CIK: 0001720336
Total reported value
$635.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.57% | — | — | |
| 2 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 9.18% | — | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.93% | — | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.65% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.00% | — | — | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.80% | — | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.71% | — | — | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.69% | — | — | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.35% | — | — | |
| 10 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.68% | — | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.44% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | — | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.28% | — | — | |
| 14 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 2.20% | — | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | — | — | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.88% | — | — | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.85% | — | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.65% | — | — | |
| 19 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.40% | — | — | |
| 20 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.40% | — | — | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.20% | — | — | |
| 22 | WDAY | Workday Inc-class A | Stock-Tech | 1.18% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | — | — | |
| 24 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.93% | — | — | |
| 25 | INDA | Ishares Msci India ETF | ETF-Other | 0.92% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | — | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | — | — | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.68% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | — | — | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | — | — | |
| 31 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.64% | — | — | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | — | — | |
| 33 | AAPL | Apple INC | Stock-Tech | 0.56% | — | — | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | — | — | |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.49% | — | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | — | — | |
| 37 | SFBS | Servisfirst Bancshares INC | Stock-Financials | 0.46% | — | — | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.45% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | — | — | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.35% | — | — | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | — | — | |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.32% | — | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | — | — | |
| 44 | NOW | Servicenow INC | Stock-Tech | 0.30% | — | — | |
| 45 | ✓ | Leucadia Natl CORP | Stock-Other | 0.27% | — | — | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | — | |
| 48 | PANW | Palo Alto Networks INC | Stock-Tech | 0.24% | — | — | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.21% | — | — | |
| 50 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.20% | — | — |