Hardy Reed LLC

Q4 2024 13F Holdings

  • Location
    tupelo, MS
  • Num holdings

    246

  • Value ($000)

    $1,134,880

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001761871
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$217.82M
19 %

751,596

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$146.17M
13 %

271,285

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$100.74M
9 %

1,523,175

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$96.08M
9 %

400,823

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$56.28M
5 %

1,147,477

AAPL
AAPL

APPLE INC

COM
037833100
$34.08M
3 %

136,107

FNDF
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$31.60M
3 %

951,523

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$24.51M
2 %

36

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$23.78M
2 %

403,500

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$20.85M
2 %

35,580

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