13F HOLDINGS REPORT
Sherwood Financial Partners, LLC
Quarter ended Q4 2024 · Filed February 18, 2025 · Accession 0002056427-25-000001
Total Value
$100.8M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,439,364 | $33.4M | 33.12% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 451,334 | $32.5M | 32.21% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 763,625 | $14.1M | 14.02% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 501,581 | $13.9M | 13.80% |
| 5 | SCHWAB STRATEGIC TR | 808524706 | 232,135 | $6.2M | 6.14% |
| 6 | SCHWAB STRATEGIC TR | 808524839 | 20,827 | $472,773 | 0.47% |
| 7 | APPLE INC | AAPL | 999 | $250,170 | 0.25% |