CLARKSDALE, MS
Allocation by class
Portfolio Concentration
Top 3 weight
23.9%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 3.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 824.93K | SH | $33.15M 14.45% | 0.00 | 0.00 | 824.93K |
FIRST TR EXCHANGE-TRADED FDSOLE | RISNG DIVD ACHIV | 170.39K | SH | $11.63M 5.07% | 0.00 | 0.00 | 170.39K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 238.07K | SH | $10.13M 4.41% | 0.00 | 0.00 | 238.07K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 149.87K | SH | $6.72M 2.93% | 0.00 | 0.00 | 149.87K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 123.78K | SH | $6.53M 2.85% | 0.00 | 0.00 | 123.78K |
WALMART INCSOLE | COM | 45.10K | SH | $5.60M 2.44% | 0.00 | 0.00 | 45.10K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 175.26K | SH | $5.38M 2.34% | 0.00 | 0.00 | 175.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.13K | SH | $4.26M 1.86% | 0.00 | 0.00 | 7.13K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 83.42K | SH | $4.18M 1.82% | 0.00 | 0.00 | 83.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9K | SH | $3.93M 1.71% | 0.00 | 0.00 | 9K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 104.44K | SH | $3.89M 1.69% | 0.00 | 0.00 | 104.44K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 56.77K | SH | $3.79M 1.65% | 0.00 | 0.00 | 56.77K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 96.77K | SH | $3.72M 1.62% | 0.00 | 0.00 | 96.77K |
NVIDIA CORPORATIONSOLE | COM | 21.19K | SH | $3.70M 1.61% | 0.00 | 0.00 | 21.19K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 96.60K | SH | $3.47M 1.51% | 0.00 | 0.00 | 96.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.22K | SH | $3.41M 1.49% | 0.00 | 0.00 | 5.22K |
RAYMOND JAMES FINL INCSOLE | COM | 22.40K | SH | $3.24M 1.41% | 0.00 | 0.00 | 22.40K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 69.75K | SH | $3.18M 1.39% | 0.00 | 0.00 | 69.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.61K | SH | $3.17M 1.38% | 0.00 | 0.00 | 6.61K |
ALPS ETF TRSOLE | OSHARES US SMLCP | 70.37K | SH | $3.08M 1.34% | 0.00 | 0.00 | 70.37K |
FIRST TR EXCHANGE TRADED FDSOLE | SHS | 57.37K | SH | $2.70M 1.18% | 0.00 | 0.00 | 57.37K |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 78.55K | SH | $2.66M 1.16% | 0.00 | 0.00 | 78.55K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.46K | SH | $2.64M 1.15% | 0.00 | 0.00 | 13.46K |
MICROSOFT CORPSOLE | COM | 7.01K | SH | $2.59M 1.13% | 0.00 | 0.00 | 7.01K |
NEXTERA ENERGY INCSOLE | COM | 27.28K | SH | $2.53M 1.10% | 0.00 | 0.00 | 27.28K |