Hardy-Reed

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "MMSI",
  "RGEN",
  "SPSC",
  "STVN",
  "KAI",
  "CCCS",
  "MASI",
  "NTR",
  "TROW",
  null,
  "RF",
  "FNDF",
  "MPLX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "PAA",
  "FRPT",
  "GOOGL",
  "PXF",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "KMX",
  "CP.TO",
  null,
  null,
  "PECO",
  "SIMO",
  "EOG",
  "EXPD",
  "GD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  null,
  null,
  "BEN",
  "UNP",
  "QCOM",
  "AMAT",
  "ING",
  "BKNG",
  "ICE",
  "META",
  "IJH",
  null,
  "KNSL",
  "KMI",
  "LRCX",
  "LIN",
  "ENSG",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MUFG",
  "TMUS",
  "DOCS",
  "NEOG",
  null,
  "EVR",
  "EXPO",
  "FIS",
  "GE",
  null,
  "OMC",
  "ORLY",
  "ICLR",
  "IX",
  "FAST",
  "IJR",
  "EFG",
  "IWD",
  "OKE",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  "MRK",
  "IEFA",
  "SPGI",
  null,
  "SLB",
  "SHEL",
  "RTX",
  "SAP",
  null,
  "SPLG",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UTHR",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "DTM",
  "VV",
  "PCTY",
  "SCHW",
  "ALC",
  "VWO",
  "RNST",
  "LOAN",
  "TTE",
  "TRGP",
  "GAIN",
  null,
  "ULTA",
  "SU",
  "IWN",
  "TSM",
  "GPN",
  null,
  "VYM",
  "MGC",
  "TT",
  "VRSK",
  "LOPE",
  "MEDP",
  null,
  "SEIC",
  "MLI",
  "MTN",
  "APH",
  "SONY",
  "FI",
  "FHI",
  null,
  "AOS",
  "NVO",
  "AMZN",
  "MSI",
  "SCHB",
  "SIRI",
  null,
  "NTES",
  null,
  "VFH",
  "VEA",
  "VONE",
  "VXUS",
  "BNDX",
  "VBR",
  null,
  "BSV",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WES",
  "WFC",
  "WMB",
  null,
  "WK",
  "ET",
  "LEA",
  "NSC",
  "HLMN",
  "SO",
  "UFPI",
  "SSD",
  "SYY",
  "IXUS",
  "LYB",
  "LNTH",
  null,
  "GEV",
  "MELI",
  "HESM",
  null,
  "FDX",
  "BAC",
  "BRK-A",
  "BAX",
  "BL",
  "BMY",
  "BLDR",
  "CADE",
  "CWST",
  "CVX",
  "LNG",
  "CSCO",
  "CMCSA",
  "CAG",
  "ROAD",
  "STZ",
  "COO",
  "CPRT",
  "CRH",
  "CSWI",
  "DHR",
  "DSGX",
  null,
  null,
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "PH",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 236
Total Value: 1133740080
Accession Number: 0001765380-25-000161
Form Type: 13F-HR
CIK: hardy-reed
Manager Name: Hardy-Reed

Data Enrichment

90% identified

212 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

236 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:774.5K

Value:$212.9M

% of Portfolio:18.8% ($212.9M/$1.1B)

922908363

VOO|922908363

Shares:270.6K

Value:$139.0M

% of Portfolio:12.3% ($139.0M/$1.1B)

46432F834

IXUS|46432F834

Shares:1.6M

Value:$109.3M

% of Portfolio:9.6% ($109.3M/$1.1B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:400.6K

Value:$98.3M

% of Portfolio:8.7% ($98.3M/$1.1B)

92203J407

BNDX|92203J407

Shares:1.2M

Value:$59.1M

% of Portfolio:5.2% ($59.1M/$1.1B)

808524755

FNDF|808524755

Shares:1.0M

Value:$37.3M

% of Portfolio:3.3% ($37.3M/$1.1B)

Apple Inc.

AAPL|037833100

Shares:130.2K

Value:$28.9M

% of Portfolio:2.6% ($28.9M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:36

Value:$28.7M

% of Portfolio:2.5% ($28.7M/$1.1B)

921909768

VXUS|921909768

Shares:402.8K

Value:$25.0M

% of Portfolio:2.2% ($25.0M/$1.1B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:31.5K

Value:$17.6M

% of Portfolio:1.6% ($17.6M/$1.1B)

78464A474

Shares:564.3K

Value:$17.0M

% of Portfolio:1.5% ($17.0M/$1.1B)

921946406

VYM|921946406

Shares:130.4K

Value:$16.8M

% of Portfolio:1.5% ($16.8M/$1.1B)

25434V625

Shares:242.5K

Value:$14.9M

% of Portfolio:1.3% ($14.9M/$1.1B)

464287200

IVV|464287200

Shares:25.8K

Value:$14.5M

% of Portfolio:1.3% ($14.5M/$1.1B)

464287804

IJR|464287804

Shares:132.4K

Value:$13.8M

% of Portfolio:1.2% ($13.8M/$1.1B)

464287507

IJH|464287507

Shares:189.8K

Value:$11.1M

% of Portfolio:1.0% ($11.1M/$1.1B)

MICROSOFT CORP

MSFT|594918104

Shares:27.7K

Value:$10.4M

% of Portfolio:0.9% ($10.4M/$1.1B)

464287614

IWF|464287614

Shares:27.8K

Value:$10.0M

% of Portfolio:0.9% ($10.0M/$1.1B)

46432F842

IEFA|46432F842

Shares:126.0K

Value:$9.5M

% of Portfolio:0.8% ($9.5M/$1.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:51.0K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	774.5K	QoQ +3.04% (-22.9K) YoY +10.51% (+73.7K)	All Managers (Combined)	$212.9M	18.8% ($212.9M/$1.1B)	QoQ -2.27% (-$5.0M) YoY +16.87% (+$30.7M)
(VOOcusip922908363)	270.6K	QoQ -0.26% (-730) YoY -1.68% (-4.6K)	All Managers (Combined)	$139.0M	12.3% ($139.0M/$1.1B)	QoQ -4.87% (-$7.1M) YoY +5.11% (-$6.8M)
(IXUScusip46432F834)	1.6M	QoQ +2.76% (+42.1K) YoY +24.09% (+303.9K)	All Managers (Combined)	$109.3M	9.6% ($109.3M/$1.1B)	QoQ +8.46% (+$8.5M) YoY +27.65% (+$23.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	400.6K	QoQ -0.06% (-243) YoY +4.71% (+18.0K)	All Managers (Combined)	$98.3M	8.7% ($98.3M/$1.1B)	QoQ +2.26% (-$2.2M) YoY +28.23% (+$21.6M)
(BNDXcusip92203J407)	1.2M	QoQ +5.52% (+63.4K) YoY +33.92% (+306.7K)	All Managers (Combined)	$59.1M	5.2% ($59.1M/$1.1B)	QoQ +5.02% (+$2.8M) YoY +32.91% (+$14.6M)
(FNDFcusip808524755)	1.0M	QoQ +8.52% (+81.1K) YoY +817.72% (+920.1K)	All Managers (Combined)	$37.3M	3.3% ($37.3M/$1.1B)	QoQ +18.09% (+$5.7M) YoY +831.38% (+$33.3M)
Apple Inc.(AAPLcusip037833100)	130.2K	QoQ -4.35% (-5.9K) YoY +56.04% (+46.8K)	All Managers (Combined)	$28.9M	2.6% ($28.9M/$1.1B)	QoQ -15.15% (-$5.2M) YoY +102.13% (+$14.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	36	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$28.7M	2.5% ($28.7M/$1.1B)	QoQ +17.25% (+$4.2M) YoY +25.84% (+$5.9M)
(VXUScusip921909768)	402.8K	QoQ -0.16% (-673) YoY -0.75% (-3.1K)	All Managers (Combined)	$25.0M	2.2% ($25.0M/$1.1B)	QoQ +5.20% (-$1.2M) YoY +2.20% (-$539.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	31.5K	QoQ -11.49% (-4.1K) YoY +0.23% (+75)	All Managers (Combined)	$17.6M	1.6% ($17.6M/$1.1B)	QoQ -15.52% (-$3.2M) YoY +7.19% (+$1.2M)
(cusip78464A474)✕	564.3K	QoQ +1.15% (+6.4K) YoY +21.40% (+99.5K)	All Managers (Combined)	$17.0M	1.5% ($17.0M/$1.1B)	QoQ +1.96% (+$327.8K) YoY +22.74% (+$3.1M)
(VYMcusip921946406)	130.4K	QoQ 0.00% (+0) YoY +10.47% (+12.4K)	All Managers (Combined)	$16.8M	1.5% ($16.8M/$1.1B)	QoQ +1.07% (+$178.7K) YoY +17.75% (+$2.5M)
(cusip25434V625)✕	242.5K	QoQ +29.83% (+55.7K) YoY +236.46% (+170.4K)	All Managers (Combined)	$14.9M	1.3% ($14.9M/$1.1B)	QoQ +24.11% (+$2.9M) YoY +251.83% (+$10.6M)
(IVVcusip464287200)	25.8K	QoQ -0.98% (-255) YoY -1.85% (-487)	All Managers (Combined)	$14.5M	1.3% ($14.5M/$1.1B)	QoQ -5.48% (-$839.9K) YoY +4.89% (-$675.7K)
(IJRcusip464287804)	132.4K	QoQ +0.08% (-115) YoY 0.00% (-4)	All Managers (Combined)	$13.8M	1.2% ($13.8M/$1.1B)	QoQ -9.16% (-$1.4M) YoY -5.38% (-$788.4K)
(IJHcusip464287507)	189.8K	QoQ +0.06% (-130) YoY -0.57% (-1.1K)	All Managers (Combined)	$11.1M	1.0% ($11.1M/$1.1B)	QoQ -6.29% (-$743.5K) YoY -4.49% (-$520.8K)
MICROSOFT CORP(MSFTcusip594918104)	27.7K	QoQ +0.72% (-199) YoY +467.80% (+22.8K)	All Managers (Combined)	$10.4M	0.9% ($10.4M/$1.1B)	QoQ -10.29% (-$1.2M) YoY +406.62% (+$8.3M)
(IWFcusip464287614)	27.8K	QoQ +0.25% (-70) YoY -0.50% (-140)	All Managers (Combined)	$10.0M	0.9% ($10.0M/$1.1B)	QoQ -9.85% (-$1.1M) YoY +6.59% (-$620.7K)
(IEFAcusip46432F842)	126.0K	QoQ 0.00% (+0) YoY -0.13% (-167)	All Managers (Combined)	$9.5M	0.8% ($9.5M/$1.1B)	QoQ +7.64% (+$676.7K) YoY +1.79% (-$167.8K)
Alphabet Inc.(GOOGLcusip02079K305)	51.0K	QoQ +0.61% (-311) YoY NEW(+51.0K)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.1B)	QoQ -17.80% (-$1.7M) YoY NEW(+$7.9M)