United Community Bank
483 holdingsFiling period: 2026-06-30Current AUM: $327.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Del CL B New.com | 60.4K | $30.2M | $30.2M | 9.23% | +3.0K | 2026-06-30 |
| 2 | IAUM | iShares Gold TR Shares Represent ETF | 347.4K | $13.9M | $13.9M | 4.25% | -28,982 | 2026-06-30 |
| 3 | PBP | Invesco Exchange Traded FD TR ETF | 496.2K | $11.4M | $11.5M | 3.52% | +14.5K | 2026-06-30 |
| 4 | EFA | iShares Msci Eafe ETF | 92.5K | $9.6M | $9.5M | 2.91% | -345 | 2026-06-30 |
| 5 | IVV | iShares TR Core S&P500 ETF | 11.1K | $8.3M | $8.5M | 2.61% | +597 | 2026-06-30 |
| 6 | VTI | Vanguard Idx Fds Vang Total Stk Mkt ETF | 21.3K | $7.9M | $8.0M | 2.45% | +2.6K | 2026-06-30 |
| 7 | SPHQ | Invesco Exchange Traded FD TR S&P500 | 77.0K | $6.9M | $6.4M | 1.97% | +15.1K | 2026-06-30 |
| 8 | IJH | iShares Core S&P Midcap ETF | 89.7K | $6.9M | $6.5M | 2.00% | +5.1K | 2026-06-30 |
| 9 | VXUS | Vanguard Total Intl Stock ET | 78.7K | $6.7M | $6.5M | 1.99% | +20.0K | 2026-06-30 |
| 10 | MSFT | Microsoft Corp.com | 17.5K | $6.5M | $9.3M | 2.85% | -59 | 2026-06-30 |
| 11 | VUG | Vanguard Growth ETF | 72.0K | $6.2M | $6.3M | 1.92% | +61.8K | 2026-06-30 |
| 12 | VXF | Vanguard Extended Market ETF | 22.3K | $5.5M | $5.1M | 1.57% | +210 | 2026-06-30 |
| 13 | AAPL | Apple Inc.com | 15.3K | $4.4M | $5.3M | 1.61% | -375 | 2026-06-30 |
| 14 | VYM | Vanguard High Dividend Yield ETF | 26.1K | $4.1M | $4.2M | 1.29% | +6.0K | 2026-06-30 |
| 15 | SPY | State Street Spdr S&P 500 ETF Trust Unit | 5.3K | $4.0M | $4.1M | 1.25% | +1.8K | 2026-06-30 |
| 16 | VCIT | Vanguard Int Term Corporate ETF | 46.5K | $3.8M | $3.7M | 1.13% | +2.2K | 2026-06-30 |
| 17 | IJR | iShares Core S&P Small Cap ETF | 24.2K | $3.6M | $3.4M | 1.03% | +681 | 2026-06-30 |
| 18 | CSCO | Cisco Systems Inc | 30.6K | $3.6M | $3.4M | 1.03% | +152 | 2026-06-30 |
| 19 | JCPB | JP Morgan ETF Core Plus BD ETF | 70.6K | $3.3M | $3.2M | 0.98% | +11.2K | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 10.0K | $3.3M | $3.3M | 1.02% | -328 | 2026-06-30 |
| 21 | IAU | iShares Gold TR iShares New ETF | 43.3K | $3.3M | $3.3M | 1.00% | +2.5K | 2026-06-30 |
| 22 | AGG | iShares Core Total US Aggregate Bond ETF | 32.8K | $3.3M | $3.2M | 0.96% | +830 | 2026-06-30 |
| 23 | FLRN | Spdr Ser TR SS Spdr Bbg Invt Flt Rte ETF | 90.3K | $2.8M | $2.8M | 0.85% | +3.0K | 2026-06-30 |
| 24 | NVDA | NVIDIA Corporation.com | 13.9K | $2.8M | $3.0M | 0.91% | -8,345 | 2026-06-30 |
| 25 | VEA | Vanguard Ftse Developed Markets ETF | 38.4K | $2.7M | $2.7M | 0.81% | +1.2K | 2026-06-30 |
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