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CIK 0002005607 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026
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=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 | $238K | 0.2%Prev: 0.2% | 2,158 SH | Decreased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $31.9M | 22.6%Prev: 22.5% | 312,358 SH | Increased+54 SH |
| ELI LILLY & CO | COM | $231K | 0.2% | 215 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $41.3M | 29.3%Prev: 29.5% | 896,594 SH | Increased+16,820 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $12.8M | 9.1%Prev: 8.5% | 227,080 SH | Increased+19,449 SH |
| HOME DEPOT INC | COM | $600K | 0.4%Prev: 0.5% | 1,743 SH | Decreased+6 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $595K | 0.4%Prev: 0.4% | 3,107 SH | Increased+23 SH |
| JOHNSON & JOHNSON | COM | $447K | 0.3%Prev: 0.3% | 2,161 SH | Increased |
| METROCITY BANKSHARES INC | COM | $691K | 0.5%Prev: 0.5% | 26,048 SH | Decreased |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $1.5M | 1.1%Prev: 1.1% | 46,182 SH | Increased+149 SH |
| TESLA INC | COM | $681K | 0.5%Prev: 0.5% | 1,515 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $647K | 0.5%Prev: 0.5% | 1,032 SH | Increased-1 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $49.5M | 35.1%Prev: 35.6% | 160,106 SH | Increased-2,363 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 |