CLINTON, MS
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Full voting authority
1.85M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CONVERTIBLE BOND ETFSOLE | ETF | 81.24K | SH | $8.27M 5.89% | 81.24K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 34.34K | SH | $5.99M 4.27% | 34.34K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 134.70K | SH | $5.73M 4.08% | 134.70K | 0.00 | 0.00 |
INVESCO S&P MIDCAP QUALITY ETFSOLE | ETF | 55.33K | SH | $5.72M 4.07% | 55.33K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 20.29K | SH | $5.15M 3.67% | 20.29K | 0.00 | 0.00 |
ISHARES HIGH YIELD BOND ETFSOLE | ETF | 105.07K | SH | $4.89M 3.48% | 105.07K | 0.00 | 0.00 |
INVESCO S&P 500 MOMENTUM ETFSOLE | ETF | 34.41K | SH | $3.86M 2.75% | 34.41K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 155.04K | SH | $3.84M 2.73% | 155.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Stock | 9.36K | SH | $3.46M 2.47% | 9.36K | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | ETF | 63.06K | SH | $2.88M 2.05% | 63.06K | 0.00 | 0.00 |
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETFSOLE | ETF | 102.52K | SH | $2.79M 1.99% | 102.52K | 0.00 | 0.00 |
CAPITAL GROUP CORE BALANCED ETFSOLE | ETF | 78.90K | SH | $2.72M 1.93% | 78.90K | 0.00 | 0.00 |
INVESCO S&P SMALLCAP MOMENTUM ETFSOLE | ETF | 32.98K | SH | $2.51M 1.79% | 32.98K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 6.35K | SH | $2.44M 1.74% | 6.35K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 3.76K | SH | $2.15M 1.53% | 3.76K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 9.24K | SH | $1.92M 1.37% | 9.24K | 0.00 | 0.00 |
SPDR S&P 500 GROWTH ETFSOLE | ETF | 19.30K | SH | $1.89M 1.35% | 19.30K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 12.03K | SH | $1.76M 1.25% | 12.03K | 0.00 | 0.00 |
SPDR INTM TERM CORP BOND ETFSOLE | ETF | 51.69K | SH | $1.73M 1.24% | 51.69K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFSOLE | ETF | 11.30K | SH | $1.67M 1.19% | 11.30K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEX ETFSOLE | ETF | 5.69K | SH | $1.63M 1.16% | 5.69K | 0.00 | 0.00 |
SPDR S&P 500 INDEX ETFSOLE | ETF | 2.50K | SH | $1.63M 1.16% | 2.50K | 0.00 | 0.00 |
VANGUARD MID-CAP GROWTH INDEX ETFSOLE | ETF | 6.30K | SH | $1.62M 1.16% | 6.30K | 0.00 | 0.00 |
ISHARES S&P SMALL CAP ETFSOLE | ETF | 12.40K | SH | $1.54M 1.10% | 12.40K | 0.00 | 0.00 |
CAPITAL GROUP GLOBAL GROWTH EQUITY ETFSOLE | ETF | 44.76K | SH | $1.49M 1.06% | 44.76K | 0.00 | 0.00 |