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