Investor Details
| Filer Name: | SHERWOOD FINANCIAL PARTNERS, LLC |
|---|---|
| CIK: | 2056427 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-15 |
| Number of Holdings: | 7 |
| Portfolio Value: | $0.10B |
Sherwood Financial Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SCHX | US | SCHWAB US LARGE-CAP ETF | 1,439,364 | $33M | 33.12% | - | - |
| BND | US | VANGUARD TOTAL BOND MARKET | 451,334 | $32M | 32.21% | - | - |
| SCHF | US | SCHWAB INTL EQUITY ETF | 763,625 | $14M | 14.02% | - | - |
| SCHM | US | SCHWAB US MID CAP ETF | 501,581 | $14M | 13.80% | - | - |
| SCHE | US | SCHWAB EMRG MRKTS EQTY ETF | 232,135 | $6M | 6.14% | - | - |
| SCHZ | US | SCHWAB US AGGREGATE BOND ETF | 20,827 | $0M | 0.47% | - | - |
| AAPL | US | APPLE INC | 999 | $0M | 0.25% | - | - |