Sherrill & Hutchins Financial Advisory, Inc
20 holdingsFiling period: 2026-06-30Current AUM: $208.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | 155.8K | $52.8M | $53.4M | 25.56% | -1,707 | 2026-06-30 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 943.9K | $42.9M | $41.7M | 19.98% | +38.5K | 2026-06-30 |
| 3 | QGRO | AMERICAN CENTY ETF TR | 305.6K | $36.1M | $35.4M | 16.94% | +37.8K | 2026-06-30 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 288.7K | $36.0M | $35.8M | 17.13% | -17,449 | 2026-06-30 |
| 5 | DFIS | DIMENSIONAL ETF TRUST | 550.7K | $19.3M | $20.2M | 9.69% | +523.9K | 2026-06-30 |
| 6 | FLQM | FRANKLIN TEMPLETON ETF TR | 246.2K | $14.3M | $14.7M | 7.04% | +5.1K | 2026-06-30 |
| 7 | SCHK | SCHWAB STRATEGIC TR | 46.3K | $1.7M | $1.7M | 0.81% | +9 | 2026-06-30 |
| 8 | HD | HOME DEPOT INC | 3.3K | $1.2M | $999K | 0.48% | -104 | 2026-06-30 |
| 9 | VOO | VANGUARD INDEX FDS | 1.0K | $708K | $718K | 0.34% | -- | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 2.0K | $700K | $676K | 0.32% | -- | 2026-06-30 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | 3.1K | $668K | $672K | 0.32% | +34 | 2026-06-30 |
| 12 | BOND | PIMCO ETF TR | 5.7K | $525K | $505K | 0.24% | +71 | 2026-06-30 |
| 13 | MCBS | METROCITY BANKSHARES INC | 13.0K | $467K | $463K | 0.22% | -- | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 617 | $460K | $467K | 0.22% | -- | 2026-06-30 |
| 15 | FIXD | FIRST TR EXCHNG TRADED FD VI | 7.4K | $324K | $314K | 0.15% | +83 | 2026-06-30 |
| 16 | LLY | ELI LILLY & CO | 215 | $257K | $243K | 0.12% | -- | 2026-06-30 |
| 17 | AFL | AFLAC INC | 2.1K | $240K | $241K | 0.12% | -- | 2026-06-30 |
| 18 | IJH | ISHARES TR | 3.0K | $233K | $221K | 0.11% | -- | 2026-06-30 |
| 19 | VT | VANGUARD INTL EQUITY INDEX F | 1.4K | $220K | $222K | 0.11% | -- | 2026-06-30 |
| 20 | NEAR | ISHARES U S ETF TR | 4.2K | $212K | $210K | 0.10% | -- | 2026-06-30 |
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