Sherman Asset Management, Inc.: 13F holdings
CIK 17365352026Q2
| Positions | 136 |
|---|---|
| Reported value | $128.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | 31,761 | $23.8m | 18.5% |
| VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 49,695 | $18.4m | 14.3% |
| XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 55,193 | $10.5m | 8.2% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 68,563 | $10.2m | 7.9% |
| GOOGL ALPHABET INC CAP STK CL A | 14,035 | $5.0m | 3.9% |
| BND VANGUARD TOTAL BOND MARKET ETF | 56,436 | $4.1m | 3.2% |
| SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 66,875 | $3.9m | 3.0% |
| AAPL APPLE INC COM | 12,591 | $3.6m | 2.8% |
| CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF | 32,577 | $2.9m | 2.3% |
| IJH ISHARES CORE S&P MID-CAP ETF | 35,646 | $2.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1736535")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.