0001951757-24-000965.txt : 20241002 0001951757-24-000965.hdr.sgml : 20241002 20241002111049 ACCESSION NUMBER: 0001951757-24-000965 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20241002 DATE AS OF CHANGE: 20241002 EFFECTIVENESS DATE: 20241002 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cannon Financial Strategists, Inc. CENTRAL INDEX KEY: 0002031123 ORGANIZATION NAME: IRS NUMBER: 582608124 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24364 FILM NUMBER: 241345810 BUSINESS ADDRESS: STREET 1: 649-8 SOUTH MILLEDGE AVE CITY: ATHENS STATE: GA ZIP: 30605 BUSINESS PHONE: 706-548-3422 MAIL ADDRESS: STREET 1: 649-8 SOUTH MILLEDGE AVE CITY: ATHENS STATE: GA ZIP: 30605 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002031123 XXXXXXXX 06-30-2019 06-30-2019 Cannon Financial Strategists, Inc.

649-8 SOUTH MILLEDGE AVE ATHENS GA 30605

13F HOLDINGS REPORT 028-24364 028-24364 N Kelly Dixon (706) 548-3422 Kelly Dixon Athens GA 10-01-2024 0 43 118646813 false INFORMATION TABLE 2 information_table.xml ABBOTT LABS COM 002824100 341530 4061 SH SOLE 4061 0 0 ABBVIE INC COM 00287Y109 284335 3910 SH SOLE 3910 0 0 COCA COLA CO COM 191216100 1729063 33956 SH SOLE 33956 0 0 CSG SYS INTL INC COM 126349109 118400 11840 SH SOLE 11840 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 442171 5011 SH SOLE 5011 0 0 EXXON MOBIL CORP COM 30231G102 350812 4578 SH SOLE 4578 0 0 GENERAL MLS INC COM 370334104 475321 9050 SH SOLE 9050 0 0 HERSHEY CO COM 427866108 222490 1660 SH SOLE 1660 0 0 HOME DEPOT INC COM 437076102 694828 3341 SH SOLE 3341 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 617492 5294 SH SOLE 5294 0 0 ISHARES TR ULTR SH TRM BD 46434V878 2326562 46171 SH SOLE 46171 0 0 ISHARES TR CORE S&P500 ETF 464287200 1134311 3848 SH SOLE 3848 0 0 ISHARES TR CRE U S REIT ETF 464288521 1950205 37490 SH SOLE 37490 0 0 ISHARES TR IBOXX INV CP ETF 464287242 4798692 38584 SH SOLE 38584 0 0 ISHARES TR JPMORGAN USD EMG 464288281 2832363 25001 SH SOLE 25001 0 0 ISHARES TR MSCI EAFE ETF 464287465 373412 5681 SH SOLE 5681 0 0 ISHARES TR EAFE GRWTH ETF 464288885 8113952 100458 SH SOLE 100458 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2881307 25478 SH SOLE 25478 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1419915 9024 SH SOLE 9024 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 516584 4287 SH SOLE 4287 0 0 ISHARES TR TIPS BD ETF 464287176 2473103 21414 SH SOLE 21414 0 0 JOHNSON & JOHNSON COM 478160104 226330 1625 SH SOLE 1625 0 0 PROCTER AND GAMBLE CO COM 742718109 526181 4799 SH SOLE 4799 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 232155 7846 SH SOLE 7846 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 5480857 150325 SH SOLE 150325 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 13131174 339044 SH SOLE 339044 0 0 SPDR SERIES TRUST BLOMBRG BRC TIPS 78464A656 4027284 71166 SH SOLE 71166 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 14698175 242224 SH SOLE 242224 0 0 UNITED PARCEL SERVICE INC CL B 911312106 295765 2864 SH SOLE 2864 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 10419150 120453 SH SOLE 120453 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 416421 5171 SH SOLE 5171 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1074032 12929 SH SOLE 12929 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 10917182 66817 SH SOLE 66817 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1102551 12615 SH SOLE 12615 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13326763 102090 SH SOLE 102090 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1744766 11625 SH SOLE 11625 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 298581 2692 SH SOLE 2692 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 367179 7201 SH SOLE 7201 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4488318 105533 SH SOLE 105533 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 262776 4974 SH SOLE 4974 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 260354 3227 SH SOLE 3227 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 567951 13617 SH SOLE 13617 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 686020 7851 SH SOLE 7851 0 0