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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $20.3M | 63166 | 4.00% |
| 2 | JPMORGAN U.S. MOMENTUM FACTOR ETF | $16.2M | 238948 | 3.20% |
| 3 | APPLE INC | $15.2M | 59715 | 2.99% |
| 4 | JPMORGAN ULTRA-SHORT INCOME ETF | $12.2M | 241386 | 2.41% |
| 5 | ISHARES TR | $8.3M | 58182 | 1.63% |
| 6 | VANGUARD GROWTH ETF | $8.0M | 18320 | 1.58% |
| 7 | MICROSOFT CORP | $7.9M | 21466 | 1.57% |
| 8 | PINNACLE FOCUSED OPPORTUNITIES ETF | $7.7M | 215570 | 1.53% |
| 9 | VANGUARD TOTAL BOND MARKET ETF | $7.5M | 102516 | 1.49% |
| 10 | JPMORGAN U.S. VALUE FACTOR ETF | $7.5M | 154038 | 1.48% |
| 11 | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $7.3M | 139921 | 1.45% |
| 12 | JPMORGAN ACTIVE BOND ETF | $6.8M | 125638 | 1.33% |
| 13 | NVIDIA CORPORATION | $6.7M | 38488 | 1.32% |
| 14 | AMAZON COM INC | $6.5M | 31200 | 1.28% |
| 15 | TRUSTMARK CORP | $6.4M | 152916 | 1.27% |
| 16 | VANGUARD INDEX FDS | $5.9M | 9857 | 1.16% |
| 17 | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $5.6M | 177126 | 1.11% |
| 18 | PACER TRENDPILOT US BOND ETF | $5.5M | 291105 | 1.09% |
| 19 | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $5.5M | 80436 | 1.08% |
| 20 | J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED | $5.5M | 72284 | 1.08% |
| 21 | BITWISE BITCOIN ETF TR | $5.3M | 143762 | 1.04% |
| 22 | ALPHABET INC | $5.3M | 18314 | 1.04% |
| 23 | JPMORGAN CHASE & CO | $5.3M | 17848 | 1.04% |
| 24 | VANGUARD LARGE-CAP ETF | $5.2M | 17385 | 1.02% |
| 25 | VANGUARD FTSE DEVELOPED MARKETS ETF | $5.0M | 77808 | 0.98% |
| 26 | WALMART INC | $4.9M | 39148 | 0.96% |
| 27 | VANGUARD INDEX FDS | $4.9M | 24774 | 0.96% |
| 28 | VANGUARD INDEX FDS | $4.8M | 18218 | 0.94% |
| 29 | VANGUARD STAR FDS | $4.5M | 59012 | 0.90% |
| 30 | ISHARES TR | $4.5M | 23688 | 0.90% |
| 31 | ELI LILLY & CO | $4.5M | 4885 | 0.89% |
| 32 | VICTORY PORTFOLIOS II | $4.4M | 112692 | 0.88% |
| 33 | BERKSHIRE HATHAWAY INC DEL | $4.4M | 9251 | 0.87% |
| 34 | BROADCOM INC | $4.3M | 13800 | 0.84% |
| 35 | JPMORGAN EQUITY FOCUS ETF | $4.2M | 58383 | 0.83% |
| 36 | MERCK & COMPANY INCORPORATED | $4.2M | 34804 | 0.83% |
| 37 | FIDELITY TOTAL BOND ETF | $4.1M | 90515 | 0.81% |
| 38 | DIMENSIONAL ETF TRUST | $4.1M | 91140 | 0.81% |
| 39 | ISHARES TR | $3.9M | 31446 | 0.77% |
| 40 | ISHARES TR | $3.8M | 42122 | 0.76% |
| 41 | DIMENSIONAL ETF TRUST | $3.8M | 112981 | 0.76% |
| 42 | VANECK ETF TRUST | $3.7M | 37964 | 0.72% |
| 43 | VANECK BDC INCOME ETF | $3.7M | 285325 | 0.72% |
| 44 | PACER FDS TR | $3.6M | 68858 | 0.71% |
| 45 | EASTGROUP PPTYS INCORPORATED REIT | $3.5M | 19044 | 0.70% |
| 46 | META PLATFORMS INC | $3.3M | 5830 | 0.66% |
| 47 | HOME DEPOT INC | $3.3M | 10049 | 0.65% |
| 48 | ABBVIE INCORPORATED | $3.2M | 14887 | 0.64% |
| 49 | JOHNSON & JOHNSON | $3.1M | 12734 | 0.61% |
| 50 | EXXON MOBIL CORP | $3.1M | 18316 | 0.61% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.