Sherrill & Hutchins Financial Advisory, Inc
15 holdingsFiling period: 2026-03-31Current AUM: $184.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | 157.5K | $46.5M | $53.2M | 28.90% | -2,601 | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 905.5K | $41.3M | $40.5M | 22.01% | +8.9K | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 306.1K | $33.8M | $38.3M | 20.84% | -6,241 | 2026-03-31 |
| 4 | QGRO | AMERICAN CENTY ETF TR | 267.8K | $28.1M | $30.6M | 16.65% | -- | 2026-03-31 |
| 5 | FLQM | FRANKLIN TEMPLETON ETF TR | 241.1K | $13.2M | $14.5M | 7.85% | +14.0K | 2026-03-31 |
| 6 | SCHK | SCHWAB STRATEGIC TR | 46.3K | $1.5M | $1.7M | 0.91% | +134 | 2026-03-31 |
| 7 | HD | HOME DEPOT INC | 3.4K | $1.1M | $1.1M | 0.61% | +1.6K | 2026-03-31 |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 26.8K | $900K | $959K | 0.52% | -- | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 1.0K | $616K | $708K | 0.38% | -- | 2026-03-31 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 3.1K | $596K | $668K | 0.36% | -- | 2026-03-31 |
| 11 | BOND | PIMCO ETF TR | 5.6K | $519K | $509K | 0.28% | -- | 2026-03-31 |
| 12 | MCBS | METROCITY BANKSHARES INC | 13.0K | $373K | $460K | 0.25% | -13,024 | 2026-03-31 |
| 13 | FIXD | FIRST TR EXCHNG TRADED FD VI | 7.4K | $320K | $314K | 0.17% | -- | 2026-03-31 |
| 14 | AFL | AFLAC INC | 2.1K | $225K | $261K | 0.14% | -107 | 2026-03-31 |
| 15 | IJH | ISHARES TR | 3.0K | $204K | $227K | 0.12% | -- | 2026-03-31 |
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