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CIK 0002005607 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("sherrill-hutchins-financial-advisory-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $228K | 0.2%Prev: 0.1% | 2,158 SH | Increased+107 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $28.8M | 22.4%Prev: 20.0% | 315,934 SH | Decreased+9,817 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $39.5M | 30.7%Prev: 24.4% | 862,695 SH | Decreased-42,767 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $9.5M | 7.3%Prev: 7.8% | 174,064 SH | Decreased-67,034 SH |
| HOME DEPOT INC | COM | $635K | 0.5%Prev: 0.7% | 1,733 SH | Decreased-1,642 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $557K | 0.4%Prev: 0.4% | 3,066 SH | Decreased-41 SH |
| JOHNSON & JOHNSON | COM | $330K | 0.3% | 2,161 SH | New |
| METROCITY BANKSHARES INC | COM | $744K | 0.6%Prev: 0.2% | 26,048 SH | Increased+13,024 SH |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $1.1M | 0.9%Prev: 0.9% | 36,684 SH | Decreased-9,632 SH |
| TESLA INC | COM | $481K | 0.4% | 1,515 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $587K | 0.5%Prev: 0.4% | 1,033 SH | Decreased+1 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $46.3M | 36.0%Prev: 27.5% | 164,904 SH | Decreased+7,399 SH |
| 13F-HR |
| 0001085146-25-005832 |
| $138.0M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002005607-26-000004 | $209.2M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003736 | $128.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002005607-26-000002 | $169.3M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002024 | $117.3M | View |