Sherrill & Hutchins Financial Advisory, Inc - Portfolio overview

Sherrill & Hutchins Financial Advisory, Inc has 17 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. VONE - VANGUARD SCOTTSDALE FDS, 27.28%
2. FBND - FIDELITY MERRIMACK STR TR, 24.25%
3. AVUV - AMERICAN CENTY ETF TR, 19.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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