Sherman Wealth Management LLC
81 holdingsFiling period: 2026-03-31Current AUM: $130.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 32.3K | $11.9M | $13.9M | 10.69% | -237 | 2026-03-31 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 54.2K | $11.7M | $13.0M | 9.96% | +4.3K | 2026-03-31 |
| 3 | VYM | VANGUARD WHITEHALL FDS | 52.0K | $7.7M | $8.4M | 6.46% | +643 | 2026-03-31 |
| 4 | SPDW | SPDR INDEX SHS FDS | 158.5K | $7.2M | $7.9M | 6.09% | +31.9K | 2026-03-31 |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 117.4K | $5.9M | $5.9M | 4.55% | +25.5K | 2026-03-31 |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | 78.8K | $4.2M | $4.1M | 3.19% | +42.7K | 2026-03-31 |
| 7 | QUAL | ISHARES TR | 20.7K | $4.0M | $4.5M | 3.48% | -1,816 | 2026-03-31 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 49.6K | $3.2M | $3.5M | 2.69% | +3.2K | 2026-03-31 |
| 9 | BOXX | EA SERIES TRUST | 26.6K | $3.1M | $3.1M | 2.40% | +20.2K | 2026-03-31 |
| 10 | USMV | ISHARES TR | 31.1K | $2.9M | $3.0M | 2.33% | +1.4K | 2026-03-31 |
| 11 | BIL | SPDR SERIES TRUST | 29.7K | $2.7M | $2.7M | 2.09% | +7.1K | 2026-03-31 |
| 12 | VOOG | VANGUARD ADMIRAL FDS INC | 6.2K | $2.5M | $3.0M | 2.32% | +347 | 2026-03-31 |
| 13 | SPLV | INVESCO EXCH TRADED FD TR II | 32.1K | $2.3M | $2.4M | 1.88% | -5,198 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 9.1K | $2.3M | $2.8M | 2.15% | -430 | 2026-03-31 |
| 15 | DGRW | WISDOMTREE TR | 21.5K | $1.9M | $2.1M | 1.59% | +1.1K | 2026-03-31 |
| 16 | SPEM | SPDR INDEX SHS FDS | 40.0K | $1.9M | $2.0M | 1.56% | +5.7K | 2026-03-31 |
| 17 | BINC | BLACKROCK ETF TRUST II | 34.0K | $1.8M | $1.8M | 1.36% | -- | 2026-03-31 |
| 18 | IEMG | ISHARES INC | 24.0K | $1.7M | $1.9M | 1.43% | +2.3K | 2026-03-31 |
| 19 | SYLD | CAMBRIA ETF TR | 21.3K | $1.6M | $1.8M | 1.36% | +315 | 2026-03-31 |
| 20 | IJR | ISHARES TR | 12.5K | $1.6M | $1.8M | 1.39% | +368 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 8.8K | $1.5M | $1.8M | 1.36% | -260 | 2026-03-31 |
| 22 | VTI | VANGUARD INDEX FDS | 4.7K | $1.5M | $1.7M | 1.31% | +40 | 2026-03-31 |
| 23 | SPHQ | INVESCO EXCHANGE TRADED FD T | 19.5K | $1.5M | $1.6M | 1.26% | +7.3K | 2026-03-31 |
| 24 | TQQQ | PROSHARES TR | 31.7K | $1.3M | $2.0M | 1.57% | -- | 2026-03-31 |
| 25 | VBR | VANGUARD INDEX FDS | 6.0K | $1.3M | $1.5M | 1.13% | +924 | 2026-03-31 |
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