account_balance
Investment manager · 13F filer · SEC CIK 2005607
Sherrill & Hutchins Financial Advisory, Inc
Reported value$207Mas of Sep 30, 2026
Positions19 0 new, 1 sold out
Top 10 weight98.6%VONE alone is 25%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VONEVanguard Scottsdale FDS
25.4%
FBNDFidelity Merrimack STR Tr
20.3%Added +3%
QGROAmerican Centy ETF Tr
17.7%Added +2%
AVUVAmerican Centy ETF Tr
16.1%Trimmed −2%
DFISDimensional ETF Trust
10.2%Added +6%
FLQMFranklin Templeton ETF Tr
6.9%
SCHK
HDVONEVanguard Scottsdale FDS
25.4%
FBNDFidelity Merrimack STR Tr
20.3%Added +3%
QGROAmerican Centy ETF Tr
17.7%Added +2%
AVUVAmerican Centy ETF Tr
16.1%Trimmed −2%
DFISDimensional ETF Trust
10.2%+6%
FLQMFranklin Templeton ETF Tr
6.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VONE Vanguard Scottsdale FDS 25.4% Held
FBND Fidelity Merrimack STR Tr 20.3% Added +3%
QGRO American Centy ETF Tr 17.7% Added +2%
AVUV American Centy ETF Tr 16.1% Trimmed −2%
DFIS Dimensional ETF Trust 10.2% Added +6%
FLQM Franklin Templeton ETF Tr 6.9% Held
SCHK Schwab Strategic Tr 0.8% Held
HD Home Depot, Inc. 0.5% HeldVOO Vanguard Index FDS 0.3% Held
RSP Invesco Exchange Traded Fd T 0.3% Held
GOOGL Alphabet Inc. 0.3% Trimmed −15%BOND Pimco ETF Tr 0.2% Held
What changed
Biggest moves since Jun 30, 2026
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