Sherrill & Hutchins Financial Advisory, Inc
CIK: 0002005607SEC EDGAR →
Portfolio Value
$141.0M
Holdings
13
As of
Q4 2025
New Positions
1
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 160,106 | $49.5M | 35.08% |
| 2 | FIDELITY MERRIMACK STR TR | 896,594 | $41.3M | 29.27% |
| 3 | AMERICAN CENTY ETF TR | 312,358 | $31.9M | 22.59% |
| 4 | FRANKLIN TEMPLETON ETF TR | 227,080 | $12.8M | 9.06% |
| 5 | SCHWAB STRATEGIC TR | 46,182 | $1.5M | 1.07% |
| 6 | METROCITY BANKSHARES INC | 26,048 | $691K | 0.49% |
| 7 | TESLA INC | 1,515 | $681K | 0.48% |
| 8 | VANGUARD INDEX FDS | 1,032 | $647K | 0.46% |
| 9 | HOME DEPOT INC | 1,743 | $599K | 0.42% |
| 10 | INVESCO EXCHANGE TRADED FD T | 3,107 | $595K | 0.42% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 9 | $139.1M | 98.6% |
| Consumer Cyclical | 2 | $1.3M | 0.9% |
| Healthcare | 2 | $678K | 0.5% |