Cannon Financial Strategists, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Cannon Financial Strategists, Inc. | Institutional Filer | ▲ 5.77% | $760.8M | 109 |
Current Portfolio Holdings
Showing all 109 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | — | 3.5M | $122.8M | 16.14% |
| 2 | SLYV | SPDR SERIES TRUST | — | 1.0M | $95.3M | 12.53% |
| 3 | AVLV | AMERICAN CENTY ETF TR | — | 1.1M | $91.1M | 11.97% |
| 4 | SPYG | SPDR SERIES TRUST | — | 884K | $86.5M | 11.37% |
| 5 | BIV | VANGUARD BD INDEX FDS | — | 657K | $50.7M | 6.67% |
| 6 | SPIP | SPDR SERIES TRUST | — | 1.2M | $30.0M | 3.94% |
| 7 | VUG | VANGUARD INDEX FDS | — | 66K | $28.7M | 3.78% |
| 8 | AVEM | AMERICAN CENTY ETF TR | — | 336K | $27.1M | 3.56% |
| 9 | VTI | VANGUARD INDEX FDS | — | 70K | $22.6M | 2.97% |
| 10 | AVDE | AMERICAN CENTY ETF TR | — | 262K | $22.2M | 2.92% |
| 11 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 702K | $18.4M | 2.42% |
| 12 | EMB | ISHARES TR | — | 189K | $17.7M | 2.33% |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | — | 149K | $15.2M | 1.99% |
| 14 | USRT | ISHARES TR | — | 209K | $12.4M | 1.63% |
| 15 | ICSH | ISHARES TR | — | 227K | $11.5M | 1.51% |
Showing 1 to 15 of 109 holdings