Sherrill & Hutchins Financial Advisory as of Dec. 31, 2023
Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 10 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 38.3 | $41M | 188k | 216.94 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 31.5 | $34M | 728k | 46.04 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 26.5 | $28M | 314k | 89.80 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.8 | $866k | 19k | 46.06 | |
| Tesla Motors (TSLA) | 0.7 | $749k | 3.0k | 248.48 | |
| Metrocity Bankshares (MCBS) | 0.7 | $712k | 30k | 24.02 | |
| Home Depot (HD) | 0.6 | $618k | 1.8k | 346.46 | |
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.3 | $362k | 11k | 34.03 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $345k | 7.2k | 47.90 | |
| Johnson & Johnson (JNJ) | 0.3 | $339k | 2.2k | 156.78 |
