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
3,380,038
93,863.6
+3.11%
16.110
+0.49%
1.120
+9.62%
+19.59%
9,341.6
 
SLYV 		SPDR S&P 600 Small Cap Value ETF
942,162
73,865.5
+2.08%
12.680
+0.26%
1.990
-2.77%
-9.70%
3,627.6
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
817,114
65,671.4
-2.00%
11.270
-0.25%
0.210
+9.90%
+4.16%
35,328.6
 
AVLV 		Avantis U.S. Large Cap Value ETF
996,328
64,970.5
+0.01%
11.150
0%
0.970
+1.68%
+0.75%
7,274.9
 
BIV 		Vanguard Intermediate-Term Bond ETF
461,713
35,353.4
+7.68%
6.070
+0.43%
0.160
+0.53%
+2.95%
23,022.0
 
VUG 		Vanguard Growth ETF
65,471
24,278.1
-1.44%
4.170
-0.07%
0.020
+8.94%
+2.95%
153,592.3
 
AVEM 		Avantis Emerging Markets Equity ETF
362,782
21,828.6
+3.74%
3.750
+0.14%
0.270
+9.45%
+13.23%
8,893.8
 
SPIP 		SPDR Portfolio TIPS ETF
814,741
21,492.9
+5.50%
3.690
+0.19%
2.130
-0.08%
+2.84%
980.9
 
AVDE 		Avantis International Equity ETF
294,009
19,484.0
-0.28%
3.340
-0.01%
0.320
+9.71%
+20.06%
7,036.4
 
VTI 		Vanguard Total Stock Market ETF
70,780
19,453.3
+1.31%
3.340
+0.04%
0.000
+5.02%
+2.19%
450,908.3
 

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 ETF2025-03-31Add
+0.49%
●
25.54 ($27.31) 28.8
$30.81
12.82%
Add 3.11%
3,380,038
102,007
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Add
+0.43%
●
73.78 ($75.44) 76.59
$75.67
0.30%
Add 7.68%
461,713
32,935
SLYV 		SPDR S&P 600 Small Cap Value ETF2025-03-31Add
+0.26%
●
77.33 ($84.82) 90.16
$78.43
-7.53%
Add 2.08%
942,162
19,212
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Reduce
-0.25%
●
80.05 ($87.3) 92.39
$91.43
4.73%
Reduce -2%
817,114
-16,693
SPIP 		SPDR Portfolio TIPS ETF2025-03-31Add
+0.19%
●
25.21 ($25.8) 26.38
$25.61
-0.74%
Add 5.5%
814,741
42,450
MUB 		iShares National Muni Bond ETF2025-03-31Add
+0.17%
●
104.71 ($106.35) 107.68
$103.20
-2.96%
Add 16.99%
65,358
9,491
AVEM 		Avantis Emerging Markets Equity ETF2025-03-31Add
+0.14%
●
57.11 ($60.13) 62.4
$66.57
10.71%
Add 3.74%
362,782
13,087
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2025-03-31Reduce
-0.14%
●
24.45 ($25.96) 27.21
$28.96
11.56%
Reduce -60.09%
22,873
-34,432
CGCB 		Capital Group Core Bond ETF2025-03-31Add
+0.12%
●
25.45 ($26.02) 26.41
$25.86
-0.61%
Add 5.93%
460,158
25,754
VIOV 		Vanguard S&P Small-Cap 600 Value ETF2025-03-31Add
+0.08%
●
82.81 ($90.71) 96.53
$84.09
-7.30%
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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