13F HOLDINGS REPORT
Sherwood Financial Partners, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0002056427-25-000004
Total Value
$109.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,434,888 | $35.1M | 32.13% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 475,898 | $35.0M | 32.11% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 728,325 | $16.1M | 14.75% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 520,046 | $14.6M | 13.37% |
| 5 | SCHWAB STRATEGIC TR | 808524706 | 226,464 | $6.8M | 6.25% |
| 6 | VANGUARD INDEX FDS | 922908363 | 1,922 | $1.1M | 1.00% |
| 7 | NVIDIA CORPORATION | NVDA | 1,389 | $219,448 | 0.20% |
| 8 | MICROSOFT CORP | MSFT | 411 | $204,436 | 0.19% |