Sherwood Financial Partners as of Sept. 30, 2025
Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 9 positions in its portfolio as reported in the September 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) | 32.7 | $38M | 1.4M | 26.34 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 31.1 | $36M | 480k | 74.37 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.7 | $17M | 722k | 23.28 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.4 | $15M | 517k | 29.64 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.5 | $7.5M | 224k | 33.37 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.2M | 1.9k | 612.38 | |
| NVIDIA Corporation (NVDA) | 0.2 | $259k | 1.4k | 186.58 | |
| Apple (AAPL) | 0.2 | $225k | 883.00 | 254.63 | |
| Microsoft Corporation (MSFT) | 0.2 | $213k | 411.00 | 517.95 |
