Cadence Bank CADE | $4.15M | 0.08 | 143,248 | 0% | +$0 | 0.54 | |
| Cloudflare, Inc. NET | $7.82M | 0.02 | 80,718 | 0% | +$0 | 1.02 | |
| Quanta Services, Inc. PWR | $8.85M | 0.02 | 34,063 | +51.41% | +$3M | 1.15 | |
| Palantir Technologies Inc. PLTR | $8.54M | 0.02 | 371,099 | +0.83% | +$70,364.68 | 1.11 | |
| Weyerhaeuser Company WY | $3.32M | 0.01 | 92,576 | 0% | +$0 | 0.43 | |
| Duke Energy Corporation DUK | $3.27M | <0.01 | 33,814 | 0% | +$0 | 0.43 | |
| S&P Global Inc. SPGI | $5.42M | <0.01 | 12,729 | 0% | +$0 | 0.71 | |
| The Coca-Cola Company KO | $5.28M | <0.01 | 86,328 | +0.02% | +$1,223.70 | 0.69 | |
| The Procter & Gamble Company PG | $6.22M | <0.01 | 38,330 | +2.68% | +$162,248.89 | 0.81 | |
| Union Pacific Corporation UNP | $2.66M | <0.01 | 10,825 | 0% | +$0 | 0.35 | |
| Texas Instruments Incorporated TXN | $2.67M | <0.01 | 15,335 | 0% | +$0 | 0.35 | |
| McDonald's Corporation MCD | $2.51M | <0.01 | 8,910 | +12.79% | +$284,749.72 | 0.33 | |
| Apple Inc. AAPL | $20.02M | <0.01 | 116,778 | +1.74% | +$342,958.43 | 2.61 | |
| JPMorgan Chase & Co. JPM | $7M | <0.01 | 34,974 | 0% | +$0 | 0.91 | |
| Chevron Corporation CVX | $2.46M | <0.01 | 15,601 | 0% | +$0 | 0.32 | |
| PepsiCo, Inc. PEP | $3.26M | <0.01 | 18,608 | +5.68% | +$175,032.24 | 0.43 | |
Novo Nordisk A/S NVO | $5.67M | <0.01 | 44,172 | 0% | +$0 | 0.74 | |
| Exxon Mobil Corporation XOM | $6.29M | <0.01 | 54,113 | +5.87% | +$348,714.73 | 0.82 | |
| UnitedHealth Group Incorporated UNH | $2.81M | <0.01 | 5,690 | 0% | +$0 | 0.37 | |
Nestlé S.A. NSRGY | $2.88M | <0.01 | 27,135 | 0% | +$0 | 0.38 | |
| Merck & Co., Inc. MRK | $2.78M | <0.01 | 21,045 | +16.63% | +$395,866.00 | 0.36 | |
| AbbVie Inc. ABBV | $2.83M | <0.01 | 15,543 | 0% | +$0 | 0.37 | |
Vanguard Total Intl Stock Idx Fund VXUS | $68.26M | <0.01 | 1.13M | +6.51% | +$4.17M | 8.9 | |
| Energy Transfer LP ET | $3.26M | <0.01 | 207,000 | 0% | +$0 | 0.43 | |
Vanguard FTSE All-World ex-US Small Capital Index Fund VSS | $3M | <0.01 | 25,700 | New | +$3M | 0.39 | |
iShares MSCI Emerging Markets ex China ETF EMXC | $14.61M | <0.01 | 253,700 | New | +$14.61M | 1.9 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $17.14M | <0.01 | 292,165 | -26.19% | -$6.08M | 2.23 | |
iShares Global Energy ETF IXC | $9.14M | <0.01 | 212,900 | 0% | +$0 | 1.19 | |
Vanguard Developed Markets Index Fund VEA | $5.3M | <0.01 | 105,703 | -0.16% | -$8,378.20 | 0.69 | |
iShares Russell 3000 ETF IWV | $83.67M | <0.01 | 278,829 | +4.72% | +$3.77M | 10.91 | |
iShares Micro-Cap ETF IWC | $4.75M | <0.01 | 39,160 | +479.29% | +$3.93M | 0.62 | |
Blackrock Municipal 2030 Target Term Trust BTT | $7.13M | <0.01 | 338,415 | +39.42% | +$2.02M | 0.93 | |
Health Care Select Sector SPDR Fund XLV | $3.74M | <0.01 | 25,314 | 0% | +$0 | 0.49 | |
Vanguard S&P Mid-Cap 400 Index Fund IVOO | $7.94M | <0.01 | 77,100 | +175.36% | +$5.06M | 1.04 | |
Berkshire Hathaway Inc BRK.A | $3.17M | <0.01 | 5 | 0% | +$0 | 0.41 | |
Technology Select Sector SPDR Fund XLK | $2.5M | <0.01 | 11,990 | 0% | +$0 | 0.33 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $220.74M | <0.01 | 1.91M | -0.78% | -$1.72M | 28.78 | |
FlexShares Morningstar US Market Factors Tilt Index Fund TILT | $5.98M | <0.01 | 30,160 | -3.2% | -$197,780.21 | 0.78 | |
JPMorgan BetaBuilders Japan ETF BBJP | $18.82M | <0.01 | 321,500 | +1.29% | +$240,057.23 | 2.45 | |
| Microsoft Corporation MSFT | $12.6M | <0.01 | 29,948 | +2.54% | +$312,601.84 | 1.64 | |
Industrial Select Sector SPDR Fund XLI | $4M | <0.01 | 31,775 | 0% | +$0 | 0.52 | |
iShares Core MSCI Emerging Markets ETF IEMG | $15.8M | <0.01 | 306,183 | -0.03% | -$4,282.79 | 2.06 | |
SPDR S&P 500 ETF Trust SPY | $18.72M | <0.01 | 35,791 | -0.68% | -$128,150.79 | 2.44 | |
iShares MSCI ACWI ex U.S. ETF ACWX | $11.06M | <0.01 | 207,232 | -2.26% | -$255,788.80 | 1.44 | |
Materials Select Sector SPDR Fund XLB | $2.52M | <0.01 | 27,100 | 0% | +$0 | 0.33 | |
iShares Gold Trust IAU | $10.4M | <0.01 | 247,486 | -5.82% | -$642,591.95 | 1.36 | |
SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM | $7.39M | <0.01 | 115,187 | -14.71% | -$1.27M | 0.96 | |
iShares MSCI ACWI ETF ACWI | $13.99M | <0.01 | 127,055 | New | +$13.99M | 1.82 | |
| Meta Platforms, Inc. META | $4.49M | <0.01 | 9,244 | -1.93% | -$88,381.44 | 0.59 | |
iShares Global Industrials ETF EXI | $2.63M | <0.01 | 18,800 | 0% | +$0 | 0.34 |