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Hardy Reed LLC

Portfolio Manager
Hardy Reed LLC
Performance
-3.08% (2026 Q1)
AUM (13F)
$1.37B
# of Holdings
243
Performance Rank
Allocation (Top 20)
78.16%

Hardy Reed LLC Holdings Map

Top 50 Hardy Reed LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
18.03%770.6K$247.2M
+0.94%(+7.17K)
2025-Q1: 774.5K shares2025-Q2: 763.6K shares2025-Q3: 760.1K shares2025-Q4: 763.4K shares2026-Q1: 770.6K shares
$172.77(+111.10%)
2026-03-31
VOO
VANGUARD INDEX FDS
12.1%277.7K$165.9M
-1.23%(-3.47K)
2025-Q1: 270.6K shares2025-Q2: 280.6K shares2025-Q3: 280.4K shares2025-Q4: 281.1K shares2026-Q1: 277.7K shares
$287.15(+137.65%)
2026-03-31
IXUS
ISHARES TR
10.02%1.59M$137.4M
-0.64%(-10.26K)
2025-Q1: 1.57M shares2025-Q2: 1.57M shares2025-Q3: 1.58M shares2025-Q4: 1.60M shares2026-Q1: 1.59M shares
$62.45(+53.09%)
2026-03-31
JPM
JPMORGAN CHASE & CO
8.59%400.3K$117.8M
-0.16%(-653)
2025-Q1: 400.6K shares2025-Q2: 400.5K shares2025-Q3: 400.9K shares2025-Q4: 401.0K shares2026-Q1: 400.3K shares
$158.73(+89.16%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
5.1%1.45M$69.9M
+4.51%(+62.70K)
2025-Q1: 1.21M shares2025-Q2: 1.24M shares2025-Q3: 1.30M shares2025-Q4: 1.39M shares2026-Q1: 1.45M shares
$52.91(-9.47%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
3.81%1.07M$52.2M
+0.31%(+3.32K)
2025-Q1: 1.03M shares2025-Q2: 1.05M shares2025-Q3: 1.04M shares2025-Q4: 1.06M shares2026-Q1: 1.07M shares
$35.33(+51.60%)
2026-03-31
AAPL
APPLE INC
2.5%134.8K$34.2M
+0.03%(+39)
2025-Q1: 130.2K shares2025-Q2: 131.1K shares2025-Q3: 134.1K shares2025-Q4: 134.8K shares2026-Q1: 134.8K shares
$169.33(+76.50%)
2026-03-31
VXUS
VANGUARD STAR FDS
2.16%383.4K$29.6M
-0.59%(-2.28K)
2025-Q1: 402.8K shares2025-Q2: 401.1K shares2025-Q3: 394.6K shares2025-Q4: 385.7K shares2026-Q1: 383.4K shares
$50.41(+68.79%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
1.89%36$25.9M
+0.00%(+0)
2025-Q1: 36 shares2025-Q2: 36 shares2025-Q3: 36 shares2025-Q4: 36 shares2026-Q1: 36 shares
$537051.00(+35.46%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
1.88%325.2K$25.8M
+4.87%(+15.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 257.7K shares2025-Q4: 310.1K shares2026-Q1: 325.2K shares
$79.62(-0.75%)
2026-03-31

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