Sherwood Financial Partners as of June 30, 2025
Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 32.1 | $35M | 1.4M | 24.44 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 32.1 | $35M | 476k | 73.63 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.7 | $16M | 728k | 22.10 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.4 | $15M | 520k | 28.05 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.3 | $6.8M | 227k | 30.14 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.1M | 1.9k | 568.03 | |
| NVIDIA Corporation (NVDA) | 0.2 | $219k | 1.4k | 157.99 | |
| Microsoft Corporation (MSFT) | 0.2 | $204k | 411.00 | 497.41 |
