Fund HoldingsHardy Reed LLC

Total Portfolio Value
$1.25B
Total Bought
$69.56M
Total Sold
$68.71M
Net Transaction
+$854.5K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS0280,605+280,6050159,39212.77%+159,392
VANGUARD INDEX FDS0763,615+763,6150232,08618.60%+232,086
JPMORGAN CHASE & CO.(JPM)400,580400,505-7598,262116,1109.30%+17,848
ISHARES TR
CORE MSCI TOTAL
1,565,2321,570,100+4,868109,269121,3849.73%+12,116
SCHWAB STRATEGIC TR1,032,6271,046,624+13,99737,31941,8863.36%+4,567
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
242,461282,278+39,81714,87018,8701.51%+4,000
MICROSOFT CORP(MSFT)026,937+26,937013,3991.07%+13,399
VANGUARD STAR FDS402,827401,071-1,75625,01627,7102.22%+2,694
NVIDIA CORPORATION(NVDA)047,319+47,31907,4760.60%+7,476
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
1,210,8571,236,615+25,75859,11461,2254.91%+2,111
ISHARES TR027,784+27,784011,7970.95%+11,797
SPDR S&P 500 ETF TR(SPY)031,338+31,338019,3621.55%+19,362
GE VERNOVA INC(GEV)8,6058,131-4742,6274,3030.34%+1,676
ALPHABET INC(GOOG)053,930+53,93009,5040.76%+9,504
META PLATFORMS INC(META)4,1675,413+1,2462,4023,9950.32%+1,594
AMAZON COM INC(AMZN)034,951+34,95107,6680.61%+7,668
ISHARES TR025,609+25,609015,9011.27%+15,901
GOLDMAN SACHS GROUP INC(GS)01,823+1,82301,2900.10%+1,290
MANHATTAN BRDG CAP INC386,259304,666-81,5933861,6670.13%+1,280
BROADCOM INC(AVGO)010,178+10,17802,8060.22%+2,806
TRANE TECHNOLOGIES PLC(TT)010,679+10,67904,6710.37%+4,671
ISHARES TR
CORE MSCI EAFE
126,014125,827-1879,53310,5040.84%+971
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0115,909+115,90907,3850.59%+7,385
AMPHENOL CORP NEW024,147+24,14702,3850.19%+2,385
THERMO FISHER SCIENTIFIC INC(TMO)05,060+5,06002,0520.16%+2,052
LANTHEUS HLDGS INC(LNTH)11,66023,000+11,3401,1381,8820.15%+744
ISHARES TR0189,617+189,617011,7600.94%+11,760
ALPHABET INC(GOOG)033,232+33,23205,8950.47%+5,895
ISHARES TR055,005+55,00507,4280.60%+7,428
ISHARES TR0132,434+132,434014,4741.16%+14,474
DIMENSIONAL ETF TRUST
US CORE EQT MKT
0140,471+140,47105,9500.48%+5,950
INVESCO QQQ TR06,575+6,57503,6270.29%+3,627
BOOKING HOLDINGS INC(BKNG)0403+40302,3330.19%+2,333
INVESCO EXCH TRADED FD TR II
INVESCO PHLX SM
045,000+45,00001,9650.16%+1,965
UBER TECHNOLOGIES INC(UBER)21,01420,938-761,5311,9540.16%+422
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
064,006+64,00604,2900.34%+4,290
AMERICAN EXPRESS CO(AXP)08,420+8,42002,6860.22%+2,686
HESS MIDSTREAM LP(HESM)8,99020,090+11,1003807740.06%+393
VANGUARD INTL EQUITY INDEX F90,90590,913+84,1144,4970.36%+382
NEBIUS GROUP N.V.(NBIS)06,600+6,60003650.03%+365
PALO ALTO NETWORKS INC(PANW)010,519+10,51902,1530.17%+2,153
DELL TECHNOLOGIES INC(DELL)02,686+2,68603290.03%+329
VANGUARD WHITEHALL FDS130,429128,606-1,82316,82017,1441.37%+324
CADENCE BANK0205,642+205,64206,5760.53%+6,576
PHILIP MORRIS INTL INC(PM)010,451+10,45101,9030.15%+1,903
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,905+4,90501,1110.09%+1,111
PRICE T ROWE GROUP INC(TROW)05,711+5,71105510.04%+551
KINETIK HOLDINGS INC(KNTK)06,711+6,71102960.02%+296
GE AEROSPACE(GE)4,9494,966+179911,2780.10%+288
NORFOLK SOUTHN CORP(NSC)15,02515,016-93,5593,8440.31%+285
APPLIED MATLS INC07,328+7,32801,3420.11%+1,342
AXON ENTERPRISE INC(AXON)0335+33502770.02%+277
NETEASE INC(NTES)8,3948,459+658641,1380.09%+275
SYNOPSYS INC(SNPS)03,276+3,27601,6800.13%+1,680
LAMB WESTON HLDGS INC(LW)05,169+5,16902680.02%+268
RESTAURANT BRANDS INTL INC(QSR)04,032+4,03202670.02%+267
FIVE BELOW INC(FIVE)01,923+1,92302520.02%+252
WELLTOWER INC(WELL)01,573+1,57302420.02%+242
HDFC BANK LTD(HDB)03,065+3,06502350.02%+235
BLACKROCK INC(BLK)2,2832,281-22,1612,3930.19%+233
CLEARWATER ANALYTICS HLDGS I010,464+10,46402290.02%+229
ESCO TECHNOLOGIES INC(ESE)01,187+1,18702280.02%+228
RBC BEARINGS INC(RBC)0590+59002270.02%+227
PFIZER INC(PFE)09,180+9,18002230.02%+223
VANGUARD BD INDEX FDS60,93563,198+2,2634,6664,8880.39%+222
VANGUARD WORLD FD09,400+9,40002,1140.17%+2,114
CATERPILLAR INC(CAT)04,092+4,09201,5890.13%+1,589
TRANSCAT INC02,527+2,52702170.02%+217
FIRSTSERVICE CORP NEW01,238+1,23802160.02%+216
THOR INDS INC(THO)02,413+2,41302140.02%+214
INTUITIVE SURGICAL INC0388+38802110.02%+211
RB GLOBAL INC(RBA)01,975+1,97502100.02%+210
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
08,048+8,04802,1950.18%+2,195
NOVANTA INC(NOVT)01,591+1,59102050.02%+205
NIKE INC(NKE)05,763+5,76304090.03%+409
PRIVIA HEALTH GROUP INC(PRVA)08,813+8,81302030.02%+203
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,312+4,31201,0920.09%+1,092
DISNEY WALT CO(DIS)10,73710,024-7131,0601,2430.10%+183
ISHARES TR29,67829,67805,5845,7640.46%+180
VANGUARD WORLD FD19,42620,182+7561,1461,3220.11%+176
VANGUARD INDEX FDS43,23143,23107,4687,6410.61%+173
ISHARES TR13,85213,822-301,3851,5480.12%+163
PEPSICO INC(PEP)03,384+3,38404470.04%+447
LAM RESEARCH CORP(LRCX)06,848+6,84806670.05%+667
SCHWAB CHARLES CORP(SCHW)13,15913,018-1411,0301,1880.10%+158
HONEYWELL INTL INC(HON)010,115+10,11502,3560.19%+2,356
NATWEST GROUP PLC(NWG)12,73121,756+9,0251523080.02%+156
ISHARES TR27,85827,85801,5451,6980.14%+153
WALMART INC(WMT)012,877+12,87701,2590.10%+1,259
PAYPAL HLDGS INC(PYPL)016,059+16,05901,1940.10%+1,194
FIDELITY COVINGTON TRUST04,010+4,01007910.06%+791
PARKER-HANNIFIN CORP(PH)01,469+1,46901,0260.08%+1,026
INTERCONTINENTAL EXCHANGE IN(ICE)010,279+10,27901,8860.15%+1,886
EVERCORE INC(EVR)01,854+1,85405010.04%+501
SILICON MOTION TECHNOLOGY CO(SIMO)04,797+4,79703600.03%+360
TE CONNECTIVITY PLC(TEL)04,010+4,01006760.05%+676
SPDR S&P MIDCAP 400 ETF TR(MDY)02,775+2,77501,5720.13%+1,572
ISHARES INC
ESG AWR MSCI EM
14,83415,567+7335186100.05%+91
QUALCOMM INC(QCOM)7,9538,236+2831,2221,3120.11%+90
CCC INTELLIGENT SOLUTIONS HL(CCC)032,339+32,33903040.02%+304
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