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Sherwood Financial Partners, LLC
WatchNo.8733Latest AUM (Q2 2026)
$124.2M
QoQ Change Q1 2026
+$11.1M+9.8%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
| SSCHWAB USSCHX |
| 32.44% | 31.12% | $40.3M | 1.4M | $35.2M | 1.4M | -3,164-0.23% | Reduce |
| VVANGUARD TOTALBND |
| 29.9% | 32.68% | $37.1M | 505,910 | $37.0M | 501,939 | +3,971+0.79% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 15.4% | 15.09% | $19.1M | 690,596 | $17.1M | 689,634 | +962+0.14% | Add |
| SSCHWAB STRATEGIC TRSCHM |
| 14.66% | 13.57% | $18.2M | 493,878 | $15.3M | 495,543 | -1,665-0.34% | Reduce |
| SSCHWAB STRATEGIC TRSCHE |
| 6.3% | 6.25% | $7.8M | 215,853 | $7.1M | 214,685 | +1,168+0.54% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.87% | 0.88% | $1.1M | 1,582 | $990,738 | 1,658 | -76-4.58% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.22% | 0.21% | $277,925 | 1,389 | $242,242 | 1,389 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 0.21% | 0.2% | $255,505 | 883 | $224,097 | 883 | 00.00% | Unchanged |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
