0001398344-24-000696.txt : 20240117 0001398344-24-000696.hdr.sgml : 20240117 20240117134527 ACCESSION NUMBER: 0001398344-24-000696 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sherrill & Hutchins Financial Advisory, Inc CENTRAL INDEX KEY: 0002005607 ORGANIZATION NAME: IRS NUMBER: 581585803 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23510 FILM NUMBER: 24537725 BUSINESS ADDRESS: STREET 1: 4400 NORTHSIDE PARKWAY NW STREET 2: STE 425 CITY: ATLANTA STATE: GA ZIP: 30327 BUSINESS PHONE: 770-395-9797 MAIL ADDRESS: STREET 1: 4400 NORTHSIDE PARKWAY NW STREET 2: STE 425 CITY: ATLANTA STATE: GA ZIP: 30327 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002005607 XXXXXXXX 12-31-2023 12-31-2023 false Sherrill & Hutchins Financial Advisory, Inc
4400 NORTHSIDE PARKWAY NW STE 425 ATLANTA GA 30327
13F HOLDINGS REPORT 028-23510 000105302 801-22637 N
Kaitlin Theobald Chief Compliance Officer 770-395-9797 /s/ Kaitlin Theobald Atlanta GA 01-16-2024 0 10 106405305
INFORMATION TABLE 2 fp0086646-1_13fhr-table.xml JOHNSON & JOHNSON COM 478160104 338791 2161 SH SOLE 0 0 2161 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 344688 7196 SH SOLE 0 0 7196 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 362351 10648 SH SOLE 0 0 10648 HOME DEPOT INC COM 437076102 618440 1785 SH SOLE 0 0 1785 METROCITY BANKSHARES INC COM 59165J105 712145 29648 SH SOLE 0 0 29648 TESLA INC COM 88160R101 749167 3015 SH SOLE 0 0 3015 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 865928 18800 SH SOLE 0 0 18800 AMERICAN CENTY ETF TR US SML CP VALU 025072877 28170002 313697 SH SOLE 0 0 313697 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 33505819 727755 SH SOLE 0 0 727755 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 40737974 187785 SH SOLE 0 0 187785