Fund HoldingsHardy Reed LLC

Total Portfolio Value
$551.70M
Total Bought
$13.22M
Total Sold
$13.21M
Net Transaction
+$13.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SCHWAB STRATEGIC TR025,516+25,51601,2720.23%+1,272
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
920,430963,306+42,87644,99146,0758.35%+1,084
SPDR SER TR
ST STR PR SP1500
019,588+19,58801,0280.19%+1,028
FIDELITY MERRIMACK STR TR010,137+10,13704420.08%+442
INVESCO EXCH TRADED FD TR II07,923+7,92303450.06%+345
ISHARES TR
CORE INTL AGGR
084,202+84,20204,1070.74%+4,107
SPDR SER TR
ST STR BL 12 ETF
03,200+3,20003180.06%+318
MANHATTAN BRDG CAP INC34,200332,296+298,096343320.06%+298
ISHARES TR0992+99202330.04%+233
SOUTHERN CO(SO)03,338+3,33802160.04%+216
ELI LILLY & CO(LLY)0400+40002150.04%+215
SPDR SER TR
ST STR DOW REIT
02,563+2,56302130.04%+213
CADENCE BANK09,560+9,56002030.04%+203
VANGUARD STAR FDS397,789420,025+22,23622,30822,4804.07%+172
ISHARES TR13,01215,819+2,8071,2411,3650.25%+124
VANGUARD BD INDEX FDS10,42212,268+1,8467848870.16%+103
VANGUARD WORLD FD15,16317,890+2,7278059020.16%+97
ALPHABET INC(GOOG)8,1408,061-799851,0630.19%+78
ISHARES TR
ESG AWRE 1 5 YR
18,77622,077+3,3014495250.10%+76
ISHARES INC
ESG AWR MSCI EM
10,60513,220+2,6153354000.07%+65
JPMORGAN CHASE & CO(JPM)8,6078,935+3281,2521,2960.23%+44
CCC INTELLIGENT SOLUTIONS HL(CCC)13,46913,46901511800.03%+29
GLOBANT S A
COM
1,5521,55202793070.06%+28
GRAND CANYON ED INC(LOPE)1,9761,97602042310.04%+27
META PLATFORMS INC(META)1,9301,918-125545760.10%+22
ISHARES TR
ESG AWARE MSCI
23,69525,510+1,8158428580.16%+17
TJX COS INC NEW(TJX)6,1566,053-1035225380.10%+16
SCHWAB STRATEGIC TR6,4016,947+5463363510.06%+15
CARLISLE COS INC(CSL)4,0004,00001,0261,0370.19%+11
RENASANT CORP21,22021,586+3665545650.10%+11
RB GLOBAL INC(RBA)3,9363,93602362460.04%+10
WALMART INC(WMT)2,6712,67104204270.08%+7
BLACKLINE INC(BL)4,0934,09302202270.04%+7
JOHNSON & JOHNSON(JNJ)5,2695,637+3688728780.16%+6
CISCO SYS INC(CSCO)4,2834,227-562222270.04%+6
PROGRESSIVE CORP(PGR)9,2488,828-4201,2241,2300.22%+6
VANGUARD BD INDEX FDS21,33321,507+1741,6121,6170.29%+5
SELECT SECTOR SPDR TR
ST STR SVC ETF
5,6595,65903683710.07%+3
MEDPACE HLDGS INC(MEDP)1,0381,03802492510.05%+2
WORKIVA INC(WK)3,2253,22503283270.06%-1
US BANCORP DEL(USB)6,9376,861-762292270.04%-2
PAYLOCITY HLDG CORP(PCTY)1,1881,18802192160.04%-3
BANK AMERICA CORP8,4608,706+2462432380.04%-4
VANGUARD WORLD FDS
FINANCIALS ETF
6,1786,17805024960.09%-6
UNION PAC CORP(UNP)1,8911,870-213873810.07%-6
PARKER-HANNIFIN CORP(PH)1,5071,492-155885810.11%-7
AMAZON COM INC(AMZN)2,1602,16002822750.05%-7
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,7911,79102382310.04%-7
SPDR SER TR
ST STR P500ETF
5,1775,17702702600.05%-10
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,5051,50503032930.05%-10
SCHWAB STRATEGIC TR106,437108,143+1,7063,4373,4250.62%-12
WELLS FARGO CO NEW(WFC)5,4895,419-702342210.04%-13
VANGUARD INDEX FDS01,204+1,20402510.05%+251
VANGUARD WORLD FDS
INDUSTRIAL ETF
1,7591,75903623430.06%-19
WISDOMTREE TR(WT)6,2806,28004193990.07%-20
VANGUARD WORLD FDS
CONSUM DIS ETF
1,5631,56304434210.08%-22
AAON INC2,4723,707+1,2352342110.04%-24
EXPEDITORS INTL WASH INC(EXPD)3,6783,641-374464170.08%-28
EXPONENT INC(EXPO)3,7353,73503493200.06%-29
SCHWAB CHARLES CORP(SCHW)13,45413,310-1447637310.13%-32
DESCARTES SYS GROUP INC(DSGX)4,8704,87003903570.06%-33
VANGUARD INDEX FDS2,8842,815-695855510.10%-34
FIDELITY COVINGTON TRUST4,4744,47405845500.10%-34
PFIZER INC(PFE)9,2879,184-1033413050.06%-36
CASELLA WASTE SYS INC(CWST)2,6652,66502412030.04%-38
VANGUARD INDEX FDS03,580+3,58009750.18%+975
ISHARES TR6,0715,888-1836536110.11%-43
OREILLY AUTOMOTIVE INC(ORLY)809803-67737300.13%-43
MICROSOFT CORP(MSFT)4,1514,340+1891,4141,3700.25%-43
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,4284,42807707260.13%-44
FASTENAL CO(FAST)9,2539,144-1095465000.09%-46
VANGUARD INDEX FDS011,311+11,31101,5600.28%+1,560
VANGUARD INDEX FDS8,4478,44701,3971,3470.24%-50
SPDR S&P MIDCAP 400 ETF TR(MDY)2,7752,799+241,3291,2780.23%-51
CARMAX INC(KMX)3,7743,732-423162640.05%-52
FIVE BELOW INC(FIVE)1,4611,46102872350.04%-52
SELECT SECTOR SPDR TR
ST STR REAL ETF
11,78911,308-4814443850.07%-59
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
8,9418,94101,7651,7050.31%-60
GENERAL ELECTRIC CO(GE)6,6025,975-6277256610.12%-65
MUELLER INDS INC(MLI)5,4275,414-134744070.07%-67
ISHARES TR13,31213,31201,8741,8040.33%-70
SPS COMM INC(SPSC)3,2973,29706335630.10%-71
SPDR S&P 500 ETF TR(SPY)4,8414,84102,1462,0690.38%-76
DISNEY WALT CO(DIS)7,1266,767-3596365480.10%-88
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
64,00664,00603,0832,9790.54%-103
VANGUARD INTL EQUITY INDEX F074,767+74,76702,9320.53%+2,932
OMNICOM GROUP INC(OMC)5,2605,204-565003880.07%-113
TE CONNECTIVITY LTD(TEL)5,2285,008-2207336190.11%-114
VANGUARD TAX-MANAGED FDS38,51537,872-6431,7791,6560.30%-123
ISHARES TR29,67829,771+934,6844,5200.82%-164
HOME DEPOT INC(HD)3,9163,397-5191,2161,0260.19%-190
ISHARES TR56,30056,405+1055,5085,3130.96%-196
VANGUARD WORLD FDS
HEALTH CAR ETF
8480-8482080-208
NEOGEN CORP(NEOG)9,7850-9,7852130-213
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
92,96992,967-25,0954,8800.88%-215
NOVANTA INC(NOVT)1,1800-1,1802170-217
MODEL N INC7,7490-7,7492740-274
APPLE INC(AAPL)20,30520,733+4283,9393,5500.64%-389
ISHARES TR
CORE MSCI EAFE
126,181126,18108,5178,1201.47%-397
ISHARES TR38,26338,263010,0059,5411.73%-464
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