Sherrill & Hutchins Financial Advisory as of June 30, 2024
Portfolio Holdings for Sherrill & Hutchins Financial Advisory
Sherrill & Hutchins Financial Advisory holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 39.2 | $43M | 176k | 246.07 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 31.7 | $35M | 783k | 44.93 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 24.8 | $28M | 306k | 89.72 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.9 | $984k | 19k | 52.33 | |
| Metrocity Bankshares (MCBS) | 0.7 | $783k | 30k | 26.40 | |
| Home Depot (HD) | 0.6 | $618k | 1.8k | 344.32 | |
| Tesla Motors (TSLA) | 0.5 | $597k | 3.0k | 197.88 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $509k | 1.0k | 500.13 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $501k | 3.0k | 164.29 | |
| Johnson & Johnson (JNJ) | 0.3 | $316k | 2.2k | 146.19 | |
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.2 | $276k | 8.2k | 33.49 | |
| AFLAC Incorporated (AFL) | 0.2 | $203k | 2.3k | 89.31 |
