Sherwood Financial Partners, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Westlake Village, CA
CIK
0002056427
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 8 103,033 BND, SCHX, SCHF, SCHM 13F-HR 5/12/2025 000205642725000002
Q4 2024 7 100,750 SCHX, BND, SCHF, SCHM 13F-HR 2/18/2025 000205642725000001