Fund HoldingsHardy Reed LLC

Total Portfolio Value
$1.13B
Total Bought
$53.60M
Total Sold
$34.66M
Net Transaction
+$18.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR
CORE MSCI TOTAL
01,565,232+1,565,2320109,2699.64%+109,269
SCHWAB STRATEGIC TR951,5231,032,627+81,10431,60037,3193.29%+5,719
BERKSHIRE HATHAWAY INC DEL036+36028,7442.54%+28,744
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
186,739242,461+55,72211,98114,8701.31%+2,889
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
1,147,4771,210,857+63,38056,28459,1145.21%+2,830
JPMORGAN CHASE & CO.(JPM)400,823400,580-24396,08198,2628.67%+2,181
ELEVANCE HEALTH INC(ELV)05,861+5,86102,5490.22%+2,549
VANGUARD STAR FDS0402,827+402,827025,0162.21%+25,016
LINDE PLC(LIN)03,569+3,56901,6620.15%+1,662
LANTHEUS HLDGS INC(LNTH)011,660+11,66001,1380.10%+1,138
LEAR CORP(LEA)012,000+12,00001,0590.09%+1,059
META PLATFORMS INC(META)2,4644,167+1,7031,4432,4020.21%+959
VANGUARD BD INDEX FDS50,74360,935+10,1923,7924,6660.41%+874
MERCK & CO INC(MRK)016,061+16,06101,4420.13%+1,442
VANGUARD BD INDEX FDS024,833+24,83301,9440.17%+1,944
ISHARES TR
CORE MSCI EAFE
0126,014+126,01409,5330.84%+9,533
GE VERNOVA INC(GEV)6,0768,605+2,5291,9992,6270.23%+628
ADOBE INC(ADBE)05,880+5,88002,2550.20%+2,255
INVESCO EXCH TRADED FD TR II010,346+10,34605380.05%+538
ELI LILLY & CO(LLY)01,108+1,10809150.08%+915
BLACKROCK INC(BLK)1,6082,283+6751,6482,1610.19%+512
VISA INC(V)13,99514,077+824,4234,9330.44%+510
ABBVIE INC(ABBV)011,648+11,64802,4400.22%+2,440
EXXON MOBIL CORP028,603+28,60303,4020.30%+3,402
SPDR SER TR
ST SHOR CORP ETF
0564,336+564,336016,9871.50%+16,987
DANAHER CORPORATION(DHR)07,563+7,56301,5500.14%+1,550
OREILLY AUTOMOTIVE INC(ORLY)1,1451,144-11,3581,6390.14%+281
UBER TECHNOLOGIES INC(UBER)021,014+21,01401,5310.14%+1,531
PROGRESSIVE CORP(PGR)012,450+12,45003,5230.31%+3,523
JOHNSON & JOHNSON(JNJ)012,853+12,85302,1320.19%+2,132
ALIBABA GROUP HLDG LTD(BABA)02,000+2,00002640.02%+264
CHEVRON CORP NEW(CVX)010,669+10,66901,7850.16%+1,785
AT&T INC(T)08,391+8,39102370.02%+237
BAXTER INTL INC06,811+6,81102330.02%+233
T-MOBILE US INC(TMUS)5,0165,019+31,1071,3390.12%+231
BUILDERS FIRSTSOURCE INC(BLDR)06,250+6,25007810.07%+781
FISERV INC(FISV)13,39813,39802,7522,9590.26%+206
MERIT MED SYS INC(MMSI)01,940+1,94002050.02%+205
SOUTHERN CO(SO)02,212+2,21202030.02%+203
OMNICOM GROUP INC(OMC)07,563+7,56306270.06%+627
VANGUARD WHITEHALL FDS0130,429+130,429016,8201.48%+16,820
NATWEST GROUP PLC(NWG)012,731+12,73101520.01%+152
VANGUARD INDEX FDS043,231+43,23107,4680.66%+7,468
GLADSTONE INVT CORP010,167+10,16701360.01%+136
NETEASE INC(NTES)08,394+8,39408640.08%+864
PLAINS ALL AMERN PIPELINE L(PAA)41,85041,85007158370.07%+122
MASTERCARD INCORPORATED(MA)5,0155,038+232,6412,7610.24%+121
VANGUARD INTL EQUITY INDEX F090,905+90,90504,1140.36%+4,114
ENTERPRISE PRODS PARTNERS L(EPD)14,71016,420+1,7104615610.05%+99
VERISK ANALYTICS INC(VRSK)4,3584,35801,2001,2970.11%+97
ISHARES TR027,858+27,85801,5450.14%+1,545
ISHARES TR029,678+29,67805,5840.49%+5,584
MPLX LP(MPLX)15,27015,27007318170.07%+86
STARBUCKS CORP(SBUX)11,14811,216+681,0171,1000.10%+83
ABBOTT LABS04,138+4,13805490.05%+549
TARGA RES CORP(TRGP)03,416+3,41606850.06%+685
MCDONALDS CORP(MCD)1,0941,255+1613173920.03%+75
S&P GLOBAL INC(SPGI)0837+83704250.04%+425
DISNEY WALT CO(DIS)8,96810,737+1,7699991,0600.09%+61
TOTALENERGIES SE(TTE)05,535+5,53503580.03%+358
PAYCOR HCM INC13,93313,93302593130.03%+54
ISHARES TR
ESG AWRE 1 5 YR
26,45728,272+1,8156537070.06%+53
SCHWAB CHARLES CORP(SCHW)13,22513,159-669791,0300.09%+51
VANGUARD WORLD FD019,426+19,42601,1460.10%+1,146
FASTENAL CO(FAST)08,948+8,94806940.06%+694
WESTERN MIDSTREAM PARTNERS L(WES)18,85018,85007247720.07%+48
HESS MIDSTREAM LP(HESM)08,990+8,99003800.03%+380
VANGUARD INDEX FDS070,572+70,57206,3900.56%+6,390
SHELL PLC(SHEL)04,354+4,35403190.03%+319
SONY GROUP CORP(SONY)18,21516,996-1,2193854320.04%+46
ISHARES INC
ESG AWR MSCI EM
014,834+14,83405180.05%+518
UNITEDHEALTH GROUP INC(UNH)04,188+4,18802,1930.19%+2,193
ISHARES TR013,852+13,85201,3850.12%+1,385
CHENIERE ENERGY INC(LNG)02,236+2,23605170.05%+517
WELLS FARGO CO NEW(WFC)5,5646,048+4843914340.04%+43
MITSUBISHI UFJ FINL GROUP IN(MUFG)20,80020,936+1362442850.03%+42
UNION PAC CORP(UNP)06,300+6,30001,4880.13%+1,488
ING GROEP N.V.(ING)10,45010,45001642050.02%+41
BRISTOL-MYERS SQUIBB CO(BMY)6,5056,628+1233684040.04%+36
SCHLUMBERGER LTD(SLB)07,275+7,27503040.03%+304
WILLIAMS COS INC(WMB)6,2396,23903383730.03%+35
NORFOLK SOUTHN CORP(NSC)015,025+15,02503,5590.31%+3,559
FIDELITY MERRIMACK STR TR07,302+7,30203330.03%+333
MERCADOLIBRE INC(MELI)12512502132440.02%+31
ASTRAZENECA PLC(AZN)03,263+3,26302400.02%+240
ALCON AG(ALC)02,615+2,61502480.02%+248
KINDER MORGAN INC DEL(KMI)29,09728,870-2277978240.07%+26
GE AEROSPACE(GE)04,949+4,94909910.09%+991
KADANT INC(KAI)716811+952472730.02%+26
SELECT SECTOR SPDR TR
ST STR CARE ETF
03,079+3,07904500.04%+450
DOXIMITY INC(DOCS)4,0734,175+1022172420.02%+25
NUTRIEN LTD(NTR)04,907+4,90702440.02%+244
SUNCOR ENERGY INC NEW(SU)07,307+7,30702830.02%+283
SAP SE(SAP)0954+95402560.02%+256
QUALCOMM INC(QCOM)07,953+7,95301,2220.11%+1,222
CISCO SYS INC(CSCO)05,801+5,80103580.03%+358
EXPEDITORS INTL WASH INC(EXPD)03,448+3,44804150.04%+415
ISHARES TR03,925+3,92504360.04%+436
MANHATTAN BRDG CAP INC0386,259+386,25903860.03%+386
GENERAL DYNAMICS CORP(GD)01,324+1,32403610.03%+361
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