IVV iShares Core S&P 500 ETF | $270,721,301 | $1,004,617 ▼ | -0.4% | 436,014 | 19.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $241,667,025 | $207,547 ▼ | -0.1% | 1,329,740 | 17.2% | ETF |
IWM iShares Russell 2000 ETF | $151,375,917 | $1,875,432 ▼ | -1.2% | 701,496 | 10.8% | Finance |
HDV iShares Core High Dividend ETF | $53,740,118 | $78,621 ▲ | 0.1% | 458,651 | 3.8% | ETF |
IEFA iShares Core MSCI EAFE ETF | $47,177,048 | $62,693 ▼ | -0.1% | 565,130 | 3.4% | ETF |
EFA iShares MSCI EAFE ETF | $44,331,012 | $424,334 ▼ | -0.9% | 495,928 | 3.2% | Finance |
DVY iShares Select Dividend ETF | $30,747,709 | $47,812 ▲ | 0.2% | 231,517 | 2.2% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $27,856,923 | $8,015,446 ▲ | 40.4% | 1,173,912 | 2.0% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $26,273,102 | $6,953,636 ▲ | 36.0% | 1,165,621 | 1.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $23,185,756 | $386,414 ▲ | 1.7% | 406,696 | 1.7% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $19,845,804 | $2,299,979 ▲ | 13.1% | 854,318 | 1.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $19,524,406 | $778,529 ▲ | 4.2% | 146,459 | 1.4% | ETF |
HCA HCA Healthcare | $17,292,189 | $766 ▲ | 0.0% | 45,138 | 1.2% | Medical |
IJR iShares Core S&P Small-Cap ETF | $16,862,547 | $1,173,882 ▲ | 7.5% | 154,292 | 1.2% | ETF |
ICF iShares Select U.S. REIT ETF | $15,662,194 | $110,761 ▲ | 0.7% | 256,086 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $14,661,057 | $49,987 ▼ | -0.3% | 25,810 | 1.0% | ETF |
VTWO Vanguard Russell 2000 ETF | $14,162,139 | $1,169,443 ▲ | 9.0% | 162,373 | 1.0% | ETF |
IVW iShares S&P 500 Growth ETF | $14,140,385 | $522,205 ▼ | -3.6% | 128,432 | 1.0% | ETF |
AAPL Apple | $13,192,927 | $94,994 ▼ | -0.7% | 64,302 | 0.9% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $12,444,006 | $10,354 ▲ | 0.1% | 44,470 | 0.9% | ETF |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $12,126,419 | $1,152,069 ▲ | 10.5% | 511,879 | 0.9% | ETF |
IDU iShares U.S. Utilities ETF | $11,800,048 | $102,792 ▼ | -0.9% | 112,844 | 0.8% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $11,244,342 | $91,907 ▼ | -0.8% | 134,824 | 0.8% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $10,753,844 | $1,320,075 ▲ | 14.0% | 424,215 | 0.8% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $10,554,796 | $1,164,154 ▲ | 12.4% | 411,927 | 0.8% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $9,547,859 | $1,398,770 ▲ | 17.2% | 375,752 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $8,679,282 | $688,081 ▼ | -7.3% | 44,413 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $8,037,112 | $278,490 ▼ | -3.3% | 90,244 | 0.6% | ETF |
MSFT Microsoft | $7,746,846 | $215,384 ▼ | -2.7% | 15,574 | 0.6% | Computer and Technology |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | $7,382,237 | $1,052,200 ▲ | 16.6% | 277,111 | 0.5% | ETF |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $7,354,829 | $6,744 ▲ | 0.1% | 274,808 | 0.5% | ETF |
AMZN Amazon.com | $7,030,271 | $32,469 ▼ | -0.5% | 32,045 | 0.5% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $6,976,130 | $156,392 ▲ | 2.3% | 141,046 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,764,918 | $394,758 ▼ | -5.5% | 112,692 | 0.5% | ETF |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $5,872,796 | $112,577 ▲ | 2.0% | 252,539 | 0.4% | ETF |
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | $5,672,235 | $2,836,054 ▲ | 100.0% | 224,821 | 0.4% | ETF |
AFL Aflac | $5,553,019 | | 0.0% | 52,655 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $5,317,238 | $242,885 ▲ | 4.8% | 10,946 | 0.4% | Finance |
GOOG Alphabet | $5,137,444 | $54,814 ▲ | 1.1% | 28,961 | 0.4% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $4,880,407 | $94,985 ▼ | -1.9% | 101,169 | 0.3% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $4,761,329 | $503,087 ▲ | 11.8% | 117,593 | 0.3% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $4,737,133 | $1,753,068 ▲ | 58.7% | 195,185 | 0.3% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $4,709,896 | $2,234,838 ▲ | 90.3% | 214,281 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,621,524 | $649,160 ▼ | -12.3% | 74,517 | 0.3% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $4,562,493 | $52,457 ▼ | -1.1% | 74,103 | 0.3% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $4,494,609 | $1,169,391 ▲ | 35.2% | 192,654 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,494,392 | $9,886 ▲ | 0.2% | 7,274 | 0.3% | Finance |
META Meta Platforms | $4,397,142 | | 0.0% | 5,957 | 0.3% | Computer and Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $3,907,303 | $1,736,031 ▲ | 80.0% | 153,710 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $3,475,068 | $2,339,564 ▲ | 206.0% | 143,302 | 0.2% | ETF |
QQQ Invesco QQQ | $3,473,106 | $63,990 ▲ | 1.9% | 6,296 | 0.2% | Finance |
AOS A. O. Smith | $3,469,809 | | 0.0% | 52,918 | 0.2% | Industrials |
AON AON | $3,350,333 | | 0.0% | 9,391 | 0.2% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,165,589 | $2,192 ▲ | 0.1% | 33,210 | 0.2% | ETF |
HD Home Depot | $2,822,260 | $1,100 ▲ | 0.0% | 7,698 | 0.2% | Retail/Wholesale |
KO CocaCola | $2,751,990 | $70,255 ▼ | -2.5% | 38,897 | 0.2% | Consumer Staples |
SO Southern | $2,687,782 | $201,292 ▼ | -7.0% | 29,269 | 0.2% | Utilities |
GOOGL Alphabet | $2,412,657 | $40,887 ▼ | -1.7% | 13,690 | 0.2% | Computer and Technology |
GRC Gorman-Rupp | $2,244,180 | | 0.0% | 61,116 | 0.2% | Industrials |
VT Vanguard Total World Stock ETF | $2,066,120 | $61,048 ▼ | -2.9% | 16,076 | 0.1% | ETF |
QUS SPDR MSCI USA StrategicFactors ETF | $2,016,947 | $10,112 ▲ | 0.5% | 12,367 | 0.1% | ETF |
NVDA NVIDIA | $2,012,342 | $36,654 ▼ | -1.8% | 12,737 | 0.1% | Computer and Technology |
PNFP Pinnacle Financial Partners | $2,003,460 | $110,960 ▲ | 5.9% | 18,146 | 0.1% | Finance |
JPM JPMorgan Chase & Co. | $1,965,892 | | 0.0% | 6,781 | 0.1% | Finance |
XOM Exxon Mobil | $1,958,975 | $1,617 ▲ | 0.1% | 18,172 | 0.1% | Energy |
SCHX Schwab US Large-Cap ETF | $1,940,252 | $39,275 ▼ | -2.0% | 79,388 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $1,899,467 | $998,812 ▲ | 110.9% | 2,864 | 0.1% | ETF |
iShares iBonds 2031 Term High Yield and Income ETF
| $1,762,961 | | 0.0% | 67,940 | 0.1% | COM |
IBDW iShares iBonds Dec 2031 Term Corporate ETF | $1,719,470 | $1,719,470 ▲ | New Holding | 81,724 | 0.1% | ETF |
ORCL Oracle | $1,587,910 | | 0.0% | 7,263 | 0.1% | Computer and Technology |
DIS Walt Disney | $1,583,903 | | 0.0% | 12,772 | 0.1% | Consumer Discretionary |
IBM International Business Machines | $1,572,286 | $2,653 ▲ | 0.2% | 5,334 | 0.1% | Computer and Technology |
FNDX Schwab Fundamental U.S. Large Company ETF | $1,544,274 | | 0.0% | 62,929 | 0.1% | ETF |
iShares iBonds Dec 2030 Term Muni Bond ETF
| $1,544,057 | $1,064,731 ▲ | 222.1% | 60,174 | 0.1% | COM |
SPLG SPDR Portfolio S&P 500 ETF | $1,529,126 | $852,882 ▼ | -35.8% | 21,036 | 0.1% | ETF |
SMBK SmartFinancial | $1,481,760 | | 0.0% | 43,865 | 0.1% | Finance |
COST Costco Wholesale | $1,466,101 | | 0.0% | 1,481 | 0.1% | Retail/Wholesale |
BX Blackstone | $1,445,085 | $299 ▲ | 0.0% | 9,661 | 0.1% | Finance |
LLY Eli Lilly and Company | $1,403,154 | | 0.0% | 1,800 | 0.1% | Medical |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,318,784 | $546 ▲ | 0.0% | 14,495 | 0.1% | ETF |
iShares Bitcoin Trust ETF
| $1,317,851 | $461,217 ▲ | 53.8% | 21,530 | 0.1% | COM |
Super Micro Computer Inc
| $1,224,515 | | 0.0% | 24,985 | 0.1% | COM |
GE GE Aerospace | $1,208,386 | $257 ▲ | 0.0% | 4,695 | 0.1% | Aerospace |
FIDELITY WISE ORIGIN BITCOIN FUND
| $1,189,443 | $461,491 ▲ | 63.4% | 12,655 | 0.1% | COM |
V Visa | $1,152,011 | | 0.0% | 3,245 | 0.1% | Business Services |
IBDX iShares iBonds Dec 2032 Term Corporate ETF | $1,099,771 | $1,099,771 ▲ | New Holding | 43,495 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,095,384 | $70,113 ▼ | -6.0% | 7,171 | 0.1% | Medical |
XLV Health Care Select Sector SPDR Fund | $1,094,794 | | 0.0% | 8,122 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,070,935 | $50,228 ▼ | -4.5% | 25,330 | 0.1% | ETF |
SHOP Shopify | $1,032,383 | | 0.0% | 8,950 | 0.1% | Computer and Technology |
BA Boeing | $987,934 | | 0.0% | 4,715 | 0.1% | Aerospace |
MA Mastercard | $975,716 | | 0.0% | 1,736 | 0.1% | Business Services |
SNOW Snowflake | $968,477 | | 0.0% | 4,328 | 0.1% | Computer and Technology |
WMT Walmart | $902,891 | $98 ▲ | 0.0% | 9,234 | 0.1% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $879,489 | | 0.0% | 2,894 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $865,243 | | 0.0% | 2,038 | 0.1% | ETF |
CVX Chevron | $856,706 | | 0.0% | 5,983 | 0.1% | Energy |
CSCO Cisco Systems | $841,712 | $416 ▲ | 0.0% | 12,132 | 0.1% | Computer and Technology |
EUSA iShares MSCI USA Equal Weighted ETF | $832,608 | $832,608 ▲ | New Holding | 8,400 | 0.1% | ETF |
BAC Bank of America | $825,552 | $2,508 ▲ | 0.3% | 17,446 | 0.1% | Finance |
