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SFP

Sherwood Financial Partners Portfolio holdings

AUM $124M
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
-2.49%
1 Year Est. Return
+16.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow %
102.25%
Top 10 Hldgs %
100%
Holding
7
New
7
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$33.5M
2
BND icon
Vanguard Total Bond Market
BND
+$33M
3
SCHF icon
Schwab International Equity ETF
SCHF
+$14.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.3M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$6.55M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$73.9B
$33.4M 33.12%
+1,439,364
New +$33.5M
BND icon
2
Vanguard Total Bond Market
BND
$161B
$32.5M 32.21%
+451,334
New +$33M
SCHF icon
3
Schwab International Equity ETF
SCHF
$69B
$14.1M 14.02%
+763,625
New +$14.9M
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$15.1B
$13.9M 13.8%
+501,581
New +$14.3M
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$6.18M 6.14%
+232,135
New +$6.55M
SCHZ icon
6
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$473K 0.47%
+20,827
New +$481K
AAPL icon
7
Apple
AAPL
$4.63T
$250K 0.25%
+999
New +$235K

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CF
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BVP
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PFG
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Sherwood Financial Partners's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Sherwood Financial Partners, which disclosed 7 positions worth $101M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Schwab US Large- Cap ETF: 1,439,364 shares worth $33.4M.

By sector, the portfolio is most concentrated in Technology at 0.25% of assets.

  • Sherwood Financial Partners's largest Q4 2024 buy was Schwab US Large- Cap ETF: 1,439,364 shares worth $33.4M.
  • Sherwood Financial Partners's ten largest holdings make up 100% of its $101M portfolio in Q4 2024.
  • Sherwood Financial Partners disclosed 7 positions in Q4 2024, its first 13F filing on record.

Based on Sherwood Financial Partners's 13F filing for Q4 2024, filed 18 Feb 2025.