13F-HR filed by Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-18, with 7 holding rows worth $100,750,457.
- Accession
- 0002056427-25-000001
- Filer
- CIK 2056427
- Filed
- 2025-02-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 7 entries on the cover page, a total value of $100,750,457 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,750,457 with VALUE read as dollars as filed, 13F file number 028-25353. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 1,439,364 | $33,364,458 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 451,334 | $32,455,428 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 763,625 | $14,127,063 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 501,581 | $13,898,810 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 232,135 | $6,181,755 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 20,827 | $472,773 | dollars as filed | |
| Apple Inc | 037833100 | COM | 999 | $250,170 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056427-25-000001 | this filing | 2025-02-18 | acceptance time not in the bulk data set |