CF

Cannon Financial Strategists, Inc.

13F
Cannon Financial Strategists, Inc.
Last update 2025-05-06 96 Stocks (2 new)
Value $583.00 Mil Turnover 2 %
Countries:
Top Holdings: DFIC(16.11%)SLYV(12.68%)SPYG(11.27%)AVLV(11.15%)BIV(6.07%)
Summary Stock Picks Current Portfolio
Cannon Financial Strategists, ... Top Holdings of 2025-03-31 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
Dimensional International Core Equity 2 ETF
3,380,038
93,863.6
+3.11%
16.110
+0.49%
1.120
+11.65%
+20.20%
9,650.3
 
SLYV
SPDR S&P 600 Small Cap Value ETF
942,162
73,865.5
+2.08%
12.680
+0.26%
1.990
+4.35%
-6.25%
3,738.4
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
817,114
65,671.4
-2.00%
11.270
-0.25%
0.210
+16.53%
+7.32%
37,399.0
 
AVLV
Avantis U.S. Large Cap Value ETF
996,328
64,970.5
+0.01%
11.150
0%
0.970
+5.38%
+3.26%
7,694.8
 
BIV
Vanguard Intermediate-Term Bond ETF
461,713
35,353.4
+7.68%
6.070
+0.43%
0.160
+0.63%
+3.05%
23,219.8
 
VUG
Vanguard Growth ETF
65,471
24,278.1
-1.44%
4.170
-0.07%
0.020
+15.98%
+5.73%
149,669.9
 
AVEM
Avantis Emerging Markets Equity ETF
362,782
21,828.6
+3.74%
3.750
+0.14%
0.270
+13.25%
+16.75%
10,776.5
 
SPIP
SPDR Portfolio TIPS ETF
814,741
21,492.9
+5.50%
3.690
+0.19%
2.130
-0.92%
+2.53%
970.5
 
AVDE
Avantis International Equity ETF
294,009
19,484.0
-0.28%
3.340
-0.01%
0.320
+11.39%
+20.48%
7,467.9
 
VTI
Vanguard Total Stock Market ETF
70,780
19,453.3
+1.31%
3.340
+0.04%
0.000
+10.21%
+4.87%
444,254.8
 

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
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.49%
●
25.54 ($27.31) 28.8
$31.06
13.73%
Add 3.11%
3,380,038
102,007
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.43%
●
73.78 ($75.44) 76.59
$77.01
2.08%
Add 7.68%
461,713
32,935
SLYV
SPDR S&P 600 Small Cap Value ETF
2025-03-31
Add
Add
+0.26%
●
77.33 ($84.82) 90.16
$81.80
-3.56%
Add 2.08%
942,162
19,212
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.25%
●
80.05 ($87.3) 92.39
$94.33
8.05%
Reduce -2%
817,114
-16,693
SPIP
SPDR Portfolio TIPS ETF
2025-03-31
Add
Add
+0.19%
●
25.21 ($25.8) 26.38
$25.95
0.58%
Add 5.5%
814,741
42,450
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.17%
●
104.71 ($106.35) 107.68
$104.29
-1.94%
Add 16.99%
65,358
9,491
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.14%
●
57.11 ($60.13) 62.4
$68.64
14.15%
Add 3.74%
362,782
13,087
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.14%
●
24.45 ($25.96) 27.21
$29.39
13.21%
Reduce -60.09%
22,873
-34,432
CGCB
Capital Group Core Bond ETF
2025-03-31
Add
Add
+0.12%
●
25.45 ($26.02) 26.41
$26.30
1.08%
Add 5.93%
460,158
25,754
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
2025-03-31
Add
Add
+0.08%
●
82.81 ($90.71) 96.53
$87.81
-3.20%
Add 4.65%
117,192
5,211

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 2025-03-31

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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