IVV iShares Core S&P 500 ETF | $374,851,230 | $14,353,975 ▼ | -3.7% | 603,722 | 29.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $153,101,006 | $1,049,338 ▼ | -0.7% | 1,543,357 | 11.9% | Finance |
IXUS iShares Core MSCI Total International Stock ETF | $130,626,254 | $1,737,233 ▼ | -1.3% | 1,689,642 | 10.2% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $112,125,044 | $5,566,358 ▼ | -4.7% | 1,807,885 | 8.7% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $51,674,663 | $8,746,133 ▲ | 20.4% | 710,891 | 4.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $46,289,283 | $2,922,199 ▼ | -5.9% | 423,545 | 3.6% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $46,280,032 | $704,160 ▼ | -1.5% | 951,285 | 3.6% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $34,747,800 | $736,638 ▲ | 2.2% | 502,935 | 2.7% | ETF |
MUB iShares National Muni Bond ETF | $32,935,798 | $752,570 ▼ | -2.2% | 315,235 | 2.6% | ETF |
SO Southern | $32,218,430 | $2,848,839 ▲ | 9.7% | 350,849 | 2.5% | Utilities |
IAGG iShares Core International Aggregate Bond ETF | $26,564,592 | $672,600 ▼ | -2.5% | 519,957 | 2.1% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $25,067,594 | $1,922,199 ▲ | 8.3% | 235,731 | 1.9% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $23,581,636 | $6,016,663 ▲ | 34.3% | 433,645 | 1.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $17,785,779 | $2,482,193 ▲ | 16.2% | 362,753 | 1.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $16,933,493 | $104,603 ▼ | -0.6% | 334,126 | 1.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $13,404,674 | $4,840,250 ▲ | 56.5% | 314,664 | 1.0% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $8,988,800 | $190,310 ▼ | -2.1% | 351,125 | 0.7% | ETF |
ACWI iShares MSCI ACWI ETF | $7,615,660 | $126,285 ▼ | -1.6% | 59,220 | 0.6% | Manufacturing |
IVW iShares S&P 500 Growth ETF | $6,573,529 | $160,856 ▼ | -2.4% | 59,705 | 0.5% | ETF |
RJF Raymond James Financial | $6,480,553 | | 0.0% | 42,254 | 0.5% | Finance |
MSFT Microsoft | $5,749,041 | $375,046 ▼ | -6.1% | 11,558 | 0.4% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $5,294,891 | $10,301 ▲ | 0.2% | 57,572 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,066,226 | $145,422 ▼ | -2.8% | 60,688 | 0.4% | ETF |
AAPL Apple | $5,051,385 | $543,711 ▼ | -9.7% | 24,620 | 0.4% | Computer and Technology |
BRK.B Berkshire Hathaway | $3,365,331 | $4,858 ▲ | 0.1% | 6,928 | 0.3% | Finance |
NVDA NVIDIA | $3,194,350 | $964,356 ▼ | -23.2% | 20,219 | 0.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $3,065,927 | $2,972 ▲ | 0.1% | 7,221 | 0.2% | ETF |
AWK American Water Works | $2,945,079 | $19,197 ▲ | 0.7% | 21,171 | 0.2% | Utilities |
SPY SPDR S&P 500 ETF Trust | $2,876,577 | $27,184 ▲ | 1.0% | 4,656 | 0.2% | Finance |
AMZN Amazon.com | $2,674,041 | $116,492 ▼ | -4.2% | 12,189 | 0.2% | Retail/Wholesale |
IWD iShares Russell 1000 Value ETF | $2,548,360 | $1,554 ▼ | -0.1% | 13,120 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,994,991 | $18,726 ▲ | 0.9% | 24,077 | 0.2% | Manufacturing |
J Jacobs Solutions | $1,793,372 | | 0.0% | 13,643 | 0.1% | Business Services |
AVGO Broadcom | $1,748,482 | $148,578 ▼ | -7.8% | 6,343 | 0.1% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $1,731,494 | $114,116 ▲ | 7.1% | 22,001 | 0.1% | ETF |
HCA HCA Healthcare | $1,685,257 | $61,679 ▼ | -3.5% | 4,399 | 0.1% | Medical |
SCHB Schwab US Broad Market ETF | $1,573,225 | $1,573,225 ▲ | New Holding | 66,019 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,541,081 | $126,949 ▼ | -7.6% | 5,402 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $1,438,934 | $977 ▼ | -0.1% | 7,363 | 0.1% | ETF |
VTI Vanguard Total Stock Market ETF | $1,431,767 | $1,520 ▲ | 0.1% | 4,711 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,333,984 | $30,926 ▲ | 2.4% | 9,878 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $1,318,277 | $91,817 ▼ | -6.5% | 17,904 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,314,075 | $17,610 ▼ | -1.3% | 14,700 | 0.1% | Finance |
T AT&T | $1,290,260 | $48,909 ▼ | -3.7% | 44,584 | 0.1% | Computer and Technology |
COST Costco Wholesale | $1,244,334 | $125,720 ▼ | -9.2% | 1,257 | 0.1% | Retail/Wholesale |
HD Home Depot | $1,180,314 | $61,601 ▼ | -5.0% | 3,219 | 0.1% | Retail/Wholesale |
IWV iShares Russell 3000 ETF | $1,162,908 | $2,808 ▲ | 0.2% | 3,313 | 0.1% | ETF |
WMT Walmart | $1,112,952 | $93,479 ▼ | -7.7% | 11,382 | 0.1% | Retail/Wholesale |
ICSH iShares Ultra Short-Term Bond Active ETF | $1,082,665 | $100,153 ▼ | -8.5% | 21,350 | 0.1% | ETF |
ABCB Ameris Bancorp | $1,073,287 | $1,617 ▲ | 0.2% | 16,589 | 0.1% | Finance |
JNJ Johnson & Johnson | $1,058,687 | $232,633 ▲ | 28.2% | 6,931 | 0.1% | Medical |
LLY Eli Lilly and Company | $1,050,588 | $49,100 ▼ | -4.5% | 1,348 | 0.1% | Medical |
AFL Aflac | $1,047,632 | $105 ▲ | 0.0% | 9,934 | 0.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $1,039,605 | $21,026 ▼ | -2.0% | 5,686 | 0.1% | ETF |
QQQ Invesco QQQ | $1,015,426 | $21,511 ▼ | -2.1% | 1,841 | 0.1% | Finance |
GOOG Alphabet | $920,239 | $102,702 ▼ | -10.0% | 5,188 | 0.1% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $919,353 | $416 ▲ | 0.0% | 6,629 | 0.1% | ETF |
V Visa | $903,599 | $77,401 ▼ | -7.9% | 2,545 | 0.1% | Business Services |
KO CocaCola | $892,126 | $234,669 ▼ | -20.8% | 12,610 | 0.1% | Consumer Staples |
PANW Palo Alto Networks | $877,292 | | 0.0% | 4,287 | 0.1% | Computer and Technology |
MCBS MetroCity Bankshares | $857,400 | | 0.0% | 30,000 | 0.1% | Finance |
MCD McDonald's | $854,252 | $16,068 ▼ | -1.8% | 2,924 | 0.1% | Retail/Wholesale |
IWY iShares Russell Top 200 Growth ETF | $850,604 | | 0.0% | 3,451 | 0.1% | ETF |
MMM 3M | $847,691 | $1,827 ▼ | -0.2% | 5,568 | 0.1% | Multi-Sector Conglomerates |
IWL iShares Russell Top 200 ETF | $829,630 | $153 ▲ | 0.0% | 5,418 | 0.1% | ETF |
CAT Caterpillar | $819,485 | $62,500 ▼ | -7.1% | 2,111 | 0.1% | Industrials |
GOVT iShares U.S. Treasury Bond ETF | $768,161 | $6,779 ▲ | 0.9% | 33,427 | 0.1% | ETF |
PG Procter & Gamble | $733,949 | $33,615 ▼ | -4.4% | 4,607 | 0.1% | Consumer Staples |
JPM JPMorgan Chase & Co. | $724,847 | $33,343 ▼ | -4.4% | 2,500 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $721,788 | $4,799 ▲ | 0.7% | 5,414 | 0.1% | ETF |
ORCL Oracle | $689,251 | $1,749 ▲ | 0.3% | 3,153 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $669,517 | $572 ▲ | 0.1% | 2,342 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $662,271 | $42,599 ▼ | -6.0% | 1,166 | 0.1% | ETF |
ABBV AbbVie | $654,042 | $12,992 ▲ | 2.0% | 3,524 | 0.1% | Medical |
XOM Exxon Mobil | $632,330 | $173,120 ▼ | -21.5% | 5,866 | 0.0% | Energy |
IWB iShares Russell 1000 ETF | $629,419 | $679 ▲ | 0.1% | 1,854 | 0.0% | ETF |
RTX RTX | $627,719 | $118,272 ▼ | -15.9% | 4,299 | 0.0% | Aerospace |
WM Waste Management | $624,188 | $47,363 ▼ | -7.1% | 2,728 | 0.0% | Business Services |
AOR iShares Core 60/40 Balanced Allocation ETF | $621,637 | $84,539 ▼ | -12.0% | 10,096 | 0.0% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $603,202 | $21,835 ▼ | -3.5% | 6,630 | 0.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $580,689 | $580,689 ▲ | New Holding | 7,003 | 0.0% | ETF |
PEP PepsiCo | $573,512 | $41,201 ▼ | -6.7% | 4,343 | 0.0% | Consumer Staples |
GOOGL Alphabet | $564,762 | $126,873 ▼ | -18.3% | 3,205 | 0.0% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $560,700 | $4,669 ▲ | 0.8% | 12,128 | 0.0% | Manufacturing |
MBB iShares MBS ETF | $558,212 | $5,822 ▲ | 1.1% | 5,945 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $537,613 | $537,613 ▲ | New Holding | 24,326 | 0.0% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $537,420 | $6,173 ▲ | 1.2% | 10,448 | 0.0% | Manufacturing |
GLD SPDR Gold Shares | $529,926 | $35,369 ▼ | -6.3% | 1,738 | 0.0% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $524,078 | $115,493 ▼ | -18.1% | 3,966 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $522,891 | $79,290 ▼ | -13.2% | 3,937 | 0.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $521,829 | $5,299 ▲ | 1.0% | 22,454 | 0.0% | ETF |
UBND VictoryShares Core Plus Intermediate Bond ETF | $520,795 | $520,795 ▲ | New Holding | 23,835 | 0.0% | ETF |
BNDX Vanguard Total International Bond ETF | $518,942 | $3,169 ▲ | 0.6% | 10,482 | 0.0% | ETF |
BAC Bank of America | $496,681 | $56,501 ▼ | -10.2% | 10,496 | 0.0% | Finance |
TRV Travelers Companies | $493,986 | $1,606 ▲ | 0.3% | 1,846 | 0.0% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $491,810 | $6,887 ▲ | 1.4% | 8,070 | 0.0% | Manufacturing |
ABT Abbott Laboratories | $472,498 | $53,044 ▼ | -10.1% | 3,474 | 0.0% | Medical |
IWN iShares Russell 2000 Value ETF | $470,589 | $2,051 ▲ | 0.4% | 2,983 | 0.0% | ETF |
GE GE Aerospace | $434,268 | $2,574 ▲ | 0.6% | 1,687 | 0.0% | Aerospace |
IYW iShares U.S. Technology ETF | $433,738 | | 0.0% | 2,503 | 0.0% | Manufacturing |
