 383,426 | 2.8% | ETF |
VXUS Vanguard Total International Stock ETF | $39,539,504 | $320,854 ▲ | 0.8% | 512,768 | 2.7% | ETF |
SO Southern | $37,602,025 | $4,814,509 ▲ | 14.7% | 389,578 | 2.6% | Utilities |
IAGG iShares Core International Aggregate Bond ETF | $29,917,440 | $1,071,706 ▲ | 3.7% | 597,871 | 2.0% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $27,835,931 | $1,083,548 ▲ | 4.1% | 470,043 | 1.9% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $27,595,247 | $260,180 ▼ | -0.9% | 259,110 | 1.9% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $21,245,818 | $120,534 ▲ | 0.6% | 425,853 | 1.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $20,401,611 | $1,560,459 ▲ | 8.3% | 403,114 | 1.4% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $16,044,753 | $295,525 ▲ | 1.9% | 332,052 | 1.1% | ETF |
ACWI iShares MSCI ACWI ETF | $7,773,809 | $375,123 ▼ | -4.6% | 56,181 | 0.5% | Manufacturing |
AAPL Apple | $6,852,374 | $196,435 ▲ | 3.0% | 27,000 | 0.5% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $6,314,714 | $22,170 ▲ | 0.4% | 55,828 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,608,991 | $125,566 ▼ | -2.2% | 61,957 | 0.4% | ETF |
RJF Raymond James Financial | $5,583,655 | $39,672 ▲ | 0.7% | 38,564 | 0.4% | Finance |
IWR iShares Russell Mid-Cap ETF | $5,473,765 | $160,721 ▼ | -2.9% | 56,297 | 0.4% | ETF |
MSFT Microsoft | $4,100,375 | $9,254 ▼ | -0.2% | 11,077 | 0.3% | Computer and Technology |
ICSH iShares Ultra Short-Term Bond Active ETF | $3,592,377 | $2,617,898 ▲ | 268.6% | 70,968 | 0.2% | ETF |
NVDA NVIDIA | $3,570,224 | $218,528 ▼ | -5.8% | 20,471 | 0.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $3,450,158 | $17,730 ▲ | 0.5% | 7,200 | 0.2% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,003,588 | $42,640 ▼ | -1.4% | 7,044 | 0.2% | ETF |
AWK American Water Works | $2,959,047 | $48,721 ▲ | 1.7% | 21,743 | 0.2% | Utilities |
SPY SPDR S&P 500 ETF Trust | $2,895,110 | $26,662 ▼ | -0.9% | 4,452 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $2,796,559 | $68,162 ▼ | -2.4% | 13,088 | 0.2% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,523,676 | $936,035 ▲ | 59.0% | 17,719 | 0.2% | ETF |
AMZN Amazon.com | $2,487,479 | $41,652 ▲ | 1.7% | 11,944 | 0.2% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $2,286,009 | $581,231 ▲ | 34.1% | 23,028 | 0.2% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $2,072,122 | $10,982 ▲ | 0.5% | 25,095 | 0.1% | Manufacturing |
AVGO Broadcom | $1,848,956 | $63,448 ▼ | -3.3% | 5,974 | 0.1% | Computer and Technology |
QQQ Invesco QQQ | $1,845,600 | $381,470 ▲ | 26.1% | 3,198 | 0.1% | Finance |
BSV Vanguard Short-Term Bond ETF | $1,785,952 | $11,448 ▲ | 0.6% | 22,777 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,718,401 | $22,138 ▲ | 1.3% | 5,356 | 0.1% | ETF |
J Jacobs Solutions | $1,707,843 | | 0.0% | 13,418 | 0.1% | Business Services |
HCA HCA Healthcare | $1,699,273 | $1,420 ▲ | 0.1% | 3,591 | 0.1% | Medical |
WALMART INC
| $1,613,501 | $271,050 ▲ | 20.2% | 12,983 | 0.1% | COM |
VV Vanguard Large-Cap ETF | $1,591,938 | $13,747 ▼ | -0.9% | 5,327 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,581,243 | $237,101 ▲ | 17.6% | 6,469 | 0.1% | Medical |
IVE iShares S&P 500 Value ETF | $1,407,792 | $107,268 ▼ | -7.1% | 6,667 | 0.1% | ETF |
CAT Caterpillar | $1,402,554 | $22,668 ▼ | -1.6% | 1,980 | 0.1% | Industrials |
GOOG Alphabet | $1,395,177 | $33,273 ▼ | -2.3% | 4,864 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $1,389,924 | $61,289 ▼ | -4.2% | 14,310 | 0.1% | Finance |
ABCB Ameris Bancorp | $1,298,780 | $2,262 ▲ | 0.2% | 16,653 | 0.1% | Finance |
IWV iShares Russell 3000 ETF | $1,248,292 | $16,678 ▲ | 1.4% | 3,368 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,241,833 | $10,119 ▲ | 0.8% | 1,350 | 0.1% | Medical |
COST Costco Wholesale | $1,165,059 | $3,987 ▼ | -0.3% | 1,169 | 0.1% | Retail/Wholesale |
HD Home Depot | $1,164,988 | $145,706 ▲ | 14.3% | 3,542 | 0.1% | Retail/Wholesale |
XOM ExxonMobil | $1,132,048 | $16,628 ▲ | 1.5% | 6,672 | 0.1% | Energy |
AFL Aflac | $1,097,924 | $7,899 ▲ | 0.7% | 10,008 | 0.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $1,090,727 | $13,236 ▼ | -1.2% | 5,686 | 0.1% | ETF |
GOOGL Alphabet | $979,191 | $53,201 ▲ | 5.7% | 3,405 | 0.1% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $929,809 | $16,784 ▼ | -1.8% | 7,257 | 0.1% | ETF |
IWY iShares Russell Top 200 Growth ETF | $926,080 | $67,428 ▲ | 7.9% | 3,722 | 0.1% | ETF |
GLD SPDR Gold Shares | $915,186 | $50,342 ▼ | -5.2% | 2,127 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $898,226 | $144,027 ▲ | 19.1% | 1,503 | 0.1% | ETF |
KO CocaCola | $893,457 | $55,746 ▲ | 6.7% | 11,748 | 0.1% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $877,041 | $127,365 ▲ | 17.0% | 5,922 | 0.1% | ETF |
MCD McDonald's | $863,211 | $32,639 ▼ | -3.6% | 2,777 | 0.1% | Retail/Wholesale |
IWL iShares Russell Top 200 ETF | $845,597 | $160 ▲ | 0.0% | 5,269 | 0.1% | ETF |
MMM 3M | $821,093 | $5,518 ▲ | 0.7% | 5,654 | 0.1% | Multi-Sector Conglomerates |
JPM JPMorgan Chase & Co. | $809,615 | $66,781 ▲ | 9.0% | 2,752 | 0.1% | Finance |
ABBV AbbVie | $786,722 | $2,828 ▲ | 0.4% | 3,617 | 0.1% | Medical |
V Visa | $740,435 | $19,040 ▲ | 2.6% | 2,450 | 0.1% | Business Services |
IWO iShares Russell 2000 Growth ETF | $737,582 | | 0.0% | 2,350 | 0.1% | ETF |
PANW Palo Alto Networks | $719,516 | $12,184 ▲ | 1.7% | 4,488 | 0.0% | Computer and Technology |
MCBS MetroCity Bankshares | $716,750 | | 0.0% | 25,000 | 0.0% | Finance |
SCHF Schwab International Equity ETF | $687,952 | $477,799 ▲ | 227.4% | 27,796 | 0.0% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $685,918 | $3,963 ▲ | 0.6% | 29,940 | 0.0% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $682,533 | $32,753 ▲ | 5.0% | 10,607 | 0.0% | ETF |
RTX RTX | $682,437 | $26,040 ▼ | -3.7% | 3,538 | 0.0% | Aerospace |
T AT&T | $682,307 | $795,542 ▼ | -53.8% | 23,536 | 0.0% | Computer and Technology |
GE GE Aerospace | $670,220 | $191,248 ▲ | 39.9% | 2,362 | 0.0% | Aerospace |
SCHB Schwab US Broad Market ETF | $670,085 | $1,657 ▲ | 0.2% | 26,697 | 0.0% | ETF |
CELESTICA INC
| $669,835 | | 0.0% | 2,378 | 0.0% | COM |
IJK iShares S&P Mid-Cap 400 Growth ETF | $667,176 | | 0.0% | 6,631 | 0.0% | ETF |
PEP PepsiCo | $646,468 | $3,572 ▼ | -0.5% | 4,163 | 0.0% | Consumer Staples |
IWB iShares Russell 1000 ETF | $614,012 | $357 ▲ | 0.1% | 1,722 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $606,699 | $3,028 ▲ | 0.5% | 4,007 | 0.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $604,883 | $3,187 ▲ | 0.5% | 13,096 | 0.0% | Manufacturing |
PG Procter & Gamble | $589,944 | $59,370 ▼ | -9.1% | 4,084 | 0.0% | Consumer Staples |
WM Waste Management | $569,249 | $34,472 ▼ | -5.7% | 2,477 | 0.0% | Business Services |
IWN iShares Russell 2000 Value ETF | $563,525 | $7,964 ▼ | -1.4% | 2,972 | 0.0% | ETF |
TRV Travelers Companies | $557,495 | $15,170 ▲ | 2.8% | 1,911 | 0.0% | Finance |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $554,236 | $4,252 ▲ | 0.8% | 10,819 | 0.0% | Manufacturing |
IWS iShares Russell Mid-Cap Value ETF | $549,096 | $11,950 ▼ | -2.1% | 3,768 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $546,432 | $14,857 ▼ | -2.6% | 7,981 | 0.0% | Manufacturing |
SPAB SPDR Portfolio Aggregate Bond ETF | $539,118 | $6,200 ▲ | 1.2% | 21,043 | 0.0% | ETF |
BAC Bank of America | $521,996 | $6,045 ▲ | 1.2% | 10,708 | 0.0% | Finance |
DE Deere & Company | $510,972 | $69,857 ▲ | 15.8% | 907 | 0.0% | Industrials |
IWM iShares Russell 2000 ETF | $506,781 | $23,069 ▲ | 4.8% | 2,043 | 0.0% | Finance |
WMG Warner Music Group | $502,698 | $502,698 ▲ | New Holding | 19,683 | 0.0% | Consumer Discretionary |
GE VERNOVA INC
| $486,804 | $150,927 ▲ | 44.9% | 558 | 0.0% | COM |
BNDX Vanguard Total International Bond ETF | $484,056 | $22,007 ▼ | -4.3% | 10,074 | 0.0% | ETF |
CRWD CrowdStrike | $482,313 | $21,480 ▲ | 4.7% | 1,235 | 0.0% | Computer and Technology |
MBB iShares MBS ETF | $481,900 | $3,323 ▲ | 0.7% | 5,075 | 0.0% | ETF |
