JACKSON, TN
Allocation by class
Portfolio Concentration
Top 3 weight
37.8%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
1.81M
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 TRSOLE | CORE S&P US VLU | 311.42K | SH | $34.30M 14.33% | 311.42K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 41.26K | SH | $30.90M 12.90% | 41.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 170.94K | SH | $25.35M 10.59% | 170.94K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 229.45K | SH | $22.16M 9.25% | 229.45K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 107.32K | SH | $15.71M 6.56% | 107.32K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 91.61K | SH | $9.85M 4.11% | 91.61K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 31.97K | SH | $9.13M 3.81% | 31.97K | 0.00 | 0.00 |
ISHARES TRSOLE | US INDUSTRIALS | 44.08K | SH | $7.35M 3.07% | 44.08K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 84.06K | SH | $6.96M 2.91% | 84.06K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES BIOTECH | 29.01K | SH | $5.52M 2.30% | 29.01K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.87K | SH | $5.46M 2.28% | 18.87K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | MSCI COMMNTN SVC | 71.83K | SH | $4.99M 2.08% | 71.83K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 20.86K | SH | $4.74M 1.98% | 20.86K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 33.51K | SH | $4.61M 1.92% | 33.51K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 65K | SH | $3.42M 1.43% | 65K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 22.85K | SH | $3.35M 1.40% | 22.85K | 0.00 | 0.00 |
ISHARES TRSOLE | US CONSUM DISCRE | 31.60K | SH | $3.20M 1.33% | 31.60K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 9.63K | SH | $2.89M 1.21% | 9.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 19.61K | SH | $2.16M 0.90% | 19.61K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 18.02K | SH | $2.11M 0.88% | 18.02K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 24.15K | SH | $2.08M 0.87% | 24.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.45K | SH | $1.66M 0.69% | 4.45K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | MSCI CONSM DIS | 14.45K | SH | $1.49M 0.62% | 14.45K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 1.47K | SH | $1.41M 0.59% | 1.47K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.62K | SH | $1.32M 0.55% | 6.62K | 0.00 | 0.00 |