Sherrill & Hutchins Financial Advisory, Inc

ATLANTA, GA · CIK 2005607 · 13F filing filed 2024-07-12

SEC-registered investment adviser since 1984 · corporation

Assets managed$623.7m
Staff9 · 6 in investment roles
Main clients (by assets)High net worth individuals 80%, Individuals 17%, Charities 2%
Websitesherrillandhutchins.com
Form ADV · 2026-06-26SEC adviser record

$110.8m reported value +0.9% vs Q1 2024

12positions

99.6%in top 10

4 new 2 added 2 reduced 0 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	176,409	$43.4m39.17%	39.17%	Reduced -7.5k	-7,494 -4.1%
2	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	782,785	$35.2m31.73%	31.73%	Added +37.7k	+37,713 5.1%
3	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	306,117	$27.5m24.78%	24.78%	Reduced -3.2k	-3,183 -1.0%
4	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	18,800	$983.8k0.89%	0.89%	Unchanged
5	METROCITY BANKSHARES INC COM MCBS	MCBS	29,648	$782.7k0.71%	0.71%	Unchanged
6	HOME DEPOT INC COM HD	HD	1,795	$618.1k0.56%	0.56%	Added +5	+5 0.3%
7	TESLA INC COM TSLA	TSLA	3,015	$596.6k0.54%	0.54%	Unchanged
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,017	$508.6k0.46%	0.46%	New
9	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,047	$500.6k0.45%	0.45%	New
10	JOHNSON & JOHNSON COM JNJ	JNJ	2,161	$315.9k0.29%	0.29%	Unchanged
11	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	8,238	$275.9k0.25%	0.25%	New
12	AFLAC INC COM AFL	AFL	2,276	$203.3k0.18%	0.18%	New