Fund Universe

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☆Sherwood Financial Partners, LLC

CIK 0002056427 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.847
AUM ($M)
124
Positions
8
Turnover
0.03
Top-10 wt
100%
Herfindahl
0.244
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 8 positions · portfolio value $124M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 32.4% +1.3% 40.3 1,369,520 -3,164 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 29.9% -2.8% 37.1 505,910 +3,971 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 15.4% +0.3% 19.1 690,596 +962 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 14.7% +1.1% 18.2 493,878 -1,665 5 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 6.3% +0.0% 7.8 215,853 +1,168 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.9% -0.0% 1.1 1,582 -76 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.2% +0.0% 0.3 1,389 +0 5 —
☆AAPL funds › APPLE INC HOLD Common Stock 0.2% +0.0% 0.3 883 +0 4 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 124 8 0.03 100% 0.244 0.847 — in
2026Q1 113 8 0.02 100% 0.249 0.852 — in
2025Q4 116 8 0.01 100% 0.249 0.844 — in
2025Q3 115 9 0.01 100% 0.247 0.839 — in
2025Q2 109 8 0.02 100% 0.250 0.850 — entered
2025Q1 103 8 0.00 100% 0.250 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status