Holdings
Sherman Wealth Management LLC
As of Sep 30, 2026, Sherman Wealth Management LLC reported 83 positions worth US$140M. Largest: Vanguard Morningstar Mega Cap Growth ETF, Vanguard Dividend Appreciation ETF and State Street SPDR Portfolio Developed World ex-US ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Mega Cap Growth ETF | 156K | US$14.4M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 54,918 | US$12.8M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Developed World ex-US ETF | 181K | US$9.07M | new | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 53,392 | US$8.29M | new | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 163K | US$8.2M | new | Sep 30, 2026 |
| iShares MSCI USA Quality Factor ETF | 21,573 | US$4.79M | new | Sep 30, 2026 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 47,028 | US$4.31M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 54,329 | US$3.84M | new | Sep 30, 2026 |
| Alpha Architect 1-3 Month Box ETF | 27,260 | US$3.23M | new | Sep 30, 2026 |
| Vanguard S&P 500 Growth ETF | 37,293 | US$3.19M | new | Sep 30, 2026 |