Fund HoldingsHardy Reed LLC

Total Portfolio Value
$738.43M
Total Bought
$188.25M
Total Sold
$31.31M
Net Transaction
+$156.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)8,935382,718+373,7831,29665,1008.82%+63,805
VANGUARD INDEX FDS0272,994+272,9940119,24416.15%+119,244
BERKSHIRE HATHAWAY INC DEL036+36019,5352.65%+19,535
SPDR SER TR
ST SHOR CORP ETF
0466,852+466,852013,9031.88%+13,903
VANGUARD WHITEHALL FDS0124,502+124,502013,8981.88%+13,898
SPDR S&P 500 ETF TR(SPY)4,84131,416+26,5752,06914,9322.02%+12,863
APPLE INC(AAPL)20,73383,869+63,1363,55016,1472.19%+12,598
VANGUARD INDEX FDS0690,364+690,3640163,76822.18%+163,768
CADENCE BANK9,560209,360+199,8002036,1950.84%+5,992
NORFOLK SOUTHN CORP(NSC)015,000+15,00003,5460.48%+3,546
VANGUARD INDEX FDS11,31127,701+16,3901,5604,1410.56%+2,581
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
046,148+46,14802,4680.33%+2,468
ISHARES TR0134,598+134,598014,5701.97%+14,570
VANGUARD STAR FDS420,025406,693-13,33222,48023,5723.19%+1,092
ISHARES TR38,26338,251-129,54110,6011.44%+1,060
VANGUARD INDEX FDS072,375+72,37506,3950.87%+6,395
ISHARES TR04,278+4,27808590.12%+859
ISHARES TR
CORE MSCI EAFE
126,181126,18108,1208,8771.20%+757
ISHARES TR29,77131,178+1,4074,5205,1520.70%+632
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
92,96792,337-6304,8805,5050.75%+625
ISHARES TR56,40556,269-1365,3135,9210.80%+608
VANGUARD TAX-MANAGED FDS37,87246,543+8,6711,6562,2290.30%+574
ISHARES TR02,256+2,25605690.08%+569
ISHARES TR05,100+5,10005530.07%+553
MICROSOFT CORP(MSFT)4,3404,963+6231,3701,8660.25%+496
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
09,000+9,00004650.06%+465
SCHWAB STRATEGIC TR108,143112,520+4,3773,4253,7950.51%+370
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
64,00664,00602,9793,3170.45%+338
DIMENSIONAL ETF TRUST
US CORE EQT MKT
0142,252+142,25204,7300.64%+4,730
ISHARES TR13,31213,31201,8042,0680.28%+263
SIMPSON MFG INC(SSD)01,315+1,31502600.04%+260
AMAZON COM INC(AMZN)2,1603,464+1,3042755260.07%+252
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,7913,486+1,6952314750.06%+245
VANGUARD BD INDEX FDS12,26814,756+2,4888871,1270.15%+240
SYNOPSYS INC(SNPS)0466+46602400.03%+240
SCHWAB CHARLES CORP(SCHW)13,31014,096+7867319700.13%+239
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,032+3,03202350.03%+235
AXON ENTERPRISE INC(AXON)0895+89502310.03%+231
VERIZON COMMUNICATIONS INC(VZ)05,877+5,87702220.03%+222
PEPSICO INC(PEP)01,301+1,30102210.03%+221
ALTAIR ENGR INC02,570+2,57002160.03%+216
EA SERIES TRUST
STRIVE 500 ETF
07,000+7,00002140.03%+214
FLOOR & DECOR HLDGS INC(FND)01,903+1,90302120.03%+212
WISDOMTREE TR(WT)6,2808,602+2,3223996050.08%+206
AT&T INC(T)011,933+11,93302000.03%+200
HOME DEPOT INC(HD)3,3973,513+1161,0261,2170.16%+191
META PLATFORMS INC(META)1,9182,123+2055767510.10%+176
VANGUARD INDEX FDS8,4478,44701,3471,5200.21%+173
RENASANT CORP21,58621,58605657270.10%+162
ELI LILLY & CO(LLY)400627+2272153650.05%+151
UNION PAC CORP(UNP)1,8702,158+2883815300.07%+149
PROGRESSIVE CORP(PGR)8,8288,636-1921,2301,3760.19%+146
VANGUARD INTL EQUITY INDEX F74,76774,76702,9323,0730.42%+141
VANGUARD INDEX FDS3,5803,58009751,1130.15%+138
SPDR S&P MIDCAP 400 ETF TR(MDY)2,7992,775-241,2781,4080.19%+130
SOUTHERN CO(SO)3,3384,815+1,4772163380.05%+122
WALMART INC(WMT)2,6713,450+7794275440.07%+117
ISHARES TR
ESG AWARE MSCI
25,51025,51008589700.13%+111
CISCO SYS INC(CSCO)4,2276,690+2,4632273380.05%+111
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,4284,312-1167268300.11%+104
MUELLER INDS INC(MLI)5,41410,776+5,3624075080.07%+101
GENERAL ELECTRIC CO(GE)5,9755,930-456617570.10%+96
PARKER-HANNIFIN CORP(PH)1,4921,468-245816760.09%+95
VANGUARD WORLD FDS
FINANCIALS ETF
6,1786,315+1374965830.08%+86
FASTENAL CO(FAST)9,1448,993-1515005820.08%+83
OREILLY AUTOMOTIVE INC(ORLY)803853+507308100.11%+81
FIVE BELOW INC(FIVE)1,4611,464+32353120.04%+77
TE CONNECTIVITY LTD(TEL)5,0084,886-1226196860.09%+68
MEDPACE HLDGS INC(MEDP)1,0381,033-52513170.04%+65
US BANCORP DEL(USB)6,8616,748-1132272920.04%+65
VANGUARD WORLD FD17,89017,397-4939029620.13%+59
AAON INC3,7073,657-502112700.04%+59
ALPHABET INC(GOOG)8,0617,941-1201,0631,1190.15%+56
OMNICOM GROUP INC(OMC)5,2045,120-843884430.06%+55
DESCARTES SYS GROUP INC(DSGX)4,8704,859-113574080.06%+51
BANK AMERICA CORP8,7068,586-1202382890.04%+51
SELECT SECTOR SPDR TR
ST STR SVC ETF
5,6595,65903714110.06%+40
WELLS FARGO CO NEW(WFC)5,4195,313-1062212620.04%+40
EXPEDITORS INTL WASH INC(EXPD)3,6413,583-584174560.06%+38
VANGUARD WORLD FDS
CONSUM DIS ETF
1,5631,504-594214580.06%+37
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
8,9418,183-7581,7051,7420.24%+36
VANGUARD INDEX FDS2,8152,672-1435515830.08%+32
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,5051,495-102933240.04%+31
VANGUARD INDEX FDS1,2041,20402512800.04%+29
SPDR SER TR
ST STR P500ETF
5,1775,17702602890.04%+29
GRAND CANYON ED INC(LOPE)1,9761,966-102312600.04%+29
ISHARES TR99299202332600.04%+27
FIDELITY COVINGTON TRUST4,4744,010-4645505760.08%+26
CASELLA WASTE SYS INC(CWST)2,6652,66502032280.03%+24
GLOBANT S A
COM
1,5521,387-1653073300.04%+23
TJX COS INC NEW(TJX)6,0535,972-815385600.08%+22
VANGUARD WORLD FDS
INDUSTRIAL ETF
1,7591,650-1093433640.05%+21
CARMAX INC(KMX)3,7323,669-632642820.04%+18
RB GLOBAL INC(RBA)3,9363,915-212462620.04%+16
SCHWAB STRATEGIC TR6,9476,94703513630.05%+12
SELECT SECTOR SPDR TR
ST STR REAL ETF
11,3089,705-1,6033853890.05%+4
MANHATTAN BRDG CAP INC332,296335,443+3,1473323350.05%+3
SPS COMM INC(SPSC)3,2972,911-3865635640.08%+2
WORKIVA INC(WK)3,2253,210-153273260.04%-1
ISHARES INC
ESG AWR MSCI EM
13,22012,215-1,0054003920.05%-9
Page 1 of 1