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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $7.9M | 26864 | 3.96% |
| 2 | JOHNSON & JOHNSON | $7.8M | 31826 | 3.90% |
| 3 | VANGUARD INDEX FDS | $7.3M | 12133 | 3.64% |
| 4 | EXXON MOBIL CORP | $7.0M | 41231 | 3.51% |
| 5 | COCA COLA CO | $6.8M | 90076 | 3.43% |
| 6 | MICROSOFT CORP | $6.8M | 18384 | 3.41% |
| 7 | SCHWAB STRATEGIC TR | $6.8M | 138056 | 3.39% |
| 8 | JP MORGAN EXCHANGE-TRADED F | $6.4M | 125577 | 3.19% |
| 9 | CHEVRON CORP NEW | $6.1M | 29314 | 3.04% |
| 10 | ABBVIE INC | $6.0M | 27417 | 2.99% |
| 11 | ALPHABET INC | $5.5M | 19050 | 2.75% |
| 12 | APPLE INC | $4.8M | 18985 | 2.42% |
| 13 | WALMART INC | $4.5M | 36437 | 2.27% |
| 14 | CISCO SYS INC | $4.4M | 56744 | 2.21% |
| 15 | HONEYWELL INTL INC | $4.2M | 18549 | 2.10% |
| 16 | ABBOTT LABS | $4.1M | 40305 | 2.07% |
| 17 | PEPSICO INC | $4.0M | 25541 | 1.99% |
| 18 | MERCK & CO INC | $3.7M | 30769 | 1.86% |
| 19 | VANGUARD SCOTTSDALE FDS | $3.4M | 41665 | 1.73% |
| 20 | HOME DEPOT INC | $3.3M | 9961 | 1.64% |
| 21 | WISDOMTREE TR | $3.2M | 36760 | 1.62% |
| 22 | ISHARES U S ETF TR | $3.0M | 58153 | 1.48% |
| 23 | VERIZON COMMUNICATIONS INC | $2.8M | 55561 | 1.40% |
| 24 | BLACKROCK ETF TRUST II | $2.7M | 52675 | 1.37% |
| 25 | INTERNATIONAL BUSINESS MACHS | $2.7M | 11227 | 1.36% |
| 26 | PINNACLE FINL PARTNERS INC | $2.6M | 29615 | 1.28% |
| 27 | LOCKHEED MARTIN CORP | $2.5M | 4140 | 1.25% |
| 28 | LILLY ELI & CO | $2.4M | 2624 | 1.21% |
| 29 | CHUBB LIMITED | $2.4M | 7380 | 1.21% |
| 30 | SOUTHERN CO | $2.4M | 24573 | 1.19% |
| 31 | LOWES COS INC | $2.3M | 9674 | 1.15% |
| 32 | QUALCOMM INC | $2.1M | 16299 | 1.05% |
| 33 | PROCTER AND GAMBLE CO | $2.1M | 14328 | 1.04% |
| 34 | SHELL PLC | $1.9M | 20545 | 0.96% |
| 35 | VANGUARD SCOTTSDALE FDS | $1.9M | 24060 | 0.96% |
| 36 | RTX CORPORATION | $1.9M | 9832 | 0.95% |
| 37 | BANK AMER CORP | $1.7M | 34573 | 0.84% |
| 38 | ORACLE CORP | $1.7M | 11402 | 0.84% |
| 39 | CAPITAL ONE FINL CORP | $1.6M | 8988 | 0.82% |
| 40 | NEXTERA ENERGY INC | $1.6M | 17345 | 0.81% |
| 41 | NORFOLK SOUTHERN CORP | $1.6M | 5550 | 0.80% |
| 42 | DUKE ENERGY CORP NEW | $1.6M | 11959 | 0.78% |
| 43 | TJX COS INC NEW | $1.5M | 9620 | 0.77% |
| 44 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 2 | 0.72% |
| 45 | SPDR S&P 500 ETF TR | $1.3M | 1955 | 0.64% |
| 46 | TRUIST FINL CORP | $1.3M | 27225 | 0.63% |
| 47 | GE AEROSPACE | $1.2M | 4390 | 0.62% |
| 48 | ISHARES TR | $1.2M | 12000 | 0.60% |
| 49 | VANGUARD MALVERN FDS | $1.2M | 15146 | 0.59% |
| 50 | MONDELEZ INTL INC | $1.2M | 20085 | 0.58% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.