$268 Million is the total value of Hardy Reed LLC's 70 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -10,842 | -100.0% | -0.04% | – |
| CMD | Exit | CANTEL MEDICAL CORP | $0 | – | -2,757 | -100.0% | -0.08% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -25,000 | -100.0% | -0.09% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -9,834 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 29.4% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 27.0% |
| VANGUARD CHARLOTTE FDS | 20 | Q3 2023 | 8.7% |
| ISHARES TR | 20 | Q3 2023 | 5.1% |
| ISHARES TR | 20 | Q3 2023 | 4.1% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 4.1% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 4.1% |
| ISHARES TR | 20 | Q3 2023 | 1.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 5.8% |
View Hardy Reed LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-04 |
| 13F-HR/A | 2023-02-13 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-28 |
View Hardy Reed LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.