Sherrill & Hutchins Financial Advisory, Inc: 13F holdings
CIK 20056072026Q2
| Positions | 20 |
|---|
| Reported value | $195.0m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 20 (+5 vs prior quarter) |
|---|
| Reported value | $195.0m (+24.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VONE VANGUARD SCOTTSDALE FDS | 155,798 | $52.8m | 27.1% |
| FBND FIDELITY MERRIMACK STR TR | 943,913 | $42.9m | 22.0% |
| IWF AMERICAN CENTY ETF TR | 305,614 | $36.1m | 18.5% |
| AVUV AMERICAN CENTY ETF TR | 288,668 | $36.0m | 18.5% |
| DFIS DIMENSIONAL ETF TRUST | 550,660 | $19.3m | 9.9% |
| SCHK SCHWAB STRATEGIC TR | 46,325 | $1.7m | 0.9% |
| HD HOME DEPOT INC | 3,271 | $1.2m | 0.6% |
| VOO VANGUARD INDEX FDS | 1,032 | $708,665 | 0.4% |
| GOOGL ALPHABET INC | 1,960 | $700,464 | 0.4% |
| RSP INVESCO EXCHANGE TRADED FD T | 3,141 | $668,312 | 0.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2005607")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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