StockDriftsStockDriftsTop 15 Sherrill & Hutchins Financial Advisory, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | 27.46% | 157.5K | $46.5M | -1.62%(-2.60K) | $207.19(+61.50%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 24.4% | 905.5K | $41.3M | +0.99%(+8.87K) | $44.96(+1.23%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 19.97% | 306.1K | $33.8M | -2.00%(-6.24K) | $84.30(+39.75%) | 2026-03-31 | |
| QGRO | AMERICAN CENTY ETF TR | 16.62% | 267.8K | $28.1M | new | $109.77(+2.18%) | 2026-03-31 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 7.82% | 241.1K | $13.2M | +6.17%(+14.02K) | $54.18(+2.40%) | 2026-03-31 | |
| SCHK | SCHWAB STRATEGIC TR | 0.86% | 46.3K | $1.5M | +0.29%(+134) | $23.75(+50.13%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 0.66% | 3.4K | $1.1M | +93.63%(+1.63K) | $330.94(-8.58%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 0.53% | 26.8K | $901K | new | $33.30(+9.59%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.36% | 1.0K | $617K | +0.00%(+0) | $480.52(+42.02%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 0.35% | 3.1K | $596K | +0.00%(+0) | $167.16(+21.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.12% | +26.40% |
| Top 20 Holdings Unweighted | +11.00% | +36.77% |
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