The Analysis of Sherwood Financial Partners, LLC's Holdings & P&L

Currently, Sherwood Financial Partners, LLC holds 8 types of securities in its portfolio with a total value $113.1M. In the most recent quarter, they have increased their positions in BND (+10.0K shares, valued at $734.3K); decreased their positions in SCHX (-31.7K shares, valued at $811.8K), SCHF (-30.0K shares, valued at $741.6K), SCHM (-22.3K shares, valued at $691.2K).

1M P&L

+3.6M+2.99%

3M P&L

+4.1M+3.47%

HY P&L

+8.5M+7.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A111.6M

99.6%

2Semiconductors242.2K

0.2%

3Consumer Electronics224.1K

0.2%

Top Industries by Stock Count

1N/A5 stocks

71.4%

2Consumer Electronics1 stocks

14.3%

3Semiconductors1 stocks

14.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS501.9K shares2.03%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR1.4M shares-2.25%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR689.6K shares-4.16%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR495.5K shares-4.31%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR214.7K shares-4.02%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-4.49%2026-03-312026-05-11

NVDA NVIDIA CORPORATION1.4K shares0.00%2026-03-312026-05-11

AAPL APPLE INC883 shares0.00%2026-03-312026-05-11