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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP DIVIDEND VALUE | $10.1M | 238185 | 5.11% |
| 2 | CAPITAL GROUP GROWTH ETF | $8.2M | 204980 | 4.16% |
| 3 | VICTORY PORTFOLIOS II | $6.8M | 143944 | 3.41% |
| 4 | VICTORY PORTFOLIOS II | $6.6M | 131303 | 3.35% |
| 5 | CAPITAL GRP FIXED INCM ETF T | $5.9M | 264820 | 2.98% |
| 6 | CAPITAL GRP FIXED INCM ETF T | $5.9M | 222951 | 2.95% |
| 7 | SPDR INDEX SHS FDS | $5.5M | 119500 | 2.75% |
| 8 | ISHARES GOLD TR | $5.3M | 60366 | 2.68% |
| 9 | PIMCO ETF TR | $5.2M | 51761 | 2.63% |
| 10 | CAPITAL GROUP GBL GROWTH EQT | $5.1M | 153251 | 2.58% |
| 11 | ISHARES TR | $5.1M | 52590 | 2.58% |
| 12 | ISHARES TR | $5.1M | 7792 | 2.57% |
| 13 | ALPHABET INC | $5.0M | 17288 | 2.51% |
| 14 | ISHARES TR | $4.9M | 69466 | 2.46% |
| 15 | CAPITAL GROUP EQUITY ETF TR | $3.9M | 133010 | 1.97% |
| 16 | APPLE INC | $3.5M | 13910 | 1.78% |
| 17 | VANECK ETF TRUST | $3.3M | 129252 | 1.66% |
| 18 | INVESCO QQQ TR | $3.2M | 5590 | 1.63% |
| 19 | MICROSOFT CORP | $3.1M | 8468 | 1.58% |
| 20 | SCHWAB STRATEGIC TR | $3.1M | 107153 | 1.57% |
| 21 | GLOBE LIFE INC | $3.0M | 21389 | 1.50% |
| 22 | META PLATFORMS INC | $2.9M | 5077 | 1.47% |
| 23 | PACER FDS TR | $2.8M | 45409 | 1.43% |
| 24 | REGIONS FINANCIAL CORP NEW | $2.7M | 104899 | 1.38% |
| 25 | EXXON MOBIL CORP | $2.7M | 15901 | 1.36% |
| 26 | ISHARES INC | $2.7M | 34288 | 1.36% |
| 27 | FIRST TR EXCHANGE TRADED FD | $2.6M | 23898 | 1.34% |
| 28 | WALMART INC | $2.5M | 20353 | 1.28% |
| 29 | AT&T INC | $1.9M | 64037 | 0.94% |
| 30 | ISHARES TR | $1.9M | 17424 | 0.94% |
| 31 | COCA COLA CO | $1.7M | 22814 | 0.88% |
| 32 | CAPITAL GRP FIXED INCM ETF T | $1.7M | 67273 | 0.88% |
| 33 | SOUTHERN CO | $1.7M | 17608 | 0.86% |
| 34 | PROASSURANCE CORP | $1.6M | 66500 | 0.83% |
| 35 | CAPITAL GRP FIXED INCM ETF T | $1.6M | 60210 | 0.82% |
| 36 | CAPITAL GRP FIXED INCM ETF T | $1.6M | 59890 | 0.79% |
| 37 | AMAZON COM INC | $1.6M | 7540 | 0.79% |
| 38 | NVIDIA CORPORATION | $1.5M | 8686 | 0.76% |
| 39 | VANGUARD INDEX FDS | $1.5M | 2532 | 0.76% |
| 40 | BERKSHIRE HATHAWAY INC DEL | $1.5M | 3107 | 0.75% |
| 41 | CAPITAL GROUP CORE BALANCED | $1.5M | 42986 | 0.75% |
| 42 | ISHARES TR | $1.5M | 21505 | 0.73% |
| 43 | JPMORGAN CHASE & CO | $1.4M | 4748 | 0.70% |
| 44 | BANK AMERICA CORP | $1.4M | 27769 | 0.68% |
| 45 | TESLA INC | $1.3M | 3513 | 0.66% |
| 46 | INTERNATIONAL BUSINESS MACHS | $1.2M | 5124 | 0.63% |
| 47 | STATE STR SPDR S&P 500 ETF T | $1.2M | 1875 | 0.61% |
| 48 | VERIZON COMMUNICATIONS INC | $1.2M | 23931 | 0.61% |
| 49 | PIMCO ETF TR | $1.2M | 22846 | 0.60% |
| 50 | SERVISFIRST BANCSHARES INC | $1.2M | 16155 | 0.59% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.