IVV iShares Core S&P 500 ETF | $288,551,269 | $3,272,877 ▼ | -1.1% | 431,124 | 18.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $253,535,858 | $1,284,269 ▲ | 0.5% | 1,336,510 | 16.2% | ETF |
IWM iShares Russell 2000 ETF | $170,402,883 | $669,019 ▲ | 0.4% | 704,261 | 10.9% | Finance |
HDV iShares Core High Dividend ETF | $55,748,985 | $412,779 ▼ | -0.7% | 455,280 | 3.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $50,067,527 | $726,069 ▲ | 1.5% | 573,446 | 3.2% | ETF |
EFA iShares MSCI EAFE ETF | $45,485,865 | $818,949 ▼ | -1.8% | 487,157 | 2.9% | Finance |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $36,171,003 | $8,161,458 ▲ | 29.1% | 1,515,968 | 2.3% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $32,806,067 | $6,591,256 ▲ | 25.1% | 1,458,696 | 2.1% | ETF |
DVY iShares Select Dividend ETF | $32,532,674 | $365,908 ▼ | -1.1% | 228,942 | 2.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $24,498,946 | $129,727 ▲ | 0.5% | 408,861 | 1.6% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $24,293,860 | $4,311,362 ▲ | 21.6% | 1,038,643 | 1.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $22,659,043 | $2,015,591 ▲ | 9.8% | 160,759 | 1.4% | ETF |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $22,512,152 | $10,303,841 ▲ | 84.4% | 943,906 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $20,407,395 | $2,072,871 ▲ | 11.3% | 171,736 | 1.3% | ETF |
HCA HCA Healthcare | $18,832,848 | $404,888 ▼ | -2.1% | 44,188 | 1.2% | Medical |
AAPL Apple | $16,223,936 | $149,213 ▼ | -0.9% | 63,716 | 1.0% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $15,785,151 | $20,208 ▼ | -0.1% | 25,777 | 1.0% | ETF |
ICF iShares Select U.S. REIT ETF | $15,647,136 | $132,852 ▼ | -0.8% | 253,930 | 1.0% | ETF |
IVW iShares S&P 500 Growth ETF | $14,865,090 | $639,212 ▼ | -4.1% | 123,137 | 0.9% | ETF |
VTWO Vanguard Russell 2000 ETF | $14,783,204 | $1,100,081 ▼ | -6.9% | 151,127 | 0.9% | ETF |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | $13,974,863 | $6,548,287 ▲ | 88.2% | 521,450 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $13,029,324 | $33,192 ▼ | -0.3% | 44,357 | 0.8% | ETF |
IDU iShares U.S. Utilities ETF | $12,277,640 | $236,772 ▼ | -1.9% | 110,709 | 0.8% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $12,017,997 | $1,211,131 ▲ | 11.2% | 471,757 | 0.8% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $11,908,299 | $1,338,247 ▲ | 12.7% | 464,080 | 0.8% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $11,599,623 | $283,722 ▼ | -2.4% | 131,605 | 0.7% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $11,243,315 | $1,609,038 ▲ | 16.7% | 438,507 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $9,142,040 | $29,738 ▼ | -0.3% | 44,269 | 0.6% | ETF |
MSFT Microsoft | $8,770,798 | $704,399 ▲ | 8.7% | 16,934 | 0.6% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $8,303,646 | $53,572 ▲ | 0.6% | 90,830 | 0.5% | ETF |
iShares iBonds 2031 Term High Yield and Income ETF
| $8,250,804 | $6,477,229 ▲ | 365.2% | 316,062 | 0.5% | COM |
VWO Vanguard FTSE Emerging Markets ETF | $7,628,604 | $13,274 ▼ | -0.2% | 140,801 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,387,409 | $41,266 ▼ | -0.6% | 112,066 | 0.5% | ETF |
AMZN Amazon.com | $7,382,740 | $346,697 ▲ | 4.9% | 33,624 | 0.5% | Retail/Wholesale |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $7,111,062 | $251,049 ▼ | -3.4% | 265,437 | 0.5% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $6,874,098 | $1,010,140 ▲ | 17.2% | 296,042 | 0.4% | ETF |
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | $6,654,792 | $915,121 ▲ | 15.9% | 260,666 | 0.4% | ETF |
GOOG Alphabet | $6,462,881 | $590,612 ▼ | -8.4% | 26,536 | 0.4% | Computer and Technology |
AFL Aflac | $5,881,588 | | 0.0% | 52,655 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $5,817,205 | $314,213 ▲ | 5.7% | 11,571 | 0.4% | Finance |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $5,681,031 | $1,159,442 ▲ | 25.6% | 242,055 | 0.4% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $5,507,672 | $756,876 ▲ | 15.9% | 226,281 | 0.4% | ETF |
EEM iShares MSCI Emerging Markets ETF | $5,300,614 | $101,834 ▼ | -1.9% | 99,262 | 0.3% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,031,792 | | 0.0% | 117,593 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,854,362 | $8,660 ▲ | 0.2% | 7,287 | 0.3% | Finance |
AOR iShares Core 60/40 Balanced Allocation ETF | $4,809,625 | $38,885 ▲ | 0.8% | 74,707 | 0.3% | ETF |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $4,765,892 | $843,207 ▲ | 21.5% | 186,751 | 0.3% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $4,754,298 | $7,974 ▲ | 0.2% | 214,641 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $4,642,056 | $1,159,815 ▲ | 33.3% | 191,031 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,371,742 | $491,209 ▼ | -10.1% | 66,990 | 0.3% | ETF |
META Meta Platforms | $4,337,845 | $36,718 ▼ | -0.8% | 5,907 | 0.3% | Computer and Technology |
AOS A. O. Smith | $3,884,683 | | 0.0% | 52,918 | 0.2% | Industrials |
GOOGL Alphabet | $3,780,637 | $452,646 ▲ | 13.6% | 15,552 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $3,780,026 | | 0.0% | 6,296 | 0.2% | Finance |
COF Capital One Financial | $3,498,429 | $3,498,429 ▲ | New Holding | 16,457 | 0.2% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,473,502 | $2,717 ▲ | 0.1% | 33,236 | 0.2% | ETF |
AON AON | $3,348,643 | | 0.0% | 9,391 | 0.2% | Finance |
HD Home Depot | $3,116,604 | $2,431 ▼ | -0.1% | 7,692 | 0.2% | Retail/Wholesale |
ORCL Oracle | $2,944,302 | $901,656 ▲ | 44.1% | 10,469 | 0.2% | Computer and Technology |
NVDA NVIDIA | $2,905,827 | $529,333 ▲ | 22.3% | 15,574 | 0.2% | Computer and Technology |
iShares iBonds Dec 2030 Term Muni Bond ETF
| $2,877,483 | $1,308,146 ▲ | 83.4% | 110,333 | 0.2% | COM |
GRC Gorman-Rupp | $2,836,394 | | 0.0% | 61,116 | 0.2% | Industrials |
JPM JPMorgan Chase & Co. | $2,728,483 | $589,542 ▲ | 27.6% | 8,650 | 0.2% | Finance |
SO Southern | $2,691,112 | $82,735 ▼ | -3.0% | 28,396 | 0.2% | Utilities |
LLY Eli Lilly and Company | $2,647,610 | $1,274,210 ▲ | 92.8% | 3,470 | 0.2% | Medical |
KO CocaCola | $2,569,451 | $10,213 ▼ | -0.4% | 38,743 | 0.2% | Consumer Staples |
VGT Vanguard Information Technology ETF | $2,138,521 | | 0.0% | 2,864 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $2,117,244 | | 0.0% | 12,367 | 0.1% | ETF |
COST Costco Wholesale | $1,879,955 | $509,097 ▲ | 37.1% | 2,031 | 0.1% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $1,846,259 | $244,832 ▼ | -11.7% | 70,093 | 0.1% | ETF |
PNFP Pinnacle Financial Partners | $1,793,591 | $91,635 ▲ | 5.4% | 19,123 | 0.1% | Finance |
MA Mastercard | $1,786,823 | $799,263 ▲ | 80.9% | 3,141 | 0.1% | Business Services |
AVGO Broadcom | $1,766,486 | $1,273,559 ▲ | 258.4% | 5,354 | 0.1% | Computer and Technology |
IBM International Business Machines | $1,743,285 | $238,157 ▲ | 15.8% | 6,178 | 0.1% | Computer and Technology |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $1,735,478 | $1,294 ▲ | 0.1% | 81,785 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $1,655,934 | $7,991 ▲ | 0.5% | 21,138 | 0.1% | ETF |
BX Blackstone | $1,621,827 | $28,702 ▼ | -1.7% | 9,493 | 0.1% | Finance |
XLV Health Care Select Sector SPDR Fund | $1,617,464 | $487,104 ▲ | 43.1% | 11,622 | 0.1% | ETF |
XOM Exxon Mobil | $1,594,937 | $453,925 ▼ | -22.2% | 14,146 | 0.1% | Energy |
VT Vanguard Total World Stock ETF | $1,590,609 | $624,641 ▼ | -28.2% | 11,543 | 0.1% | ETF |
SMBK SmartFinancial | $1,567,296 | | 0.0% | 43,865 | 0.1% | Finance |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,549,671 | $105,358 ▼ | -6.4% | 58,923 | 0.1% | ETF |
CAT Caterpillar | $1,507,317 | $1,012,990 ▲ | 204.9% | 3,159 | 0.1% | Industrials |
DIS Walt Disney | $1,456,630 | $5,725 ▼ | -0.4% | 12,722 | 0.1% | Consumer Discretionary |
GE GE Aerospace | $1,449,975 | $37,603 ▲ | 2.7% | 4,820 | 0.1% | Aerospace |
iShares Bitcoin Trust ETF
| $1,404,650 | $5,200 ▲ | 0.4% | 21,610 | 0.1% | COM |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,390,607 | $671 ▲ | 0.0% | 14,502 | 0.1% | ETF |
AMD Advanced Micro Devices | $1,365,669 | $444,922 ▲ | 48.3% | 8,441 | 0.1% | Computer and Technology |
ABBV AbbVie | $1,353,358 | $642,064 ▲ | 90.3% | 5,845 | 0.1% | Medical |
Shopify Inc
| $1,330,060 | | 0.0% | 8,950 | 0.1% | COM |
FIDELITY WISE ORIGIN BITCOIN FUND
| $1,263,096 | | 0.0% | 12,655 | 0.1% | COM |
V Visa | $1,260,291 | $152,587 ▲ | 13.8% | 3,692 | 0.1% | Business Services |
JNJ Johnson & Johnson | $1,260,058 | $69,529 ▼ | -5.2% | 6,796 | 0.1% | Medical |
RTX RTX | $1,211,420 | $573,417 ▲ | 89.9% | 7,240 | 0.1% | Aerospace |
Super Micro Computer Inc
| $1,197,781 | | 0.0% | 24,985 | 0.1% | COM |
BAC Bank of America | $1,175,309 | $275,281 ▲ | 30.6% | 22,782 | 0.1% | Finance |
DFUV Dimensional US Marketwide Value ETF | $1,174,910 | $42,903 ▲ | 3.8% | 26,290 | 0.1% | ETF |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $1,114,342 | | 0.0% | 43,495 | 0.1% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,021,200 | $1,021,200 ▲ | New Holding | 15,000 | 0.1% | ETF |
BA Boeing | $1,017,638 | | 0.0% | 4,715 | 0.1% | Aerospace |
