Holdings of Sherwood Financial Partners, LLC
7 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Funds 1.0 %
- Technology 0.5 %
- Unattributed 98.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 7 | 97.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard Total Bond Market ETF | 501,939 | 37M $ | |
| 2 | Schwab U.S. Large-Cap ETF | 1,372,684 | 35.2M $ | |
| 3 | Schwab International Equity ETF | 689,634 | 17.1M $ | |
| 4 | Schwab Emerging Markets Equity ETF | 214,685 | 7.1M $ | |
| 5 | Vanguard S&P 500 ETF | 1,658 | 990.7K $ | |
| 6 | NVIDIA Corp | 1,389 | 242.2K $ | |
| 7 | Apple Inc | 883 | 224.1K $ |