0001765380-24-000077.txt : 20240213
0001765380-24-000077.hdr.sgml : 20240213
20240213084253
ACCESSION NUMBER: 0001765380-24-000077
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Hardy Reed LLC
CENTRAL INDEX KEY: 0001761871
ORGANIZATION NAME:
IRS NUMBER: 205400340
STATE OF INCORPORATION: MS
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19012
FILM NUMBER: 24622727
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/A
1
primary_doc.xml
X0202
13F-HR/A
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false
true
false
0001761871
XXXXXXXX
12-31-2023
12-31-2023
true
1
RESTATEMENT
Hardy Reed LLC
101 SOUTH FRONT STREET
TUPELO
MS
38804
13F HOLDINGS REPORT
028-19012
000141024
801-66976
N
Susan Brodnick
Compliance Consultant
5139778532
Susan Brodnick
Cincinnati
OH
02-13-2024
0
117
738431260
false
INFORMATION TABLE
2
20234qhardyreed13f.xml
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
163768098
690364
SH
SOLE
0
0
0
690364
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
119243844
272994
SH
SOLE
0
0
0
272994
ISHARES TR
CORE MSCI TOTAL
46432F834
79340280
1221936
SH
SOLE
0
0
0
1221936
JPMORGAN CHASE & CO
COM
46625H100
65100332
382718
SH
SOLE
0
0
0
382718
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
42987104
870801
SH
SOLE
0
0
0
870801
VANGUARD STAR FDS
VG TL INTL STK F
921909768
23571927
406693
SH
SOLE
0
0
0
406693
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
19534502
36
SH
SOLE
0
0
0
36
APPLE INC
COM
037833100
16147299
83869
SH
SOLE
0
0
0
83869
SPDR S&P 500 ETF TR
TR UNIT
78462F103
14932339
31416
SH
SOLE
0
0
0
31416
ISHARES TR
CORE S&P SCP ETF
464287804
14570234
134598
SH
SOLE
0
0
0
134598
SPDR SER TR
PORTFOLIO SHORT
78464A474
13902853
466852
SH
SOLE
0
0
0
466852
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
13898159
124502
SH
SOLE
0
0
0
124502
ISHARES TR
CORE S&P500 ETF
464287200
13412527
28081
SH
SOLE
0
0
0
28081
ISHARES TR
CORE S&P MCP ETF
464287507
10601301
38251
SH
SOLE
0
0
0
38251
ISHARES TR
CORE MSCI EAFE
46432F842
8876834
126181
SH
SOLE
0
0
0
126181
ISHARES TR
RUS 1000 GRW ETF
464287614
8465720
27924
SH
SOLE
0
0
0
27924
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
6395055
72375
SH
SOLE
0
0
0
72375
CADENCE BANK
COM
12740C103
6194963
209360
SH
SOLE
0
0
0
209360
ISHARES TR
CORE S&P TTL STK
464287150
5921187
56269
SH
SOLE
0
0
0
56269
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
5505103
92337
SH
SOLE
0
0
0
92337
ISHARES TR
RUS 1000 VAL ETF
464287598
5152165
31178
SH
SOLE
0
0
0
31178
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
4729879
142252
SH
SOLE
0
0
0
142252
VANGUARD INDEX FDS
VALUE ETF
922908744
4141300
27701
SH
SOLE
0
0
0
27701
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
3795300
112520
SH
SOLE
0
0
0
112520
NORFOLK SOUTHN CORP
COM
655844108
3545700
15000
SH
SOLE
0
0
0
15000
ISHARES TR
CORE INTL AGGR
46435G672
3538241
71049
SH
SOLE
0
0
0
71049
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
3317431
64006
SH
SOLE
0
0
0
64006
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3072924
74767
SH
SOLE
0
0
0
74767
DIMENSIONAL ETF TRUST
US CORE EQUITY 1
25434V625
2467816
46148
SH
SOLE
0
0
0
46148
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
2229410
46543
SH
SOLE
0
0
0
46543
ISHARES TR
RUS 2000 VAL ETF
464287630
2067753
13312
SH
SOLE
0
0
0
13312
MICROSOFT CORP
COM
594918104
1866287
4963
SH
SOLE
0
0
0
4963
VANGUARD SCOTTSDALE FDS
VNG RUS3000IDX
92206C599
1741588
8183
SH
SOLE
0
0
0
8183
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1589000
20631
SH
SOLE
0
0
0
20631
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1520207
8447
SH
SOLE
0
0
0
8447
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1407980
2775
SH
SOLE
0
0
0
2775
PROGRESSIVE CORP
COM
743315103
1375543
8636
SH
SOLE
0
0
0
8636
ISHARES TR
EAFE GRWTH ETF
464288885
1304570
13470
SH
SOLE
0
0
0
13470
HOME DEPOT INC
COM
437076102
1217431
3513
SH
SOLE
0
0
0
3513
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1127064
14756
SH
SOLE
0
0
0
14756
ALPHABET INC
CAP STK CL C
02079K107
1119126
7941
SH
SOLE
0
0
0
7941
VANGUARD INDEX FDS
GROWTH ETF
922908736
1112951
3580
SH
SOLE
0
0
0
3580
SCHWAB CHARLES CORP
COM
808513105
969805
14096
SH
SOLE
0
0
0
14096
ISHARES TR
ESG AWARE MSCI
46435U663
969636
25510
SH
SOLE
0
0
0
25510
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
961707
17397
SH
SOLE
0
0
0
17397
ISHARES TR
RUSSELL 2000 ETF
464287655
858638
4278
SH
SOLE
0
0
0
4278
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
829974
4312
SH
SOLE
0
0
0
4312
OREILLY AUTOMOTIVE INC
COM
67103H107
810419
853
SH
SOLE
0
0
0
853
GENERAL ELECTRIC CO
COM NEW
369604301
756846
5930
SH
SOLE
0
0
0
5930
META PLATFORMS INC
CL A
30303M102
751458
2123
SH
SOLE
0
0
0
2123
RENASANT CORP
COM
75970E107
727017
21586
SH
SOLE
0
0
0
21586
TE CONNECTIVITY LTD
SHS
H84989104
686483
4886
SH
SOLE
0
0
0
4886
PARKER-HANNIFIN CORP
COM
701094104
676308
1468
SH
SOLE
0
0
0
1468
JOHNSON & JOHNSON
COM
478160104
673826
4299
SH
SOLE
0
0
0
4299
WISDOMTREE TR
US QTLY DIV GRT
97717X669
604549
8602
SH
SOLE
0
0
0
8602
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
582897
2672
SH
SOLE
0
0
0
2672
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
582622
6315
SH
SOLE
0
0
0
6315
FASTENAL CO
COM
311900104
582477
8993
SH
SOLE
0
0
0
8993
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
575997
4010
SH
SOLE
0
0
0
4010
ISHARES TR
TIPS BD ETF
464287176
569805
5301
SH
SOLE
0
0
0
5301
ISHARES TR
RUS 2000 GRW ETF
464287648
569009
2256
SH
SOLE
0
0
0
2256
SPS COMM INC
COM
78463M107
564269
2911
SH
SOLE
0
0
0
2911
TJX COS INC NEW
COM
872540109
560234
5972
SH
SOLE
0
0
0
5972
ISHARES TR
NATIONAL MUN ETF
464288414
552891
5100
SH
SOLE
0
0
0
5100
WALMART INC
COM
931142103
543893
3450
SH
SOLE
0
0
0
3450
UNION PAC CORP
COM
907818108
530048
2158
SH
SOLE
0
0
0
2158
AMAZON COM INC
COM
023135106
526321
3464
SH
SOLE
0
0
0
3464
MUELLER INDS INC
COM
624756102
508089
10776
SH
SOLE
0
0
0
10776
ISHARES TR
ESG AWRE 1 5 YR
46435G243
507912
20748
SH
SOLE
0
0
0
20748
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
475421
3486
SH
SOLE
0
0
0
3486
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
464981
9000
SH
SOLE
0
0
0
9000
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
458044
1504
SH
SOLE
0
0
0
1504
DISNEY WALT CO
COM
254687106
456236
5053
SH
SOLE
0
0
0
5053
EXPEDITORS INTL WASH INC
COM
302130109
455758
3583
SH
SOLE
0
0
0
3583
OMNICOM GROUP INC
COM
681919106
442932
5120
SH
SOLE
0
0
0
5120
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
411183
5659
SH
SOLE
0
0
0
5659
DESCARTES SYS GROUP INC
COM
249906108
408448
4859
SH
SOLE
0
0
0
4859
ISHARES INC
ESG AWR MSCI EM
46434G863
391613
12215
SH
SOLE
0
0
0
12215
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
388783
9705
SH
SOLE
0
0
0
9705
ELI LILLY & CO
COM
532457108
365491
627
SH
SOLE
0
0
0
627
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
363710
1650
SH
SOLE
0
0
0
1650
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
362634
6947
SH
SOLE
0
0
0
6947
CISCO SYS INC
COM
17275R102
337979
6690
SH
SOLE
0
0
0
6690
SOUTHERN CO
COM
842587107
337628
4815
SH
SOLE
0
0
0
4815
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
337472
6062
SH
SOLE
0
0
0
6062
GLOBANT S A
COM
L44385109
330079
1387
SH
SOLE
0
0
0
1387
WORKIVA INC
COM CL A
98139A105
325912
3210
SH
SOLE
0
0
0
3210
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
324326
1495
SH
SOLE
0
0
0
1495
MEDPACE HLDGS INC
COM
58506Q109
316646
1033
SH
SOLE
0
0
0
1033
FIVE BELOW INC
COM
33829M101
312067
1464
SH
SOLE
0
0
0
1464
MANHATTAN BRDG CAP INC
COM
562803106
307797
307796
SH
SOLE
0
0
0
307796
SPDR SER TR
BLOOMBERG 3-12 M
78468R523
297360
3000
SH
SOLE
0
0
0
3000
US BANCORP DEL
COM NEW
902973304
292054
6748
SH
SOLE
0
0
0
6748
SPDR SER TR
PORTFOLIO S&P500
78464A854
289395
5177
SH
SOLE
0
0
0
5177
BANK AMERICA CORP
COM
060505104
289091
8586
SH
SOLE
0
0
0
8586
CARMAX INC
COM
143130102
281560
3669
SH
SOLE
0
0
0
3669
VANGUARD INDEX FDS
MID CAP ETF
922908629
280099
1204
SH
SOLE
0
0
0
1204
AAON INC
COM PAR $0.004
000360206
270143
3657
SH
SOLE
0
0
0
3657
RB GLOBAL INC
COM
74935Q107
261875
3915
SH
SOLE
0
0
0
3915
WELLS FARGO CO NEW
COM
949746101
261506
5313
SH
SOLE
0
0
0
5313
SIMPSON MFG INC
COM
829073105
260344
1315
SH
SOLE
0
0
0
1315
ISHARES TR
RUS 1000 ETF
464287622
260162
992
SH
SOLE
0
0
0
992
GRAND CANYON ED INC
COM
38526M106
259591
1966
SH
SOLE
0
0
0
1966
PFIZER INC
COM
717081103
258103
8965
SH
SOLE
0
0
0
8965
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
253128
5498
SH
SOLE
0
0
0
5498
SYNOPSYS INC
COM
871607107
239949
466
SH
SOLE
0
0
0
466
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
234586
3032
SH
SOLE
0
0
0
3032
AXON ENTERPRISE INC
COM
05464C101
231206
895
SH
SOLE
0
0
0
895
CASELLA WASTE SYS INC
CL A
147448104
227751
2665
SH
SOLE
0
0
0
2665
VERIZON COMMUNICATIONS INC
COM
92343V104
221563
5877
SH
SOLE
0
0
0
5877
PEPSICO INC
COM
713448108
220962
1301
SH
SOLE
0
0
0
1301
ALTAIR ENGR INC
COM CL A
021369103
216266
2570
SH
SOLE
0
0
0
2570
EA SERIES TRUST
STRIVE 500 ETF
02072L680
213990
7000
SH
SOLE
0
0
0
7000
FLOOR & DECOR HLDGS INC
CL A
339750101
212299
1903
SH
SOLE
0
0
0
1903
AT&T INC
COM
00206R102
200236
11933
SH
SOLE
0
0
0
11933
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
152797
13415
SH
SOLE
0
0
0
13415
MANHATTAN BRDG CAP INC
COM
562803106
27647
27647
SH
SOLE
0
0
0
27647