$106 Million is the total value of Sherrill & Hutchins Financial Advisory, Inc's 10 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONE | New | VANGUARD SCOTTSDALE FDSvng rus1000idx | $40,737,974 | – | 187,785 | +100.0% | 38.29% | – |
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $33,505,819 | – | 727,755 | +100.0% | 31.49% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $28,170,002 | – | 313,697 | +100.0% | 26.47% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $865,928 | – | 18,800 | +100.0% | 0.81% | – |
| TSLA | New | TESLA INC | $749,167 | – | 3,015 | +100.0% | 0.70% | – |
| MCBS | New | METROCITY BANKSHARES INC | $712,145 | – | 29,648 | +100.0% | 0.67% | – |
| HD | New | HOME DEPOT INC | $618,440 | – | 1,785 | +100.0% | 0.58% | – |
| HTRB | New | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $362,351 | – | 10,648 | +100.0% | 0.34% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $344,688 | – | 7,196 | +100.0% | 0.32% | – |
| JNJ | New | JOHNSON & JOHNSON | $338,791 | – | 2,161 | +100.0% | 0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 3 | Q2 2024 | 39.9% |
| FIDELITY MERRIMACK STR TR | 3 | Q2 2024 | 31.7% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 26.5% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 0.9% |
| METROCITY BANKSHARES INC | 3 | Q2 2024 | 0.7% |
| HOME DEPOT INC | 3 | Q2 2024 | 0.6% |
| TESLA INC | 3 | Q2 2024 | 0.7% |
| JOHNSON & JOHNSON | 3 | Q2 2024 | 0.3% |
| HARTFORD FDS EXCHANGE TRADED | 2 | Q2 2024 | 0.3% |
| VANGUARD INDEX FDS | 1 | Q2 2024 | 0.5% |
View Sherrill & Hutchins Financial Advisory, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-17 |
View Sherrill & Hutchins Financial Advisory, Inc'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.