Holdings of Sherrill & Hutchins Financial Advisory, Inc
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 13 in 1 countries
- Top ten
- 99.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard Russell 1000 | 157,505 | 46.5M $ | |
| 2 | Fidelity Total Bond ETF | 905,462 | 41.3M $ | |
| 3 | AMERICAN CENTURY INVEST | 306,117 | 33.8M $ | |
| 4 | American Century US Quality Growth ETF | 267,827 | 28.1M $ | |
| 5 | Home Depot Inc/The | 3,375 | 1.1M $ | |
| 6 | Dimensional International Smal | 26,752 | 900.7K $ | |
| 7 | Vanguard S&P 500 ETF | 1,032 | 616.6K $ | |
| 8 | INVESCO EXCHANGE TRADED FUND TRUST | 3,107 | 596.3K $ | |
| 9 | PIMCO ETF TRUST | 5,624 | 519K $ | |
| 10 | Metrocity Bankshares Inc | 13,024 | 373.4K $ | |
| 11 | First Trust Exchange-Traded Fund VIII | 7,355 | 320.6K $ | |
| 12 | Aflac Inc | 2,051 | 225K $ | |
| 13 | iShares Core S&P Mid-Cap ETF | 3,030 | 204.6K $ |
Sector breakdown
- Funds 0.7 %
- Consumer discretionary 0.7 %
- Financials 0.1 %
- Unattributed 98.4 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 13 | 154.6M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Sherrill & Hutchins Financial Advisory, Inc". https://titelia.com/en/funds/US13F2005607