CF

Cannon Financial Strategists, Inc.

13F
Cannon Financial Strategists, Inc.
Last update 2024-10-21 98 Stocks (9 new)
Value $572.00 Mil Turnover 4 %
Countries:
Top Holdings: DFIC(15.39%)SLYV(13.95%)SPYG(12.09%)AVLV(11.20%)BIV(5.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cannon Financial Strategists, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFIC 		Dimensional International Core Equity 2 ETF
3,129,453
88062.810
+1.98%
15.390
+0.30%
1.220
+3.47%
+5.13%
6975.713
 
SLYV 		SPDR S&P 600 Small Cap Value ETF
919,457
79827.280
+0.99%
13.950
+0.14%
2.000
+13.50%
+11.54%
4283.804
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
833,831
69157.930
-0.11%
12.090
-0.01%
0.230
+15.74%
+34.63%
32439.455
 
AVLV 		Avantis U.S. Large Cap Value ETF
973,032
64054.710
+1.60%
11.200
+0.18%
1.450
+12.37%
+19.96%
4661.831
 
BIV 		Vanguard Intermediate-Term Bond ETF
401,112
31435.110
-2.70%
5.490
-0.16%
0.160
-1.04%
-0.65%
18841.531
 
VUG 		Vanguard Growth ETF
64,919
24924.510
-0.72%
4.360
-0.03%
0.020
+15.78%
+31.27%
140079.275
 
AVEM 		Avantis Emerging Markets Equity ETF
337,157
21780.320
+1.53%
3.810
+0.06%
0.310
+5.82%
+11.28%
6918.190
 
VTI 		Vanguard Total Stock Market ETF
70,496
19961.630
+5.21%
3.490
+0.17%
0.000
+13.34%
+25.08%
440602.208
 
SPIP 		SPDR Portfolio TIPS ETF
717,779
18863.250
-0.13%
3.300
0%
2.110
+0.55%
+0.94%
872.390
 
AVDE 		Avantis International Equity ETF
265,991
17829.380
+3.66%
3.120
+0.11%
0.340
+4.33%
+6.16%
5083.889
 

Cannon Financial Strategists, Inc.'s Historical Top Holdings Breakdowns

Cannon Financial Strategists, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGCB 		Capital Group Core Bond ETF2024-09-30New Buy
+0.87%
●
25.68 ($26.62) 27.24
$26.21
-1.54%
New holding
184,579
184,579
DFIC 		Dimensional International Core Equity 2 ETF2024-09-30Add
+0.30%
●
25.36 ($27.09) 28.36
$26.84
-0.92%
Add 1.98%
3,129,453
60,693
VXUS 		Vanguard Total International Stock2024-09-30New Buy
+0.24%
●
58.03 ($61.9) 65.37
$62.05
0.24%
New holding
21,033
21,033
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2024-09-30New Buy
+0.22%
●
24.29 ($25.94) 27.24
$25.93
-0.04%
New holding
47,087
47,087
VLUE 		iShares MSCI USA Value Factor ETF2024-09-30Add
+0.20%
●
99.14 ($105.55) 109.15
$112.67
6.75%
Add 368.16%
13,338
10,489
AVLV 		Avantis U.S. Large Cap Value ETF2024-09-30Add
+0.18%
●
60.05 ($63.65) 65.83
$69.29
8.86%
Add 1.6%
973,032
15,288
AAPL 		Apple Inc2024-09-30Add
+0.17%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Add 154.13%
6,798
4,123
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.17%
●
475.2 ($508.3) 527.7
$549.95
8.19%
Add 92.24%
3,941
1,891
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.17%
●
255.18 ($272.76) 283.2
$296.71
8.78%
Add 5.21%
70,496
3,492
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Reduce
-0.16%
●
74.26 ($77.1) 78.84
$75.88
-1.58%
Reduce -2.7%
401,112
-11,146

Cannon Financial Strategists, Inc. Total Holding History ($B)

To

Cannon Financial Strategists, Inc.'s Asset Allocation

To

Cannon Financial Strategists, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cannon Financial Strategists, Inc.'s Hypothetical Growth since 2024-09-30

Cannon Financial Strategists, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cannon Financial Strategists, Inc.'s Holdings Heat Map

Size field:

Cannon Financial Strategists, Inc.'s Holdings Bubble Chart

Cannon Financial Strategists, Inc. News

  • 1

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