Fund Holdings

United Community Bank

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INT TERM CORPORATE ETF
INT-TERM CORP
044,289+44,28903,664,9151.22%+3,664,915
ISHARES CORE TOTAL US AGGREGATE BOND ETF032,014+32,01403,178,0301.06%+3,178,030
J P MORGAN EXCHANGE TRADED FD CORE ETF
CORE PLUS BD ETF
059,338+59,33802,793,6330.93%+2,793,633
SPDR SER TR SS SPDR BBG INVT FLT RTE ETF
ST STR RATE ETF
087,260+87,26002,685,8630.90%+2,685,863
ISHARES 1-3 YEAR TREASURY BOND ETF032,180+32,18002,657,1030.89%+2,657,103
UNITED CMNTY BKS BLAIRSVLE GA COM(UCB)084,123+84,12302,649,0330.88%+2,649,033
VANGUARD SCOTTSDALE FDS INTER TERM ETF
INTER TERM TREAS
037,960+37,96002,260,5180.75%+2,260,518
VANGUARD INTERMEDIATE TERM BD ETF028,456+28,45602,196,2340.73%+2,196,234
ISHARES TR ISHS 1-5YR INVS ETF031,748+31,74801,668,6750.56%+1,668,675
VANGUARD TOTAL INTL STOCK ET38,87658,756+19,8802,932,8054,530,6751.51%+1,597,870
VANGUARD TOTAL STOCK MARKET ETF13,33618,721+5,3854,471,1616,005,8842.00%+1,534,723
INVESCO EXCHANGE TRADED FD TR S&P500
S&P500 QUALITY
44,68561,925+17,2403,353,6094,656,1411.55%+1,302,532
GOLDMAN SACHS ETF TR ACCES TREASURY ETF012,440+12,44001,246,3640.42%+1,246,364
SPDR SER TR SS SPDR PORT SHT TRM BD ETF
ST SHOR CORP ETF
041,095+41,09501,235,7270.41%+1,235,727
VANGUARD SHORT TERM TREAS BOND ETF
SHORT TERM TREAS
020,537+20,53701,202,2360.40%+1,202,236
STATE STREET SPDR S&P 500 ETF TRUST UNIT(SPY)1,7063,529+1,8231,163,3562,295,0500.77%+1,131,694
AUTOZONE INC(AZO)4312+30813,5661,053,8670.35%+1,040,301
FIRST TR EXCHANGE-TRADED FD FT VEST ETF1,02035,659+34,63972,8481,023,6450.34%+950,797
VANGUARD GROWTH ETF7,12810,118+2,9903,477,4664,419,4411.47%+941,975
VANGUARD HIGH DIVIDEND YIELD ETF14,26320,038+5,7752,047,0262,967,6280.99%+920,602
CHEVRON CORP NEW COM(CVX)15,61315,852+2392,379,5773,279,7791.09%+900,202
ISHARES GOLD TR SHARES REPRESENT ETF(IAU)389,667376,344-13,32316,751,76317,575,2415.86%+823,478
ISHARES CORE S&P MIDCAP ETF78,37984,663+6,2845,173,0145,717,2921.91%+544,278
MERCK & CO INC(MRK)13,26516,035+2,7701,396,2741,928,8500.64%+532,576
THERMO FISHER SCIENTIFIC INC COM(TMO)671,046+97938,823514,1400.17%+475,317
BP PLC SPONSORED ADR(BP)29,45631,536+2,0801,023,0071,482,1920.49%+459,185
ROYALTY PHARMA PLC SHS CL A COM(RPRX)09,060+9,0600434,6080.14%+434,608
FEDEX CORP(FDX)301,224+1,1948,666435,9640.15%+427,298
VERIZON COMMUNICATIONS INC COM(VZ)29,30632,171+2,8651,193,6331,614,9840.54%+421,351
PIMCO ETF TR ENHNCD LW DUR AC ETF
ENHNCD LW DUR AC
03,992+3,9920382,5130.13%+382,513
ZEBRA TECH CORP CL A(ZBRA)2762,133+1,85767,018445,9680.15%+378,950
AT&T INC.(T)83,31183,879+5682,069,4452,431,6520.81%+362,207
ONEOK INC NEW COM(OKE)16,99617,718+7221,249,2061,601,5300.53%+352,324
WESCO INTERNATIONAL INC COM(WCC)01,163+1,1630318,2200.11%+318,220
ISHARES TR IBONDS DEC 29 ETF013,150+13,1500305,8690.10%+305,869
VALERO ENERGY CORP NEW(VLO)3,2313,366+135525,974831,6710.28%+305,697
ISHARES TR IBONDS 27 ETF
IBONDS 27 ETF
012,580+12,5800304,9390.10%+304,939
JANUS DETROIT STR TR HENDERSON MTG ETF
HENDERSON MTG
06,494+6,4940293,3990.10%+293,399
LOCKHEED MARTIN CORP COM(LMT)1,3491,565+216652,471945,8700.32%+293,399
AMPHENOL CORP CL A COM1,6053,975+2,370216,900502,2410.17%+285,341
FISERV INC COM(FISV)2155,349+5,13414,442298,4740.10%+284,032
ELEMENT SOLUTIONS INC COM(ESI)08,160+8,1600278,5820.09%+278,582
TARGET CORP(TGT)5,4526,690+1,238532,933810,8280.27%+277,895
MSC INDL DIRECT INC CL A(MSM)02,962+2,9620273,3040.09%+273,304
EURONET WORLDWIDE INC COM(EEFT)04,052+4,0520268,9310.09%+268,931
BROOKFIELD CORP CL A LTD VT SH COM(BN)06,538+6,5380264,5930.09%+264,593
VERTIV HOLDINGS CO COM CL A(VRT)01,015+1,0150254,3390.08%+254,339
OPEN TEXT CORP COM(OTEX)011,340+11,3400252,2020.08%+252,202
PGIM ETF TR AAA CLO ETF
AAA CLO ETF
04,926+4,9260252,1130.08%+252,113
GILEAD SCIENCES INC COM(GILD)11,32911,719+3901,390,5211,633,2770.54%+242,756
VANGUARD SHORT TERM CORPORATE ETF
SHRT TRM CORP BD
03,044+3,0440241,2980.08%+241,298
ENERSYS(ENS)01,315+1,3150228,4420.08%+228,442
ISHARES CORE UNIVERSAL USD BOND ETF
CORE UNIVRSL USD
04,866+4,8660224,7610.07%+224,761
WILLIS TOWERS WATSON PLC LTD SHS(WTW)0738+7380214,5370.07%+214,537
BRISTOL-MYERS SQUIBB CO COM(BMY)27,91928,324+4051,505,9511,717,8510.57%+211,900
ISHARES TR JPMORGAN USD EMG02,110+2,1100198,1920.07%+198,192
EXXON MOBIL CORP10,7948,786-2,0081,298,9501,490,6330.50%+191,683
LKQ CORP(LKQ)8857,012+6,12726,727205,9420.07%+179,215
DUKE ENERGY CORP NEW COM NEW(DUK)15,10814,870-2381,770,8091,947,0780.65%+176,269
MARRIOT VACATIONS WORLD(VAC)02,580+2,5800168,0100.06%+168,010
CATERPILLAR INC COM(CAT)1,1611,166+5665,102826,0640.28%+160,962
ASGN INC04,100+4,1000158,7110.05%+158,711
COCA COLA CO COM(KO)26,21426,158-561,832,6211,989,3160.66%+156,695
PFIZER INC COM(PFE)23,20226,033+2,831577,730731,0070.24%+153,277
NEXTERA ENERGY INC COM(NEE)19,90918,746-1,1631,598,2951,741,1280.58%+142,833
NICE LTD SPONSORED ADR(NICE)01,280+1,2800141,1330.05%+141,133
COSTCO WHSL CORP NEW COM(COST)1,7441,650-941,503,9211,644,1100.55%+140,189
AIRBNB INC COM CL A1,1092,273+1,164150,513287,0340.10%+136,521
EATON CORP PLC(ETN)2,2472,373+126715,692848,7510.28%+133,059
CSX CORP(CSX)30,45030,039-4111,103,8131,233,1010.41%+129,288
SPDR SER TR ST STR SPDR BBG CONV SEC ETF
ST STR CONV ETF
01,407+1,4070128,7690.04%+128,769
VANGUARD FTSE DEVELOPED MARKETS ETF36,11637,216+1,1002,256,1672,384,8010.80%+128,634
ROPER TECHNOLOGIES INC COM(ROP)84461+37737,391163,1290.05%+125,738
INTERCONTINENTAL EXCHANGE INC(ICE)54851+7978,746133,8450.04%+125,099
UNITED PARCEL SVCS INC COM CL B(UPS)7,6888,951+1,263762,573880,5990.29%+118,026
PHILIP MORRIS INTL INC COM(PM)14,15314,415+2622,270,1412,383,3760.79%+113,235
INVESCO EXCH TRD SLF IDX FD TR ETF
INVSCO BLSH 28
05,500+5,5000112,3270.04%+112,327
AON PLC SHS CL A COM(AON)48398+35016,938128,4660.04%+111,528
CONOCOPHILLIPS(COP)2,1952,376+181205,474313,6320.10%+108,158
INVESCO EXCH TRD SLF IDX FD TR ETF
BULSHS 2027 CB
05,500+5,5000107,9380.04%+107,938
APPLIED MATERIALS INC2,1191,908-211544,562652,1350.22%+107,573
INVESCO EXCH TRD SLF IDX FD TR ETF
BULSHS 2026 CB
05,500+5,5000107,4150.04%+107,415
PIMCO ETF TR SHTRM MUN BD ACT ETF
SHTRM MUN BD ACT
02,110+2,1100106,4500.04%+106,450
SHELL PLC SPON ADS ADR(SHEL)2,4103,035+625177,087282,2550.09%+105,168
KEMPER CORP(KMPB)03,405+3,4050104,0570.03%+104,057
J P MORGAN EXCHANGE TRADED FD US ETF
US VALUE FACTR
02,101+2,1010102,6550.03%+102,655
INVESCO EXCH TRD SLF IDX FD TR ETF
BULETSHS 2029
05,500+5,5000102,6320.03%+102,632
J P MORGAN EXCHANGE TRADED FD INCOME ETF
INCOME ETF
02,218+2,2180102,1830.03%+102,183
RIO TINTO PLC SPONSORED ADR(RIO)6,0586,288+230484,822586,6080.20%+101,786
WALMART INC COM(WMT)14,55013,809-7411,621,0161,716,1830.57%+95,167
INVESCO EXCH TRD SLF IDX FD TR ETF
INVSCO 30 CORP
05,500+5,500091,9550.03%+91,955
ISHARES TR IBONDS DEC ETF
IBONDS DEC2026
03,652+3,652088,5240.03%+88,524
ISHARES TR NATIONAL MUN ETF0800+800084,9200.03%+84,920
VANGUARD LONG TERM CORPORATE BOND ETF
LG-TERM COR BD
01,117+1,117083,4620.03%+83,462
DIGITAL REALTY TRUST INC(DLR)2,1412,301+160331,234414,6630.14%+83,429
VANGUARD EXTENDED MARKET ETF21,33222,076+7444,460,9484,543,2411.51%+82,293
FIRST TR EXCHANGE TRAD FD VII FST TR
FST TR GLB FD
02,825+2,825081,1060.03%+81,106
KLA CORPORATION COM(KLAC)82118+3699,637173,7440.06%+74,107
STRYKER CORPORATION COM(SYK)1,1271,431+304396,107470,2120.16%+74,105
S&P GLOBAL INC COM(SPGI)8831,258+375461,447535,0780.18%+73,631
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