Sherrill & Hutchins Financial Advisory
ATLANTA, GAfiles as Sherrill & Hutchins Financial Advisory, Inc
$209m in 20 US stocks at the end of 30 June 2026. The top 10 are 98.3% of the money. It changed about 10.2% of the portfolio this quarter.
Value
$209m
Stocks
20
Top 10 share
98.3%
Turnover
10.2%
What changed this quarter
New
Bought for the first time this quarter.
- AlphabetGOOGL0.3% of the fund
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund
- Eli LillyLLY0.1% of the fund
- Vanguard Intl Equity Index FVT0.1% of the fund
- Ishares U S ETF TRNEAR0.1% of the fund
Added
Bought more of a stock they already held.
- Fidelity Merrimack STR TRFBND20.5% of the fund+4%
- American Centy ETF TRQGRO17.2% of the fund+14%
- Dimensional ETF TrustDFIS9.2% of the fund+1958%
- Franklin Templeton ETF TRFLQM6.8% of the fund+2%
Cut
Sold some of their stake.
- American Centy ETF TRAVUV17.2% of the fund-6%
- Home DepotHD0.6% of the fund-3%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Scottsdale FDSVONE
- Share
- 25.2%
- Value
- $53m
- Shares
- 155,798
Held
- Fidelity Merrimack STR TRFBND
- Share
- 20.5%
- Value
- $43m
- Shares
- 943,913
+4%
- American Centy ETF TRQGRO
- Share
- 17.2%
- Value
- $36m
- Shares
- 305,614
+14%
- American Centy ETF TRAVUV
- Share
- 17.2%
- Value
- $36m
- Shares
- 288,668
-6%
- Dimensional ETF TrustDFIS
- Share
- 9.2%
- Value
- $19m
- Shares
- 550,660
+1958%
- Franklin Templeton ETF TRFLQM
- Share
- 6.8%
- Value
- $14m
- Shares
- 246,185
+2%
- Schwab Strategic TRSCHK
- Share
- 0.8%
- Value
- $2m
- Shares
- 46,325
Held
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $708,665
- Shares
- 1,032
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $668,312
- Shares
- 3,141
Held
- Pimco ETF TRBOND
- Share
- 0.3%
- Value
- $525,141
- Shares
- 5,695
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $460,586
- Shares
- 617
New
- First TR Exchng Traded FD VIFIXD
- Share
- 0.2%
- Value
- $324,388
- Shares
- 7,438
Held
- Ishares TRIJH
- Share
- 0.1%
- Value
- $233,643
- Shares
- 3,030
Held
- Vanguard Intl Equity Index FVT
- Share
- 0.1%
- Value
- $220,358
- Shares
- 1,404
New
- Ishares U S ETF TRNEAR
- Share
- 0.1%
- Value
- $212,366
- Shares
- 4,192
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVONE | 25.2% | $53m | 155,798 | Held |
| Fidelity Merrimack STR TRFBND | 20.5% | $43m | 943,913 | +4% |
| American Centy ETF TRQGRO | 17.2% | $36m | 305,614 | +14% |
| American Centy ETF TRAVUV | 17.2% | $36m | 288,668 | -6% |
| Dimensional ETF TrustDFIS | 9.2% | $19m | 550,660 | +1958% |
| Franklin Templeton ETF TRFLQM | 6.8% | $14m | 246,185 | +2% |
| Schwab Strategic TRSCHK | 0.8% | $2m | 46,325 | Held |
| Home DepotHD | 0.6% | $1m | 3,271 | -3% |
| Vanguard Index FDSVOO | 0.3% | $708,665 | 1,032 | Held |
| AlphabetGOOGL | 0.3% | $700,464 | 1,960 | New |
| Invesco Exchange Traded FD TRSP | 0.3% | $668,312 | 3,141 | Held |
| Pimco ETF TRBOND | 0.3% | $525,141 | 5,695 | Held |
| MetroCity BanksharesMCBS | 0.2% | $467,431 | 13,024 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $460,586 | 617 | New |
| First TR Exchng Traded FD VIFIXD | 0.2% | $324,388 | 7,438 | Held |
| Eli LillyLLY | 0.1% | $257,877 | 215 | New |
| AflacAFL | 0.1% | $240,480 | 2,051 | Held |
| Ishares TRIJH | 0.1% | $233,643 | 3,030 | Held |
| Vanguard Intl Equity Index FVT | 0.1% | $220,358 | 1,404 | New |
| Ishares U S ETF TRNEAR | 0.1% | $212,366 | 4,192 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 62.6% since 30 June 2025.
Where the money is
Retail & consumer0.6%
Financial services0.3%
Media & telecom0.3%
Health care0.1%
Other98.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.