Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sherwood Financial Partners, LLC (CIK 2056427) reported $113.1M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($37.0M, 32.68%), SCHX ($35.2M, 31.12%), SCHF ($17.1M, 15.09%), SCHM ($15.3M, 13.57%), SCHE ($7.1M, 6.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $37.0M | 32.68% | 501,939 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $35.2M | 31.12% | 1.4M | Trimmed |
| 3 | SCHF | SCHWAB STRATEGIC TR | $17.1M | 15.09% | 689,634 | Trimmed |
| 4 | SCHM | SCHWAB STRATEGIC TR | $15.3M | 13.57% | 495,543 | Trimmed |
| 5 | SCHE | SCHWAB STRATEGIC TR | $7.1M | 6.25% | 214,685 | Trimmed |
| 6 | VOO | VANGUARD INDEX FDS | $990,738 | 0.88% | 1,658 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $242,242 | 0.21% | 1,389 | Hold |
| 8 | AAPL | APPLE INC | $224,097 | 0.20% | 883 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31