SEC Form 13F

Sherwood Financial Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$124,229,411
Positions8

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$40,304,9741,369,520
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$37,138,853505,910
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$19,129,509690,596
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$18,209,282493,878
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$7,826,830215,853
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$1,086,5331,582
NVIDIA CORPORATIONNVDACOM$277,9251,389
APPLE INCAAPLCOM$255,505883

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page