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Sherrill & Hutchins Financial Advisory, Inc
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $206,755,539
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX · 92206C730 · shares: $52,614,411
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $41,989,013
- AMERICAN CENTY ETF TR · US QUALITY GROW · 025072307 · shares: $36,644,780
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $33,214,382
- DIMENSIONAL ETF TRUST · INTL SMALL CAP E · 25434V773 · shares: $21,102,740
- FRANKLIN TEMPLETON ETF TR · US MID CP MLTFCT · 35473P884 · shares: $14,197,885
- SCHWAB STRATEGIC TR · 1000 INDEX ETF · 808524722 · shares: $1,688,683
- HOME DEPOT INC · COM · 437076102 · shares: $932,362
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $723,162
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $656,928
Reported holdings
19 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 152,949 shares | $52,614,411 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 969,603 shares | $41,989,013 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | — | 312,589 shares | $36,644,780 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 282,028 shares | $33,214,382 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 582,466 shares | $21,102,740 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | — | 247,178 shares | $14,197,885 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 46,063 shares | $1,688,683 |
| HOME DEPOT INC | COM | 437076102 | — | 3,277 shares | $932,362 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,032 shares | $723,162 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 3,158 shares | $656,928 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,665 shares | $572,913 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 5,770 shares | $501,926 |
| METROCITY BANKSHARES INC | COM | 59165J105 | — | 13,024 shares | $446,463 |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | 33740F805 | — | 7,526 shares | $310,587 |
| ELI LILLY & CO | COM | 532457108 | — | 215 shares | $248,772 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 3,452 shares | $248,384 |
| AFLAC INC | COM | 001055102 | — | 2,051 shares | $229,261 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 1,404 shares | $221,621 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 4,237 shares | $211,266 |