Institutions / Sherrill & Hutchins Financial Advisory, Inc
Sherrill & Hutchins Financial Advisory, Inc
CIK 2005607 · Institution · as of Dec 31, 2025
Portfolio value
$141.03M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $49.48M | 35.1% |
| Fidelity Merrimack Str Tr | $41.28M | 29.3% |
| American Centy ETF Tr | $31.85M | 22.6% |
| Franklin Templeton ETF Tr | $12.78M | 9.1% |
| Schwab Strategic Tr | $1.51M | 1.1% |
| MetroCity Bankshares, Inc.MCBS | $691.3K | 0.5% |
| Tesla Inc | $681.3K | 0.5% |
| Vanguard Index Fds | $647.1K | 0.5% |
| Home Depot, Inc. | $599.6K | 0.4% |
| Invesco Exchange Traded Fd T | $595.2K | 0.4% |
| Johnson & Johnson | $447.3K | 0.3% |
| Aflac Inc | $238.0K | 0.2% |
| ELI LILLY & Co | $231.1K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.