Q4 2024 · 13F-HR
Sherwood Financial Partners, LLCholdings as filed
Filed 2025-02-18 · accession 0002056427-25-000001
$100.8M
Reported value
7
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $33.4M | 33.1% | 1,439,364 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $32.5M | 32.2% | 451,334 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $14.1M | 14.0% | 763,625 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $13.9M | 13.8% | 501,581 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $6.2M | 6.14% | 232,135 | Common | SOLE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $472,773 | 0.47% | 20,827 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $250,170 | 0.25% | 999 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.