Cannon Financial Strategists, Inc. Purchases in Q3 2024

Cannon Financial Strategists, Inc.

  • $572 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
513K
+ 19.63%
$25.36 - $28.37 $13M - $14.6M
3.13M $88.1B
SPYG
Spdr Portfolio

ETFs
3.82K
+ 0.46%
$73.38 - $84.1 $280K - $321K
834K $69.2B
AVLV
American Centy ETF Tr Avantis
101K
+ 11.55%
$60.05 - $65.83 $6.05M - $6.63M
973K $64.1B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
77.4K
+ 9.19%
$77.23 - $87.97 $5.97M - $6.8M
919K $79.8B
AVEM
American Centy ETF Tr Avantis

ETFs
50.7K
+ 17.68%
$57.2 - $65.59 $2.9M - $3.32M
337K $21.8B
Capital Grp Fixed Incm ETF T
185K
New
N/A
185K $4.97B
VTI
Vanguard Total Stock Market Et

ETFs
4.51K
+ 6.83%
$255.18 - $283.2 $1.15M - $1.28M
70.5K $20B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
111K
+ 18.21%
$25.19 - $26.39 $2.79M - $2.92M
718K $18.9B
USRT
Ishares Core U.S. Reit ETF

ETFs
20.6K
+ 13.08%
$53.07 - $62.66 $1.09M - $1.29M
178K $11B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.6K
+ 4.32%
$74.26 - $78.84 $1.23M - $1.31M
401K $31.4B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21K
New
$58.03 - $65.37 $1.22M - $1.37M
21K $1.36B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.17K
+ 321.15%
$517.38 - $573.86 $1.12M - $1.25M
2.85K $1.63B
DFAX
Dimensional ETF Tr
47.1K
New
$24.29 - $27.25 $1.14M - $1.28M
47.1K $1.27B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.94K
+ 96.66%
$475.2 - $527.7 $920K - $1.02M
3.94K $2.08B
VLUE
Ishares Msci Usa Value Factor

ETFs
9.73K
+ 269.37%
$99.14 - $109.18 $964K - $1.06M
13.3K $1.45B
EMB
Ishares Tr

ETFs
1.57K
+ 1.02%
$87.75 - $93.74 $138K - $147K
156K $14.6B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
32.5K
+ 106.71%
$23.63 - $24.42 $769K - $795K
63K $1.54B
MUB
Ishares National Muni Bond ETF

ETFs
5.77K
+ 11.5%
$106.13 - $108.7 $612K - $627K
56K $6.08B
AAPL
Apple Inc.

Technology
1K
+ 17.33%
$207.23 - $234.82 $208K - $236K
6.8K $1.58B
SO
Southern CO

Utilities
2.16K
+ 19.3%
$77.0 - $90.52 $166K - $195K
13.3K $1.2B
HD
Home Depot, Inc.

Consumer Cyclical
391
+ 11.06%
$333.64 - $405.2 $130K - $158K
3.93K $1.59B
TIP
Ishares Tr Tips Bd ETF

ETFs
2.83K
+ 18.53%
$105.92 - $110.83 $300K - $314K
18.1K $2B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13K
+ 26.88%
$21.96 - $22.69 $285K - $294K
61.2K $1.39B
PHYS
Sprott Physical Gold Trust

Financial Services
14.4K
New
$18.12 - $20.72 $261K - $299K
14.4K $294M
AMGN
Amgen Inc

Healthcare
726
+ 60.5%
$309.38 - $337.38 $225K - $245K
1.93K $621M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11K
New
$21.72 - $25.05 $239K - $276K
11K $269M
PG
Procter & Gamble CO

Consumer Defensive
528
+ 8.02%
$160.76 - $177.82 $84.9K - $93.9K
7.11K $1.23B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.51K
New
$92.63 - $105.69 $232K - $265K
2.51K $261M
IWV
Ishares Russell 3000 ETF

ETFs
723
New
$294.75 - $326.73 $213K - $236K
723 $236M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.3K
New
$162.64 - $179.3 $212K - $233K
1.3K $233M
IBM
International Business Machines Corp

Technology
1K
New
$175.1 - $223.38 $175K - $223K
1K $221M
COST
Costco Wholesale Corp

Consumer Defensive
249
New
$801.83 - $917.05 $200K - $228K
249 $221M
WMT
Walmart Inc.

Consumer Defensive
4.68K
+ 213.56%
$66.91 - $81.4 $313K - $381K
6.87K $555M
VBK
Vanguard Small Cap Growth ETF

ETFs
781
New
$240.48 - $267.94 $188K - $209K
781 $209M
IWN
Ishares Russell2000 Val ETF

ETFs
1.24K
New
$150.05 - $171.34 $186K - $213K
1.24K $207M
ABBV
Abb Vie Inc.

Healthcare
37
+ 0.92%
$163.84 - $199.33 $6.06K - $7.38K
4.04K $799M
MSFT
Microsoft Corp

Technology
163
+ 8.31%
$395.15 - $467.56 $64.4K - $76.2K
2.12K $914M
DUK
Duke Energy Corp

Utilities
236
+ 3.33%
$99.35 - $117.71 $23.4K - $27.8K
7.32K $844M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.14K
+ 27.99%
$77.02 - $85.06 $87.7K - $96.9K
5.21K $440M
XOM
Exxon Mobil Corp

Energy
361
+ 7.21%
$109.72 - $119.0 $39.6K - $43K
5.37K $629M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
4.43K
+ 7.63%
$23.88 - $24.01 $106K - $106K
62.5K $1.5B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.3K
+ 7.77%
$22.55 - $23.1 $97.1K - $99.4K
59.7K $1.38B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.33K
+ 7.73%
$23.13 - $23.43 $100K - $102K
60.4K $1.42B
VEA
Vanguard Ftse Developed Market

ETFs
153
+ 0.78%
$47.6 - $53.31 $7.28K - $8.16K
19.7K $1.04B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.08%
$117.9 - $128.2 $472 - $513
5.15K $660M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.53K
+ 7.08%
$23.75 - $23.75 $60K - $60K
38.2K $928M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
2.48K
+ 6.71%
$25.04 - $25.21 $62.2K - $62.6K
39.5K $996M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.38K
+ 6.74%
$24.78 - $25.11 $59.1K - $59.8K
37.7K $947M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
783
+ 25.59%
$76.94 - $79.54 $60.2K - $62.3K
3.84K $305M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cannon Financial Strategists, Inc. Portfolio

Follow Cannon Financial Strategists, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cannon Financial Strategists, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cannon Financial Strategists, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email