0001765380-23-000026.txt : 20230207 0001765380-23-000026.hdr.sgml : 20230207 20230207155809 ACCESSION NUMBER: 0001765380-23-000026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230207 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: 23594962 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 X0202 13F-HR LIVE false true false 0001761871 XXXXXXXX 12-31-2022 12-31-2022 Hardy Reed LLC

101 SOUTH FRONT STREET TUPELO MS 38804

13F HOLDINGS REPORT 028-19012 N Madeline Hedges 5138325467 Madeline Hedges Cincinnati OH 12-31-2022 0 103 482972410 false INFORMATION TABLE 2 20224QHR13F.xml VANGUARD INDEX FDS TOTAL STK MKT 922908769 131647537 733535 SH SOLE Hardy Reed 0 0 733535 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 78316506 238552 SH SOLE Hardy Reed 0 0 238552 ISHARES TR CORE MSCI TOTAL 46432F834 77078854 1513725 SH SOLE Hardy Reed 0 0 1513725 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 39263480 822616 SH SOLE Hardy Reed 0 0 822616 ISHARES TR CORE S&P500 ETF 464287200 12826549 35763 SH SOLE Hardy Reed 0 0 35763 ISHARES TR CORE S&P SCP ETF 464287804 11533842 132284 SH SOLE Hardy Reed 0 0 132284 ISHARES TR RUS 1000 GRW ETF 464287614 11360548 53995 SH SOLE Hardy Reed 0 0 53995 ISHARES TR CORE S&P MCP ETF 464287507 8042704 36681 SH SOLE Hardy Reed 0 0 36681 ISHARES TR CORE MSCI EAFE 46432F842 6669339 126625 SH SOLE Hardy Reed 0 0 126625 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5899710 73590 SH SOLE Hardy Reed 0 0 73590 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 5840610 232231 SH SOLE Hardy Reed 0 0 232231 VANGUARD INDEX FDS VALUE ETF 922908744 4655196 37700 SH OTR Fiduciary Services 0 0 37700 VANGUARD INDEX FDS SMALL CP ETF 922908751 4278048 25031 SH OTR Fiduciary Services 0 0 25031 ISHARES TR RUS 1000 VAL ETF 464287598 4035911 29678 SH SOLE Hardy Reed 0 0 29678 VANGUARD INDEX FDS MID CAP ETF 922908629 4011493 21340 SH OTR Fiduciary Services 0 0 21340 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3580133 76959 SH SOLE Hardy Reed 0 0 76959 ISHARES TR CORE INTL AGGR 46435G672 3469493 71795 SH SOLE Hardy Reed 0 0 71795 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3357199 41876 SH OTR Fiduciary Services 0 0 41876 VANGUARD STAR FDS VG TL INTL STK F 921909768 3349037 73171 SH SOLE Hardy Reed 0 0 73171 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3181964 87201 SH OTR Fiduciary Services 0 0 87201 APPLE INC COM 037833100 3028791 21916 SH SOLE Hardy Reed 0 0 21916 ISHARES TR RUS 2000 VAL ETF 464287630 2966293 23007 SH SOLE Hardy Reed 0 0 23007 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2728248 74767 SH SOLE Hardy Reed 0 0 74767 ISHARES TR MSCI EAFE MIN VL 46429B689 2686539 47124 SH OTR Fiduciary Services 0 0 47124 ISHARES TR SELECT DIVID ETF 464287168 2573280 24000 SH OTR Fiduciary Services 0 0 24000 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2568059 66153 SH SOLE Hardy Reed 0 0 66153 VANGUARD INDEX FDS GROWTH ETF 922908736 2132226 9966 SH OTR Fiduciary Services 0 0 9966 SPDR S&P 500 ETF TR TR UNIT 78462F103 1729108 4841 SH SOLE Hardy Reed 0 0 4841 ISHARES TR TIPS BD ETF 464287176 1552566 14800 SH SOLE Hardy Reed 0 0 14800 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1487945 19887 SH SOLE Hardy Reed 0 0 19887 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1459236 40133 SH SOLE Hardy Reed 0 0 40133 ISHARES TR CORE S&P TTL STK 464287150 1392348 17505 SH SOLE Hardy Reed 0 0 17505 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1389116 9687 SH SOLE Hardy Reed 0 0 9687 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1305005 78144 SH OTR Fiduciary Services 0 0 78144 PROGRESSIVE CORP COM 743315103 1180810 10161 SH SOLE Hardy Reed 0 0 10161 MICROSOFT CORP COM 594918104 1163103 4994 SH SOLE Hardy Reed 0 0 4994 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1114606 2775 SH SOLE Hardy Reed 0 0 2775 HOME DEPOT INC COM 437076102 1020978 3700 SH SOLE Hardy Reed 0 0 3700 CADENCE BANK COM 12740C103 981741 38636 SH SOLE Hardy Reed 0 0 38636 JPMORGAN CHASE & CO COM 46625H100 947606 9068 SH SOLE Hardy Reed 0 0 9068 VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 92206C599 919559 5708 SH SOLE Hardy Reed 0 0 5708 JOHNSON & JOHNSON COM 478160104 877897 5374 SH SOLE Hardy Reed 0 0 5374 ALPHABET INC CAP STK CL C 02079K107 824967 8580 SH SOLE Hardy Reed 0 0 8580 ISHARES TR S&P 500 VAL ETF 464287408 795282 6188 SH OTR Fiduciary Services 0 0 6188 SCHWAB CHARLES CORP COM 808513105 778136 10827 SH SOLE Hardy Reed 0 0 10827 VANGUARD INDEX FDS GROWTH ETF 922908736 765941 3580 SH SOLE Hardy Reed 0 0 3580 RENASANT CORP COM 75970E107 758696 24255 SH SOLE Hardy Reed 0 0 24255 VANGUARD BD INDEX FDS INTERMED TERM 921937819 726129 9882 SH SOLE Hardy Reed 0 0 9882 OREILLY AUTOMOTIVE INC COM 67103H107 706867 1005 SH SOLE Hardy Reed 0 0 1005 ISHARES TR ESG AWARE MSCI 46435U663 668974 21812 SH SOLE Hardy Reed 0 0 21812 ISHARES TR S&P 500 GRWT ETF 464287309 666432 11520 SH OTR Fiduciary Services 0 0 11520 DISNEY WALT CO COM 254687106 639180 6776 SH SOLE Hardy Reed 0 0 6776 TE CONNECTIVITY LTD SHS H84989104 593516 5378 SH SOLE Hardy Reed 0 0 5378 VANGUARD WORLD FD ESG INTL STK ETF 921910725 592999 13651 SH SOLE Hardy Reed 0 0 13651 ISHARES TR ESG AWRE 1 5 YR 46435G243 584713 24892 SH SOLE Hardy Reed 0 0 24892 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 487824 16068 SH SOLE Hardy Reed 0 0 16068 FASTENAL CO COM 311900104 467214 10148 SH SOLE Hardy Reed 0 0 10148 SPS COMM INC COM 78463M107 456421 3674 SH SOLE Hardy Reed 0 0 3674 PFIZER INC COM 717081103 433268 9901 SH SOLE Hardy Reed 0 0 9901 VANGUARD INDEX FDS MID CAP ETF 922908629 431602 2296 SH SOLE Hardy Reed 0 0 2296 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 430568 17120 SH SOLE Hardy Reed 0 0 17120 TJX COS INC NEW COM 872540109 413222 6652 SH SOLE Hardy Reed 0 0 6652 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 407021 11303 SH SOLE Hardy Reed 0 0 11303 MUELLER INDS INC COM 624756102 384042 6461 SH SOLE Hardy Reed 0 0 6461 ISHARES INC ESG AWR MSCI EM 46434G863 383174 13848 SH SOLE Hardy Reed 0 0 13848 WALMART INC COM 931142103 379632 2927 SH SOLE Hardy reed 0 0 2927 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 374751 3155 SH SOLE Hardy Reed 0 0 3155 ISHARES TR EAFE SML CP ETF 464288273 367899 7542 SH SOLE Hardy Reed 0 0 7542 OMNICOM GROUP INC COM 681919106 352358 5585 SH SOLE Hardy Reed 0 0 5585 UNION PAC CORP COM 907818108 345221 1772 SH SOLE Hardy Reed 0 0 1772 EXPEDITORS INTL WASH INC COM 302130109 330986 3748 SH SOLE Hardy Reed 0 0 3748 EXPONENT INC COM 30214U102 328938 3752 SH SOLE Hardy Reed 0 0 3752 SCHWAB STRATEGIC TR US TIPS ETF 808524870 317016 6120 SH SOLE Hardy Reed 0 0 6120 ISHARES TR S&P MC 400VL ETF 464287705 311220 3458 SH OTR Fiduciary Services 0 0 3458 DESCARTES SYS GROUP INC COM 249906108 310344 4885 SH SOLE Hardy Reed 0 0 4885 US BANCORP DEL COM NEW 902973304 307763 7633 SH SOLE Hardy Reed 0 0 7633 MODEL N INC COM 607525102 305434 8923 SH SOLE Hardy Reed 0 0 8923 GENERAL ELECTRIC CO COM NEW 369604301 290358 4690 SH SOLE Hardy Reed 0 0 4690 ISHARES TR S&P MC 400GR ETF 464287606 285544 4531 SH OTR Fiduciary Services 0 0 4531 WORKIVA INC COM CL A 98139A105 279146 3588 SH SOLE Hardy Reed 0 0 3588 PAYLOCITY HLDG CORP COM 70438V106 277092 1147 SH SOLE Hardy Reed 0 0 1147 META PLATFORMS INC CL A 30303M102 276516 2038 SH SOLE Hardy Reed 0 0 2038 VANGUARD INDEX FDS LARGE CAP ETF 922908637 270855 1656 SH SOLE Hardy Reed 0 0 1656 CARMAX INC COM 143130102 269296 4079 SH SOLE Hardy Reed 0 0 4079 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 263845 3185 SH SOLE Hardy Reed 0 0 3185 AMAZON COM INC COM 023135106 259900 2300 SH SOLE Hardy Reed 0 0 2300 RITCHIE BROS AUCTIONEERS COM 767744105 246296 3942 SH SOLE Hardy Reed 0 0 3942 BLACKLINE INC COM 09239B109 246249 4111 SH SOLE Hardy Reed 0 0 4111 SPDR INDEX SHS FDS PORTFLI MSCI GBL 78463X475 238354 5572 SH SOLE Hardy Reed 0 0 5572 ISHARES TR SP SMCP600VL ETF 464287879 235395 2855 SH OTR Fiduciary Services 0 0 2855 BK OF AMERICA CORP COM 060505104 234956 7780 SH SOLE Hardy Reed 0 0 7780 GLOBANT S A COM L44385109 232353 1242 SH SOLE Hardy Reed 0 0 1242 PAYCOR HCM INC COM 70435P102 231898 7845 SH SOLE Hardy Reed 0 0 7845 BLACKROCK MUNI INCOME TR II COM 09249N101 227490 22749 SH SOLE Hardy Reed 0 0 22749 FIVE BELOW INC COM 33829M101 225641 1639 SH SOLE Hardy Reed 0 0 1639 ISHARES TR MSCI USA MIN VOL 46429B697 225269 3408 SH OTR Fiduciary Services 0 0 3408 ISHARES TR S&P SML 600 GWT 464287887 223572 2199 SH OTR Fiduciary Services 0 0 2199 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 205199 5088 SH SOLE Hardy Reed 0 0 5088 CASELLA WASTE SYS INC CL A 147448104 203579 2665 SH SOLE Hardy Reed 0 0 2665 ALARM COM HLDGS INC COM 011642105 202104 3116 SH SOLE Hardy Reed 0 0 3116 NUVEEN QUALITY MUNCP INCOME COM 67066V101 128304 11664 SH SOLE Hardy Reed 0 0 11664 PIMCO MUN INCOME FD III COM 72201A103 118464 15365 SH SOLE Hardy Reed 0 0 15365 MANHATTAN BRDG CAP INC COM 562803106 43772 43772 SH SOLE Hardy Reed 0 0 43772