Cannon Financial Strategists, Inc. Incresed Positions 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
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
AVDE
American Centy ETF Tr Avantis

ETFs
3.59K
+ 1.37%
$60.09 - $67.67 $216K - $243K
266K $17.8B
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
AMGN
Amgen Inc

Healthcare
726
+ 60.5%
$309.38 - $337.38 $225K - $245K
1.93K $621M
PG
Procter & Gamble CO

Consumer Defensive
528
+ 8.02%
$160.76 - $177.82 $84.9K - $93.9K
7.11K $1.23B
WMT
Walmart Inc.

Consumer Defensive
4.68K
+ 213.56%
$66.91 - $81.4 $313K - $381K
6.87K $555M
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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25
+ 0.14%
$33.74 - $37.96 $844 - $949
17.8K $670M
ICSH
Blackrock Ultra Short Term Bon

ETFs
826
+ 2.99%
$50.32 - $50.75 $41.6K - $41.9K
28.4K $1.44B
ABT
Abbott Laboratories

Healthcare
300
+ 7.39%
$100.07 - $118.13 $30K - $35.4K
4.36K $497M
JNJ
Johnson & Johnson

Healthcare
189
+ 8.1%
$145.48 - $167.38 $27.5K - $31.6K
2.52K $409M
MRK
Merck & Co., Inc.

Healthcare
211
+ 5.7%
$111.15 - $128.97 $23.5K - $27.2K
3.92K $445M
VNQ
Vanguard Specialized Funds Van

ETFs
75
+ 2.74%
$82.97 - $98.97 $6.22K - $7.42K
2.82K $274M
HSY
Hershey CO

Consumer Defensive
100
+ 6.02%
$182.45 - $203.25 $18.2K - $20.3K
1.76K $338M
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
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