13F HOLDINGS REPORT
Sherrill & Hutchins Financial Advisory, Inc
Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001085146-25-000172
Total Value
$113.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 92206C730 | 160,991 | $42.9M | 37.96% |
| 2 | FIDELITY MERRIMACK STR TR | 316188309 | 823,928 | $37.0M | 32.68% |
| 3 | AMERICAN CENTY ETF TR | 025072877 | 294,142 | $28.4M | 25.10% |
| 4 | SCHWAB STRATEGIC TR | 808524722 | 36,684 | $1.0M | 0.92% |
| 5 | METROCITY BANKSHARES INC | MCBS | 26,048 | $832,234 | 0.74% |
| 6 | HOME DEPOT INC | HD | 1,806 | $702,403 | 0.62% |
| 7 | TESLA INC | TSLA | 1,517 | $612,625 | 0.54% |
| 8 | VANGUARD INDEX FDS | 922908363 | 1,024 | $551,645 | 0.49% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,052 | $534,803 | 0.47% |
| 10 | JOHNSON & JOHNSON | JNJ | 2,161 | $312,594 | 0.28% |
| 11 | AFLAC INC | AFL | 2,276 | $235,429 | 0.21% |