HATTIESBURG, MS
Allocation by class
Portfolio Concentration
Top 3 weight
23.3%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.75M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 45.65K | SH | $16.90M 9.87% | 0.00 | 0.00 | 45.65K |
ISHARES TRSOLE | CORE S&P500 ETF | 24.92K | SH | $16.28M 9.51% | 0.00 | 0.00 | 24.92K |
SSGA ACTIVE ETF TRSOLE | STATE STREET DOU | 168.23K | SH | $6.68M 3.91% | 0.00 | 0.00 | 168.23K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 96.10K | SH | $5.44M 3.18% | 0.00 | 0.00 | 96.10K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 54.58K | SH | $5.34M 3.12% | 0.00 | 0.00 | 54.58K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 71.45K | SH | $5.26M 3.07% | 0.00 | 0.00 | 71.45K |
ISHARES TRSOLE | CORE MSCI INTL | 49.77K | SH | $4.16M 2.43% | 0.00 | 0.00 | 49.77K |
ISHARES TRSOLE | CORE S&P MCP ETF | 61.32K | SH | $4.14M 2.42% | 0.00 | 0.00 | 61.32K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 16.30K | SH | $4.04M 2.36% | 0.00 | 0.00 | 16.30K |
CHEVRON CORPORATIONSOLE | COM | 19.42K | SH | $4.02M 2.35% | 0.00 | 0.00 | 19.42K |
ISHARES TRSOLE | SELECT DIVID ETF | 25.09K | SH | $3.80M 2.22% | 0.00 | 0.00 | 25.09K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 149.61K | SH | $3.73M 2.18% | 0.00 | 0.00 | 149.61K |
ISHARES TRSOLE | CORE MSCI EAFE | 38.83K | SH | $3.52M 2.05% | 0.00 | 0.00 | 38.83K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 37.42K | SH | $3.10M 1.81% | 0.00 | 0.00 | 37.42K |
CATERPILLAR INCSOLE | COM | 4.34K | SH | $3.07M 1.80% | 0.00 | 0.00 | 4.34K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 52.73K | SH | $2.99M 1.75% | 0.00 | 0.00 | 52.73K |
ISHARES TRSOLE | MSCI EAFE ETF | 28.97K | SH | $2.81M 1.64% | 0.00 | 0.00 | 28.97K |
ISHARES INCSOLE | CORE MSCI EMKT | 39.35K | SH | $2.74M 1.60% | 0.00 | 0.00 | 39.35K |
EXXON MOBIL CORPSOLE | COM | 16.17K | SH | $2.74M 1.60% | 0.00 | 0.00 | 16.17K |
JPMORGAN CHASE & COSOLE | COM | 8.67K | SH | $2.55M 1.49% | 0.00 | 0.00 | 8.67K |
SOUTHERN COSOLE | COM | 26.38K | SH | $2.55M 1.49% | 0.00 | 0.00 | 26.38K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 24.48K | SH | $2.49M 1.46% | 0.00 | 0.00 | 24.48K |
APPLE INCSOLE | COM | 9.80K | SH | $2.49M 1.45% | 0.00 | 0.00 | 9.80K |
LOCKHEED MARTIN CORPSOLE | COM | 3.99K | SH | $2.41M 1.41% | 0.00 | 0.00 | 3.99K |
MERCK & CO INCSOLE | COM | 19.32K | SH | $2.32M 1.36% | 0.00 | 0.00 | 19.32K |