United Community Bank
535 holdingsFiling period: 2026-06-30Current AUM: $329.7Mestimated 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 | 9.16% | +3.0K | 2026-06-30 |
| 2 | IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 347.4K | $13.9M | $15.1M | 4.57% | -28,982 | 2026-06-30 |
| 3 | PBP | INVESCO EXCHANGE TRADED FD TR ETF | 496.2K | $11.4M | $11.6M | 3.51% | +14.5K | 2026-06-30 |
| 4 | EFA | ISHARES MSCI EAFE ETF | 92.5K | $9.6M | $9.9M | 3.00% | -345 | 2026-06-30 |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | 11.1K | $8.3M | $8.5M | 2.59% | +597 | 2026-06-30 |
| 6 | VTI | VANGUARD IDX FDS VANG TOTAL STK MKT ETF | 21.3K | $7.9M | $8.0M | 2.43% | +2.6K | 2026-06-30 |
| 7 | SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | 77.0K | $6.9M | $6.5M | 1.97% | +15.1K | 2026-06-30 |
| 8 | IJH | ISHARES CORE S&P MIDCAP ETF | 89.7K | $6.9M | $6.7M | 2.03% | +5.1K | 2026-06-30 |
| 9 | VXUS | VANGUARD TOTAL INTL STOCK ET | 78.7K | $6.7M | $6.9M | 2.08% | +20.0K | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP COM | 17.5K | $6.5M | $8.7M | 2.63% | -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 | $5.3M | 1.61% | +210 | 2026-06-30 |
| 13 | AAPL | APPLE INC COM | 15.3K | $4.4M | $5.1M | 1.54% | -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 | 1.23% | +1.8K | 2026-06-30 |
| 16 | VCIT | VANGUARD INT TERM CORPORATE ETF | 46.5K | $3.8M | $3.7M | 1.12% | +2.2K | 2026-06-30 |
| 17 | IJR | ISHARES CORE S&P SMALL CAP ETF | 24.2K | $3.6M | $3.4M | 1.04% | +681 | 2026-06-30 |
| 18 | CSCO | CISCO SYSTEMS INC | 30.6K | $3.6M | $3.4M | 1.04% | +152 | 2026-06-30 |
| 19 | JCPB | JP MORGAN ETF CORE PLUS BD ETF | 70.6K | $3.3M | $3.2M | 0.97% | +11.2K | 2026-06-30 |
| 20 | JPM | JPMORGAN CHASE & CO | 10.0K | $3.3M | $3.6M | 1.08% | -328 | 2026-06-30 |
| 21 | IAU | ISHARES GOLD TR ISHARES NEW ETF | 43.3K | $3.3M | $3.5M | 1.07% | +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 | 0.84% | +3.0K | 2026-06-30 |
| 24 | NVDA | NVIDIA CORPORATION COM | 13.9K | $2.8M | $3.0M | 0.92% | -8,345 | 2026-06-30 |
| 25 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 38.4K | $2.7M | $2.8M | 0.85% | +1.2K | 2026-06-30 |
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