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Home > Institutional Investor > Sherwood Financial Partners, Llc > Profile

Instuitional Investor - Sherwood Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Sherwood Financial Partners, Llc
Portfolio Value $100,750,457
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,439,364 $33,364,458 33.11%
2.
Vanguard Bond Index Funds
 BND 451,334 $32,455,428 32.21%
3.
Schwab Strategic Trust
 FNDF 763,625 $14,127,063 14.02%
4.
Schwab Strategic Trust
 FNDF 501,581 $13,898,810 13.79%
5.
Schwab Strategic Trust
 FNDF 232,135 $6,181,755 6.13%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)