Sherwood Financial Partners, LLC 13F Holdings
CIK 0002056427 · WESTLAKE VILLAGE, CA
As of Sep 30, 2025, Sherwood Financial Partners, LLC reported 9 positions worth
CIK 0002056427 · WESTLAKE VILLAGE, CA
As of Sep 30, 2025, Sherwood Financial Partners, LLC reported 9 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 1,422,584 | $37.5M | 32.68% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 479,977 | $35.7M | 31.14% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 721,600 | 6.8M | 14.65% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 517,031 | 5.3M | 13.37% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 224,250 | $7.5M | 6.53% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,922 | .2M | 1.03% |
| NVIDIA CORP | NVDA | Technology | 1,389 | $259.2K | 0.23% |
| APPLE INC | AAPL | Technology | 883 | $224.8K | 0.20% |
| MICROSOFT CORP | MSFT | Technology | 411 | $212.9K | 0.19% |