Q1 2025 · 13F-HR
Sherwood Financial Partners, LLCholdings as filed
Filed 2025-05-13 · accession 0002056427-25-000002
$103.0M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 921937835 | BND | VANGUARD BD INDEX FDS | $34.1M | 33.1% | 464,246 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $32.2M | 31.3% | 1,460,201 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $15.2M | 14.8% | 770,312 | Common | SOLE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $13.4M | 13.0% | 510,035 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $6.5M | 6.28% | 234,715 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $984,652 | 0.96% | 1,916 | Common | SOLE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $433,625 | 0.42% | 18,723 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $203,915 | 0.20% | 918 | 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.