IVV iShares Core S&P 500 ETF | $245,905,626 | $2,872,435 ▼ | -1.2% | 437,632 | 19.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $230,548,624 | $2,046,019 ▼ | -0.9% | 1,330,882 | 18.0% | ETF |
IWM iShares Russell 2000 ETF | $141,675,111 | $934,810 ▼ | -0.7% | 710,187 | 11.1% | Finance |
HDV iShares Core High Dividend ETF | $55,470,574 | $770,081 ▼ | -1.4% | 457,980 | 4.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $42,808,902 | $388,236 ▲ | 0.9% | 565,881 | 3.3% | ETF |
EFA iShares MSCI EAFE ETF | $40,920,192 | $283,358 ▼ | -0.7% | 500,675 | 3.2% | Finance |
DVY iShares Select Dividend ETF | $31,042,067 | $362,046 ▼ | -1.2% | 231,157 | 2.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $20,327,853 | $86,411 ▲ | 0.4% | 399,918 | 1.6% | ETF |
IBHH iShares iBonds 2028 Term High Yield and Income ETF | $19,532,108 | $9,529,709 ▲ | 95.3% | 836,135 | 1.5% | ETF |
IBHG iShares iBonds 2027 Term High Yield and Income ETF | $19,135,175 | $7,070,437 ▲ | 58.6% | 857,119 | 1.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $18,134,222 | $101,491 ▲ | 0.6% | 140,619 | 1.4% | ETF |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $17,538,264 | $7,556,573 ▲ | 75.7% | 755,309 | 1.4% | ETF |
ICF iShares Cohen & Steers REIT ETF | $15,645,565 | $1,168,826 ▼ | -7.0% | 254,275 | 1.2% | ETF |
HCA HCA Healthcare | $15,596,826 | $346 ▲ | 0.0% | 45,136 | 1.2% | Medical |
IJR iShares Core S&P Small-Cap ETF | $15,011,078 | $1,072,153 ▼ | -6.7% | 143,551 | 1.2% | ETF |
AAPL Apple | $14,386,233 | $693,045 ▲ | 5.1% | 64,765 | 1.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $13,309,272 | $268,776 ▼ | -2.0% | 25,898 | 1.0% | ETF |
IVW iShares S&P 500 Growth ETF | $12,362,591 | $754,891 ▼ | -5.8% | 133,175 | 1.0% | ETF |
VTWO Vanguard Russell 2000 ETF | $12,014,018 | $3,871 ▲ | 0.0% | 148,965 | 0.9% | ETF |
IDU iShares U.S. Utilities ETF | $11,544,381 | $19,371 ▲ | 0.2% | 113,827 | 0.9% | ETF |
VO Vanguard Mid-Cap ETF | $11,491,231 | $23,534 ▼ | -0.2% | 44,433 | 0.9% | ETF |
IBHI iShares iBonds 2029 Term High Yield and Income ETF | $10,756,619 | $4,089,808 ▲ | 61.3% | 463,248 | 0.8% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $10,398,350 | $132,269 ▼ | -1.3% | 135,926 | 0.8% | ETF |
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | $9,407,727 | $1,892,234 ▲ | 25.2% | 372,141 | 0.7% | ETF |
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | $9,367,552 | $937,898 ▲ | 11.1% | 366,493 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $9,135,259 | $512,088 ▼ | -5.3% | 47,934 | 0.7% | ETF |
VNQ Vanguard Real Estate ETF | $8,453,819 | $5,070 ▼ | -0.1% | 93,371 | 0.7% | ETF |
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | $8,110,601 | $2,165,936 ▲ | 36.4% | 320,704 | 0.6% | ETF |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $7,344,377 | $129,631 ▲ | 1.8% | 274,556 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $6,436,892 | $264,561 ▼ | -3.9% | 119,268 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,240,627 | $127,633 ▼ | -2.0% | 137,884 | 0.5% | ETF |
IBHJ iShares iBonds 2030 Term High Yield and Income ETF | $6,199,492 | $3,583,727 ▲ | 137.0% | 237,614 | 0.5% | ETF |
AMZN Amazon.com | $6,124,969 | $95,129 ▲ | 1.6% | 32,193 | 0.5% | Retail/Wholesale |
MSFT Microsoft | $6,008,884 | $320,209 ▲ | 5.6% | 16,007 | 0.5% | Computer and Technology |
AFL Aflac | $5,854,734 | $27,798 ▼ | -0.5% | 52,655 | 0.5% | Finance |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $5,756,505 | $686,928 ▲ | 13.6% | 247,698 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $5,563,331 | $130,482 ▲ | 2.4% | 10,446 | 0.4% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $4,958,840 | $100,129 ▼ | -2.0% | 84,984 | 0.4% | ETF |
EEM iShares MSCI Emerging Markets ETF | $4,507,140 | $262,419 ▼ | -5.5% | 103,138 | 0.4% | Finance |
GOOG Alphabet | $4,476,275 | $63,117 ▲ | 1.4% | 28,652 | 0.3% | Computer and Technology |
AOR iShares Core 60/40 Balanced Allocation ETF | $4,315,132 | $138,973 ▼ | -3.1% | 74,955 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,060,269 | $219,293 ▼ | -5.1% | 7,258 | 0.3% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $3,829,168 | $75,187 ▼ | -1.9% | 105,168 | 0.3% | ETF |
AON AON | $3,747,854 | $4,532,465 ▼ | -54.7% | 9,391 | 0.3% | Finance |
AOS A. O. Smith | $3,458,696 | $371,634 ▼ | -9.7% | 52,918 | 0.3% | Industrials |
META Meta Platforms | $3,433,493 | $197,698 ▲ | 6.1% | 5,957 | 0.3% | Computer and Technology |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $3,296,719 | $3,296,719 ▲ | New Holding | 142,530 | 0.3% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $2,972,998 | $1,295,369 ▲ | 77.2% | 122,953 | 0.2% | ETF |
QQQ Invesco QQQ | $2,897,858 | $45,484 ▲ | 1.6% | 6,180 | 0.2% | Finance |
SO Southern | $2,892,809 | $729,432 ▲ | 33.7% | 31,461 | 0.2% | Utilities |
KO Coca-Cola | $2,856,893 | $106,498 ▲ | 3.9% | 39,890 | 0.2% | Consumer Staples |
HD Home Depot | $2,820,196 | $16,492 ▲ | 0.6% | 7,695 | 0.2% | Retail/Wholesale |
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | $2,814,809 | $1,128,898 ▲ | 67.0% | 112,413 | 0.2% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,667,229 | $2,170 ▲ | 0.1% | 33,187 | 0.2% | ETF |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $2,445,781 | $2,445,781 ▲ | New Holding | 112,605 | 0.2% | ETF |
XOM Exxon Mobil | $2,159,434 | $5,947 ▲ | 0.3% | 18,157 | 0.2% | Energy |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $2,157,617 | $531,700 ▲ | 32.7% | 85,416 | 0.2% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $2,154,891 | $227,530 ▲ | 11.8% | 32,769 | 0.2% | ETF |
GOOGL Alphabet | $2,152,866 | $89,999 ▲ | 4.4% | 13,922 | 0.2% | Computer and Technology |
GRC Gorman-Rupp | $2,145,172 | | 0.0% | 61,116 | 0.2% | Industrials |
QUS SPDR MSCI USA StrategicFactors ETF | $1,928,022 | | 0.0% | 12,305 | 0.2% | ETF |
VT Vanguard Total World Stock ETF | $1,919,112 | $44,409 ▲ | 2.4% | 16,551 | 0.1% | ETF |
PNFP Pinnacle Financial Partners | $1,817,662 | $166,486 ▲ | 10.1% | 17,141 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $1,788,378 | $8,390 ▼ | -0.5% | 80,995 | 0.1% | ETF |
iShares iBonds 2031 Term High Yield and Income ETF
| $1,727,035 | $1,727,035 ▲ | New Holding | 67,940 | 0.1% | COM |
JPM JPMorgan Chase & Co. | $1,663,390 | $13,492 ▲ | 0.8% | 6,781 | 0.1% | Finance |
LLY Eli Lilly and Company | $1,486,638 | | 0.0% | 1,800 | 0.1% | Medical |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $1,485,750 | $134,600 ▼ | -8.3% | 62,929 | 0.1% | ETF |
NVDA NVIDIA | $1,405,595 | $146,098 ▲ | 11.6% | 12,969 | 0.1% | Computer and Technology |
COST Costco Wholesale | $1,400,700 | | 0.0% | 1,481 | 0.1% | Retail/Wholesale |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,378,503 | | 0.0% | 33,820 | 0.1% | ETF |
SMBK SmartFinancial | $1,363,324 | $13,458 ▼ | -1.0% | 43,865 | 0.1% | Finance |
BX Blackstone | $1,350,137 | $280 ▲ | 0.0% | 9,659 | 0.1% | Finance |
IBM International Business Machines | $1,324,143 | $2,238 ▲ | 0.2% | 5,325 | 0.1% | Computer and Technology |
JNJ Johnson & Johnson | $1,265,407 | $143,291 ▲ | 12.8% | 7,630 | 0.1% | Medical |
DIS Walt Disney | $1,260,634 | $99 ▲ | 0.0% | 12,772 | 0.1% | Consumer Discretionary |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,206,616 | $500 ▲ | 0.0% | 14,489 | 0.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,185,925 | | 0.0% | 8,122 | 0.1% | ETF |
V Visa | $1,137,081 | $112,131 ▲ | 10.9% | 3,245 | 0.1% | Business Services |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $1,133,624 | $447,276 ▲ | 65.2% | 46,825 | 0.1% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,092,788 | $1,854 ▲ | 0.2% | 26,518 | 0.1% | ETF |
ORCL Oracle | $1,015,440 | | 0.0% | 7,263 | 0.1% | Computer and Technology |
CVX Chevron | $1,000,896 | $23,588 ▲ | 2.4% | 5,983 | 0.1% | Energy |
MA Mastercard | $951,720 | | 0.0% | 1,736 | 0.1% | Business Services |
GE General Electric | $939,572 | $24,820 ▲ | 2.7% | 4,694 | 0.1% | Transportation |
Super Micro Computer Inc
| $855,486 | $468,574 ▲ | 121.1% | 24,985 | 0.1% | COM |
SHOP Shopify | $854,546 | | 0.0% | 8,950 | 0.1% | Computer and Technology |
WMT Walmart | $810,575 | | 0.0% | 9,233 | 0.1% | Retail/Wholesale |
BA Boeing | $804,143 | $23,706 ▼ | -2.9% | 4,715 | 0.1% | Aerospace |
NSRGF Nestlé | $802,857 | | 0.0% | 7,945 | 0.1% | Consumer Defensive |
VTI Vanguard Total Stock Market ETF | $795,311 | $550 ▲ | 0.1% | 2,894 | 0.1% | ETF |
MRK Merck & Co., Inc. | $788,631 | | 0.0% | 8,786 | 0.1% | Medical |
CSCO Cisco Systems | $748,320 | $2,222 ▼ | -0.3% | 12,126 | 0.1% | Computer and Technology |
VGT Vanguard Information Technology ETF | $736,720 | $436,715 ▲ | 145.6% | 1,358 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $735,858 | $4,694 ▼ | -0.6% | 2,038 | 0.1% | ETF |
BAC Bank of America | $725,826 | $166,506 ▼ | -18.7% | 17,393 | 0.1% | Finance |
FNDF Schwab Fundamental International Large Company Index ETF | $711,850 | $6,144 ▼ | -0.9% | 19,697 | 0.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $704,211 | | 0.0% | 22,916 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $702,452 | $9,506 ▼ | -1.3% | 3,621 | 0.1% | ETF |
COP ConocoPhillips | $692,114 | $55,138 ▲ | 8.7% | 6,590 | 0.1% | Energy |
