Fund Holdings — Sherman Asset Management, Inc.

Total Portfolio Value
$128.88M
Total Bought
$16.68M
Total Sold
$15.16M
Net Transaction
+$1.52M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF38,14549,695+11,55012,23718,38914.27%+6,152
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
56,50555,193-1,3127,50910,5168.16%+3,006
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
027,320+27,32002,5041.94%+2,504
ISHARES CORE S&P 500 ETF32,73431,761-97321,38223,78618.46%+2,404
ORACLE CORP COM(ORCL)1,05415,714+14,6601552,3031.79%+2,148
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
ST STR SP600 SML
42,84366,875+24,0322,0703,8572.99%+1,787
ISHARES CORE S&P SMALL CAP ETF68,56468,563-18,52310,1697.89%+1,646
JPMORGAN CHASE & CO COM(JPM)5702,770+2,2001689070.70%+739
QUALCOMM INC COM(QCOM)03,900+3,90007210.56%+721
VANGUARD MORNINGSTAR GROWTH ETF418,431+8,390187260.56%+708
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)4,4774,476-11,5132,1381.66%+625
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
37,33432,577-4,7572,3402,9272.27%+587
VANGUARD MORNINGSTAR MID-CAP ETF4,87122,553+17,6821,3991,8171.41%+418
ISHARES CORE S&P MID-CAP ETF35,64635,64602,4072,7492.13%+341
WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND(WT)1,6757,166+5,491473400.26%+293
SCHWAB SHORT-TERM US TREASURY ETF49,83961,718+11,8791,2101,4901.16%+280
VANGUARD TOTAL BOND MARKET ETF52,92056,436+3,5163,8974,1433.21%+246
GLOBAL X FINTECH ETF
FINTECH ETF
1,15710,636+9,479272630.20%+236
TESLA INC COM(TSLA)3,2113,21101,1941,3511.05%+157
APPLE INC COM(AAPL)13,84612,591-1,2553,5143,6432.83%+129
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
ST STR DISCR ETF
14,26714,287+201,5551,6761.30%+121
VANGUARD ESG U.S. STOCK ETF5,4785,47806157240.56%+109
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
23,04823,093+451,1381,2380.96%+100
STATE STREET SPDR S&P BIOTECH ETF
ST STR SP BIOT
2,5042,652+1483204200.33%+100
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
51,41148,543-2,8682,3472,4461.90%+99
VANGUARD FTSE DEVELOPED MARKETS ETF10,46510,464-16717460.58%+75
ALPHABET INC CAP STK CL A(GOOG)17,23214,035-3,1974,9555,0163.89%+60
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
2,9502,893-574174730.37%+56
SCHWAB U.S. MID-CAP ETF8,7848,78402723240.25%+52
MORGAN STANLEY COM NEW(MS)1,1621,16201912430.19%+52
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1611,288+1,1271121540.12%+42
CITIGROUP INC COM NEW(C)1,4821,48201682070.16%+39
NVIDIA CORPORATION COM(NVDA)1,5551,546-92713090.24%+38
UNITEDHEALTH GROUP INC COM(UNH)2602600701080.08%+38
VANGUARD MORNINGSTAR VALUE ETF9351,013+781832210.17%+37
INVESCO QQQ TRUST SERIES I258252-61491860.14%+37
GOLDMAN SACHS GROUP INC COM(GS)21921901852210.17%+36
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
4,8654,86504655000.39%+35
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
ESG AWARE MSCI
3,3073,323+161551860.14%+30
CIPHER DIGITAL INC COM(CIFR)2,0082,008026490.04%+23
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
ST STR PR SP1500
1,9731,97301561790.14%+23
HEALTHPEAK PROPERTIES INC COM(DOC)4,6304,630076990.08%+23
BANK OF AMER CORP COM2,5462,54601241450.11%+21
PUBLIC STORAGE COM(PSA)3383380921080.08%+16
IREN LIMITED ORDINARY SHARES
ORDINARY SHARES
1,2481,248043570.04%+14
AVALONBAY CMNTYS INC COM5285280861000.08%+13
EQUITY RESIDENTIAL SH BEN INT(VMRK)1,5051,5050891020.08%+13
MID-AMER APT CMNTYS INC COM(MAA)663663081920.07%+11
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
ST STR REAL ETF
3,0753,07501261350.11%+10
EQUINIX INC COM(EQIX)14314301401490.12%+9
EXTRA SPACE STORAGE INC COM(EXR)626626082910.07%+9
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF130130039480.04%+8
MICRON TECHNOLOGY INC COM(MU)2715-129170.01%+8
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
6,9046,90405665740.44%+8
ADVANCED MICRO DEVICES INC COM(AMD)4225-179150.01%+6
STATE STREET SPDR S&P 500 ETF(SPY)6060039450.03%+6
BERKSHIRE HATHAWAY INC DEL CL B NEW26026001251300.10%+6
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
88011160.01%+5
WELLS FARGO & CO COM(WFC)1,7291,72901381430.11%+5
INTERNATIONAL BUSINESS MACHS COM(IBM)3347+148130.01%+5
BOOKING HOLDINGS INC COM(BKNG)275+738130.01%+5
ISHARES ESG SELECT SCREENED S&P MID-CAP ETF680680031350.03%+5
ISHARES ESG AWARE MSCI USA GROWTH ETF352352017210.02%+4
STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF
ST STR SP HCEQ
585585046490.04%+4
STATE STREET SPDR S&P SOFTWARE & SERVICES ETF
ST STR SW SERV
118118017200.02%+3
ISHARES CALIFORNIA MUNI BOND ETF3,7443,74402132160.17%+3
DOORDASH INC CL A(DASH)2032+12360.00%+3
OKTA INC CL A(OKTA)50500470.01%+3
CYTOKINETICS INC COM NEW(CYTK)14214209120.01%+3
RIVIAN AUTOMOTIVE INC COM CL A(RIVN)0130+130020.00%+2
ROYAL CARIBBEAN GROUP COM
COM
1519+4460.00%+2
SBA COMMUNICATIONS CORP CL A(SBAC)357357061630.05%+2
AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF4,4414,393-4866680.05%+1
ALEXANDRIA REAL ESTATE EQ INC COM20220209110.01%+1
MONSTER BEVERAGE CORP NEW COM(MNST)51510450.00%+1
LOWES COS INC COM(LOW)4755+811120.01%+1
KEURIG DR PEPPER INC COM(KDP)1501500450.00%+1
PALANTIR TECHNOLOGIES INC CL A(PLTR)5978+19990.01%0
BROADCOM INC COM(AVGO)2925-4990.01%0
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
ST STR MATER ETF
530530026270.02%0
TJX COS INC NEW COM(TJX)98106+816160.01%0
SEA LTD SPONSORD ADS(SE)26260220.00%0
GENERAL MTRS CO COM(GM)40400330.00%0
MONDELEZ INTL INC CL A(MDLZ)72720440.00%0
OREILLY AUTOMOTIVE INC COM(ORLY)44440440.00%-0
BLACKROCK INC COM(BLK)11711701131130.09%-0
TRUPANION INC COM(TRUP)64640220.00%-0
CHEVRON CORPORATION COM(CVX)87-1210.00%-0
VERSANT MEDIA GROUP INC COM CL A(VSNT)100-1000—-0
ALNYLAM PHARMACEUTICALS INC COM(ALNY)15150550.00%-0
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
ST STR UTIL ETF
3,0403,04001401380.11%-2
SCHWAB CHARLES CORP COM(SCHW)1,2141,21401141120.09%-2
AMERICAN TOWER CORP COM(AMT)439439076720.06%-4
THE CAMPBELLS COMPANY COM(CPB)874634-24019140.01%-5
HORMEL FOODS CORP COM(HRL)2430-24360—-6
SYSCO CORP COM(SYY)800-8060—-6
SPOTIFY TECHNOLOGY S A SHS(SPOT)130-1360—-6
ADOBE INC COM(ADBE)270-2770—-7
ARCHER DANIELS MIDLAND CO COM464346-11834260.02%-7
COMCAST CORP NEW CL A(CCZ)2580-25870—-7
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Sherman Asset Management, Inc. — 13F Holdings — Q2 2026 | TickerTrail