|
SMBK
|
US |
SMARTFINANCIAL INC |
448,357 |
$14M |
10.58% |
-0.7%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
375,545 |
$13M |
9.89% |
1.5%
|
- |
|
DBND
|
US |
DOUBLELINE OPPORT BND ETF |
211,270 |
$10M |
7.28% |
3.9%
|
- |
|
VMBS
|
US |
VANGUARD MORTGAGE-BACKED SEC |
210,213 |
$10M |
7.26% |
4.2%
|
- |
|
VGIT
|
US |
VANGUARD INTERMEDIATE-TERM T |
162,268 |
$9M |
7.17% |
4.2%
|
- |
|
DFEM
|
US |
DIMENSIONAL EMERGING MARKETS |
355,632 |
$9M |
7.09% |
2.0%
|
- |
|
VGSH
|
US |
VANGUARD SHORT-TERM TREASURY |
159,495 |
$9M |
7.07% |
4.3%
|
- |
|
DFIC
|
US |
DIMENSIONAL INTERNATIONAL CO |
309,375 |
$8M |
6.09% |
3.2%
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
74,808 |
$4M |
2.87% |
19.2%
|
- |
|
DFSV
|
US |
DIMENSIONAL US SMALL CAP VAL |
113,180 |
$3M |
2.65% |
0.9%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
4,777 |
$3M |
2.13% |
0.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
9,422 |
$2M |
1.66% |
-23.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,218 |
$2M |
1.35% |
-0.2%
|
- |
|
BX
|
US |
BLACKSTONE INC |
9,490 |
$2M |
1.25% |
-0.7%
|
- |
|
BA
|
US |
BOEING CO/THE |
8,521 |
$2M |
1.15% |
41.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
7,768 |
$1M |
1.13% |
1.5%
|
- |
|
TSLA
|
US |
TESLA INC |
3,346 |
$1M |
1.03% |
-34.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
6,085 |
$1M |
1.02% |
-0.5%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
6,604 |
$1M |
0.99% |
1.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
5,322 |
$1M |
0.97% |
0.0%
|
- |