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Sherrill & Hutchins Financial Advisory, Inc Portfolio
$206.8M across 19 positions as of 2026-09-30, with 99% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+7.6%
-6.9% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VONEVANGUARD SCOTTSDALE FDS | $52.6M | 25.4% | 152,949 |
| FBNDFidelity Total Bond ETF | $42M | 20.3% | 969,603 |
| AMERICAN CENTY ETF TR | $36.6M | 17.7% | 312,589 |
| AVUVAvantis U.S. Small Cap Value ETF | $33.2M | 16.1% | 282,028 |
| DIMENSIONAL ETF TRUST | $21.1M | 10.2% | 582,466 |
| FRANKLIN TEMPLETON ETF TR | $14.2M | 6.9% | 247,178 |
| SCHWAB STRATEGIC TR | $1.7M | 0.8% | 46,063 |
| HDHome Depot Inc | $932.4K | 0.5% | 3,277 |
| VOOVanguard S&P 500 ETF | $723.2K | 0.3% | 1,032 |
| RSPInvesco S&P 500 Equal Weight ETF | $656.9K | 0.3% | 3,158 |
| GOOGLAlphabet Inc | $572.9K | 0.3% | 1,665 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $501.9K | 0.2% | 5,770 |
| METROCITY BANKSHARES INC | $446.5K | 0.2% | 13,024 |
| FIXDFIRST TR EXCHNG TRADED FD VI | $310.6K | 0.2% | 7,526 |
| LLYEli Lilly and Co | $248.8K | 0.1% | 215 |
| IJHiShares Core S&P Mid-Cap ETF | $248.4K | 0.1% | 3,452 |
| AFLAflac Inc | $229.3K | 0.1% | 2,051 |
| VTVanguard Total World Stock Index ETF | $221.6K | 0.1% | 1,404 |
| NEARiShares Short Duration Bond Active ETF | $211.3K | 0.1% | 4,237 |
Quarter ending 2026-09-30.
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