Sherrill & Hutchins Financial Advisory, Inc
CIK 2005607 · Holdings on Dec 31, 2024 · First reported Jan 14, 2025
Top ten holdings
Q4 2024- VONE37.96%
- FBND32.68%
- AVUV25.10%
- SCHK0.92%
- MCBS0.74%
- HD0.62%
- TSLA0.54%
- VOO0.49%
- RSP0.47%
- JNJ0.28%
Share classes counted separately99.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FBNDWeight increased · +0.68 pp32.00% → 32.68%Shares +31.30K (+3.95%)
- VONEWeight decreased · -0.37 pp38.33% → 37.96%Shares -9.62K (-5.64%)
- AVUVWeight decreased · -0.20 pp25.30% → 25.10%Shares -11.15K (-3.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
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 | $42.94M | 37.96% | 160.99K shares | 38.33% → 37.96%-0.37 pp -9.62K (-5.64%) | Reduced | ↗▾ |
| 02 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $36.97M | 32.68% | 823.93K shares | 32.00% → 32.68%+0.68 pp +31.30K (+3.95%) | Added | ↗▾ |
| 03 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $28.39M | 25.10% | 294.14K shares | 25.30% → 25.10%-0.20 pp -11.15K (-3.65%) | Reduced | ↗▾ |
| 04 | SCHKSCHWAB 1000 INDEX ETF1000 INDEX ETF View history and evidence | $1.04M | 0.92% | 36.68K shares | 0.90% → 0.92%+0.02 pp +17.88K (+95.13%) | Added | ↗▾ |
| 05 | MCBSMETROCITY BANKSHARES INC View history and evidence | $832.23K | 0.74% | 26.05K shares | 0.69% → 0.74%+0.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | HDHOME DEPOT INC View history and evidence | $702.40K | 0.62% | 1.81K shares | 0.63% → 0.62%-0.01 pp +5 (+0.28%) | Added | ↗▾ |
| 07 | TSLATESLA INC View history and evidence | $612.63K | 0.54% | 1.52K shares | 0.69% → 0.54%-0.15 pp -1.54K (-50.39%) | Reduced | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $551.64K | 0.49% | 1.02K shares | 0.47% → 0.49%+0.02 pp +3 (+0.29%) | Added | ↗▾ |
| 09 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $534.80K | 0.47% | 3.05K shares | 0.47% → 0.47%+0.00 pp -7 (-0.23%) | Reduced | ↗▾ |
| 10 | JNJJOHNSON & JOHNSON View history and evidence | $312.59K | 0.28% | 2.16K shares | 0.30% → 0.28%-0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2005607 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 113122908
}Take these holdings further.
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