JACKSON, MS
Allocation by class
Portfolio Concentration
Top 3 weight
41.5%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 12.90M
Full voting authority
12.90M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 242.78K | SH | $145.2K 15.32% | 242.78K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 2.04M | SH | $140.8K 14.86% | 2.04M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 1.11M | SH | $107.2K 11.31% | 1.11M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 161.92K | SH | $105.3K 11.12% | 161.92K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 2.59M | SH | $74.3K 7.84% | 2.59M | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 328.43K | SH | $63.0K 6.65% | 328.43K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 2.97M | SH | $62.6K 6.60% | 2.97M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 685.19K | SH | $61.8K 6.53% | 685.19K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 802.76K | SH | $48.9K 5.17% | 802.76K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 480.64K | SH | $39.7K 4.20% | 480.64K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 200.03K | SH | $29.6K 3.13% | 200.03K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABULDRS JAPAN | 384.19K | SH | $26.5K 2.79% | 384.19K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 322.18K | SH | $24.4K 2.57% | 322.18K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR INT MOAT | 314.27K | SH | $10.7K 1.13% | 314.27K | 0.00 | 0.00 |
REGIONS FINANCIAL CORP NEWSOLE | COM | 279.09K | SH | $7.3K 0.77% | 279.09K | 0.00 | 0.00 |