account_balance
Investment manager · 13F filer · SEC CIK 2056427
Sherwood Financial Partners, LLC
Reported value$124Mas of Jun 30, 2026
Positions8 0 new, 0 sold out
Top 10 weight100.0%SCHX alone is 32%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 8 stocks.
SCHXSchwab Strategic Tr
32.4%
BNDVanguard Bd Index FDS
29.9%
SCHFSchwab Strategic Tr
15.4%
SCHMSchwab Strategic Tr
14.7%
SCHESchwab Strategic Tr
6.3%
VOO0.9%
SCHXSchwab Strategic Tr
32.4%
BNDVanguard Bd Index FDS
29.9%
SCHFSchwab Strategic Tr
15.4%
SCHMSchwab Strategic Tr
14.7%
SCHE
VOO
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 8 as a list
SCHX Schwab Strategic Tr 32.4% Held
BND Vanguard Bd Index FDS 29.9% Held
SCHF Schwab Strategic Tr 15.4% Held
SCHM Schwab Strategic Tr 14.7% Held
SCHE Schwab Strategic Tr 6.3% Held
VOO Vanguard Index FDS 0.9% Trimmed −5%
NVDA NVIDIA Corp 0.2% HeldAAPL Apple Inc. 0.2% HeldWhat changed
Biggest moves since Mar 31, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- VOO −5%
remove_circleSold out
None
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