JACKSON, MS
Allocation by class
Portfolio Concentration
Top 3 weight
40.8%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 81K | SH | $52.93M 27.35% | 0.00 | 0.00 | 81K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 355.56K | SH | $16.74M 8.65% | 0.00 | 0.00 | 355.56K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 201.04K | SH | $9.26M 4.79% | 0.00 | 0.00 | 201.04K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 81.10K | SH | $5.97M 3.09% | 0.00 | 0.00 | 81.10K |
APPLE INCSOLE | COM | 23.51K | SH | $5.97M 3.08% | 0.00 | 0.00 | 23.51K |
ISHARES TRSOLE | MSCI INTL QUALTY | 108.72K | SH | $5.03M 2.60% | 0.00 | 0.00 | 108.72K |
T ROWE PRICE ETF INCSOLE | TOTAL RETURN ETF | 108.85K | SH | $4.38M 2.27% | 0.00 | 0.00 | 108.85K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 16.46K | SH | $4.08M 2.11% | 0.00 | 0.00 | 16.46K |
ISHARES TRSOLE | EAFE GRWTH ETF | 33.69K | SH | $3.75M 1.94% | 0.00 | 0.00 | 33.69K |
ISHARES TRSOLE | IBOXX INV CP ETF | 32.52K | SH | $3.54M 1.83% | 0.00 | 0.00 | 32.52K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.13K | SH | $3.34M 1.72% | 0.00 | 0.00 | 5.13K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 48.84K | SH | $3.34M 1.72% | 0.00 | 0.00 | 48.84K |
JPMORGAN CHASE & COSOLE | COM | 10.79K | SH | $3.17M 1.64% | 0.00 | 0.00 | 10.79K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 12.87K | SH | $3.06M 1.58% | 0.00 | 0.00 | 12.87K |
MICROSOFT CORPSOLE | COM | 8.03K | SH | $2.97M 1.54% | 0.00 | 0.00 | 8.03K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 49.15K | SH | $2.31M 1.19% | 0.00 | 0.00 | 49.15K |
ISHARES TRSOLE | RUS MID CAP ETF | 22.44K | SH | $2.18M 1.13% | 0.00 | 0.00 | 22.44K |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 30.91K | SH | $2.07M 1.07% | 0.00 | 0.00 | 30.91K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 6.63K | SH | $1.91M 0.98% | 0.00 | 0.00 | 6.63K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 18.13K | SH | $1.74M 0.90% | 0.00 | 0.00 | 18.13K |
BNY MELLON ETF TRUSTSOLE | CORE BOND ETF | 40.52K | SH | $1.71M 0.88% | 0.00 | 0.00 | 40.52K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 53.50K | SH | $1.56M 0.80% | 0.00 | 0.00 | 53.50K |
ALPHABET INCSOLE | CAP STK CL C | 5.18K | SH | $1.49M 0.77% | 0.00 | 0.00 | 5.18K |
COLUMBIA ETF TR ISOLE | DIVERSIFID FXD | 76.09K | SH | $1.38M 0.71% | 0.00 | 0.00 | 76.09K |
NVIDIA CORPORATIONSOLE | COM | 7.61K | SH | $1.33M 0.69% | 0.00 | 0.00 | 7.61K |