Cannon Financial Strategists, Inc.
Q1 2025 13F Holdings
- Locationathens, GA
- Num holdings
96
- Value ($000)
$582,525
- Date Filed05/05/2025
- Form type13F-HR
- CIK0002031123
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $93.86M | 16 % | 3,380,038 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $73.87M | 13 % | 942,162 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $65.67M | 11 % | 817,114 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $64.97M | 11 % | 996,328 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $35.35M | 6 % | 461,713 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.28M | 4 % | 65,471 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $21.83M | 4 % | 362,782 | ||
SPDR SER TR | PORTFLI TIPS ETF | 78464A656 | $21.49M | 4 % | 814,741 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $19.48M | 3 % | 294,009 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $19.45M | 3 % | 70,780 |
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