Hardy Reed LLC Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Hardy Reed LLCInvestment ActivityHardy Reed LLC has $805.03 million in total holdings as of March 31, 2024.Hardy Reed LLC owns shares of 117 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.31% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, Hardy Reed LLC has purchased 116 new stocks and bought additional shares in 26 stocks.Hardy Reed LLC sold shares of 37 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $182,130,518Vanguard S&P 500 ETF $132,281,020iShares Core MSCI Total International Stock ETF $85,595,321JPMorgan Chase & Co. $76,624,565Vanguard Total International Bond ETF $44,473,379 Largest New Holdings this Quarter Distillate U.S. Fundamental Stability & Value ETF $394,083 HoldingExponent $328,280 HoldingStevanato Group $320,744 HoldingBlackLine $262,389 HoldingFreshpet $253,270 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 152,651 shares (about $9.27M)Vanguard Total Stock Market ETF 10,408 shares (about $2.71M)iShares Core MSCI Total International Stock ETF 39,416 shares (about $2.67M)Vanguard Value ETF 13,350 shares (about $2.17M)Vanguard Total International Bond ETF 33,313 shares (about $1.64M) Largest Sales this Quarter iShares Core S&P 500 ETF 1,835 shares (about $964.73K)Vanguard High Dividend Yield ETF 6,444 shares (about $779.66K)iShares Russell 1000 Value ETF 1,500 shares (about $268.67K)iShares Core S&P Small-Cap ETF 2,160 shares (about $238.72K)Vanguard FTSE Developed Markets ETF 3,583 shares (about $179.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHardy Reed LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$182,130,518$2,705,037 ▲1.5%700,77222.6%ETFVOOVanguard S&P 500 ETF$132,281,020$1,052,734 ▲0.8%275,18416.4%ETFIXUSiShares Core MSCI Total International Stock ETF$85,595,321$2,674,769 ▲3.2%1,261,35210.6%ManufacturingJPMJPMorgan Chase & Co.$76,624,565$33,851 ▼0.0%382,5499.5%FinanceBNDXVanguard Total International Bond ETF$44,473,379$1,638,667 ▲3.8%904,1145.5%ETFVXUSVanguard Total International Stock ETF$24,475,710$47,878 ▼-0.2%405,8993.0%ETFBRK.ABerkshire Hathaway$22,839,8400.0%362.8%FinanceSPYSPDR S&P 500 ETF Trust$16,432,7680.0%31,4162.0%FinanceIJRiShares Core S&P Small-Cap ETF$14,637,048$238,723 ▼-1.6%132,4381.8%ETFAAPLApple$14,306,405$75,451 ▼-0.5%83,4291.8%Computer and TechnologyVYMVanguard High Dividend Yield ETF$14,283,838$779,660 ▼-5.2%118,0581.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$13,838,645$59,540 ▼-0.4%464,8521.7%ETFIVViShares Core S&P 500 ETF$13,798,528$964,730 ▼-6.5%26,2461.7%ETFIJHiShares Core S&P Mid-Cap ETF$11,595,366$9,272,005 ▲399.1%190,9021.4%ETFIWFiShares Russell 1000 Growth ETF$9,411,7850.0%27,9241.2%ETFIEFAiShares Core MSCI EAFE ETF$9,365,1540.0%126,1811.2%ETFVTVVanguard Value ETF$6,685,566$2,174,181 ▲48.2%41,0510.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,464,180$23,637 ▼-0.4%56,0640.8%ETFVNQVanguard Real Estate ETF$6,258,9900.0%72,3750.8%ETFCADECadence Bank$6,056,012$15,428 ▼-0.3%208,8280.8%FinanceDFASDimensional U.S. Small Cap ETF$5,919,402$163,143 ▲2.8%94,9540.7%ETFIWDiShares Russell 1000 Value ETF$5,315,627$268,665 ▼-4.8%29,6780.7%ETFDFAUDimensional US Core Equity Market ETF$5,197,8890.0%142,2520.6%ETFDIMENSIONAL ETF TRUST$4,226,437$1,519,856 ▲56.2%72,0620.5%US CORE EQUITY 1FNDFSchwab Fundamental International Large Company Index ETF$4,006,8380.0%112,5200.5%ETFNSCNorfolk Southern$3,823,0500.0%15,0000.5%TransportationDFUSDimensional U.S. Equity ETF$3,647,0620.0%64,0060.5%ETFIAGGiShares Core International Aggregate Bond ETF$3,408,439$140,459 ▼-4.0%68,2370.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,123,0180.0%74,7670.4%ETFIWNiShares Russell 2000 Value ETF$2,180,144$66,065 ▲3.1%13,7280.3%ETFVEAVanguard FTSE Developed Markets ETF$2,155,304$179,759 ▼-7.7%42,9600.3%ETFMSFTMicrosoft$2,052,693$35,340 ▼-1.7%4,8790.3%Computer and TechnologyVTHRVanguard Russell 3000 ETF$1,906,3120.0%8,1830.2%ETFPGRProgressive$1,780,928$5,171 ▼-0.3%8,6110.2%FinanceVBRVanguard Small-Cap Value ETF$1,620,8110.0%8,4470.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,544,0100.0%2,7750.2%ETFBSVVanguard Short-Term Bond ETF$1,416,402$165,377 ▼-10.5%18,4740.2%ETFEFGiShares MSCI EAFE Growth ETF$1,398,0520.0%13,4700.2%ETFHDHome Depot$1,332,243$15,344 ▼-1.1%3,4730.2%Retail/WholesaleGOOGAlphabet$1,239,549$30,452 ▲2.5%8,1410.2%Computer and TechnologyVUGVanguard Growth ETF$1,232,2360.0%3,5800.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,110,190$2,413 ▼-0.2%14,7240.1%ETFGEGeneral Electric$1,031,064$9,830 ▼-0.9%5,8740.1%TransportationVSGXVanguard ESG International Stock ETF$1,030,093$30,287 ▲3.0%17,9240.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,027,2880.0%25,5100.1%ETFSCHWCharles Schwab$950,910$68,795 ▼-6.7%13,1450.1%FinanceMETAMeta Platforms$931,343$99,544 ▼-9.7%1,9180.1%Computer and TechnologyORLYO'Reilly Automotive$917,780$45,155 ▼-4.7%8130.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$898,0610.0%4,3120.1%ETFJNJJohnson & Johnson$853,277$173,218 ▲25.5%5,3940.1%MedicalPHParker-Hannifin$815,9000.0%1,4680.1%Industrial ProductsDISWalt Disney$811,614$193,329 ▲31.3%6,6330.1%Consumer DiscretionaryTELTE Connectivity$709,6430.0%4,8860.1%Computer and TechnologyFASTFastenal$689,092$4,628 ▼-0.7%8,9330.1%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$680,149$24,762 ▲3.8%8,9270.1%ManufacturingRNSTRenasant$676,0740.0%21,5860.1%FinanceWMTWalmart$667,647$460,060 ▲221.6%11,0960.1%Retail/WholesaleVFHVanguard Financials ETF$646,5930.0%6,3150.1%ETFVVVanguard Large-Cap ETF$640,6390.0%2,6720.1%ETFFTECFidelity MSCI Information Technology Index ETF$624,9190.0%4,0100.1%ETFTJXTJX Companies$605,6810.0%5,9720.1%Retail/WholesaleMLIMueller Industries$581,1500.0%10,7760.1%Industrial ProductsAMZNAmazon.com$530,318$94,519 ▼-15.1%2,9400.1%Retail/WholesaleTIPiShares TIPS Bond ETF$515,246$54,135 ▼-9.5%4,7970.1%ETFSPSCSPS Commerce$513,283$24,962 ▼-4.6%2,7760.1%Business ServicesSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$507,9120.0%20,7480.1%ManufacturingOMCOmnicom Group$495,4120.0%5,1200.1%Business ServicesSCHPSchwab U.S. TIPS ETF$488,009$125,653 ▲34.7%9,3560.1%ETFVCRVanguard Consumer Discretionary ETF$477,8660.0%1,5040.1%ETFSCHBSchwab US Broad Market ETF$471,245$101,160 ▲27.3%7,7190.1%ETFXLCCommunication Services Select Sector SPDR Fund$462,1140.0%5,6590.1%ETFXLVHealth Care Select Sector SPDR Fund$455,895$59,092 ▼-11.5%3,0860.1%ETFUNPUnion Pacific$449,315$81,403 ▼-15.3%1,8270.1%TransportationDSGXThe Descartes Systems Group$444,562$183 ▼0.0%4,8570.1%Computer and TechnologyEXPDExpeditors International of Washington$435,5860.0%3,5830.1%TransportationVOVanguard Mid-Cap ETF$409,771$108,939 ▲36.2%1,6400.1%ETFVISVanguard Industrials ETF$402,8480.0%1,6500.1%ETFXLREReal Estate Select Sector SPDR Fund$395,656$12,017 ▲3.1%10,0090.0%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$394,083$394,083 ▲New Holding7,3100.0%ETFESGEiShares ESG Aware MSCI EM ETF$394,077$387 ▲0.1%12,2270.0%ManufacturingVONEVanguard Russell 1000$356,2890.0%1,4950.0%ETFMEDPMedpace$350,399$67,089 ▼-16.1%8670.0%MedicalEXPOExponent$328,280$328,280 ▲New Holding3,9700.0%Business ServicesSTVNStevanato Group$320,744$320,744 ▲New Holding9,9920.0%MedicalKMXCarMax$319,6070.0%3,6690.0%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$318,5410.0%5,1770.0%ETFWFCWells Fargo & Company$310,029$2,087 ▲0.7%5,3490.0%FinanceLOANManhattan Bridge Capital$302,508$32,936 ▼-9.8%302,5070.0%FinanceRBARB Global$297,063$1,143 ▼-0.4%3,9000.0%Business ServicesUSBU.S. Bancorp$294,931$6,705 ▼-2.2%6,5980.0%FinanceBACBank of America$293,918$31,663 ▼-9.7%7,7510.0%FinanceWKWorkiva$290,440$18,232 ▲6.7%3,4250.0%Computer and TechnologyCWSTCasella Waste Systems$289,690$26,201 ▲9.9%2,9300.0%Industrial ProductsIWBiShares Russell 1000 ETF$285,7260.0%9920.0%ETFGLOBGlobant$280,0360.0%1,3870.0%Computer and TechnologySSDSimpson Manufacturing$272,685$2,873 ▲1.1%1,3290.0%ConstructionLOPEGrand Canyon Education$266,700$1,090 ▼-0.4%1,9580.0%Consumer DiscretionaryFIVEFive Below$265,359$181 ▼-0.1%1,4630.0%Retail/WholesaleBLBlackLine$262,389$262,389 ▲New Holding4,0630.0%Computer and TechnologyFRPTFreshpet$253,270$253,270 ▲New Holding2,1860.0%Consumer StaplesShowing largest 100 holdings. 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