Sherwood Financial Partners, LLC
Follow13F filer, CIK 2056427, WESTLAKE VILLAGE, CA
Sherwood Financial Partners, LLC reported $100,750,457 across 7 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-18.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056427-25-000001
- Period
- 2024-12-31
- Reported value
- $101M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- Sold out
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0002056427-25-000001, largest first. % of portfolio is the value over $100,750,457, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SCHXSCHWAB STRATEGIC TR | 1,439,364 | $33.4M | 33.12% | Timeline | |||
| BNDVANGUARD BD INDEX FDS | 451,334 | $32.5M | 32.21% | Timeline | |||
| SCHFSCHWAB STRATEGIC TR | 763,625 | $14.1M | 14.02% | Timeline | |||
| SCHMSCHWAB STRATEGIC TR | 501,581 | $13.9M | 13.8% | Timeline | |||
| SCHESCHWAB STRATEGIC TR | 232,135 | $6.18M | 6.14% | Timeline | |||
| SCHZSCHWAB STRATEGIC TR | 20,827 | $473K | 0.47% | Timeline | |||
| AAPLAPPLE INC | 999 | $250K | 0.25% | Timeline |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002056427-25-000001 | base | 2025-02-18 | acceptance time not in the bulk data set |