SHERMAN PORFOLIOS, LLC
99 holdingsFiling period: 2026-03-31Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJS | ISHARES TR | 1.94M | $229.8M | $263.8M | 18.33% | -- | 2026-03-31 |
| 2 | IWM | ISHARES TR | 920.7K | $228.3M | $268.1M | 18.63% | +912.2K | 2026-03-31 |
| 3 | IJK | ISHARES TR | 2.26M | $227.0M | $252.4M | 17.54% | -- | 2026-03-31 |
| 4 | GLD | SPDR GOLD TR | 218.8K | $94.1M | $81.3M | 5.65% | +151.6K | 2026-03-31 |
| 5 | BIV | VANGUARD BD INDEX FDS | 509.4K | $39.3M | $38.5M | 2.67% | +66.4K | 2026-03-31 |
| 6 | XLE | SELECT SECTOR SPDR TR | 596.9K | $36.6M | $35.5M | 2.47% | +453.7K | 2026-03-31 |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.37M | $35.0M | $40.2M | 2.79% | +176.7K | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 445.4K | $32.8M | $32.2M | 2.24% | +289.8K | 2026-03-31 |
| 9 | SCHF | SCHWAB STRATEGIC TR | 1.19M | $29.4M | $32.6M | 2.26% | +105.7K | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 32.2K | $21.0M | $24.1M | 1.67% | -23,241 | 2026-03-31 |
| 11 | IEF | ISHARES TR | 158.6K | $15.1M | $14.7M | 1.02% | -- | 2026-03-31 |
| 12 | COP | CONOCOPHILLIPS | 80.7K | $10.6M | $9.7M | 0.68% | +32.0K | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 59.2K | $10.0M | $9.2M | 0.64% | +15.4K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 59.2K | $10.0M | $9.2M | 0.64% | +15.4K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 21.9K | $8.1M | $10.2M | 0.71% | -399,153 | 2026-03-31 |
| 16 | PSX | PHILLIPS 66 | 40.6K | $7.4M | $8.6M | 0.60% | +1.3K | 2026-03-31 |
| 17 | QCOM | QUALCOMM INC | 55.0K | $7.1M | $8.1M | 0.56% | +8.3K | 2026-03-31 |
| 18 | CVX | CHEVRON CORPORATION | 33.2K | $6.9M | $6.5M | 0.45% | +967 | 2026-03-31 |
| 19 | MRK | MERCK & CO INC | 57.0K | $6.9M | $7.4M | 0.52% | +2.4K | 2026-03-31 |
| 20 | VZ | VERIZON COMMUNICATIONS INC | 131.3K | $6.6M | $6.1M | 0.43% | -- | 2026-03-31 |
| 21 | — | ASTRAZENECA PLC | 33.3K | $6.6M | $6.6M | 0.46% | -- | 2026-03-31 |
| 22 | SCHD | SCHWAB STRATEGIC TR | 212.2K | $6.5M | $7.1M | 0.49% | -1,758 | 2026-03-31 |
| 23 | C | CITIGROUP INC | 54.5K | $6.2M | $7.2M | 0.50% | +2.1K | 2026-03-31 |
| 24 | AAPL | APPLE INC | 24.3K | $6.2M | $7.5M | 0.52% | +18.8K | 2026-03-31 |
| 25 | AMGN | AMGEN INC | 17.3K | $6.1M | $6.7M | 0.46% | +1.3K | 2026-03-31 |
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