RIDGELAND, MS
Allocation by class
Portfolio Concentration
Top 3 weight
11.3%
Top 10 weight
23.1%
Voting Authority Distribution
Total shares with voting rights: 6.97M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.97M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFSOLE | TOTAL STK MKT | 75.62K | SH | $27.98M 4.80% | 0.00 | 0.00 | 75.62K |
JPMORGAN U.S. MOMENTUM FACTOR ETFSOLE | US MOMENTUM | 236.03K | SH | $20.17M 3.46% | 0.00 | 0.00 | 236.03K |
APPLE INCORPORATEDSOLE | COM | 61.69K | SH | $17.85M 3.06% | 0.00 | 0.00 | 61.69K |
ISHARES TR TRS FLT RT BDSOLE | TRS FLT RT BD | 225.53K | SH | $11.42M 1.96% | 0.00 | 0.00 | 225.53K |
ISHARES TR CORE S&P TTL STKSOLE | CORE S&P TTL STK | 63.50K | SH | $10.43M 1.79% | 0.00 | 0.00 | 63.50K |
JPMORGAN EQUITY FOCUS ETFSOLE | EQUITY FOCUS ETF | 121.56K | SH | $9.77M 1.68% | 0.00 | 0.00 | 121.56K |
JPMORGAN ACTIVE BOND ETFSOLE | ACTIVE BOND ETF | 179.60K | SH | $9.61M 1.65% | 0.00 | 0.00 | 179.60K |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 106.31K | SH | $9.16M 1.57% | 0.00 | 0.00 | 106.31K |
VANGUARD TOTAL BOND MARKET ETFSOLE | TOTAL BND MRKT | 123.96K | SH | $9.10M 1.56% | 0.00 | 0.00 | 123.96K |
JPMORGAN U.S. VALUE FACTOR ETFSOLE | US VALUE FACTR | 154.33K | SH | $9.05M 1.55% | 0.00 | 0.00 | 154.33K |
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETFSOLE | DIVERSFD EQT ETF | 149.26K | SH | $8.98M 1.54% | 0.00 | 0.00 | 149.26K |
PINNACLE FOCUSED OPPORTUNITIES ETFSOLE | PINN FOCU OP ETF | 194.14K | SH | $8.70M 1.49% | 0.00 | 0.00 | 194.14K |
MICROSOFT CORPORATIONSOLE | COM | 22.16K | SH | $8.27M 1.42% | 0.00 | 0.00 | 22.16K |
NVIDIA CORPORATIONSOLE | COM | 40.39K | SH | $8.08M 1.39% | 0.00 | 0.00 | 40.39K |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEWSOLE | S&P 500 ETF SHS | 11.05K | SH | $7.59M 1.30% | 0.00 | 0.00 | 11.05K |
AMAZON COM INCORPORATEDSOLE | COM | 29.84K | SH | $7.11M 1.22% | 0.00 | 0.00 | 29.84K |
TRUSTMARK CORPORATIONSOLE | COM | 153.48K | SH | $7.06M 1.21% | 0.00 | 0.00 | 153.48K |
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERSSOLE | RISNG DIVD ACHIV | 82.58K | SH | $6.69M 1.15% | 0.00 | 0.00 | 82.58K |
J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCEDSOLE | INTRNL RES EQT | 79.23K | SH | $6.54M 1.12% | 0.00 | 0.00 | 79.23K |
ALPHABET INCORPORATED CAP STK CLASS ASOLE | CAP STK CL A | 17.70K | SH | $6.33M 1.09% | 0.00 | 0.00 | 17.70K |
JPMORGAN U.S. QUALITY FACTOR ETFSOLE | US QUALTY FCTR | 86.39K | SH | $6.24M 1.07% | 0.00 | 0.00 | 86.39K |
VANGUARD LARGE-CAP ETFSOLE | LARGE CAP ETF | 17.36K | SH | $5.97M 1.02% | 0.00 | 0.00 | 17.36K |
ELI LILLY & COMPANYSOLE | COM | 4.91K | SH | $5.88M 1.01% | 0.00 | 0.00 | 4.91K |
JPMORGAN CHASE & COMPANYSOLE | COM | 17.89K | SH | $5.85M 1.00% | 0.00 | 0.00 | 17.89K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | VAN FTSE DEV MKT | 81.28K | SH | $5.79M 0.99% | 0.00 | 0.00 | 81.28K |