Institutional Manager · CIK 0002056427
Sherwood Financial Partners, LLC
WESTLAKE VILLAGE, CA · File #028-25353
Latest AUM
$116.0M
Positions
8
Top-10 Concentration
100.0%
Filings
5
Sector Allocation
Filing History
View all filings →Top 8 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,404,347 | $37.8M | 32.57% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 491,967 | $36.4M | 31.41% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 719,597 | $17.3M | 14.91% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 517,868 | $15.6M | 13.42% |
| 5 | SCHWAB STRATEGIC TR | 808524706 | 223,677 | $7.3M | 6.31% |
| 6 | VANGUARD INDEX FDS | 922908363 | 1,736 | $1.1M | 0.94% |
| 7 | NVIDIA CORPORATION | NVDA | 1,389 | $259,049 | 0.22% |
| 8 | APPLE INC | AAPL | 883 | $240,052 | 0.21% |