SHERWOOD FINANCIAL PARTNERS, LLC 13F Portfolio
SHERWOOD FINANCIAL PARTNERS, LLC runs SHERWOOD FINANCIAL PARTNERS, LLC and currently holds 8 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $124.23M. Their top holdings are SCHX, BND, SCHF, SCHM, SCHE. The top five represent 98.7% of reported portfolio weight. SHERWOOD FINANCIAL PARTNERS, LLC ranks #925 out of 1000 investors tracked by Alpha Score. They added to 3 existing positions. They trimmed 3 positions. Their current best-performing preview position is SCHM with returns of +19.09%.
Portfolio Value
$124.23M
Alpha Score
20.1
#925 of 1000
Holdings
8
SHERWOOD FINANCIAL PARTNERS, LLC Current 13F Holdings
Reported holdings from SHERWOOD FINANCIAL PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCHX SCHWAB STRATEGIC TR | 32.44% | $23.16 | $30.64 | +32.30% | Trimmed -0.23% |
 BND VANGUARD BD INDEX FDS | 29.90% | $72.11 | $70.22 | -2.62% | Added +0.79% |
 SCHF SCHWAB STRATEGIC TR | 15.40% | $18.52 | $27.27 | +47.25% | Added +0.14% |
 SCHM SCHWAB STRATEGIC TR | 14.66% | $27.70 | $34.64 | +25.05% | Trimmed -0.34% |
 SCHE SCHWAB STRATEGIC TR | 6.30% | $26.69 | $36.74 | +37.65% | Added +0.54% |
 VOO VANGUARD INDEX FDS | 0.87% | $514.08 | $715.51 | +39.18% | Trimmed -4.58% |
 NVDA NVIDIA CORPORATION | 0.22% | $157.99 | $229.28 | +45.12% | Held |