Sherrill & Hutchins Financial Advisory, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SH Sherrill & Hutchins Financial Advisory, Inc | Institutional Filer | ▲ 20.04% | $169.3M | 15 |
Current Portfolio Holdings
Showing all 15 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | — | 158K | $46.5M | 27.46% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | — | 905K | $41.3M | 24.40% |
| 3 | AVUV | AMERICAN CENTY ETF TR | — | 306K | $33.8M | 19.97% |
| 4 | QGRO | AMERICAN CENTY ETF TR | — | 268K | $28.1M | 16.62% |
| 5 | FLQM | FRANKLIN TEMPLETON ETF TR | — | 241K | $13.2M | 7.82% |
| 6 | SCHK | SCHWAB STRATEGIC TR | — | 46K | $1.5M | 0.86% |
| 7 | HD | The Home Depot, Inc. | Consumer Cyclical | 3K | $1.1M | 0.66% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | — | 27K | $901K | 0.53% |
| 9 | VOO | VANGUARD INDEX FDS | — | 1K | $617K | 0.36% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | — | 3K | $596K | 0.35% |
| 11 | BOND | PIMCO ETF TR | — | 6K | $519K | 0.31% |
| 12 | MCBS | MetroCity Bankshares, Inc. | Financial Services | 13K | $373K | 0.22% |
| 13 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 7K | $321K | 0.19% |
| 14 | AFL | Aflac Incorporated | Financial Services | 2K | $225K | 0.13% |
| 15 | IJH | ISHARES TR | — | 3K | $205K | 0.12% |
Showing 1 to 15 of 15 holdings