Top 50 Cannon Financial Strategists, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 16.14% | 3.46M | $122.8M | +0.06%(+2.03K) | $24.79(+53.31%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 12.53% | 1.01M | $95.3M | +0.61%(+6.11K) | $64.38(+57.95%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 11.97% | 1.13M | $91.1M | +4.28%(+46.39K) | $56.18(+57.87%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 11.37% | 883.5K | $86.5M | +7.82%(+64.06K) | $51.36(+134.21%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.67% | 657.5K | $50.7M | +10.09%(+60.25K) | $83.05(-7.81%) | 2026-03-31 | |
| SPIP | SPDR SERIES TRUST | 3.94% | 1.15M | $30.0M | +9.91%(+103.95K) | $27.53(-5.46%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.78% | 65.8K | $28.7M | +3.48%(+2.21K) | $35.69(+147.95%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.56% | 335.8K | $27.1M | -2.56%(-8.81K) | $54.79(+73.45%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.97% | 70.4K | $22.6M | +0.48%(+334) | $180.72(+103.30%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.92% | 262.2K | $22.2M | +1.87%(+4.82K) | $53.47(+70.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.62% | +46.69% |
| Top 20 Holdings Unweighted | +10.57% | +35.19% |
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