account_balance
Investment manager · 13F filer · SEC CIK 1736535
Sherman Asset Management, Inc.
Reported value$134Mas of Sep 30, 2026
Positions109 4 new, 31 sold out
Top 10 weight66.9%IVV alone is 18%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
18.1%
VTIVanguard Morningstar Total Stock Market ETF
13.8%
XLKState Street Technology Select Sector SPDR ETF
7.5%Trimmed −7%
IJRiShares Core S&P Small Cap ETF
6.9%
SCHOSchwab Short-Term US Treasury ETF
6.2%Added +467%
GOOGLAlphabet Inc.
3.4%Trimmed −6%
BNDVanguard Total Bond Market ETF
3.0%
AAPLApple Inc.
3.0%Trimmed −5%
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF
2.6%
CIBRFirst Trust Nasdaq Cybersecurity ETF
2.5%
HOODRobinhood Markets, Inc.
2.1%New
MSFTMicrosoft Corp
1.9%
IVViShares Core S&P 500 ETF
18.1%
VTIVanguard Morningstar Total Stock Market ETF
13.8%
XLKState Street Technology Select Sector SPDR ETF
7.5%−7%
IJRiShares Core S&P Small Cap ETF
6.9%
SCHOSchwab Short-Term US Treasury ETF
6.2%Added +467%
BND3.0%
AAPL3.0%SPSM
CIBR
HOODMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 18.1% Held
VTI Vanguard Morningstar Total Stock Market ETF 13.8% Held
XLK State Street Technology Select Sector SPDR ETF 7.5% Trimmed −7%
IJR iShares Core S&P Small Cap ETF 6.9% Held
SCHO Schwab Short-Term US Treasury ETF 6.2% Added +467%
GOOGL Alphabet Inc. 3.4% Trimmed −6%BND Vanguard Total Bond Market ETF 3.0% Held
AAPL Apple Inc. 3.0% Trimmed −5%SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.6% Held
CIBR First Trust Nasdaq Cybersecurity ETF 2.5% Held
HOOD Robinhood Markets, Inc. 2.1% NewMSFT Microsoft Corp 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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