| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 670,703 | 58,311,000 | 24.25% | ||
| 2 | VANGUARD INDEX FDS | 402,660 | 38,804,000 | 16.14% | ||
| 3 | VANGUARD INDEX FDS | 265,021 | 26,211,000 | 10.90% | ||
| 4 | VANGUARD INDEX FDS | 70,459 | 12,643,000 | 5.26% | ||
| 5 | ISHARES TR | 145,110 | 9,921,000 | 4.13% | ||
| 6 | ISHARES TR | 124,253 | 5,371,000 | 2.23% | ||
| 7 | VANGUARD INDEX FDS | 29,586 | 3,511,000 | 1.46% | ||
| 8 | ROYAL DUTCH SHELL PLC | 36,106 | 2,974,000 | 1.24% | ||
| 9 | SERVISFIRST BANCSHARES INC COM | 32,375 | 2,798,000 | 1.16% | ||
| 10 | VULCAN MATLS CO | 42,606 | 2,716,000 | 1.13% | ||
| 11 | EXXON MOBIL CORP | 22,028 | 2,218,000 | 0.92% | ||
| 12 | ISHARES TR | 17,455 | 2,215,000 | 0.92% | ||
| 13 | ADTRAN INC COM | 92,587 | 2,089,000 | 0.87% | ||
| 14 | ISHARES TR | 18,756 | 2,052,000 | 0.85% | ||
| 15 | VANGUARD TAX-MANAGED FDS | 43,828 | 1,867,000 | 0.78% | ||
| 16 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 30,931 | 1,644,000 | 0.68% | ||
| 17 | PROTECTIVE LIFE CO | 23,605 | 1,637,000 | 0.68% | ||
| 18 | SCHWAB US AGGREGATE BOND ETF | 30,252 | 1,570,000 | 0.65% | ||
| 19 | SOUTHERN CO | 33,437 | 1,517,000 | 0.63% | ||
| 20 | VANGUARD INTL EQUITY INDEX F | 32,176 | 1,388,000 | 0.58% | ||
| 21 | SPDR S&P 500 ETF TR | 6,390 | 1,251,000 | 0.52% | ||
| 22 | GENERAL ELECTRIC CO | 45,728 | 1,202,000 | 0.50% | ||
| 23 | VANGUARD INDEX FDS | 9,961 | 1,167,000 | 0.49% | ||
| 24 | ISHARES TR | 9,309 | 1,110,000 | 0.46% | ||
| 25 | ISHARES TR | 9,025 | 1,041,000 | 0.43% | ||
| 26 | ISHARES TR | 8,626 | 1,025,000 | 0.43% | ||
| 27 | COCA COLA CO | 23,780 | 1,007,000 | 0.42% | ||
| 28 | RENASANT CORP | 33,803 | 983,000 | 0.41% | ||
| 29 | KIMBERLY CLARK CORP | 8,106 | 902,000 | 0.38% | ||
| 30 | CONOCOPHILLIPS | 9,770 | 838,000 | 0.35% | ||
| 31 | PROCTER AND GAMBLE CO | 10,487 | 824,000 | 0.34% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 7,316 | 813,000 | 0.34% | ||
| 33 | ISHARES | 15,827 | 641,000 | 0.27% | ||
| 34 | DOW CHEM CO | 12,378 | 637,000 | 0.26% | ||
| 35 | AT&T INC | 17,820 | 630,000 | 0.26% | ||
| 36 | ENSTAR GROUP LIMITED COM | 4,100 | 618,000 | 0.26% | ||
| 37 | JOHNSON & JOHNSON | 5,888 | 616,000 | 0.26% | ||
| 38 | SPDR SERIES TRUST | 13,687 | 571,000 | 0.24% | ||
| 39 | JPMORGAN CHASE & CO | 9,901 | 570,000 | 0.24% | ||
| 40 | BLACKROCK INC | 1,765 | 564,000 | 0.23% | ||
| 41 | ISHARES | 15,576 | 556,000 | 0.23% | ||
| 42 | PRUDENTIAL FINL INC | 6,247 | 555,000 | 0.23% | ||
| 43 | CISCO SYS INC | 20,986 | 522,000 | 0.22% | ||
| 44 | WELLS FARGO & CO NEW | 9,867 | 519,000 | 0.22% | ||
| 45 | RAYTHEON CO | 5,520 | 509,000 | 0.21% | ||
| 46 | MICROSOFT CORP | 12,039 | 502,000 | 0.21% | ||
| 47 | INTEL CORP | 16,260 | 502,000 | 0.21% | ||
| 48 | SPECTRA ENERGY CORP | 11,598 | 493,000 | 0.21% | ||
| 49 | 3M CO | 3,385 | 485,000 | 0.20% | ||
| 50 | MCDONALDS CORP | 4,814 | 485,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-14-000003, filed 2014.07.29).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
