Fund HoldingsHardy Reed LLC

Total Portfolio Value
$1.12B
Total Bought
$111.08M
Total Sold
$28.06M
Net Transaction
+$83.01M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SCHWAB STRATEGIC TR112,766843,127+730,3613,95031,5082.82%+27,557
VANGUARD INDEX FDS706,349743,150+36,801188,955210,43018.85%+21,475
ISHARES TR
CORE MSCI TOTAL
1,310,5131,451,908+141,39588,538105,4529.45%+16,914
VANGUARD INDEX FDS274,627273,106-1,521137,349144,11012.91%+6,761
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
1,013,0091,073,120+60,11149,30353,9564.83%+4,653
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
064,006+64,00603,9810.36%+3,981
JPMORGAN CHASE & CO.(JPM)400,801400,929+12881,06684,5407.57%+3,474
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
123,828170,740+46,9127,37010,8150.97%+3,444
APPLE INC(AAPL)134,581135,617+1,03628,34531,5992.83%+3,253
BERKSHIRE HATHAWAY INC DEL036+36024,8822.23%+24,882
VANGUARD BD INDEX FDS040,633+40,63303,1840.29%+3,184
VANGUARD STAR FDS0405,776+405,776026,2702.35%+26,270
ISHARES TR0132,383+132,383015,4841.39%+15,484
HONEYWELL INTL INC(HON)3,7509,950+6,2008012,0570.18%+1,256
BUILDERS FIRSTSOURCE INC(BLDR)06,268+6,26801,2150.11%+1,215
VANGUARD WHITEHALL FDS135,566134,283-1,28316,07817,2151.54%+1,137
VANGUARD INTL EQUITY INDEX F090,905+90,90504,3500.39%+4,350
PHILIP MORRIS INTL INC(PM)12,15018,335+6,1851,2312,2260.20%+995
SPDR S&P 500 ETF TR(SPY)31,41631,416017,09718,0251.61%+928
VANGUARD INDEX FDS071,426+71,42606,9580.62%+6,958
VANGUARD INDEX FDS043,231+43,23107,5470.68%+7,547
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0106,880+106,88006,9320.62%+6,932
MICRON TECHNOLOGY INC(MU)08,133+8,13308430.08%+843
CADENCE BANK0208,742+208,74206,6480.60%+6,648
TE CONNECTIVITY PLC(TEL)04,803+4,80307250.06%+725
HOME DEPOT INC(HD)10,87811,026+1483,7454,4680.40%+723
SPDR SER TR
ST SHOR CORP ETF
553,134566,242+13,10816,42817,1461.54%+718
ISHARES TR26,49526,339-15614,49915,1931.36%+694
ISHARES TR
CORE MSCI EAFE
0126,014+126,01409,8350.88%+9,835
ISHARES TR0190,102+190,102011,8471.06%+11,847
TRANE TECHNOLOGIES PLC(TT)10,55010,565+153,4704,1070.37%+637
PROGRESSIVE CORP(PGR)13,86213,747-1152,8793,4880.31%+609
NORFOLK SOUTHN CORP(NSC)015,016+15,01603,7310.33%+3,731
ISHARES TR029,678+29,67805,6330.50%+5,633
ELI LILLY & CO(LLY)0501+50104440.04%+444
FISERV INC(FISV)13,37813,37801,9942,4030.22%+410
ISHARES TR58,26458,179-856,9217,3080.65%+388
AMERICAN EXPRESS CO(AXP)8,1998,428+2291,8982,2860.20%+387
ACCENTURE PLC IRELAND
SHS CLASS A
7,6817,684+32,3302,7160.24%+386
INTERCONTINENTAL EXCHANGE IN(ICE)16,02516,02502,1942,5740.23%+381
WALMART INC(WMT)012,657+12,65701,0220.09%+1,022
SMITH A O CORP(AOS)03,620+3,62003250.03%+325
UNITEDHEALTH GROUP INC(UNH)4,2244,233+92,1512,4750.22%+324
NEXTERA ENERGY INC(NEE)22,24922,362+1131,5751,8900.17%+315
VISA INC(V)13,40013,936+5363,5173,8320.34%+315
ISHARES TR27,84927,849010,15110,4540.94%+303
DIMENSIONAL ETF TRUST
US CORE EQT MKT
0140,555+140,55505,5790.50%+5,579
ABBVIE INC(ABBV)11,52711,530+31,9772,2770.20%+300
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
04,433+4,43302980.03%+298
MASTERCARD INCORPORATED(MA)4,9284,992+642,1742,4650.22%+291
CATERPILLAR INC(CAT)3,9814,093+1121,3261,6010.14%+275
ULTA BEAUTY INC(ULTA)0699+69902720.02%+272
TJX COS INC NEW(TJX)08,987+8,98701,0560.09%+1,056
BLACKROCK INC(BLK)1,6001,608+81,2601,5270.14%+267
MOTOROLA SOLUTIONS INC(MSI)0589+58902650.02%+265
EATON CORP PLC(ETN)0781+78102590.02%+259
TRUIST FINL CORP(TFC)05,762+5,76202460.02%+246
BLACKLINE INC(BL)04,423+4,42302440.02%+244
AMERICAN TOWER CORP NEW(AMT)6,3226,332+101,2291,4730.13%+244
AAON INC02,257+2,25702430.02%+243
SCHLUMBERGER LTD(SLB)05,672+5,67202380.02%+238
NUTRIEN LTD(NTR)04,907+4,90702360.02%+236
CRH PLC
ORD
02,534+2,53402350.02%+235
GE VERNOVA INC(GEV)2,9162,876-405007330.07%+233
TRANSCAT INC01,815+1,81502190.02%+219
JOHNSON & JOHNSON(JNJ)12,27312,413+1401,7942,0120.18%+218
SAP SE(SAP)0950+95002180.02%+218
FIRSTSERVICE CORP NEW01,190+1,19002170.02%+217
EXXON MOBIL CORP28,09129,409+1,3183,2343,4470.31%+213
KINSALE CAP GROUP INC(KNSL)0458+45802130.02%+213
NOVANTA INC(NOVT)01,180+1,18002110.02%+211
TOYOTA MOTOR CORP(TM)01,179+1,17902110.02%+211
KADANT INC(KAI)0616+61602080.02%+208
CONSTRUCTION PARTNERS INC(ROAD)02,975+2,97502080.02%+208
ALIBABA GROUP HLDG LTD(BABA)01,936+1,93602050.02%+205
INTERPUBLIC GROUP COS INC06,420+6,42002030.02%+203
ISHARES TR013,728+13,72802,2900.21%+2,290
THERMO FISHER SCIENTIFIC INC(TMO)2,5592,570+111,4151,5900.14%+175
DANAHER CORPORATION(DHR)5,3925,461+691,3471,5180.14%+171
PARKER-HANNIFIN CORP(PH)01,462+1,46209240.08%+924
UNION PAC CORP(UNP)6,2176,334+1171,4071,5610.14%+155
T-MOBILE US INC(TMUS)5,0165,01608841,0350.09%+151
COOPER COS INC(COO)5,8925,89205156500.06%+135
MUELLER INDS INC(MLI)010,103+10,10307490.07%+749
GE AEROSPACE(GE)05,805+5,80501,0950.10%+1,095
META PLATFORMS INC(META)01,944+1,94401,1130.10%+1,113
ISHARES TR
CORE INTL AGGR
066,392+66,39203,4400.31%+3,440
WESTERN MIDSTREAM PARTNERS L(WES)11,35014,850+3,5004515680.05%+117
UFP INDUSTRIES INC(UFPI)6,2256,203-226978140.07%+117
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
08,183+8,18302,0760.19%+2,076
ISHARES TR27,85827,85801,4801,5940.14%+114
STANLEY BLACK & DECKER INC(SWK)03,630+3,63004000.04%+400
BROADCOM INC(AVGO)1,15511,389+10,2341,8541,9650.18%+110
FRANKLIN RESOURCES INC(BEN)016,130+16,13003250.03%+325
RTX CORPORATION(RTX)5,2335,230-35256340.06%+108
MONDELEZ INTL INC(MDLZ)11,35011,511+1617438480.08%+105
ISHARES TR
ESG AWARE MSCI
025,952+25,95201,0850.10%+1,085
SYSCO CORP(SYY)15,26615,26601,0901,1920.11%+102
OREILLY AUTOMOTIVE INC(ORLY)01,145+1,14501,3190.12%+1,319
BOOKING HOLDINGS INC(BKNG)39739701,5731,6720.15%+99
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