Filed: 5/13/2025ACC: 0002056427-25-000002
📋 What this filing means
SHERWOOD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $103.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$103.03M
Total AUM (reported)
3.46M
Total Shares
Allocation by class
TOTAL BND MRKT$34.10M33.1%
US LRG CAP ETF$32.24M31.3%
INTL EQTY ETF$15.24M14.8%
US MID-CAP ETF$13.36M13.0%
EMRG MKTEQ ETF$6.47M6.3%
S&P 500 ETF SHS$984.7K1.0%
US AGGREGATE B$433.6K0.4%
Portfolio Concentration
Top 3$81.58M79.2%
4–10$21.46M20.8%
Top 3 weight
79.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.46M
Sole
Full voting authority
3.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
VANGUARD BD INDEX FDS
SOLEShares464.25K
TypeSH
Market value$34.10M
33.10%
Sole
464.25K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.46M
TypeSH
Market value$32.24M
31.29%
Sole
1.46M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares770.31K
TypeSH
Market value$15.24M
14.79%
Sole
770.31K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares510.04K
TypeSH
Market value$13.36M
12.97%
Sole
510.04K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares234.72K
TypeSH
Market value$6.47M
6.28%
Sole
234.72K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.92K
TypeSH
Market value$984.7K
0.96%
Sole
1.92K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares18.72K
TypeSH
Market value$433.6K
0.42%
Sole
18.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares918.00
TypeSH
Market value$203.9K
0.20%
Sole
918.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 464.25K | SH | $34.10M 33.10% | 464.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.46M | SH | $32.24M 31.29% | 1.46M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 770.31K | SH | $15.24M 14.79% | 770.31K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 510.04K | SH | $13.36M 12.97% | 510.04K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 234.72K | SH | $6.47M 6.28% | 234.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.92K | SH | $984.7K 0.96% | 1.92K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 18.72K | SH | $433.6K 0.42% | 18.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 918.00 | SH | $203.9K 0.20% | 918.00 | 0.00 | 0.00 |