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CIK: 0001761871
Total reported value
$1.6B
$1.6B
117 檔
33.5%
As reported in its official Q1 2024 Form 13F filing, Hardy Reed LLC's tracked investment portfolio stood at $1.6B with 117 total positions.
During Q1 2024, Hardy Reed LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VOO, IXUS) accounted for 33.5% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 22.62% | +0.55% | +1.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.43% | +0.03% | +0.80% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 10.63% | -0.31% | +3.23% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 9.52% | -0.16% | -0.04% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.52% | -0.32% | +3.83% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.04% | -0.07% | -0.20% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.84% | -0.16% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.04% | -0.01% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | +0.06% | -1.60% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.78% | — | -0.52% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.77% | -0.14% | -5.18% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.72% | -0.16% | -0.43% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | -0.03% | -6.53% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.44% | +0.01% | +399.08% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.17% | +0.02% | — | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.05% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.01% | +48.19% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.80% | +0.01% | -0.36% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | -0.02% | — | |
| 20 | CADE | Cadence Bank | Stock-Other | 0.75% | — | -0.25% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.74% | +0.03% | +2.83% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | — | -4.81% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.65% | +0.01% | — | |
| 24 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.53% | +0.25% | +56.15% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.50% | -0.26% | — | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.47% | -0.01% | — | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.45% | +0.01% | — | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.42% | -0.02% | -3.96% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.39% | -0.01% | — | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.27% | +0.01% | +3.13% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | — | -7.70% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.08% | -1.69% | |
| 33 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.24% | — | — | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.22% | — | -0.29% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.20% | — | — | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.19% | +0.01% | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.18% | -0.02% | -10.46% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.17% | — | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | — | -1.14% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.01% | +2.52% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.15% | — | — | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.14% | -0.05% | -0.22% | |
| 43 | GE | General Electric | Stock-Industrials | 0.13% | +0.02% | -0.94% | |
| 44 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.13% | — | +3.03% | |
| 45 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.13% | — | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.12% | -0.01% | -6.75% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.04% | -9.66% | |
| 48 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.11% | -0.02% | -4.69% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.03% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.02% | +25.47% |
According to official SEC Form 13F filings, Hardy Reed LLC reported a total U.S. public equity portfolio value of $1.6B across 117 disclosed positions in Q1 2024.
During Q1 2024, Hardy Reed LLC's top holdings by market value included VTI (22.6%)、VOO (16.4%)、IXUS (10.6%). The largest single position, VTI, represented 22.6% of total portfolio value.
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In Q1 2024, Hardy Reed LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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