Sherwood Financial Partners as of March 31, 2025
Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 8 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 33.1 | $34M | 464k | 73.45 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 31.3 | $32M | 1.5M | 22.08 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.8 | $15M | 770k | 19.78 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.0 | $13M | 510k | 26.20 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.3 | $6.5M | 235k | 27.57 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $985k | 1.9k | 513.91 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $434k | 19k | 23.16 | |
| Apple (AAPL) | 0.2 | $204k | 918.00 | 222.13 |
