Sherrill & Hutchins Financial Advisory, Inc
CIK 2005607 · Holdings on Dec 31, 2023 · First reported Jan 17, 2024
Top ten holdings
Q4 2023- VONE38.29%
- FBND31.49%
- AVUV26.47%
- SCHK0.81%
- TSLA0.70%
- MCBS0.67%
- HD0.58%
- HTRB0.34%
- VEA0.32%
- JNJ0.32%
Share classes counted separately99.99%
Portfolio value by quarter
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONEVANGUARD RUSSELL 1000VNG RUS1000IDX View history and evidence | $40.74M | 38.29% | 187.78K shares | Prior unavailable — | — | ↗▾ |
| 02 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $33.51M | 31.49% | 727.75K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $28.17M | 26.47% | 313.70K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $865.93K | 0.81% | 18.80K shares | Prior unavailable — | — | ↗▾ |
| 05 | TSLATESLA INC View history and evidence | $749.17K | 0.70% | 3.02K shares | Prior unavailable — | — | ↗▾ |
| 06 | MCBSMETROCITY BANKSHARES INC View history and evidence | $712.14K | 0.67% | 29.65K shares | Prior unavailable — | — | ↗▾ |
| 07 | HDHOME DEPOT INC View history and evidence | $618.44K | 0.58% | 1.78K shares | Prior unavailable — | — | ↗▾ |
| 08 | HTRBHARTFORD TTL RTRN BND ETFTOTAL RTRN ETF View history and evidence | $362.35K | 0.34% | 10.65K shares | Prior unavailable — | — | ↗▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $344.69K | 0.32% | 7.20K shares | Prior unavailable — | — | ↗▾ |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $338.79K | 0.32% | 2.16K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2005607 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106405305
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