StockDriftsStockDriftsTop 8 Sherwood Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 32.68% | 501.9K | $37.0M | +2.03%(+9.97K) | $73.52(-0.55%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 31.12% | 1.37M | $35.2M | -2.25%(-31.66K) | $22.89(+28.42%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 15.09% | 689.6K | $17.1M | -4.16%(-29.96K) | $19.53(+40.68%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 13.57% | 495.5K | $15.3M | -4.31%(-22.32K) | $27.68(+29.93%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 6.25% | 214.7K | $7.1M | -4.02%(-8.99K) | $27.90(+28.51%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.88% | 1.7K | $991K | -4.49%(-78) | $526.40(+30.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.21% | 1.4K | $242K | +0.00%(+0) | $133.83(+45.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.2% | 883 | $224K | +0.00%(+0) | $232.35(+32.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.49% | +31.25% |
| Top 20 Holdings Unweighted | +8.84% | +28.92% |
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