Sherman Asset Management, Inc. - Portfolio overview

Sherman Asset Management, Inc. has 159 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 19.37%
2. VTI - VANGUARD TOTAL STOCK MARKET ETF, 11.08%
3. IJR - ISHARES CORE S&P SMALL CAP ETF, 7.72%

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

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