Hardy Reed LLC
245 holdingsFiling period: 2026-03-31Current AUM: $1.55Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 770.6K | $247.2M | $283.7M | 18.34% | +7.2K | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 277.7K | $165.9M | $190.7M | 12.33% | -3,468 | 2026-03-31 |
| 3 | IXUS | ISHARES TR | 1.59M | $137.4M | $149.9M | 9.69% | -10,264 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 400.3K | $117.8M | $140.8M | 9.10% | -653 | 2026-03-31 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 1.45M | $69.9M | $69.5M | 4.49% | +62.7K | 2026-03-31 |
| 6 | FNDF | SCHWAB STRATEGIC TR | 1.07M | $52.2M | $57.6M | 3.72% | +3.3K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 134.8K | $34.2M | $41.6M | 2.69% | +39 | 2026-03-31 |
| 8 | VXUS | VANGUARD STAR FDS | 383.4K | $29.6M | $32.4M | 2.10% | -2,283 | 2026-03-31 |
| 9 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 36 | $25.9M | $25.9M | 1.67% | -- | 2026-03-31 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 325.2K | $25.8M | $25.6M | 1.65% | +15.1K | 2026-03-31 |
| 11 | DCOR | DIMENSIONAL ETF TRUST | 350.6K | $25.3M | $28.9M | 1.87% | +20.9K | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 31.5K | $20.5M | $23.5M | 1.52% | -8 | 2026-03-31 |
| 13 | VYM | VANGUARD WHITEHALL FDS | 117.6K | $17.4M | $19.1M | 1.23% | -3,219 | 2026-03-31 |
| 14 | SPSB | SPDR SERIES TRUST | 578.9K | $17.4M | $17.3M | 1.12% | +10.0K | 2026-03-31 |
| 15 | IJR | ISHARES TR | 132.4K | $16.5M | $19.3M | 1.24% | -57 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 25.2K | $16.4M | $18.9M | 1.22% | -335 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 56.8K | $16.3M | $20.2M | 1.31% | +77 | 2026-03-31 |
| 18 | IJH | ISHARES TR | 189.2K | $12.8M | $14.2M | 0.92% | +55 | 2026-03-31 |
| 19 | IWF | ISHARES TR | 27.6K | $11.8M | $13.1M | 0.85% | -3 | 2026-03-31 |
| 20 | IEFA | ISHARES TR | 125.7K | $11.4M | $12.4M | 0.80% | -88 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 27.9K | $10.3M | $13.0M | 0.84% | +828 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 53.9K | $9.4M | $10.8M | 0.70% | +708 | 2026-03-31 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | 123.0K | $8.7M | $10.0M | 0.64% | +1.5K | 2026-03-31 |
| 24 | VTV | VANGUARD INDEX FDS | 43.3K | $8.5M | $9.5M | 0.62% | -- | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 39.8K | $8.3M | $10.8M | 0.70% | +1.3K | 2026-03-31 |
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