Fund · CIK 2056427
Sherwood Financial Partners, LLC
Jun 30, 2026Filed Aug 13, 2026 · SEC filing ↗
Reported value$124M +10%
Positions8
Opened · sold out0 · 0
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| SCHXSchwab US Large-Cap ETFUS LRG CAP ETF | 32.4% | $40.3M | 1,369,520 | Held |
| BNDVanguard Total Bond MarketTOTAL BND MRKT | 29.9% | $37.1M | 505,910 | Added +1% |
| SCHFSchwab Intl Equity ETFINTL EQTY ETF | 15.4% | $19.1M | 690,596 | Held |
| SCHMSchwab US Mid Cap ETFUS MID-CAP ETF | 14.7% | $18.2M | 493,878 | Held |
| SCHESchwab Emrg Mrkts Eqty ETFEMRG MKTEQ ETF | 6.3% | $7.8M | 215,853 | Added +1% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | 0.9% | $1.1M | 1,582 | Cut −5% |
| NVDANvidia CorpCOM | 0.2% | $278K | 1,389 | Held |
| AAPLApple IncCOM | 0.2% | $256K | 883 | Held |