0002056427-25-000004.txt : 20250812
0002056427-25-000004.hdr.sgml : 20250812
20250812172903
ACCESSION NUMBER: 0002056427-25-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250630
FILED AS OF DATE: 20250812
DATE AS OF CHANGE: 20250812
EFFECTIVENESS DATE: 20250812
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sherwood Financial Partners, LLC
CENTRAL INDEX KEY: 0002056427
ORGANIZATION NAME:
EIN: 833903891
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-25353
FILM NUMBER: 251208128
BUSINESS ADDRESS:
STREET 1: 2475 TOWNSGATE RD., SUITE 210
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
BUSINESS PHONE: (805) 870-5591
MAIL ADDRESS:
STREET 1: 2475 TOWNSGATE RD., SUITE 210
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0002056427
XXXXXXXX
06-30-2025
06-30-2025
Sherwood Financial Partners, LLC
2475 TOWNSGATE RD., SUITE 210
WESTLAKE VILLAGE
CA
91361
13F HOLDINGS REPORT
028-25353
000301329
801-123155
N
Vincent Chambers
General Counsel
(805) 755-4530
Vincent Chambers
Westlake Village
CA
08-12-2025
0
8
109133568
false
INFORMATION TABLE
2
informationtable30062025.xml
SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247066825625226464SHSOLE22646400SCHWAB STRATEGIC TRINTL EQTY ETF80852480516095982728325SHSOLE72832500SCHWAB STRATEGIC TRUS LRG CAP ETF808524201350686631434888SHSOLE143488800SCHWAB STRATEGIC TRUS MID-CAP ETF80852450814587290520046SHSOLE52004600VANGUARD BD INDEX FDSTOTAL BND MRKT92193783535040370475898SHSOLE47589800VANGUARD INDEX FDSS&P 500 ETF SHS92290836310917541922SHSOLE192200MICROSOFT CORPCOM594918104204436411SHSOLE41100NVIDIA CORPORATIONCOM67066G1042194481389SHSOLE138900