Sherwood Financial Partners as of June 30, 2026
Portfolio Holdings for Sherwood Financial Partners
Sherwood Financial Partners holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 32.4 | $40M | 1.4M | 29.43 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 29.9 | $37M | 506k | 73.41 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 15.4 | $19M | 691k | 27.70 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 14.7 | $18M | 494k | 36.87 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 6.3 | $7.8M | 216k | 36.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.1M | 1.6k | 686.81 | |
| NVIDIA Corporation (NVDA) | 0.2 | $278k | 1.4k | 200.09 | |
| Apple (AAPL) | 0.2 | $256k | 883.00 | 289.36 |
