Sherwood Financial Partners, LLC
8 holdingsFiling period: 2026-06-30Current AUM: $120.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab Strategic TR | 1.37M | $40.3M | $39.6M | 33.01% | -3,164 | 2026-06-30 |
| 2 | BND | Vanguard BD Index Fds | 505.9K | $37.1M | $36.2M | 30.17% | +4.0K | 2026-06-30 |
| 3 | SCHF | Schwab Strategic TR | 690.6K | $19.1M | $18.2M | 15.18% | +962 | 2026-06-30 |
| 4 | SCHM | Schwab Strategic TR | 493.9K | $18.2M | $17.0M | 14.15% | -1,665 | 2026-06-30 |
| 5 | SCHE | Schwab Strategic TR | 215.9K | $7.8M | $7.4M | 6.12% | +1.2K | 2026-06-30 |
| 6 | VOO | Vanguard Index Fds | 1.6K | $1.1M | $1.1M | 0.89% | -76 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 1.4K | $277K | $258K | 0.22% | -- | 2026-06-30 |
| 8 | AAPL | Apple Inc | 883 | $255K | $302K | 0.25% | -- | 2026-06-30 |
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