Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sherrill & Hutchins Financial Advisory, Inc (CIK 2005607) reported $169.3M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VONE ($46.5M, 27.46%), FBND ($41.3M, 24.40%), AVUV ($33.8M, 19.97%), QGRO ($28.1M, 16.62%), FLQM ($13.2M, 7.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | $46.5M | 27.46% | 157,505 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $41.3M | 24.40% | 905,462 | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $33.8M | 19.97% | 306,117 | Trimmed |
| 4 | QGRO | AMERICAN CENTY ETF TR | $28.1M | 16.62% | 267,827 | New |
| 5 | FLQM | FRANKLIN TEMPLETON ETF TR | $13.2M | 7.82% | 241,098 | Added |
| 6 | SCHK | SCHWAB STRATEGIC TR | $1.5M | 0.86% | 46,316 | Added |
| 7 | HD | HOME DEPOT INC | $1.1M | 0.66% | 3,375 | Added |
| 8 | DFIS | DIMENSIONAL ETF TRUST | $900,740 | 0.53% | 26,752 | New |
| 9 | VOO | VANGUARD INDEX FDS | $616,565 | 0.36% | 1,032 | Hold |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $596,296 | 0.35% | 3,107 | Hold |
| 11 | BOND | PIMCO ETF TR | $519,014 | 0.31% | 5,624 | New |
| 12 | MCBS | METROCITY BANKSHARES INC | $373,398 | 0.22% | 13,024 | Trimmed |
| 13 | FIXD | FIRST TR EXCHNG TRADED FD VI | $320,590 | 0.19% | 7,355 | New |
| 14 | AFL | AFLAC INC | $225,015 | 0.13% | 2,051 | Trimmed |
| 15 | IJH | ISHARES TR | $204,616 | 0.12% | 3,030 | New |
| 16 | JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | Exited |
| 17 | LLY | ELI LILLY & CO | $0 | 0.00% | 0 | Exited |
| 18 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31