Sherrill & Hutchins Financial Advisory, Inc

Est. AUM

$169.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$46.5M	157505	27.46%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$41.3M	905462	24.40%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$33.8M	306117	19.97%	SOLE
4	AMERICAN CENTY ETF TR	US QUALITY GROW	$28.1M	267827	16.62%	SOLE
5	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$13.2M	241098	7.82%	SOLE
6	SCHWAB STRATEGIC TR	1000 INDEX ETF	$1.5M	46316	0.86%	SOLE
7	HOME DEPOT INC	COM	$1.1M	3375	0.66%	SOLE
8	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$901K	26752	0.53%	SOLE
9	VANGUARD INDEX FDS	S&P 500 ETF SHS	$617K	1032	0.36%	SOLE
10	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$596K	3107	0.35%	SOLE
11	PIMCO ETF TR	ACTIVE BD ETF	$519K	5624	0.31%	SOLE
12	METROCITY BANKSHARES INC	COM	$373K	13024	0.22%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$321K	7355	0.19%	SOLE
14	AFLAC INC	COM	$225K	2051	0.13%	SOLE
15	ISHARES TR	CORE S&P MCP ETF	$205K	3030	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.