13F HOLDINGS REPORT
Sherwood Financial Partners, LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0002056427-25-000005
Total Value
$114.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,422,584 | $37.5M | 32.68% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 479,977 | $35.7M | 31.14% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 721,600 | $16.8M | 14.65% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 517,031 | $15.3M | 13.37% |
| 5 | SCHWAB STRATEGIC TR | 808524706 | 224,250 | $7.5M | 6.53% |
| 6 | VANGUARD INDEX FDS | 922908363 | 1,922 | $1.2M | 1.03% |
| 7 | NVIDIA CORPORATION | NVDA | 1,389 | $259,160 | 0.23% |
| 8 | APPLE INC | AAPL | 883 | $224,838 | 0.20% |
| 9 | MICROSOFT CORP | MSFT | 411 | $212,877 | 0.19% |