Sherwood Financial Partners
Latest statistics and disclosures from Sherwood Financial Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002056427
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Positions held by Sherwood Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 7 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 33.1 | $33M | 1.4M | 23.18 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 32.2 | $33M | 451k | 71.91 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.0 | $14M | 764k | 18.50 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.8 | $14M | 502k | 27.71 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.1 | $6.2M | 232k | 26.63 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $473k | 21k | 22.70 |
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| Apple (AAPL) | 0.2 | $250k | 999.00 | 250.42 |
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Past Filings by Sherwood Financial Partners
SEC 13F filings are viewable for Sherwood Financial Partners going back to 2024
- Sherwood Financial Partners 2024 Q4 filed Feb. 18, 2025