Sherwood Financial Partners as of March 31, 2026
Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 32.7 | $37M | 502k | 73.64 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 31.1 | $35M | 1.4M | 25.64 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 15.1 | $17M | 690k | 24.75 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 13.6 | $15M | 496k | 30.96 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.3 | $7.1M | 215k | 32.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $991k | 1.7k | 597.55 | |
| NVIDIA Corporation (NVDA) | 0.2 | $242k | 1.4k | 174.40 | |
| Apple (AAPL) | 0.2 | $224k | 883.00 | 253.79 |
