Top 50 Hardy Reed LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 18.03% | 770.6K | $247.2M | +0.94%(+7.17K) | $172.77(+111.10%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 12.1% | 277.7K | $165.9M | -1.23%(-3.47K) | $287.15(+137.65%) | 2026-03-31 | |
| IXUS | ISHARES TR | 10.02% | 1.59M | $137.4M | -0.64%(-10.26K) | $62.45(+53.09%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 8.59% | 400.3K | $117.8M | -0.16%(-653) | $158.73(+89.16%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.1% | 1.45M | $69.9M | +4.51%(+62.70K) | $52.91(-9.47%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.81% | 1.07M | $52.2M | +0.31%(+3.32K) | $35.33(+51.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.5% | 134.8K | $34.2M | +0.03%(+39) | $169.33(+76.50%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.16% | 383.4K | $29.6M | -0.59%(-2.28K) | $50.41(+68.79%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.89% | 36 | $25.9M | +0.00%(+0) | $537051.00(+35.46%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 1.88% | 325.2K | $25.8M | +4.87%(+15.11K) | $79.62(-0.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.57% | +50.38% |
| Top 20 Holdings Unweighted | +12.74% | +43.30% |
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