RENASANT BANK
138 holdingsFiling period: 2026-03-31Current AUM: $158.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 134.6K | $5.6M | $6.2M | 3.90% | -26,370 | 2026-03-31 |
| 2 | IEFA | ISHARES TR CORE MSCI EAFE ETF | 58.2K | $5.3M | $5.7M | 3.61% | +27.0K | 2026-03-31 |
| 3 | IDUB | ETF SER SOLUTIONS | 179.6K | $4.4M | $4.9M | 3.10% | -2,889 | 2026-03-31 |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 68.6K | $4.4M | $4.8M | 3.06% | +336 | 2026-03-31 |
| 5 | IUSB | ISHARES TR CORE TOTAL USD BD MKT ETF | 87.9K | $4.1M | $4.0M | 2.52% | +9.2K | 2026-03-31 |
| 6 | HELO | J P MORGAN EXCHANGE TRADED FD | 59.8K | $3.8M | $4.1M | 2.58% | -129 | 2026-03-31 |
| 7 | IVV | ISHARES CORE S&P 500 ETF | 5.8K | $3.8M | $4.3M | 2.74% | +4.1K | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | 10.9K | $3.5M | $4.0M | 2.53% | -- | 2026-03-31 |
| 9 | DRSK | ETF SER SOLUTIONS | 120.3K | $3.3M | $3.4M | 2.16% | +5.0K | 2026-03-31 |
| 10 | OSCV | ETF SER SOLUTIONS | 82.3K | $3.2M | $3.5M | 2.21% | -6,718 | 2026-03-31 |
| 11 | SPYM | SPDR SER TR | 40.9K | $3.1M | $3.6M | 2.27% | +4.3K | 2026-03-31 |
| 12 | NVDA | NVIDIA CORP COM | 15.8K | $2.8M | $3.2M | 2.00% | -307 | 2026-03-31 |
| 13 | DUBS | ETF SER SOLUTIONS | 76.2K | $2.7M | $3.2M | 2.01% | +36.1K | 2026-03-31 |
| 14 | IWV | ISHARES RUSSELL 3000 ETF | 7.3K | $2.7M | $3.1M | 1.96% | -- | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP COM | 7.0K | $2.6M | $3.3M | 2.06% | -591 | 2026-03-31 |
| 16 | IEMG | ISHARES INC CORE MSCI EMKT | 34.6K | $2.4M | $2.7M | 1.69% | +14.5K | 2026-03-31 |
| 17 | AAPL | APPLE INC COM | 9.3K | $2.4M | $2.9M | 1.82% | -373 | 2026-03-31 |
| 18 | ADME | ETF SER SOLUTIONS | 44.5K | $2.2M | $2.5M | 1.55% | -3,273 | 2026-03-31 |
| 19 | AVGO | BROADCOM INC COM | 7.1K | $2.2M | $2.8M | 1.74% | +1.6K | 2026-03-31 |
| 20 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 38.8K | $2.1M | $2.3M | 1.44% | +189 | 2026-03-31 |
| 21 | UPSD | ETF SER SOLUTIONS | 77.6K | $2.0M | $2.3M | 1.42% | +419 | 2026-03-31 |
| 22 | AMZN | AMAZON.COM INC COM | 9.4K | $2.0M | $2.5M | 1.61% | -130 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC CAP STK CL A | 6.8K | $1.9M | $2.4M | 1.52% | -583 | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO COM | 6.3K | $1.9M | $2.2M | 1.40% | -36 | 2026-03-31 |
| 25 | META | META PLATFORM, INC. | 3.0K | $1.7M | $1.7M | 1.07% | -51 | 2026-03-31 |
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