Sherwood Financial Partners, LLC

Est. AUM

$113.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$37.0M	501939	32.68%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$35.2M	1372684	31.12%	SOLE
3	SCHWAB STRATEGIC TR	INTL EQTY ETF	$17.1M	689634	15.09%	SOLE
4	SCHWAB STRATEGIC TR	US MID-CAP ETF	$15.3M	495543	13.56%	SOLE
5	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$7.1M	214685	6.25%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$991K	1658	0.88%	SOLE
7	NVIDIA CORPORATION	COM	$242K	1389	0.21%	SOLE
8	APPLE INC	COM	$224K	883	0.20%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.