Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SCHWAB STRATEGIC TR | 2,182,804 | 2,206,318 | +23,514 | 137,233 | 146,764 | 40.52% | +9,531 |
| SCHWAB STRATEGIC TR | 445,174 | 463,099 | +17,925 | 34,617 | 39,146 | 10.81% | +4,529 |
| SCHWAB STRATEGIC TR | 1,173,364 | 1,202,788 | +29,424 | 45,081 | 49,459 | 13.66% | +4,378 |
| VANGUARD SCOTTSDALE FDS INT-TERM CORP | 487,153 | 501,240 | +14,087 | 38,938 | 41,979 | 11.59% | +3,041 |
| ISHARES TR | 166,877 | 170,633 | +3,756 | 17,799 | 19,957 | 5.51% | +2,158 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 449,386 | 465,821 | +16,435 | 26,168 | 28,145 | 7.77% | +1,977 |
| VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | 535,296 | 552,364 | +17,068 | 24,302 | 26,077 | 7.20% | +1,775 |
| VANGUARD INDEX FDS | 0 | 873 | +873 | 0 | 207 | 0.06% | +207 |
| SPDR S&P 500 ETF TR(SPY) | 7,239 | 7,123 | -116 | 3,940 | 4,087 | 1.13% | +147 |
| APPLE INC(AAPL) | 2,981 | 3,104 | +123 | 628 | 723 | 0.20% | +95 |
| VANGUARD SPECIALIZED FUNDS | 5,578 | 5,604 | +26 | 1,018 | 1,110 | 0.31% | +92 |
| SMARTFINANCIAL INC(SMBK) | 11,648 | 11,680 | +32 | 276 | 340 | 0.09% | +65 |
| VANGUARD INDEX FDS | 3,836 | 3,850 | +14 | 1,026 | 1,090 | 0.30% | +64 |
| LOWES COS INC(LOW) | 1,185 | 1,188 | +3 | 261 | 322 | 0.09% | +61 |
| VANGUARD INTL EQUITY INDEX F | 8,457 | 8,490 | +33 | 496 | 535 | 0.15% | +39 |
| ISHARES TR | 4,694 | 4,480 | -214 | 819 | 850 | 0.23% | +31 |
| ISHARES TR | 14,869 | 13,507 | -1,362 | 1,443 | 1,368 | 0.38% | -75 |