0001765380-22-000137.txt : 20221031 0001765380-22-000137.hdr.sgml : 20221031 20221031131933 ACCESSION NUMBER: 0001765380-22-000137 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hardy Reed LLC CENTRAL INDEX KEY: 0001761871 IRS NUMBER: 205400340 STATE OF INCORPORATION: MS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19012 FILM NUMBER: 221345099 BUSINESS ADDRESS: STREET 1: 101 SOUTH FRONT STREET CITY: TUPELO STATE: MS ZIP: 38804 BUSINESS PHONE: 6628234722 MAIL ADDRESS: STREET 1: 101 SOUTH FRONT STREET CITY: TUPELO STATE: MS ZIP: 38804 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001761871 XXXXXXXX 09-30-2022 09-30-2022 Hardy Reed LLC

101 SOUTH FRONT STREET TUPELO MS 38804

13F HOLDINGS REPORT 028-19012 N Michelle McCarthy 5138325467 Madeline Hedges Cincinnati OH 10-31-2022 0 87 452050 false INFORMATION TABLE 2 20223QHR13F.xml VANGUARD INDEX FDS TOTAL STK MKT 922908769 131648 733535 SH SOLE 0 0 733535 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78317 238552 SH SOLE 0 0 238552 ISHARES TR CORE MSCI TOTAL 46432F834 77079 1513725 SH SOLE 0 0 1513725 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 39263 822616 SH SOLE 0 0 822616 ISHARES TR CORE S&P500 ETF 464287200 12827 35763 SH SOLE 0 0 35763 ISHARES TR CORE S&P SCP ETF 464287804 11534 132284 SH SOLE 0 0 132284 ISHARES TR RUS 1000 GRW ETF 464287614 11361 53995 SH SOLE 0 0 53995 ISHARES TR CORE S&P MCP ETF 464287507 8043 36681 SH SOLE 0 0 36681 ISHARES TR CORE MSCI EAFE 46432F842 6669 126625 SH SOLE 0 0 126625 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5900 73590 SH SOLE 0 0 73590 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5841 232231 SH SOLE 0 0 232231 ISHARES TR RUS 1000 VAL ETF 464287598 4036 29678 SH SOLE 0 0 29678 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3580 76959 SH SOLE 0 0 76959 ISHARES TR CORE INTL AGGR 46435G672 3469 71795 SH SOLE 0 0 71795 VANGUARD STAR FDS VG TL INTL STK F 921909768 3349 73171 SH SOLE 0 0 73171 APPLE INC COM 037833100 3029 21916 SH SOLE 0 0 21916 ISHARES TR RUS 2000 VAL ETF 464287630 2966 23007 SH SOLE 0 0 23007 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2728 74767 SH SOLE 0 0 74767 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2568 66153 SH SOLE 0 0 66153 SPDR S&P 500 ETF TR TR UNIT 78462F103 1729 4841 SH SOLE 0 0 4841 ISHARES TR TIPS BD ETF 464287176 1553 14800 SH SOLE 0 0 14800 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1488 19887 SH SOLE 0 0 19887 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1459 40133 SH SOLE 0 0 40133 ISHARES TR CORE S&P TTL STK 464287150 1392 17505 SH SOLE 0 0 17505 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1389 9687 SH SOLE 0 0 9687 PROGRESSIVE CORP COM 743315103 1181 10161 SH SOLE 0 0 10161 MICROSOFT CORP COM 594918104 1163 4994 SH SOLE 0 0 4994 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1115 2775 SH SOLE 0 0 2775 HOME DEPOT INC COM 437076102 1021 3700 SH SOLE 0 0 3700 CADENCE BANK COM 12740C103 982 38636 SH SOLE 0 0 38636 JPMORGAN CHASE & CO COM 46625H100 948 9068 SH SOLE 0 0 9068 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 920 5708 SH SOLE 0 0 5708 JOHNSON & JOHNSON COM 478160104 878 5374 SH SOLE 0 0 5374 ALPHABET INC CAP STK CL C 02079K107 825 8580 SH SOLE 0 0 8580 SCHWAB CHARLES CORP COM 808513105 778 10827 SH SOLE 0 0 10827 VANGUARD INDEX FDS GROWTH ETF 922908736 766 3580 SH SOLE 0 0 3580 RENASANT CORP COM 75970E107 759 24255 SH SOLE 0 0 24255 VANGUARD BD INDEX FDS INTERMED TERM 921937819 726 9882 SH SOLE 0 0 9882 OREILLY AUTOMOTIVE INC COM 67103H107 707 1005 SH SOLE 0 0 1005 ISHARES TR ESG AWARE MSCI 46435U663 669 21812 SH SOLE 0 0 21812 DISNEY WALT CO COM 254687106 639 6776 SH SOLE 0 0 6776 TE CONNECTIVITY LTD SHS H84989104 594 5378 SH SOLE 0 0 5378 VANGUARD WORLD FD ESG INTL STK ETF 921910725 593 13651 SH SOLE 0 0 13651 ISHARES TR ESG AWRE 1 5 YR 46435G243 585 24892 SH SOLE 0 0 24892 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 488 16068 SH SOLE 0 0 16068 FASTENAL CO COM 311900104 467 10148 SH SOLE 0 0 10148 SPS COMM INC COM 78463M107 456 3674 SH SOLE 0 0 3674 PFIZER INC COM 717081103 433 9901 SH SOLE 0 0 9901 VANGUARD INDEX FDS MID CAP ETF 922908629 432 2296 SH SOLE 0 0 2296 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 431 17120 SH SOLE 0 0 17120 TJX COS INC NEW COM 872540109 413 6652 SH SOLE 0 0 6652 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 407 11303 SH SOLE 0 0 11303 MUELLER INDS INC COM 624756102 384 6461 SH SOLE 0 0 6461 ISHARES INC ESG AWR MSCI EM 46434G863 383 13848 SH SOLE 0 0 13848 WALMART INC COM 931142103 380 2927 SH SOLE 0 0 2927 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 375 3155 SH SOLE 0 0 3155 ISHARES TR EAFE SML CP ETF 464288273 368 7542 SH SOLE 0 0 7542 OMNICOM GROUP INC COM 681919106 352 5585 SH SOLE 0 0 5585 UNION PAC CORP COM 907818108 345 1772 SH SOLE 0 0 1772 EXPEDITORS INTL WASH INC COM 302130109 331 3748 SH SOLE 0 0 3748 EXPONENT INC COM 30214U102 329 3752 SH SOLE 0 0 3752 SCHWAB STRATEGIC TR US TIPS ETF 808524870 317 6120 SH SOLE 0 0 6120 DESCARTES SYS GROUP INC COM 249906108 310 4885 SH SOLE 0 0 4885 US BANCORP DEL COM NEW 902973304 308 7633 SH SOLE 0 0 7633 MODEL N INC COM 607525102 305 8923 SH SOLE 0 0 8923 GENERAL ELECTRIC CO COM NEW 369604301 290 4690 SH SOLE 0 0 4690 WORKIVA INC COM CL A 98139A105 279 3588 SH SOLE 0 0 3588 META PLATFORMS INC CL A 30303M102 277 2038 SH SOLE 0 0 2038 PAYLOCITY HLDG CORP COM 70438V106 277 1147 SH SOLE 0 0 1147 VANGUARD INDEX FDS LARGE CAP ETF 922908637 271 1656 SH SOLE 0 0 1656 CARMAX INC COM 143130102 269 4079 SH SOLE 0 0 4079 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 264 3185 SH SOLE 0 0 3185 AMAZON COM INC COM 023135106 260 2300 SH SOLE 0 0 2300 BLACKLINE INC COM 09239B109 246 4111 SH SOLE 0 0 4111 RITCHIE BROS AUCTIONEERS COM 767744105 246 3942 SH SOLE 0 0 3942 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 238 5572 SH SOLE 0 0 5572 BK OF AMERICA CORP COM 060505104 235 7780 SH SOLE 0 0 7780 GLOBANT S A COM L44385109 232 1242 SH SOLE 0 0 1242 PAYCOR HCM INC COM 70435P102 232 7845 SH SOLE 0 0 7845 BLACKROCK MUNI INCOME TR II COM 09249N101 227 22749 SH SOLE 0 0 22749 FIVE BELOW INC COM 33829M101 226 1639 SH SOLE 0 0 1639 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 205 5088 SH SOLE 0 0 5088 CASELLA WASTE SYS INC CL A 147448104 204 2665 SH SOLE 0 0 2665 ALARM COM HLDGS INC COM 011642105 202 3116 SH SOLE 0 0 3116 NUVEEN QUALITY MUNCP INCOME COM 67066V101 128 11664 SH SOLE 0 0 11664 PIMCO MUN INCOME FD III COM 72201A103 118 15365 SH SOLE 0 0 15365 MANHATTAN BRDG CAP INC COM 562803106 44 43772 SH SOLE 0 0 43772