| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 38.94% | 37.02% | $182.5M | 6.3M | $157.6M | 6.3M | +20,378+0.32% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 14.65% | 14.36% | $68.7M | 2.5M | $61.2M | 2.5M | +7,469+0.30% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 11.25% | 11.95% | $52.7M | 637,756 | $50.9M | 614,910 | +22,846+3.72% | Add |
| SSCHWAB STRATEGIC TRSCHD |
| 10.61% | 11.18% | $49.7M | 1.6M | $47.6M | 1.6M | +17,057+1.10% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 7.57% | 8.12% | $35.5M | 601,308 | $34.6M | 580,530 | +20,778+3.58% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 7.14% | 7.64% | $33.4M | 714,446 | $32.5M | 692,834 | +21,612+3.12% | Add |
| IISHARES COREIJR |
| 5.88% | 5.33% | $27.6M | 185,830 | $22.7M | 182,591 | +3,239+1.77% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.72% | 0.7% | $3.4M | 4,538 | $3.0M | 4,599 | -61-1.33% | Reduce |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.49% | 0.16% | $2.3M | 65,818 | $698,267 | 22,894 | +42,924+187.49% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.35% | 0.35% | $1.6M | 6,883 | $1.5M | 6,895 | -12-0.17% | Reduce |
 APPLE INCAAPL |
| 0.26% | 0.25% | $1.2M | 4,241 | $1.1M | 4,240 | +1+0.02% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.22% | 0.23% | $1.0M | 20,050 | $1.0M | 20,050 | 00.00% | Unchanged |
| IISHARES TRIWD |
| 0.21% | 0.21% | $1.0M | 4,128 | $882,030 | 4,128 | 00.00% | Unchanged |
| GGENERAL DYNAMICS CORPVTI |
| 0.21% | 0.2% | $988,077 | 2,670 | $854,288 | 2,663 | +7+0.26% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.18% | 0.17% | $827,221 | 9,877 | $738,295 | 9,831 | +46+0.47% | Add |
| IISHARES TRAGG |
| 0.17% | 0.19% | $801,837 | 8,101 | $804,186 | 8,101 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 0.16% | 0.13% | $758,900 | 2,009 | $544,428 | 1,759 | +250+14.21% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.14% | 0.08% | $674,067 | 3,369 | $343,223 | 1,968 | +1,401+71.19% | Add |
 SMARTFINANCIAL INC COM NEWSMBK |
| 0.12% | 0.11% | $556,572 | 11,862 | $462,553 | 11,836 | +26+0.22% | Add |
 TESLA INCTSLA |
| 0.1% | 0.01% | $483,690 | 1,150 | $56,878 | 153 | +997+651.63% | Add |
 ALPHABET INCGOOGL |
| 0.08% | 0.07% | $367,376 | 1,028 | $295,612 | 1,028 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.07% | 0.02% | $322,964 | 2,313 | $102,073 | 2,313 | 00.00% | Unchanged |
 LOWES COS INC COMLOW |
| 0.07% | 0.08% | $310,937 | 1,410 | $333,183 | 1,410 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVB |
| 0.06% | 0.06% | $273,041 | 901 | $235,237 | 898 | +3+0.33% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.06% | 0.04% | $261,815 | 1,038 | $188,314 | 1,038 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVUG |
| 0.06% | 0.05% | $259,280 | 3,010 | $218,062 | 499 | +2,511+503.21% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.05% | 0.02% | $247,381 | 518 | $90,571 | 268 | +250+93.28% | Add |
 CATERPILLAR INCCAT |
| 0.05% | 0.03% | $224,078 | 210 | $148,957 | 210 | 00.00% | Unchanged |
 HOME DEPOT INCHD |
| 0.05% | 0.05% | $218,902 | 621 | $203,867 | 620 | +1+0.16% | Add |
 MICROSOFT CORPMSFT |
| 0.05% | 0.05% | $212,994 | 571 | $211,367 | 571 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVTV |
| 0.04% | 0.01% | $202,357 | 929 | $40,129 | 205 | +724+353.17% | Add |
