Sherwood Financial Partners as of Dec. 31, 2024
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 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 32.2 | $33M | 451k | 71.91 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.0 | $14M | 764k | 18.50 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.8 | $14M | 502k | 27.71 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.1 | $6.2M | 232k | 26.63 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $473k | 21k | 22.70 | |
| Apple (AAPL) | 0.2 | $250k | 999.00 | 250.42 |
