SHREVEPORT, LA
Allocation by class
Portfolio Concentration
Top 3 weight
13.5%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 4.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 331.83K | SH | $37.53M 6.84% | 0.00 | 0.00 | 331.83K |
WALMART INCSOLE | COM | 159.34K | SH | $19.80M 3.61% | 0.00 | 0.00 | 159.34K |
APPLE INCSOLE | COM | 65.83K | SH | $16.71M 3.04% | 0.00 | 0.00 | 65.83K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 75.60K | SH | $16.42M 2.99% | 0.00 | 0.00 | 75.60K |
CHEVRON CORPORATIONSOLE | COM | 72.86K | SH | $15.07M 2.75% | 0.00 | 0.00 | 72.86K |
ISHARES TRSOLE | RUS 2000 GRW ETF | 47.26K | SH | $14.83M 2.70% | 0.00 | 0.00 | 47.26K |
MICROSOFT CORPSOLE | COM | 35.95K | SH | $13.31M 2.43% | 0.00 | 0.00 | 35.95K |
ISHARES TRSOLE | CORE US AGGBD ET | 126.06K | SH | $12.51M 2.28% | 0.00 | 0.00 | 126.06K |
ISHARES TRSOLE | RUS MD CP GR ETF | 96.45K | SH | $12.36M 2.25% | 0.00 | 0.00 | 96.45K |
RTX CORPORATIONSOLE | COM | 62.27K | SH | $12.01M 2.19% | 0.00 | 0.00 | 62.27K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 17.91K | SH | $11.65M 2.12% | 0.00 | 0.00 | 17.91K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 271.19K | SH | $10.80M 1.97% | 0.00 | 0.00 | 271.19K |
EXXON MOBIL CORPSOLE | COM | 61.25K | SH | $10.39M 1.89% | 0.00 | 0.00 | 61.25K |
CARDINAL HEALTH INCSOLE | COM | 48.29K | SH | $10.20M 1.86% | 0.00 | 0.00 | 48.29K |
ISHARES TRSOLE | S&P 500 VAL ETF | 47.97K | SH | $10.13M 1.85% | 0.00 | 0.00 | 47.97K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 59.63K | SH | $8.65M 1.58% | 0.00 | 0.00 | 59.63K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 78.70K | SH | $8.34M 1.52% | 0.00 | 0.00 | 78.70K |
ISHARES TRSOLE | S&P MC 400VL ETF | 62.78K | SH | $8.32M 1.52% | 0.00 | 0.00 | 62.78K |
AMAZON COM INCSOLE | COM | 38.03K | SH | $7.92M 1.44% | 0.00 | 0.00 | 38.03K |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 GRTH | 59.21K | SH | $7.37M 1.34% | 0.00 | 0.00 | 59.21K |
CELESTICA INCSOLE | COM | 25.44K | SH | $7.17M 1.31% | 0.00 | 0.00 | 25.44K |
PRUDENTIAL FINL INCSOLE | COM | 73.30K | SH | $7.16M 1.30% | 0.00 | 0.00 | 73.30K |
JOHNSON & JOHNSONSOLE | COM | 28.66K | SH | $7.01M 1.28% | 0.00 | 0.00 | 28.66K |
US BANCORPSOLE | COM NEW | 131.76K | SH | $6.85M 1.25% | 0.00 | 0.00 | 131.76K |
CATERPILLAR INCSOLE | COM | 9.66K | SH | $6.85M 1.25% | 0.00 | 0.00 | 9.66K |