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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 | $225K | 0.1%Prev: 0.2% | 2,051 SH | Decreased-107 SH |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $28.1M | 16.6% | 267,827 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $33.8M | 20.0%Prev: 22.4% | 306,117 SH | Increased+4,540 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $901K | 0.5% | 26,752 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $41.3M | 24.4%Prev: 33.3% | 905,462 SH | Increased+50,918 SH |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $321K | 0.2% | 7,355 SH | New |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $13.2M | 7.8%Prev: 5.5% | 241,098 SH | Increased+120,272 SH |
| HOME DEPOT INC | COM | $1.1M | 0.7%Prev: 0.5% | 3,375 SH | Increased+1,664 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $596K | 0.4%Prev: 0.5% | 3,107 SH | Increased+41 SH |
| ISHARES TR | CORE S&P MCP ETF | $205K | 0.1% | 3,030 SH | New |
| METROCITY BANKSHARES INC | COM | $373K | 0.2%Prev: 0.6% | 13,024 SH | Decreased-13,024 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $519K | 0.3% | 5,624 SH | New |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $1.5M | 0.9%Prev: 0.8% | 46,316 SH | Increased+9,632 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $617K | 0.4%Prev: 0.4% | 1,032 SH | Increased+8 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $46.5M | 27.5%Prev: 35.1% | 157,505 SH | Increased-4,867 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 |