| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB US DIVIDEND EQUITY ETF | 441,170 | 19,222,000 | 12.01% | ||
| 2 | SCHWAB US AGGREGATE BOND ETF | 244,443 | 12,589,000 | 7.87% | ||
| 3 | SCHWAB U.S. LARGE-CAP VALUE ETF | 249,700 | 12,008,000 | 7.50% | ||
| 4 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 203,233 | 11,346,000 | 7.09% | ||
| 5 | SCHWAB U.S. MID-CAP ETF | 224,994 | 10,158,000 | 6.35% | ||
| 6 | SCHWAB INTERNATIONAL EQUITY ETF | 359,277 | 9,945,000 | 6.21% | ||
| 7 | SPDR DOW JONES INDL AVRG ETF | 48,095 | 9,499,000 | 5.94% | ||
| 8 | WISDOMTREE TR | 278,932 | 7,350,000 | 4.59% | ||
| 9 | BERKSHIRE HATHAWAY INC DEL | 29,199 | 4,759,000 | 2.97% | ||
| 10 | ISHARES TR | 20,911 | 3,388,000 | 2.12% | ||
| 11 | SCHWAB SHORT-TERM US TREASURY ETF | 66,878 | 3,372,000 | 2.11% | ||
| 12 | EXXON MOBIL CORP | 27,714 | 2,501,000 | 1.56% | ||
| 13 | FIRST HORIZON CORPORATION COM | 97,728 | 1,956,000 | 1.22% | ||
| 14 | PROCTER AND GAMBLE CO | 23,021 | 1,936,000 | 1.21% | ||
| 15 | AT&T INC | 42,388 | 1,803,000 | 1.13% | ||
| 16 | Jernigan Capital, Inc. | 78,678 | 1,656,000 | 1.03% | ||
| 17 | CLAYMORE EXCHANGE TRD FD TR | 64,972 | 1,636,000 | 1.02% | ||
| 18 | CLAYMORE EXCHANGE TRD FD TR | 58,976 | 1,523,000 | 0.95% | ||
| 19 | AUTOZONE INC | 1,916 | 1,513,000 | 0.95% | ||
| 20 | JOHNSON & JOHNSON | 12,121 | 1,396,000 | 0.87% | ||
| 21 | FEDEX CORP | 7,473 | 1,391,000 | 0.87% | ||
| 22 | DBX ETF TRUST XTRACK MSCI EURP ETF | 54,753 | 1,389,000 | 0.87% | ||
| 23 | JD COM INC ADR | 53,140 | 1,352,000 | 0.84% | ||
| 24 | INTERNATIONAL BUSINESS MACHS | 8,032 | 1,333,000 | 0.83% | ||
| 25 | GENERAL ELECTRIC CO | 36,404 | 1,150,000 | 0.72% | ||
| 26 | IDEXX LAB | 8,445 | 990,000 | 0.62% | ||
| 27 | ISHARES TR | 4,155 | 935,000 | 0.58% | ||
| 28 | VANGUARD INDEX FDS | 11,226 | 927,000 | 0.58% | ||
| 29 | APPLE INC | 7,912 | 916,000 | 0.57% | ||
| 30 | PPG INDS INC | 9,456 | 896,000 | 0.56% | ||
| 31 | MID-AM APRTMNT COMM | 8,328 | 815,000 | 0.51% | ||
| 32 | COCA COLA CO | 19,519 | 809,000 | 0.51% | ||
| 33 | ISHARES TR | 5,556 | 764,000 | 0.48% | ||
| 34 | UNION PAC CORP | 7,187 | 745,000 | 0.47% | ||
| 35 | WALGREENS BOOTS ALLIANCE INC | 8,909 | 737,000 | 0.46% | ||
| 36 | BERKSHIRE HATHAWAY INC DEL | 300 | 732,000 | 0.46% | ||
| 37 | CHEVRON CORP NEW | 6,128 | 721,000 | 0.45% | ||
| 38 | SUNTRUST BKS INC | 12,810 | 703,000 | 0.44% | ||
| 39 | WAL-MART STORES INC | 9,896 | 684,000 | 0.43% | ||
| 40 | PFIZER INC | 21,001 | 682,000 | 0.43% | ||
| 41 | WELLS FARGO & CO NEW | 12,171 | 671,000 | 0.42% | ||
| 42 | ISHARES TR | 4,217 | 663,000 | 0.41% | ||
| 43 | MICROSOFT CORP | 10,630 | 661,000 | 0.41% | ||
| 44 | SCHWAB U.S. LARGE-CAP ETF | 12,146 | 647,000 | 0.40% | ||
| 45 | SCHWAB U.S. SMALL-CAP ETF | 10,516 | 647,000 | 0.40% | ||
| 46 | ISHARES TR | 6,162 | 625,000 | 0.39% | ||
| 47 | PINNACLE FINL PARTNERS INC COM | 8,629 | 598,000 | 0.37% | ||
| 48 | PEPSICO INC | 5,612 | 587,000 | 0.37% | ||
| 49 | ISHARES TR | 9,886 | 571,000 | 0.36% | ||
| 50 | TORCHMARK CORP | 7,441 | 549,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001368, filed 2017.02.06).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
