Sherwood Financial Partners, LLC Portfolio Holdings
Sherwood Financial Partners, LLC
- $101 Billion
- Q4 2024
Sherwood Financial Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 7 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $33.4B, Vanguard Bd Index Fd Inc Total with a value of $32.5B, Schwab Strategic Tr Intl Eqty with a value of $14.1B, Schwab Strategic U.S. Mid Cap with a value of $13.9B, and Schwab Strategic Tr Us Emergin with a value of $6.18B.
Examining the 13F form we can see an increase of $101B in the current position value.
Sherwood Financial Partners, LLC is based out at Westlake Village, CA
Below you can find more details about Sherwood Financial Partners, LLC portfolio as well as his latest detailed transactions.