Filer Name: HARDY REED LLC
CIK: 1761871
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 246
Portfolio Value: $1.13B

Hardy Reed Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 751,596 $218M 19.19% 1.1% -
VOO US VANGUARD S&P 500 ETF 271,285 $146M 12.88% -0.7% -
IXUS US ISHARES CORE INTL STOCK ETF 1,523,175 $101M 8.88% 4.9% -
JPM US JPMORGAN CHASE & CO 400,823 $96M 8.47% 0.0% -
BNDX US VANGUARD TOTAL INTL BOND ETF 1,147,477 $56M 4.96% 6.9% -
AAPL US APPLE INC 136,107 $34M 3.00% 0.4% -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 951,523 $32M 2.78% 12.9% -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 36 $25M 2.16% - -
VXUS US VANGUARD TOTAL INTL STOCK 403,500 $24M 2.10% -0.6% -
SPY US SPDR S&P 500 ETF TRUST 35,580 $21M 1.84% 13.3% -
VYM US VANGUARD HIGH DVD YIELD ETF 130,429 $17M 1.47% -2.9% -
SPSB US SPDR PORT SHRT TRM CORP BND 557,893 $17M 1.47% -1.5% -
IVV US ISHARES CORE S&P 500 ETF 26,014 $15M 1.35% -1.2% -
IJR US ISHARES CORE S&P SMALL-CAP E 132,319 $15M 1.34% 0.0% -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 186,739 $12M 1.06% 9.4% -
IJH US ISHARES CORE S&P MIDCAP ETF 189,666 $12M 1.04% -0.2% -
MSFT US MICROSOFT CORP 27,504 $12M 1.02% 2.9% -
IWF US ISHARES RUSSELL 1000 GROWTH 27,714 $11M 0.98% -0.5% -
GOOGL US ALPHABET INC-CL A 50,661 $10M 0.85% 0.1% -
IEFA US ISHARES CORE MSCI EAFE ETF 126,014 $9M 0.78% - -
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