Cannon Financial Strategists, Inc.

Q4 2024 13F Holdings

  • Location
    athens, GA
  • Num holdings

    96

  • Value ($000)

    $583,288

  • Date Filed
    02/03/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$84.74M
15 %

3,278,031

---

SPDR SER TR

S&P 600 SMCP VAL
$80.53M
14 %

922,950

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$73.29M
13 %

833,807

AVLV
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$66.51M
11 %

996,181

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$32.04M
6 %

428,778

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$27.26M
5 %

66,426

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$20.56M
4 %

349,695

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$20.25M
4 %

69,864

---

SPDR SER TR

PORTFLI TIPS ETF
$19.55M
3 %

772,291

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$18.09M
3 %

294,832

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