Sherrill & Hutchins Financial Advisory, Inc

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Sherrill & Hutchins Financial Advisory, Inc reported 8 stock positions worth $109.8 million. Its top holding was Vanguard Russell 1000 (VONE) at 39.9% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 30.7%) and Avantis US Small Cap Value (AVUV, 26.4%). Compared with Q4 2023, it sold out of 2, added to 2 and reduced 2. The biggest buy was Home Depot (HD, shares +0%) and the biggest sale an exit from Hartford TTL RTRN BND ETF (HTRB).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0002005607
Portfolio Value
$109.8M (Q1 2024)
SEC Filing
0001085146-24-001862 ↗ filed Apr 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $109.8M $109.8M Q1 2024 Q2 2024: $110.8M Q2 2024 Q3 2024: $115.8M Q3 2024 Q4 2024: $113.1M Q4 2024 Q1 2025: $117.3M Q1 2025 Q2 2025: $128.7M Q2 2025 Q3 2025: $138.0M Q3 2025 Q4 2025: $141.0M Q4 2025 Q1 2026: $169.3M Q1 2026 Q2 2026: $209.2M Q2 2026

Holdings 8 stocks · $109.8M
VONE Vanguard Russell 1000 39.91% 183,903 $43.8M Reduce -2.1%
FBND Fidelity Total Bond ETF 30.74% 745,072 $33.8M Add +2.4%
AVUV Avantis US Small Cap Value 26.39% 309,300 $29.0M Reduce -1.4%
SCHK Schwab 1000 Index ETF 0.87% 18,800 $953K No change
MCBS Metrocity Bankshares Inc. 0.67% 29,648 $740K No change
HD Home Depot Inc. 0.63% 1,790 $686K Add +0.3%
TSLA Tesla Inc. 0.48% 3,015 $530K No change
JNJ Johnson & Johnson 0.31% 2,161 $342K No change

Portfolio Sells Q4 2023 → Q1 2024
HTRB Hartford TTL RTRN BND ETF Sold out 0.00% −0.34
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.32
AVUV Avantis US Small Cap Value Reduce -1.4% 26.39% −0.08
VONE Vanguard Russell 1000 Reduce -2.1% 39.91% +1.62

Portfolio Buys Q4 2023 → Q1 2024
HD Home Depot Inc. Add +0.3% 0.63% +0.04
FBND Fidelity Total Bond ETF Add +2.4% 30.74% −0.75

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 20$209.2MVONE, FBND, QGRO, AVUV, DFIS
Q1 2026 15$169.3MVONE, FBND, AVUV, QGRO, FLQM
Q4 2025 13$141.0MVONE, FBND, AVUV, FLQM, SCHK
Q3 2025 12$138.0MVONE, FBND, AVUV, FLQM, SCHK
Q2 2025 12$128.7MVONE, FBND, AVUV, FLQM, SCHK
Q1 2025 12$117.3MVONE, FBND, AVUV, FLQM, SCHK
Q4 2024 11$113.1MVONE, FBND, AVUV, SCHK, MCBS
Q3 2024 11$115.8MVONE, FBND, AVUV, SCHK, TSLA
Q2 2024 12$110.8MVONE, FBND, AVUV, SCHK, MCBS
Q1 2024 8$109.8MVONE, FBND, AVUV, SCHK, MCBS