Cannon Financial Strategists, Inc.

Q2 2025 13F Holdings

  • Location
    athens, GA
  • Num holdings

    100

  • Value ($000)

    $633,128

  • Date Filed
    08/06/2025
  • Form type
    13F-HR
  • CIK
    0002031123
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$105.06M
17 %

3,379,082

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$78.06M
12 %

818,956

---

SPDR SERIES TRUST

S&P 600 SMCP VAL
$75.99M
12 %

952,755

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$71.58M
11 %

1,049,355

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$40.48M
6 %

523,393

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$28.63M
5 %

65,297

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$25.05M
4 %

365,465

---

SPDR SERIES TRUST

PORTFLI TIPS ETF
$23.54M
4 %

903,222

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$20.84M
3 %

68,579

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$20.29M
3 %

274,186

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