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Cannon Financial Strategists, Inc.

Portfolio Manager
Cannon Financial Strategists, Inc.
Performance
+2.70% (2025 Q4)
AUM (13F)
$760.79M
# of Holdings
109
Performance Rank
Allocation (Top 20)
89.43%

Cannon Financial Strategists, Inc. Holdings Map

Top 50 Cannon Financial Strategists, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFIC
DIMENSIONAL ETF TRUST
16.14%3.46M$122.8M
+0.06%(+2.03K)
2025-Q1: 3.38M shares2025-Q2: 3.38M shares2025-Q3: 3.41M shares2025-Q4: 3.45M shares2026-Q1: 3.46M shares
$24.79(+53.31%)
2026-03-31
SLYV
SPDR SERIES TRUST
12.53%1.01M$95.3M
+0.61%(+6.11K)
2025-Q1: 942.2K shares2025-Q2: 952.8K shares2025-Q3: 994.1K shares2025-Q4: 1.00M shares2026-Q1: 1.01M shares
$64.38(+57.95%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
11.97%1.13M$91.1M
+4.28%(+46.39K)
2025-Q1: 996.3K shares2025-Q2: 1.05M shares2025-Q3: 1.08M shares2025-Q4: 1.08M shares2026-Q1: 1.13M shares
$56.18(+57.87%)
2026-03-31
SPYG
SPDR SERIES TRUST
11.37%883.5K$86.5M
+7.82%(+64.06K)
2025-Q1: 817.1K shares2025-Q2: 819.0K shares2025-Q3: 830.3K shares2025-Q4: 819.4K shares2026-Q1: 883.5K shares
$51.36(+134.21%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
6.67%657.5K$50.7M
+10.09%(+60.25K)
2025-Q1: 461.7K shares2025-Q2: 523.4K shares2025-Q3: 575.4K shares2025-Q4: 597.2K shares2026-Q1: 657.5K shares
$83.05(-7.81%)
2026-03-31
SPIP
SPDR SERIES TRUST
3.94%1.15M$30.0M
+9.91%(+103.95K)
2025-Q1: 814.7K shares2025-Q2: 903.2K shares2025-Q3: 1.00M shares2025-Q4: 1.05M shares2026-Q1: 1.15M shares
$27.53(-5.46%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.78%65.8K$28.7M
+3.48%(+2.21K)
2025-Q1: 65.5K shares2025-Q2: 65.3K shares2025-Q3: 64.9K shares2025-Q4: 63.6K shares2026-Q1: 65.8K shares
$35.69(+147.95%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.56%335.8K$27.1M
-2.56%(-8.81K)
2025-Q1: 362.8K shares2025-Q2: 365.5K shares2025-Q3: 349.9K shares2025-Q4: 344.6K shares2026-Q1: 335.8K shares
$54.79(+73.45%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.97%70.4K$22.6M
+0.48%(+334)
2025-Q1: 70.8K shares2025-Q2: 68.6K shares2025-Q3: 70.5K shares2025-Q4: 70.1K shares2026-Q1: 70.4K shares
$180.72(+103.30%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
2.92%262.2K$22.2M
+1.87%(+4.82K)
2025-Q1: 294.0K shares2025-Q2: 274.2K shares2025-Q3: 265.2K shares2025-Q4: 257.3K shares2026-Q1: 262.2K shares
$53.47(+70.36%)
2026-03-31

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