Hardy Reed LLC
Q1 2025 13F Holdings
- Locationtupelo, MS
- Num holdings
236
- Value ($000)
$1,133,751
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001761871
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $212.86M | 19 % | 774,474 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $139.04M | 12 % | 270,555 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $109.27M | 10 % | 1,565,232 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $98.26M | 9 % | 400,580 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $59.11M | 5 % | 1,210,857 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $37.32M | 3 % | 1,032,627 | ||
AAPL APPLE INC | COM | 037833100 | $28.92M | 3 % | 130,186 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $28.74M | 3 % | 36 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $25.02M | 2 % | 402,827 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.62M | 2 % | 31,491 |
Rows Per Page
10
- 10
- 50
- 100