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Sherwood Financial Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $124,229,411
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $40,304,974
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $37,138,853
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $19,129,509
- SCHWAB STRATEGIC TR · US MID-CAP ETF · 808524508 · shares: $18,209,282
- SCHWAB STRATEGIC TR · EMRG MKTEQ ETF · 808524706 · shares: $7,826,830
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $1,086,533
- NVIDIA CORPORATION · COM · 67066G104 · shares: $277,925
- APPLE INC · COM · 037833100 · shares: $255,505
Reported holdings
8 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 1,369,520 shares | $40,304,974 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 505,910 shares | $37,138,853 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 690,596 shares | $19,129,509 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 493,878 shares | $18,209,282 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 215,853 shares | $7,826,830 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,582 shares | $1,086,533 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 1,389 shares | $277,925 |
| APPLE INC | COM | 037833100 | — | 883 shares | $255,505 |