Sherwood Financial Partners as of Dec. 31, 2025
Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 8 positions in its portfolio as reported in the December 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) | 32.6 | $38M | 1.4M | 26.91 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 31.4 | $36M | 492k | 74.07 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 14.9 | $17M | 720k | 24.04 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.4 | $16M | 518k | 30.07 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.3 | $7.3M | 224k | 32.75 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.1M | 1.7k | 627.13 | |
| NVIDIA Corporation (NVDA) | 0.2 | $259k | 1.4k | 186.50 | |
| Apple (AAPL) | 0.2 | $240k | 883.00 | 271.86 |
