Fund HoldingsHardy Reed LLC

Total Portfolio Value
$805.03M
Total Bought
$50.53M
Total Sold
$23.60M
Net Transaction
+$26.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD INDEX FDS690,364700,772+10,408163,768182,13122.62%+18,362
VANGUARD INDEX FDS272,994275,184+2,190119,244132,28116.43%+13,037
JPMORGAN CHASE & CO(JPM)382,718382,549-16965,10076,6259.52%+11,524
ISHARES TR
CORE MSCI TOTAL
01,261,352+1,261,352085,59510.63%+85,595
BERKSHIRE HATHAWAY INC DEL3636019,53522,8402.84%+3,305
VANGUARD INDEX FDS27,70141,051+13,3504,1416,6860.83%+2,544
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
46,14872,062+25,9142,4684,2260.53%+1,759
SPDR S&P 500 ETF TR(SPY)31,41631,416014,93216,4332.04%+1,500
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0904,114+904,114044,4735.52%+44,473
ISHARES TR38,251190,902+152,65110,60111,5951.44%+994
ISHARES TR027,924+27,92409,4121.17%+9,412
VANGUARD STAR FDS406,693405,899-79423,57224,4763.04%+904
ISHARES TR56,26956,064-2055,9216,4640.80%+543
ISHARES TR
CORE MSCI EAFE
126,181126,18108,8779,3651.16%+488
DIMENSIONAL ETF TRUST
US CORE EQT MKT
142,252142,25204,7305,1980.65%+468
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
92,33794,954+2,6175,5055,9190.74%+414
PROGRESSIVE CORP(PGR)8,6368,611-251,3761,7810.22%+405
ETF SER SOLUTIONS
DISTILLATE US
07,310+7,31003940.05%+394
ISHARES TR026,246+26,246013,7991.71%+13,799
VANGUARD WHITEHALL FDS124,502118,058-6,44413,89814,2841.77%+386
DISNEY WALT CO(DIS)06,633+6,63308120.10%+812
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
64,00664,00603,3173,6470.45%+330
EXPONENT INC(EXPO)03,970+3,97003280.04%+328
STEVANATO GROUP S P A
ORD SHS
09,992+9,99203210.04%+321
NORFOLK SOUTHN CORP(NSC)15,00015,00003,5463,8230.47%+277
GENERAL ELECTRIC CO(GE)5,9305,874-567571,0310.13%+274
BLACKLINE INC(BL)04,063+4,06302620.03%+262
FRESHPET INC(FRPT)02,186+2,18602530.03%+253
KINSALE CAP GROUP INC(KNSL)0458+45802400.03%+240
BROADCOM INC(AVGO)0175+17502320.03%+232
REPLIGEN CORP(RGEN)01,260+1,26002320.03%+232
PAYCOR HCM INC011,478+11,47802230.03%+223
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,910+2,91002220.03%+222
ALARM COM HLDGS INC03,058+3,05802220.03%+222
MODEL N INC07,700+7,70002190.03%+219
ENSIGN GROUP INC(ENSG)01,710+1,71002130.03%+213
SCHWAB STRATEGIC TR112,520112,52003,7954,0070.50%+212
NOVANTA INC(NOVT)01,180+1,18002060.03%+206
PAYLOCITY HLDG CORP(PCTY)01,193+1,19302050.03%+205
KADANT INC(KAI)0616+61602020.03%+202
MICROSOFT CORP(MSFT)4,9634,879-841,8662,0530.25%+186
META PLATFORMS INC(META)2,1231,918-2057519310.12%+180
JOHNSON & JOHNSON(JNJ)05,394+5,39408530.11%+853
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
8,1838,18301,7421,9060.24%+165
ISHARES TR31,17829,678-1,5005,1525,3160.66%+163
PARKER-HANNIFIN CORP(PH)1,4681,46806768160.10%+140
SPDR S&P MIDCAP 400 ETF TR(MDY)2,7752,77501,4081,5440.19%+136
SCHWAB STRATEGIC TR07,719+7,71904710.06%+471
VANGUARD INDEX FDS1,2041,640+4362804100.05%+130
SCHWAB STRATEGIC TR6,9479,356+2,4093634880.06%+125
WALMART INC(WMT)3,45011,096+7,6465446680.08%+124
ALPHABET INC(GOOG)7,9418,141+2001,1191,2400.15%+120
VANGUARD INDEX FDS3,5803,58001,1131,2320.15%+119
HOME DEPOT INC(HD)3,5133,473-401,2171,3320.17%+115
ISHARES TR13,31213,728+4162,0682,1800.27%+112
OREILLY AUTOMOTIVE INC(ORLY)853813-408109180.11%+107
FASTENAL CO(FAST)8,9938,933-605826890.09%+107
VANGUARD INDEX FDS8,4478,44701,5201,6210.20%+101
ISHARES TR013,470+13,47001,3980.17%+1,398
WISDOMTREE TR(WT)8,6028,927+3256056800.08%+76
MUELLER INDS INC(MLI)10,77610,77605085810.07%+73
CCC INTELLIGENT SOLUTIONS HL(CCC)018,800+18,80002250.03%+225
VANGUARD WORLD FD17,39717,924+5279621,0300.13%+68
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,3124,31208308980.11%+68
ISHARES TR134,598132,438-2,16014,57014,6371.82%+67
VANGUARD WORLD FD
FINANCIALS ETF
6,3156,31505836470.08%+64
CASELLA WASTE SYS INC(CWST)2,6652,930+2652282900.04%+62
VANGUARD INDEX FDS2,6722,67205836410.08%+58
ISHARES TR
ESG AWARE MSCI
25,51025,51009701,0270.13%+58
OMNICOM GROUP INC(OMC)5,1205,12004434950.06%+52
SELECT SECTOR SPDR TR
ST STR SVC ETF
5,6595,65904114620.06%+51
VANGUARD INTL EQUITY INDEX F74,76774,76703,0733,1230.39%+50
FIDELITY COVINGTON TRUST4,0104,01005766250.08%+49
WELLS FARGO CO NEW(WFC)5,3135,349+362623100.04%+49
TJX COS INC NEW(TJX)5,9725,97205606060.08%+45
VANGUARD WORLD FD
INDUSTRIAL ETF
1,6501,65003644030.05%+39
CARMAX INC(KMX)3,6693,66902823200.04%+38
DESCARTES SYS GROUP INC(DSGX)4,8594,857-24084450.06%+36
FLOOR & DECOR HLDGS INC(FND)1,9031,916+132122480.03%+36
RB GLOBAL INC(RBA)3,9153,900-152622970.04%+35
MEDPACE HLDGS INC(MEDP)1,033867-1663173500.04%+34
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,4951,49503243560.04%+32
SPDR SER TR
ST STR P500ETF
5,1775,17702893190.04%+29
ISHARES TR99299202602860.04%+26
TE CONNECTIVITY LTD(TEL)4,8864,88606867100.09%+23
VANGUARD WORLD FD
CONSUM DIS ETF
1,5041,50404584780.06%+20
SIMPSON MFG INC(SSD)1,3151,329+142602730.03%+12
GRAND CANYON ED INC(LOPE)1,9661,958-82602670.03%+7
SELECT SECTOR SPDR TR
ST STR REAL ETF
9,70510,009+3043893960.05%+7
ALTAIR ENGR INC2,5702,57002162210.03%+5
BANK AMERICA CORP8,5867,751-8352892940.04%+5
AMAZON COM INC(AMZN)3,4642,940-5245265300.07%+4
US BANCORP DEL(USB)6,7486,598-1502922950.04%+3
ISHARES INC
ESG AWR MSCI EM
12,21512,227+123923940.05%+2
ISHARES TR
ESG AWRE 1 5 YR
020,748+20,74805080.06%+508
FIDELITY MERRIMACK STR TR05,498+5,49802490.03%+249
PFIZER INC(PFE)08,729+8,72902420.03%+242
VANGUARD BD INDEX FDS14,75614,724-321,1271,1100.14%-17
SCHWAB CHARLES CORP(SCHW)14,09613,145-9519709510.12%-19
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,4863,086-4004754560.06%-20
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