Sherwood Financial Partners
WESTLAKE VILLAGE, CAfiles as Sherwood Financial Partners, LLC
$124m in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 2.8% of the portfolio this quarter.
Value
$124m
Stocks
8
Top 10 share
100.0%
Turnover
2.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Vanguard Index FDSVOO0.9% of the fund-5%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Schwab Strategic TRSCHX
- Share
- 32.4%
- Value
- $40m
- Shares
- 1,369,520
Held
- Vanguard BD Index FDSBND
- Share
- 29.9%
- Value
- $37m
- Shares
- 505,910
Held
- Schwab Strategic TRSCHF
- Share
- 15.4%
- Value
- $19m
- Shares
- 690,596
Held
- Schwab Strategic TRSCHM
- Share
- 14.7%
- Value
- $18m
- Shares
- 493,878
Held
- Schwab Strategic TRSCHE
- Share
- 6.3%
- Value
- $8m
- Shares
- 215,853
Held
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $1m
- Shares
- 1,582
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHX | 32.4% | $40m | 1,369,520 | Held |
| Vanguard BD Index FDSBND | 29.9% | $37m | 505,910 | Held |
| Schwab Strategic TRSCHF | 15.4% | $19m | 690,596 | Held |
| Schwab Strategic TRSCHM | 14.7% | $18m | 493,878 | Held |
| Schwab Strategic TRSCHE | 6.3% | $8m | 215,853 | Held |
| Vanguard Index FDSVOO | 0.9% | $1m | 1,582 | -5% |
| NvidiaNVDA | 0.2% | $277,925 | 1,389 | Held |
| AppleAAPL | 0.2% | $255,505 | 883 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.8% since 30 June 2025.
Where the money is
Technology0.4%
Other99.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.