Sherwood Financial Partners, LLC - Portfolio overview

Sherwood Financial Partners, LLC has 9 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 32.62%
2. SCHX - SCHWAB STRATEGIC TR, 31.06%
3. SCHF - SCHWAB STRATEGIC TR, 15.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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