RIDGELAND, MS
Allocation by class
Portfolio Concentration
Top 3 weight
10.2%
Top 10 weight
21.8%
Voting Authority Distribution
Total shares with voting rights: 6.93M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 63.17K | SH | $20.26M 3.98% | 0.00 | 0.00 | 63.17K |
JPMORGAN U.S. MOMENTUM FACTOR ETFSOLE | US MOMENTUM | 238.95K | SH | $16.23M 3.19% | 0.00 | 0.00 | 238.95K |
APPLE INCSOLE | COM | 59.72K | SH | $15.16M 2.98% | 0.00 | 0.00 | 59.72K |
JPMORGAN ULTRA-SHORT INCOME ETFSOLE | ULTRA SHRT ETF | 241.39K | SH | $12.22M 2.40% | 0.00 | 0.00 | 241.39K |
ISHARES TRSOLE | CORE S&P TTL STK | 58.18K | SH | $8.29M 1.63% | 0.00 | 0.00 | 58.18K |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 18.32K | SH | $8.00M 1.57% | 0.00 | 0.00 | 18.32K |
MICROSOFT CORPSOLE | COM | 21.47K | SH | $7.95M 1.56% | 0.00 | 0.00 | 21.47K |
PINNACLE FOCUSED OPPORTUNITIES ETFSOLE | PINNACLE FOCUSED | 215.57K | SH | $7.75M 1.52% | 0.00 | 0.00 | 215.57K |
VANGUARD TOTAL BOND MARKET ETFSOLE | TOTAL BND MRKT | 102.52K | SH | $7.55M 1.48% | 0.00 | 0.00 | 102.52K |
JPMORGAN U.S. VALUE FACTOR ETFSOLE | US VALUE FACTR | 154.04K | SH | $7.53M 1.48% | 0.00 | 0.00 | 154.04K |
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFSOLE | DIVERSFD EQT ETF | 139.92K | SH | $7.34M 1.44% | 0.00 | 0.00 | 139.92K |
JPMORGAN ACTIVE BOND ETFSOLE | ACTIVE BOND ETF | 125.64K | SH | $6.76M 1.33% | 0.00 | 0.00 | 125.64K |
NVIDIA CORPORATIONSOLE | COM | 38.49K | SH | $6.71M 1.32% | 0.00 | 0.00 | 38.49K |
AMAZON COM INCSOLE | COM | 31.20K | SH | $6.50M 1.28% | 0.00 | 0.00 | 31.20K |
TRUSTMARK CORPSOLE | COM | 152.92K | SH | $6.44M 1.27% | 0.00 | 0.00 | 152.92K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 9.86K | SH | $5.89M 1.16% | 0.00 | 0.00 | 9.86K |
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETFSOLE | INTERNL DIVID | 177.13K | SH | $5.61M 1.10% | 0.00 | 0.00 | 177.13K |
PACER TRENDPILOT US BOND ETFSOLE | TRENDPILOT US BD | 291.11K | SH | $5.53M 1.09% | 0.00 | 0.00 | 291.11K |
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERSSOLE | RISNG DIVD ACHIV | 80.44K | SH | $5.49M 1.08% | 0.00 | 0.00 | 80.44K |
J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCEDSOLE | INTRNL RES EQT | 72.28K | SH | $5.47M 1.08% | 0.00 | 0.00 | 72.28K |
BITWISE BITCOIN ETF TRSOLE | SHS BEN INT | 143.76K | SH | $5.29M 1.04% | 0.00 | 0.00 | 143.76K |
ALPHABET INCSOLE | CAP STK CL C | 18.31K | SH | $5.27M 1.04% | 0.00 | 0.00 | 18.31K |
JPMORGAN CHASE & COSOLE | COM | 17.85K | SH | $5.25M 1.03% | 0.00 | 0.00 | 17.85K |
VANGUARD LARGE-CAP ETFSOLE | LARGE CAP ETF | 17.39K | SH | $5.20M 1.02% | 0.00 | 0.00 | 17.39K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 77.81K | SH | $4.99M 0.98% | 0.00 | 0.00 | 77.81K |