Sherwood Financial Partners, LLC
data from 30/09/2025
Capitalization
$ 114.647 M
5.05 %
Performance
$ 12.128 M
11.46 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 32.68% | 37.471 M $ | 1422584 | 2024/12/31 | 2.726 M $ | 7.77 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 31.14% | 35.696 M $ | 479977 | 2024/12/31 | 352.164 K $ | 1.01 % |
| 2025/09/30 | SCHF | SCHWAB STRATEGIC TR | 14.65% | 16.799 M $ | 721600 | 2024/12/31 | 859.423 K $ | 5.34 % |
| 2025/09/30 | SCHM | SCHWAB STRATEGIC TR | 13.37% | 15.325 M $ | 517031 | 2024/12/31 | 826.873 K $ | 5.67 % |
| 2025/09/30 | SCHE | SCHWAB STRATEGIC TR | 6.53% | 7.483 M $ | 224250 | 2024/12/31 | 731.478 K $ | 10.72 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 1.03% | 1.177 M $ | 1922 | 2025/03/31 | 85.240 K $ | 7.81 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.23% | 259.160 K $ | 1389 | 2025/06/30 | 39.711 K $ | 18.10 % |
| 2025/09/30 | AAPL | APPLE INC | 0.20% | 224.838 K $ | 883 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.19% | 212.877 K $ | 411 | 2025/06/30 | 8.441 K $ | 4.13 % |