Sherwood Financial Partners, LLC
8 holdingsFiling period: 2026-03-31Current AUM: $122.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 501.9K | $37.0M | $36.3M | 29.67% | +10.0K | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.37M | $35.2M | $40.4M | 33.07% | -31,663 | 2026-03-31 |
| 3 | SCHF | SCHWAB STRATEGIC TR | 689.6K | $17.1M | $18.9M | 15.48% | -29,963 | 2026-03-31 |
| 4 | SCHM | SCHWAB STRATEGIC TR | 495.5K | $15.3M | $17.2M | 14.07% | -22,325 | 2026-03-31 |
| 5 | SCHE | SCHWAB STRATEGIC TR | 214.7K | $7.1M | $7.7M | 6.33% | -8,992 | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 1.7K | $990K | $1.1M | 0.93% | -78 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 1.4K | $242K | $279K | 0.23% | -- | 2026-03-31 |
| 8 | AAPL | APPLE INC | 883 | $224K | $273K | 0.22% | -- | 2026-03-31 |
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