IVV iShares Core S&P 500 ETF | $260,634,329 | $2,428,892 ▼ | -0.9% | 442,744 | 20.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $235,280,152 | $746,830 ▲ | 0.3% | 1,342,693 | 18.5% | ETF |
IWM iShares Russell 2000 ETF | $157,958,440 | $1,239,144 ▲ | 0.8% | 714,873 | 12.4% | Finance |
HDV iShares Core High Dividend ETF | $52,126,580 | $73,530 ▼ | -0.1% | 464,338 | 4.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $39,409,423 | $201,071 ▼ | -0.5% | 560,749 | 3.1% | ETF |
EFA iShares MSCI EAFE ETF | $38,118,206 | $319,831 ▼ | -0.8% | 504,142 | 3.0% | Finance |
DVY iShares Select Dividend ETF | $30,702,549 | $167,001 ▲ | 0.5% | 233,853 | 2.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $19,042,808 | $1,521,060 ▼ | -7.4% | 398,218 | 1.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $17,841,111 | $1,093,443 ▲ | 6.5% | 139,832 | 1.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $17,721,279 | $31,570 ▼ | -0.2% | 153,804 | 1.4% | ETF |
ICF iShares Cohen & Steers REIT ETF | $16,467,303 | $761,807 ▼ | -4.4% | 273,271 | 1.3% | ETF |
AAPL Apple | $15,437,120 | $202,590 ▼ | -1.3% | 61,645 | 1.2% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $14,346,864 | $118,993 ▼ | -0.8% | 141,307 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $14,236,081 | $280,724 ▼ | -1.9% | 26,421 | 1.1% | ETF |
HCA HCA Healthcare | $13,547,214 | $299,548 ▼ | -2.2% | 45,135 | 1.1% | Medical |
VTWO Vanguard Russell 2000 ETF | $13,302,775 | $241,013 ▲ | 1.8% | 148,917 | 1.0% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $12,018,818 | $4,298,195 ▲ | 55.7% | 540,414 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $11,760,011 | $55,203 ▼ | -0.5% | 44,524 | 0.9% | ETF |
IDU iShares U.S. Utilities ETF | $10,932,907 | $230,326 ▼ | -2.1% | 113,636 | 0.9% | ETF |
AOA iShares Core Aggressive Allocation ETF | $10,545,747 | $121,886 ▼ | -1.1% | 137,655 | 0.8% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $10,006,136 | $4,145,214 ▲ | 70.7% | 428,185 | 0.8% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $9,951,616 | $5,041,242 ▲ | 102.7% | 429,875 | 0.8% | ETF |
IVE iShares S&P 500 Value ETF | $9,662,450 | $12,025 ▲ | 0.1% | 50,621 | 0.8% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $8,396,678 | $353,639 ▲ | 4.4% | 329,799 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $8,322,510 | $600,134 ▲ | 7.8% | 93,427 | 0.7% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $7,473,873 | $586,466 ▲ | 8.5% | 297,290 | 0.6% | ETF |
AON AON | $7,451,852 | $7,451,852 ▲ | New Holding | 20,748 | 0.6% | Finance |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $7,178,339 | $279,564 ▲ | 4.1% | 269,710 | 0.6% | ETF |
AMZN Amazon.com | $6,953,046 | $350,362 ▼ | -4.8% | 31,693 | 0.5% | Retail/Wholesale |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $6,732,856 | $3,946,758 ▲ | 141.7% | 287,115 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,484,183 | $605,963 ▼ | -8.5% | 124,170 | 0.5% | ETF |
MSFT Microsoft | $6,387,278 | $9,694 ▲ | 0.2% | 15,154 | 0.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $6,196,605 | $700,985 ▼ | -10.2% | 140,704 | 0.5% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $5,918,812 | $475,776 ▲ | 8.7% | 235,060 | 0.5% | ETF |
AFL Aflac | $5,472,516 | | 0.0% | 52,905 | 0.4% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $5,402,272 | $48,602 ▲ | 0.9% | 86,700 | 0.4% | ETF |
GOOG Alphabet | $5,379,617 | $381 ▲ | 0.0% | 28,248 | 0.4% | Computer and Technology |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $5,060,849 | $953,868 ▲ | 23.2% | 218,140 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $4,623,909 | | 0.0% | 10,201 | 0.4% | Finance |
EEM iShares MSCI Emerging Markets ETF | $4,564,353 | $126,338 ▼ | -2.7% | 109,143 | 0.4% | Finance |
SPY SPDR S&P 500 ETF Trust | $4,483,770 | $19,928 ▲ | 0.4% | 7,650 | 0.4% | Finance |
AOR iShares Core Growth Allocation ETF | $4,434,814 | $17,253 ▲ | 0.4% | 77,369 | 0.3% | ETF |
AOS A. O. Smith | $3,997,386 | $25,511 ▼ | -0.6% | 58,604 | 0.3% | Industrial Products |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,659,863 | $50,103 ▲ | 1.4% | 107,233 | 0.3% | ETF |
META Meta Platforms | $3,286,999 | $31,032 ▼ | -0.9% | 5,614 | 0.3% | Computer and Technology |
QQQ Invesco QQQ | $3,109,738 | $339,960 ▼ | -9.9% | 6,083 | 0.2% | Finance |
HD Home Depot | $2,975,682 | $778 ▲ | 0.0% | 7,650 | 0.2% | Retail/Wholesale |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,914,748 | $3,252 ▲ | 0.1% | 33,160 | 0.2% | ETF |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | $2,610,197 | $2,263,410 ▲ | 652.7% | 100,257 | 0.2% | ETF |
GOOGL Alphabet | $2,525,287 | $568 ▲ | 0.0% | 13,340 | 0.2% | Computer and Technology |
KO Coca-Cola | $2,390,945 | $996 ▲ | 0.0% | 38,403 | 0.2% | Consumer Staples |
GRC Gorman-Rupp | $2,317,519 | | 0.0% | 61,116 | 0.2% | Industrial Products |
SPLG SPDR Portfolio S&P 500 ETF | $2,020,546 | $175,451 ▲ | 9.5% | 29,309 | 0.2% | ETF |
XOM Exxon Mobil | $1,947,718 | $269,025 ▼ | -12.1% | 18,107 | 0.2% | Oils/Energy |
SO Southern | $1,936,841 | $247 ▲ | 0.0% | 23,528 | 0.2% | Utilities |
QUS SPDR MSCI USA StrategicFactors ETF | $1,905,372 | $13,317 ▲ | 0.7% | 12,305 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $1,899,433 | $2,937 ▼ | -0.2% | 16,168 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $1,886,275 | $1,257,540 ▲ | 200.0% | 81,375 | 0.1% | ETF |
PNFP Pinnacle Financial Partners | $1,781,191 | $343 ▲ | 0.0% | 15,571 | 0.1% | Finance |
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | $1,681,874 | $1,681,874 ▲ | New Holding | 67,329 | 0.1% | ETF |
BX Blackstone | $1,664,979 | $345 ▲ | 0.0% | 9,657 | 0.1% | Finance |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $1,662,365 | $1,383,711 ▲ | 496.6% | 69,381 | 0.1% | ETF |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,625,152 | $1,083,474 ▲ | 200.0% | 68,630 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,612,300 | $89,892 ▼ | -5.3% | 6,726 | 0.1% | Finance |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $1,602,726 | $1,311,274 ▲ | 449.9% | 64,367 | 0.1% | ETF |
NVDA NVIDIA | $1,560,602 | $67,146 ▲ | 4.5% | 11,621 | 0.1% | Computer and Technology |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,519,194 | $24,257 ▲ | 1.6% | 33,820 | 0.1% | ETF |
DIS Walt Disney | $1,422,097 | | 0.0% | 12,771 | 0.1% | Consumer Discretionary |
LLY Eli Lilly and Company | $1,389,600 | | 0.0% | 1,800 | 0.1% | Medical |
SMBK SmartFinancial | $1,372,352 | | 0.0% | 44,298 | 0.1% | Finance |
COST Costco Wholesale | $1,356,996 | $137,441 ▼ | -9.2% | 1,481 | 0.1% | Retail/Wholesale |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,316,934 | $818 ▲ | 0.1% | 14,483 | 0.1% | ETF |
ORCL Oracle | $1,210,306 | $833 ▼ | -0.1% | 7,263 | 0.1% | Computer and Technology |
IBM International Business Machines | $1,168,622 | $2,198 ▲ | 0.2% | 5,316 | 0.1% | Computer and Technology |
XLV Health Care Select Sector SPDR Fund | $1,117,374 | | 0.0% | 8,122 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,083,281 | $1,964 ▲ | 0.2% | 26,473 | 0.1% | ETF |
JNJ Johnson & Johnson | $978,482 | $131,747 ▲ | 15.6% | 6,766 | 0.1% | Medical |
SHOP Shopify | $951,654 | | 0.0% | 8,950 | 0.1% | Computer and Technology |
BAC Bank of America | $939,794 | $9,010 ▼ | -0.9% | 21,383 | 0.1% | Finance |
V Visa | $924,554 | | 0.0% | 2,925 | 0.1% | Business Services |
MA Mastercard | $914,302 | | 0.0% | 1,736 | 0.1% | Business Services |
Novo Nordisk A/S B
| $877,008 | $877,008 ▲ | New Holding | 10,210 | 0.1% | COM |
MRK Merck & Co., Inc. | $874,031 | $9,948 ▼ | -1.1% | 8,786 | 0.1% | Medical |
BA Boeing | $859,158 | $88,500 ▲ | 11.5% | 4,854 | 0.1% | Aerospace |
CVX Chevron | $846,155 | $28,968 ▲ | 3.5% | 5,842 | 0.1% | Oils/Energy |
VTI Vanguard Total Stock Market ETF | $838,243 | $9,855 ▼ | -1.2% | 2,892 | 0.1% | ETF |
WMT Walmart | $834,181 | $67,761 ▲ | 8.8% | 9,233 | 0.1% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $823,593 | $9,236 ▲ | 1.1% | 2,051 | 0.1% | ETF |
SYY Sysco | $811,623 | | 0.0% | 10,615 | 0.1% | Consumer Staples |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $791,564 | $395,782 ▲ | 100.0% | 26,652 | 0.1% | ETF |
GE General Electric | $762,302 | | 0.0% | 4,570 | 0.1% | Transportation |
TSLA Tesla | $737,816 | $65,422 ▼ | -8.1% | 1,827 | 0.1% | Auto/Tires/Trucks |
PFF iShares Preferred and Income Securities ETF | $720,481 | $17,764 ▼ | -2.4% | 22,916 | 0.1% | ETF |
CSCO Cisco Systems | $719,970 | $29,954 ▲ | 4.3% | 12,162 | 0.1% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $718,742 | $1,567 ▼ | -0.2% | 3,670 | 0.1% | ETF |
iShares Bitcoin Trust ETF
| $717,501 | $8,223 ▲ | 1.2% | 13,525 | 0.1% | COM |
AMD Advanced Micro Devices | $687,416 | | 0.0% | 5,691 | 0.1% | Computer and Technology |
SPYV SPDR Portfolio S&P 500 Value ETF | $683,588 | $4,398 ▲ | 0.6% | 13,367 | 0.1% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $682,385 | $682,385 ▲ | New Holding | 28,350 | 0.1% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $659,783 | | 0.0% | 19,867 | 0.1% | ETF |
