IVV iShares Core S&P 500 ETF | $365,596,559 | $3,412,576 ▲ | 0.9% | 621,045 | 30.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $146,669,534 | $9,027,304 ▲ | 6.6% | 1,513,617 | 12.1% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $115,228,941 | $4,680,727 ▲ | 4.2% | 1,849,285 | 9.5% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $111,732,350 | $4,233,952 ▲ | 3.9% | 1,689,331 | 9.2% | Manufacturing |
IJR iShares Core S&P Small-Cap ETF | $49,880,707 | $2,073,384 ▲ | 4.3% | 432,917 | 4.1% | ETF |
ISTB iShares Core 1-5 Year USD Bond ETF | $44,205,348 | $3,884,512 ▲ | 9.6% | 925,379 | 3.7% | Manufacturing |
SPLG SPDR Portfolio S&P 500 ETF | $40,094,529 | $1,006,179 ▼ | -2.4% | 581,586 | 3.3% | ETF |
MUB iShares National Muni Bond ETF | $34,082,474 | $10,405,781 ▲ | 43.9% | 319,873 | 2.8% | ETF |
VXUS Vanguard Total International Stock ETF | $29,121,188 | $22,276 ▲ | 0.1% | 494,166 | 2.4% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $25,762,150 | $2,193,484 ▲ | 9.3% | 516,069 | 2.1% | ETF |
SO Southern | $22,922,281 | $362,949 ▲ | 1.6% | 278,453 | 1.9% | Utilities |
SUB iShares Short-Term National Muni Bond ETF | $22,391,296 | $7,243,418 ▼ | -24.4% | 212,280 | 1.9% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $17,297,613 | $291,005 ▼ | -1.7% | 316,285 | 1.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $16,163,294 | $1,562,831 ▲ | 10.7% | 320,891 | 1.3% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $15,161,957 | $165,128 ▲ | 1.1% | 302,453 | 1.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $9,067,147 | $13,170 ▲ | 0.1% | 362,831 | 0.8% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $8,736,240 | $143,115 ▼ | -1.6% | 194,484 | 0.7% | ETF |
ACWI iShares MSCI ACWI ETF | $7,139,942 | $81,663 ▼ | -1.1% | 60,765 | 0.6% | Manufacturing |
AAPL Apple | $6,778,514 | $133,221 ▼ | -1.9% | 27,069 | 0.6% | Computer and Technology |
RJF Raymond James | $6,563,336 | $621,322 ▼ | -8.6% | 42,254 | 0.5% | Finance |
IVW iShares S&P 500 Growth ETF | $6,312,978 | $716,502 ▼ | -10.2% | 62,178 | 0.5% | ETF |
IWR iShares Russell Mid-Cap ETF | $5,251,732 | $382,417 ▼ | -6.8% | 59,409 | 0.4% | ETF |
MSFT Microsoft | $5,113,465 | $55,215 ▼ | -1.1% | 12,132 | 0.4% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $4,472,024 | $917,499 ▼ | -17.0% | 63,632 | 0.4% | ETF |
NVDA NVIDIA | $3,404,306 | $236,757 ▼ | -6.5% | 25,350 | 0.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $3,076,334 | $46,233 ▼ | -1.5% | 6,787 | 0.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $3,044,004 | $626,069 ▼ | -17.1% | 7,580 | 0.3% | ETF |
AMZN Amazon.com | $2,760,179 | $23,256 ▼ | -0.8% | 12,581 | 0.2% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $2,703,650 | | 0.0% | 4,613 | 0.2% | Finance |
AWK American Water Works | $2,600,318 | $1,042,343 ▼ | -28.6% | 20,888 | 0.2% | Utilities |
ICSH iShares Ultra Short-Term Bond Active ETF | $2,562,789 | $27,081 ▲ | 1.1% | 50,819 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $2,518,915 | $152,179 ▲ | 6.4% | 13,606 | 0.2% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,943,076 | $127,970 ▲ | 7.1% | 23,702 | 0.2% | Manufacturing |
J Jacobs Solutions | $1,822,978 | $1,488,928 ▲ | 445.7% | 13,643 | 0.2% | Business Services |
AVGO Broadcom | $1,587,823 | $1,425,308 ▲ | 877.0% | 6,849 | 0.1% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $1,578,424 | $449,334 ▲ | 39.8% | 20,427 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $1,544,514 | $508,365 ▲ | 49.1% | 5,727 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $1,438,900 | $413,459 ▼ | -22.3% | 7,538 | 0.1% | ETF |
HCA HCA Healthcare | $1,399,900 | $91,246 ▼ | -6.1% | 4,664 | 0.1% | Medical |
BND Vanguard Total Bond Market ETF | $1,369,874 | $27,110 ▲ | 2.0% | 19,050 | 0.1% | ETF |
HD Home Depot | $1,344,918 | $2,723 ▼ | -0.2% | 3,457 | 0.1% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $1,279,313 | $50,720 ▼ | -3.8% | 4,414 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,252,043 | $265,226 ▼ | -17.5% | 9,734 | 0.1% | ETF |
COST Costco Wholesale | $1,180,282 | $5,498 ▼ | -0.5% | 1,288 | 0.1% | Retail/Wholesale |
EFA iShares MSCI EAFE ETF | $1,163,010 | $10,510 ▼ | -0.9% | 15,382 | 0.1% | Finance |
IWV iShares Russell 3000 ETF | $1,119,646 | $7,353 ▼ | -0.7% | 3,350 | 0.1% | ETF |
WMT Walmart | $1,086,278 | $29,364 ▲ | 2.8% | 12,023 | 0.1% | Retail/Wholesale |
LLY Eli Lilly and Company | $1,068,291 | $6,175 ▲ | 0.6% | 1,384 | 0.1% | Medical |
ABCB Ameris Bancorp | $1,035,111 | $2,127 ▲ | 0.2% | 16,543 | 0.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $1,033,021 | $35,259 ▼ | -3.3% | 5,801 | 0.1% | ETF |
GOOG Alphabet | $1,028,343 | $4,380 ▼ | -0.4% | 5,400 | 0.1% | Computer and Technology |
AFL Aflac | $1,027,352 | $22,550 ▼ | -2.1% | 9,932 | 0.1% | Finance |
KO Coca-Cola | $977,534 | $28,515 ▼ | -2.8% | 15,701 | 0.1% | Consumer Staples |
MCBS MetroCity Bankshares | $958,500 | | 0.0% | 30,000 | 0.1% | Finance |
QQQ Invesco QQQ | $920,565 | $73,093 ▼ | -7.4% | 1,801 | 0.1% | Finance |
T AT&T | $892,703 | $270,236 ▲ | 43.4% | 39,205 | 0.1% | Computer and Technology |
MCD McDonald's | $892,054 | $15,365 ▼ | -1.7% | 3,077 | 0.1% | Retail/Wholesale |
IWL iShares Russell Top 200 ETF | $844,689 | $64,687 ▼ | -7.1% | 5,837 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $839,467 | $84,289 ▲ | 11.2% | 6,623 | 0.1% | ETF |
V Visa | $823,953 | $76,169 ▲ | 10.2% | 2,607 | 0.1% | Business Services |
IWY iShares Russell Top 200 Growth ETF | $821,542 | $579,220 ▼ | -41.4% | 3,492 | 0.1% | ETF |
XOM Exxon Mobil | $803,104 | $202,013 ▼ | -20.1% | 7,466 | 0.1% | Oils/Energy |
PG Procter & Gamble | $800,768 | $54,994 ▲ | 7.4% | 4,776 | 0.1% | Consumer Staples |
CAT Caterpillar | $793,262 | $3,627 ▼ | -0.5% | 2,187 | 0.1% | Industrial Products |
IWB iShares Russell 1000 ETF | $784,816 | $2,577 ▲ | 0.3% | 2,436 | 0.1% | ETF |
PANW Palo Alto Networks | $778,789 | $384,300 ▲ | 97.4% | 4,280 | 0.1% | Computer and Technology |
PNFP Pinnacle Financial Partners | $757,809 | $1,693,374 ▼ | -69.1% | 6,625 | 0.1% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $757,078 | $4,895 ▲ | 0.7% | 32,945 | 0.1% | ETF |
PEP PepsiCo | $741,154 | $26,307 ▲ | 3.7% | 4,874 | 0.1% | Consumer Staples |
JNJ Johnson & Johnson | $737,312 | $234,441 ▼ | -24.1% | 5,098 | 0.1% | Medical |
MMM 3M | $710,629 | $7,229 ▲ | 1.0% | 5,505 | 0.1% | Multi-Sector Conglomerates |
IWO iShares Russell 2000 Growth ETF | $710,133 | $27,634 ▲ | 4.0% | 2,467 | 0.1% | ETF |
GOOGL Alphabet | $695,731 | $45,435 ▼ | -6.1% | 3,675 | 0.1% | Computer and Technology |
UNH UnitedHealth Group | $689,873 | $768,773 ▼ | -52.7% | 1,364 | 0.1% | Medical |
AOR iShares Core 60/40 Balanced Allocation ETF | $657,400 | $101,857 ▼ | -13.4% | 11,469 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $652,601 | $3,572 ▼ | -0.5% | 5,115 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $630,683 | $57,291 ▼ | -8.3% | 2,631 | 0.1% | Finance |
VOO Vanguard S&P 500 ETF | $627,988 | $5,924 ▲ | 1.0% | 1,166 | 0.1% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $624,674 | $25,823 ▼ | -4.0% | 6,870 | 0.1% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $624,000 | $63,900 ▲ | 11.4% | 4,824 | 0.1% | ETF |
ABBV AbbVie | $621,863 | $42,997 ▲ | 7.4% | 3,500 | 0.1% | Medical |
WM Waste Management | $602,061 | $61,134 ▲ | 11.3% | 2,984 | 0.0% | Business Services |
DVY iShares Select Dividend ETF | $592,029 | $8,928 ▲ | 1.5% | 4,509 | 0.0% | ETF |
RTX RTX | $562,341 | $17,128 ▼ | -3.0% | 4,859 | 0.0% | Aerospace |
IUSB iShares Core Total USD Bond Market ETF | $540,719 | $96,546 ▼ | -15.2% | 11,963 | 0.0% | Manufacturing |
MBB iShares MBS ETF | $535,546 | $39,059 ▼ | -6.8% | 5,841 | 0.0% | ETF |
BAC Bank of America | $525,165 | $2,198 ▲ | 0.4% | 11,949 | 0.0% | Finance |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $515,329 | $13,324 ▲ | 2.7% | 10,249 | 0.0% | Manufacturing |
BNDX Vanguard Total International Bond ETF | $509,120 | $15,058 ▲ | 3.0% | 10,380 | 0.0% | ETF |
META Meta Platforms | $503,543 | $33,960 ▼ | -6.3% | 860 | 0.0% | Computer and Technology |
SCHZ Schwab U.S. Aggregate Bond ETF | $500,982 | $256,121 ▲ | 104.6% | 22,070 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $500,899 | $58,775 ▲ | 13.3% | 3,051 | 0.0% | ETF |
GLD SPDR Gold Shares | $458,092 | $130,019 ▲ | 39.6% | 1,892 | 0.0% | Finance |
TRV Travelers Companies | $447,055 | $2,409 ▲ | 0.5% | 1,856 | 0.0% | Finance |
ORCL Oracle | $444,681 | $167 ▲ | 0.0% | 2,669 | 0.0% | Computer and Technology |
ABT Abbott Laboratories | $443,993 | $2,489 ▲ | 0.6% | 3,925 | 0.0% | Medical |
IWM iShares Russell 2000 ETF | $417,861 | $17,015 ▼ | -3.9% | 1,891 | 0.0% | Finance |
VIG Vanguard Dividend Appreciation ETF | $415,650 | $198,134 ▼ | -32.3% | 2,123 | 0.0% | ETF |
ACWX iShares MSCI ACWI ex U.S. ETF | $415,035 | $5,998 ▲ | 1.5% | 7,957 | 0.0% | Manufacturing |
JHSC John Hancock Multifactor Small Cap ETF | $411,678 | $81,112 ▲ | 24.5% | 10,359 | 0.0% | ETF |
