Sherrill & Hutchins Financial Advisory, Inc 13F Holdings
CIK 0002005607 · ATLANTA, GA
As of Sep 30, 2025, Sherrill & Hutchins Financial Advisory, Inc reported 12 positions worth
CIK 0002005607 · ATLANTA, GA
As of Sep 30, 2025, Sherrill & Hutchins Financial Advisory, Inc reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 162,469 | $49.1M | 35.58% |
| FIDELITY TOTAL BOND ETF | FBND | — | 879,774 | $40.7M | 29.47% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 312,304 | $31.1M | 22.52% |
| FRANKLIN LIBERTYQ US MID CAP EQUITY | FLQM | — | 207,631 | 1.7M | 8.49% |
| SCHWAB 1000 INDEX ETF | SCHK | — | 46,033 | .5M | 1.07% |
| METROCITY BANKSHARES INC | MCBS | — | 26,048 | $721.3K | 0.52% |
| HOME DEPOT INC | HD | Consumer Cyclical | 1,737 | $704.0K | 0.51% |
| TESLA INC | TSLA | Consumer Cyclical | 1,515 | $673.8K | 0.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,033 | $632.5K | 0.46% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 3,084 | $585.0K | 0.42% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2,161 | $400.8K | 0.29% |
| AFLAC INC | AFL | Financial Services | 2,158 | $241.0K | 0.17% |