Hardy Reed LLC
CIK Number: 0001761871
1.13B
Market Value
244
# of Holdings
8 months
Avg. Holding Period
40.84%
Win Rate
18.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 275.71 | +0.32% | 751.6K | +1.14% | 217.82M | 169.98 | 19.19% |
| 2 | VOO | Vanguard 500 In... | 515.44 | +0.30% | 271.29K | -0.67% | 146.17M | 267.07 | 12.88% |
| 3 | IXUS | iShares Core MS... | 70.01 | +0.29% | 1.52M | +4.91% | 100.74M | 62.9 | 8.88% |
| 4 | JPM | JPMorgan Chase ... | 243.46 | -0.75% | 400.82K | -0.03% | 96.08M | 170.17 | 8.47% |
| 5 | BNDX | Vanguard Total ... | 48.83 | +0.02% | 1.15M | +6.93% | 56.28M | 53.9 | 4.96% |
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