SHERRILL HUTCHINS FINANCIAL ADVISORY INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VONE | VANGUARD RUSSELL 1000 INDEX FUND | 164,904 | +2,532 | +1.56% | $203.23 | 35.99% | 0.84% | 46,314,971 | 2025-06-30 | ||||||
| FBND | FIDELITY TOTAL BOND ETF | 862,695 | +8,151 | +0.95% | $44.17 | 30.67% | 0.00% | 39,468,306 | 2025-06-30 | ||||||
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 315,934 | +14,357 | +4.76% | $81.35 | 22.37% | 0.00% | 28,781,612 | 2025-06-30 | ||||||
| FLQM | FRANKLIN LIBERTYQ US MID CAP EQUITY | 174,064 | +53,238 | +44.06% | $53.70 | 7.35% | 0.00% | 9,453,416 | 2025-06-30 | ||||||
| SCHK | SCHWAB 1000 INDEX ETF | 36,684 | 0 | 0.00% | $21.34 | 0.85% | 0.00% | 1,093,917 | 2025-06-30 | ||||||
| MCBS | METROCITY BANKSHARES | 26,048 | 0 | 0.00% | $22.06 | 0.58% | 0.10% | 744,452 | 2025-06-30 | ||||||
| HD | HOME DEPOT | 1,733 | +22 | +1.29% | $314.91 | 0.49% | 0.00% | 635,394 | 2025-06-30 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 1,033 | +9 | +0.88% | $480.92 | 0.46% | 0.00% | 586,673 | 2025-06-30 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 3,066 | 0 | 0.00% | $164.43 | 0.43% | 0.00% | 557,216 | 2025-06-30 | ||||||
| TSLA | TESLA | 1,515 | -2 | -0.13% | $236.74 | 0.37% | 0.00% | 481,255 | 2025-06-30 | ||||||
| JNJ | JOHNSON & JOHNSON | 2,161 | -2 | -0.09% | $153.30 | 0.26% | 0.00% | 330,167 | 2025-06-30 | ||||||
| AFL | AFLAC | 2,158 | 0 | 0.00% | $85.16 | 0.18% | 0.00% | 227,583 | 2025-06-30 | ||||||