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CIK: 0002056427
Total reported value
$124.2M
$124.2M
8 檔
81.6%
At the close of Q1 2025, Sherwood Financial Partners, LLC disclosed equity holdings valued at approximately $124.2M, spread across 8 reported holdings.
During Q1 2025, Sherwood Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 33.10% | -2.78% | +2.86% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 31.29% | +1.32% | +1.45% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 14.79% | +0.31% | +0.88% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 12.97% | +1.10% | +1.69% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.28% | +0.05% | +1.11% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.01% | — | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.42% | — | -10.10% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.20% | +0.01% | -8.11% |
According to official SEC Form 13F filings, Sherwood Financial Partners, LLC reported a total U.S. public equity portfolio value of $124.2M across 8 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, SCHX, SCHF) accounted for 81.6% of total reported equity market value during Q1 2025.
During Q1 2025, Sherwood Financial Partners, LLC's top holdings by market value included BND (33.1%)、SCHX (31.3%)、SCHF (14.8%). The largest single position, BND, represented 33.1% of total portfolio value.
In Q1 2025, Sherwood Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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