IVV iShares Core S&P 500 ETF | $236,332,416 | $4,836,715 ▼ | -2.0% | 449,532 | 20.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $226,975,018 | $2,487,369 ▲ | 1.1% | 1,340,113 | 19.7% | ETF |
IWM iShares Russell 2000 ETF | $148,529,464 | $981,891 ▲ | 0.7% | 706,274 | 12.9% | Finance |
HDV iShares Core High Dividend ETF | $52,833,447 | $149,335 ▼ | -0.3% | 479,389 | 4.6% | ETF |
EFA iShares MSCI EAFE ETF | $41,262,266 | $1,145,830 ▼ | -2.7% | 516,683 | 3.6% | Finance |
IEFA iShares Core MSCI EAFE ETF | $39,583,180 | $382,159 ▼ | -1.0% | 533,322 | 3.4% | ETF |
DVY iShares Select Dividend ETF | $29,184,223 | $403,169 ▼ | -1.4% | 236,923 | 2.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $24,562,910 | $251 ▼ | 0.0% | 489,594 | 2.1% | ETF |
ICF iShares Cohen & Steers REIT ETF | $19,536,920 | $339,160 ▼ | -1.7% | 338,595 | 1.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $16,559,235 | $258,949 ▲ | 1.6% | 149,830 | 1.4% | ETF |
HCA HCA Healthcare | $15,463,473 | | 0.0% | 46,363 | 1.3% | Medical |
VYM Vanguard High Dividend Yield ETF | $14,230,988 | $9,074 ▼ | -0.1% | 117,621 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $13,471,112 | $419,650 ▼ | -3.0% | 28,024 | 1.2% | ETF |
VTWO Vanguard Russell 2000 ETF | $13,179,935 | $6,465 ▲ | 0.0% | 154,949 | 1.1% | ETF |
IVW iShares S&P 500 Growth ETF | $12,086,568 | $608,812 ▲ | 5.3% | 143,138 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $11,415,727 | $400,021 ▼ | -3.4% | 45,689 | 1.0% | ETF |
IVE iShares S&P 500 Value ETF | $10,304,186 | $104,800 ▲ | 1.0% | 55,159 | 0.9% | ETF |
AOA iShares Core Aggressive Allocation ETF | $10,257,185 | $64,571 ▼ | -0.6% | 139,630 | 0.9% | ETF |
IDU iShares U.S. Utilities ETF | $10,013,075 | $99,987 ▼ | -1.0% | 118,470 | 0.9% | ETF |
AAPL Apple | $8,744,977 | $143,529 ▲ | 1.7% | 50,997 | 0.8% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $7,797,537 | $75,102 ▼ | -1.0% | 186,678 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $7,775,987 | $177,716 ▼ | -2.2% | 89,917 | 0.7% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $7,167,084 | $212,798 ▼ | -2.9% | 138,897 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,480,943 | $5,244,522 ▲ | 424.2% | 106,700 | 0.6% | ETF |
EEM iShares MSCI Emerging Markets ETF | $5,496,191 | $118,763 ▼ | -2.1% | 133,792 | 0.5% | Finance |
SPY SPDR S&P 500 ETF Trust | $5,491,031 | $25,630 ▲ | 0.5% | 10,498 | 0.5% | Finance |
MSFT Microsoft | $5,397,504 | $245,704 ▲ | 4.8% | 12,829 | 0.5% | Computer and Technology |
AOS A. O. Smith | $5,272,280 | $2,058 ▲ | 0.0% | 58,935 | 0.5% | Industrial Products |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $5,129,523 | $2,412,855 ▲ | 88.8% | 193,860 | 0.4% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $4,730,807 | $2,773,791 ▲ | 141.7% | 186,620 | 0.4% | ETF |
AFL Aflac | $4,542,442 | $141,240 ▼ | -3.0% | 52,905 | 0.4% | Finance |
AOR iShares Core Growth Allocation ETF | $4,452,605 | $23,047 ▼ | -0.5% | 79,982 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $4,289,725 | $23,129 ▼ | -0.5% | 10,201 | 0.4% | Finance |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $3,956,492 | $2,982,163 ▲ | 306.1% | 157,191 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,820,855 | $1,646,915 ▲ | 75.8% | 106,609 | 0.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $3,632,361 | $208,314 ▲ | 6.1% | 84,395 | 0.3% | ETF |
AMZN Amazon.com | $3,065,378 | $12,627 ▼ | -0.4% | 16,994 | 0.3% | Retail/Wholesale |
QQQ Invesco QQQ | $2,898,168 | $436,035 ▲ | 17.7% | 6,527 | 0.3% | Finance |
HD Home Depot | $2,682,160 | $576,173 ▲ | 27.4% | 6,992 | 0.2% | Retail/Wholesale |
GOOG Alphabet | $2,664,702 | $526,820 ▲ | 24.6% | 17,501 | 0.2% | Computer and Technology |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $2,609,412 | $2,274,658 ▲ | 679.5% | 111,609 | 0.2% | ETF |
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF | $2,538,539 | $356,554 ▲ | 16.3% | 97,824 | 0.2% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $2,504,443 | $2,504,443 ▲ | New Holding | 99,107 | 0.2% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $2,429,760 | $2,429,760 ▲ | New Holding | 109,154 | 0.2% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $2,424,297 | $2,424,297 ▲ | New Holding | 105,130 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,418,553 | $2,048 ▲ | 0.1% | 33,063 | 0.2% | ETF |
GRC Gorman-Rupp | $2,417,138 | | 0.0% | 61,116 | 0.2% | Industrial Products |
XOM Exxon Mobil | $2,384,761 | $140,301 ▼ | -5.6% | 20,516 | 0.2% | Oils/Energy |
KO Coca-Cola | $2,347,502 | | 0.0% | 38,370 | 0.2% | Consumer Staples |
GOOGL Alphabet | $2,012,048 | | 0.0% | 13,331 | 0.2% | Computer and Technology |
QUS SPDR MSCI USA StrategicFactors ETF | $1,960,813 | $535,932 ▲ | 37.6% | 13,464 | 0.2% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $1,790,589 | $1,790,589 ▲ | New Holding | 76,718 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $1,770,563 | $43,980 ▲ | 2.5% | 16,023 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $1,702,038 | $124 ▲ | 0.0% | 27,426 | 0.1% | ETF |
SO Southern | $1,685,819 | $79,775 ▼ | -4.5% | 23,499 | 0.1% | Utilities |
IBHD iShares iBonds 2024 Term High Yield and Income ETF | $1,665,137 | $709,617 ▲ | 74.3% | 71,419 | 0.1% | ETF |
DIS Walt Disney | $1,562,581 | $279,723 ▲ | 21.8% | 12,770 | 0.1% | Consumer Discretionary |
META Meta Platforms | $1,548,300 | $728,755 ▲ | 88.9% | 3,189 | 0.1% | Computer and Technology |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,541,395 | $135 ▲ | 0.0% | 22,873 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,422,339 | $77,917 ▼ | -5.2% | 7,101 | 0.1% | Finance |
LLY Eli Lilly and Company | $1,400,328 | | 0.0% | 1,800 | 0.1% | Medical |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,319,275 | $3,832 ▼ | -0.3% | 14,458 | 0.1% | ETF |
BX Blackstone | $1,267,906 | $131,638 ▲ | 11.6% | 9,651 | 0.1% | Finance |
PNFP Pinnacle Financial Partners | $1,247,940 | $429,836 ▲ | 52.5% | 14,531 | 0.1% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $1,235,208 | | 0.0% | 2,220 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,199,895 | | 0.0% | 8,122 | 0.1% | ETF |
COST Costco Wholesale | $1,194,920 | $358,989 ▲ | 42.9% | 1,631 | 0.1% | Retail/Wholesale |
MRK Merck & Co., Inc. | $1,172,508 | $15,834 ▼ | -1.3% | 8,886 | 0.1% | Medical |
DFUV Dimensional US Marketwide Value ETF | $1,076,873 | $1,595 ▲ | 0.1% | 26,329 | 0.1% | ETF |
IBM International Business Machines | $1,035,039 | $2,292 ▲ | 0.2% | 5,420 | 0.1% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $964,421 | $79,066 ▲ | 8.9% | 15,674 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $936,246 | $337 ▲ | 0.0% | 2,778 | 0.1% | ETF |
SMBK SmartFinancial | $933,359 | | 0.0% | 44,298 | 0.1% | Finance |
JNJ Johnson & Johnson | $925,640 | $15,820 ▼ | -1.7% | 5,851 | 0.1% | Medical |
ORCL Oracle | $912,305 | | 0.0% | 7,263 | 0.1% | Computer and Technology |
MDB MongoDB | $896,600 | | 0.0% | 2,500 | 0.1% | Computer and Technology |
IYR iShares U.S. Real Estate ETF | $891,089 | | 0.0% | 9,912 | 0.1% | ETF |
CVX Chevron | $887,603 | | 0.0% | 5,627 | 0.1% | Oils/Energy |
NSRGF Nestlé | $862,228 | | 0.0% | 8,118 | 0.1% | Consumer Defensive |
SYY Sysco | $861,726 | | 0.0% | 10,615 | 0.1% | Consumer Staples |
BAC Bank of America | $843,802 | $2,389 ▲ | 0.3% | 22,252 | 0.1% | Finance |
SSB SouthState | $841,967 | | 0.0% | 9,902 | 0.1% | Finance |
MA Mastercard | $836,166 | | 0.0% | 1,736 | 0.1% | Business Services |
V Visa | $816,329 | | 0.0% | 2,925 | 0.1% | Business Services |
SNPS Synopsys | $768,096 | $101,727 ▼ | -11.7% | 1,344 | 0.1% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $760,265 | $30,310 ▲ | 4.2% | 15,175 | 0.1% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $759,982 | | 0.0% | 13,326 | 0.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $756,795 | | 0.0% | 23,481 | 0.1% | ETF |
BSV Vanguard Short-Term Bond ETF | $748,972 | $843 ▲ | 0.1% | 9,769 | 0.1% | ETF |
AMD Advanced Micro Devices | $746,507 | | 0.0% | 4,136 | 0.1% | Computer and Technology |
COP ConocoPhillips | $738,662 | $103,105 ▼ | -12.2% | 5,803 | 0.1% | Oils/Energy |
FNDF Schwab Fundamental International Large Company Index ETF | $707,464 | | 0.0% | 19,867 | 0.1% | ETF |
PEP PepsiCo | $699,823 | $96,425 ▼ | -12.1% | 3,999 | 0.1% | Consumer Staples |
BA Boeing | $670,061 | $325,574 ▲ | 94.5% | 3,472 | 0.1% | Aerospace |
ALGN Align Technology | $655,840 | $655,840 ▲ | New Holding | 2,000 | 0.1% | Medical |
GE General Electric | $626,615 | $329,105 ▲ | 110.6% | 3,570 | 0.1% | Transportation |
IDV iShares International Select Dividend ETF | $592,349 | $17,189 ▼ | -2.8% | 21,125 | 0.1% | ETF |
CSCO Cisco Systems | $581,095 | $8,435 ▲ | 1.5% | 11,643 | 0.1% | Computer and Technology |
PRAY FIS Biblically Responsible Risk Managed ETF | $577,181 | | 0.0% | 20,780 | 0.1% | ETF |
PNC The PNC Financial Services Group | $533,659 | $242,425 ▲ | 83.2% | 3,302 | 0.0% | Finance |
ABBV AbbVie | $526,961 | $11,107 ▲ | 2.2% | 2,894 | 0.0% | Medical |
SCHF Schwab International Equity ETF | $520,488 | | 0.0% | 13,339 | 0.0% | ETF |
WMT Walmart | $500,083 | $333,409 ▲ | 200.0% | 8,311 | 0.0% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $498,160 | $49 ▲ | 0.0% | 10,117 | 0.0% | ETF |
RTX RTX | $491,743 | $9,460 ▼ | -1.9% | 5,042 | 0.0% | Aerospace |
VIG Vanguard Dividend Appreciation ETF | $472,085 | $913 ▲ | 0.2% | 2,585 | 0.0% | ETF |
NVDA NVIDIA | $466,794 | $466,794 ▲ | New Holding | 517 | 0.0% | Computer and Technology |
TRUX Truxton | $461,727 | | 0.0% | 7,329 | 0.0% | Finance |
FDX FedEx | $461,580 | $144,878 ▲ | 45.7% | 1,593 | 0.0% | Transportation |
DFAT Dimensional U.S. Targeted Value ETF | $460,324 | $490 ▲ | 0.1% | 8,457 | 0.0% | ETF |
INTC Intel | $452,118 | $177 ▲ | 0.0% | 10,236 | 0.0% | Computer and Technology |
BMY Bristol-Myers Squibb | $433,393 | $33,513 ▲ | 8.4% | 7,992 | 0.0% | Medical |
GM General Motors | $426,471 | $136,050 ▼ | -24.2% | 9,404 | 0.0% | Auto/Tires/Trucks |
PFE Pfizer | $426,039 | $36,185 ▼ | -7.8% | 15,353 | 0.0% | Medical |
MCD McDonald's | $408,139 | $1,409 ▲ | 0.3% | 1,448 | 0.0% | Retail/Wholesale |
WFC Wells Fargo & Company | $393,983 | $13,969 ▲ | 3.7% | 6,797 | 0.0% | Finance |
PSX Phillips 66 | $389,150 | $61,591 ▼ | -13.7% | 2,382 | 0.0% | Oils/Energy |
TSLA Tesla | $388,320 | $165,946 ▲ | 74.6% | 2,209 | 0.0% | Auto/Tires/Trucks |
SQ Block | $384,162 | $384,162 ▲ | New Holding | 4,542 | 0.0% | Business Services |
MU Micron Technology | $382,671 | | 0.0% | 3,246 | 0.0% | Computer and Technology |
CAT Caterpillar | $379,621 | $379,621 ▲ | New Holding | 1,036 | 0.0% | Industrial Products |
RF Regions Financial | $377,192 | $4,440 ▲ | 1.2% | 17,927 | 0.0% | Finance |
ADI Analog Devices | $374,219 | | 0.0% | 1,892 | 0.0% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $371,741 | | 0.0% | 935 | 0.0% | Finance |
QVAL Alpha Architect U.S. Quantitative Value ETF | $359,520 | | 0.0% | 8,000 | 0.0% | ETF |
ATO Atmos Energy | $356,135 | $89,034 ▼ | -20.0% | 2,996 | 0.0% | Utilities |
USB U.S. Bancorp | $350,463 | $14,260 ▲ | 4.2% | 7,840 | 0.0% | Finance |
SDY SPDR S&P Dividend ETF | $347,003 | $262 ▲ | 0.1% | 2,644 | 0.0% | ETF |
PM Philip Morris International | $344,209 | $2,290 ▲ | 0.7% | 3,757 | 0.0% | Consumer Staples |
NEE NextEra Energy | $338,493 | | 0.0% | 5,296 | 0.0% | Utilities |
DD DuPont de Nemours | $324,161 | | 0.0% | 4,228 | 0.0% | Basic Materials |
UNH UnitedHealth Group | $320,071 | | 0.0% | 647 | 0.0% | Medical |
SPHQ Invesco S&P 500 Quality ETF | $318,595 | | 0.0% | 5,273 | 0.0% | ETF |
SCHW Charles Schwab | $317,428 | $317,428 ▲ | New Holding | 4,388 | 0.0% | Finance |
TFC Truist Financial | $315,660 | $315,660 ▲ | New Holding | 8,098 | 0.0% | Finance |
DUK Duke Energy | $313,144 | $226,396 ▼ | -42.0% | 3,238 | 0.0% | Utilities |
CHCO City | $312,660 | | 0.0% | 3,000 | 0.0% | Finance |
QLD ProShares Ultra QQQ | $311,105 | | 0.0% | 3,556 | 0.0% | ETF |
CVS CVS Health | $310,984 | | 0.0% | 3,899 | 0.0% | Retail/Wholesale |
VMBS Vanguard Mortgage-Backed Securities ETF | $308,460 | | 0.0% | 6,763 | 0.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $308,452 | | 0.0% | 8,523 | 0.0% | ETF |
TT Trane Technologies | $300,200 | | 0.0% | 1,000 | 0.0% | Business Services |
FITB Fifth Third Bancorp | $297,680 | $297,680 ▲ | New Holding | 8,000 | 0.0% | Finance |
ABT Abbott Laboratories | $296,837 | $114 ▲ | 0.0% | 2,612 | 0.0% | Medical |
SLYG SPDR S&P 600 Small Cap Growth ETF | $285,072 | $112,005 ▼ | -28.2% | 3,268 | 0.0% | ETF |
IWR iShares Russell Mid-Cap ETF | $281,423 | $84 ▲ | 0.0% | 3,347 | 0.0% | ETF |
VGT Vanguard Information Technology ETF | $278,460 | $524 ▲ | 0.2% | 531 | 0.0% | ETF |
MPC Marathon Petroleum | $269,649 | $269,649 ▲ | New Holding | 1,338 | 0.0% | Oils/Energy |
PRU Prudential Financial | $269,329 | | 0.0% | 2,294 | 0.0% | Finance |
DOW DOW | $254,776 | | 0.0% | 4,398 | 0.0% | Basic Materials |
PG Procter & Gamble | $252,137 | | 0.0% | 1,554 | 0.0% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $252,054 | $520 ▲ | 0.2% | 970 | 0.0% | ETF |
KRE SPDR S&P Regional Banking ETF | $251,400 | $251,400 ▲ | New Holding | 5,000 | 0.0% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $251,194 | | 0.0% | 1,366 | 0.0% | Finance |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $250,454 | | 0.0% | 7,061 | 0.0% | ETF |
UPS United Parcel Service | $247,267 | $2,229 ▲ | 0.9% | 1,664 | 0.0% | Transportation |
HRB H&R Block | $245,550 | | 0.0% | 5,000 | 0.0% | Consumer Discretionary |
IIIV i3 Verticals | $244,923 | | 0.0% | 10,700 | 0.0% | Computer and Technology |
VZ Verizon Communications | $244,296 | $51,696 ▼ | -17.5% | 5,822 | 0.0% | Computer and Technology |
CTVA Corteva | $243,829 | | 0.0% | 4,228 | 0.0% | Consumer Staples |
T AT&T | $243,637 | $1,989 ▼ | -0.8% | 13,843 | 0.0% | Computer and Technology |
GPN Global Payments | $242,860 | | 0.0% | 1,817 | 0.0% | Business Services |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $242,484 | | 0.0% | 8,735 | 0.0% | ETF |
ABNB Airbnb | $234,078 | $234,078 ▲ | New Holding | 1,419 | 0.0% | Computer and Technology |
MCK McKesson | $230,846 | $230,846 ▲ | New Holding | 430 | 0.0% | Medical |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $228,573 | | 0.0% | 4,660 | 0.0% | ETF |
RY Royal Bank of Canada | $227,384 | | 0.0% | 2,254 | 0.0% | Finance |
NKE NIKE | $227,047 | $45,860 ▲ | 25.3% | 2,416 | 0.0% | Consumer Discretionary |
HON Honeywell International | $224,544 | | 0.0% | 1,094 | 0.0% | Multi-Sector Conglomerates |
RVTY Revvity | $223,965 | | 0.0% | 2,133 | 0.0% | Medical |
AMAT Applied Materials | $216,542 | $216,542 ▲ | New Holding | 1,050 | 0.0% | Computer and Technology |
TXN Texas Instruments | $216,195 | | 0.0% | 1,241 | 0.0% | Computer and Technology |
STZ Constellation Brands | $210,614 | $210,614 ▲ | New Holding | 775 | 0.0% | Consumer Staples |
ARCC Ares Capital | $209,845 | | 0.0% | 10,079 | 0.0% | Finance |
RCL Royal Caribbean Cruises | $208,515 | $208,515 ▲ | New Holding | 1,500 | 0.0% | Consumer Discretionary |
HUM Humana | $208,032 | | 0.0% | 600 | 0.0% | Medical |
VIOO Vanguard S&P Small-Cap 600 ETF | $205,436 | | 0.0% | 2,024 | 0.0% | ETF |
UAL United Airlines | $204,304 | $204,304 ▲ | New Holding | 4,267 | 0.0% | Transportation |
GIS General Mills | $200,906 | $200,906 ▲ | New Holding | 2,871 | 0.0% | Consumer Staples |
TMO Thermo Fisher Scientific | $200,517 | $200,517 ▲ | New Holding | 345 | 0.0% | Medical |
F Ford Motor | $176,545 | $2,072 ▲ | 1.2% | 13,294 | 0.0% | Auto/Tires/Trucks |
CCL Carnival Co. & | $173,204 | $173,204 ▲ | New Holding | 10,600 | 0.0% | Consumer Discretionary |
ATLAS SALT ORD
| $5,504 | | 0.0% | 10,000 | 0.0% | COM |
PVCT Provectus Biopharmaceuticals | $4,024 | | 0.0% | 22,000 | 0.0% | Medical |
Icon Media Holdings Inc
| $40 | $40 ▲ | New Holding | 100,000 | 0.0% | COM |
MSGI Security Solutions Inc (NV)
| $0 | | New Holding | 50,000 | 0.0% | COM |
YUM Yum! Brands | $0 | $247,339 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
PLAB Photronics | $0 | $209,959 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |