13F HOLDINGS REPORT
Sherwood Financial Partners, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0002056427-25-000002
Total Value
$103.0M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 464,246 | $34.1M | 33.10% |
| 2 | SCHWAB STRATEGIC TR | 808524201 | 1,460,201 | $32.2M | 31.29% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 770,312 | $15.2M | 14.79% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 510,035 | $13.4M | 12.97% |
| 5 | SCHWAB STRATEGIC TR | 808524706 | 234,715 | $6.5M | 6.28% |
| 6 | VANGUARD INDEX FDS | 922908363 | 1,916 | $984,652 | 0.96% |
| 7 | SCHWAB STRATEGIC TR | 808524839 | 18,723 | $433,625 | 0.42% |
| 8 | APPLE INC | AAPL | 918 | $203,915 | 0.20% |