Sherman Asset Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AMGEN INC | $227.5K | 0.2% |
| ISHARES CALIFORNIA MUNI BOND ETF | $215.1K | 0.2% |
| STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $208.7K | 0.2% |
| Morgan Stanley | $206.3K | 0.2% |
| FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF | $198.1K | 0.2% |
| ORACLE CORP | $194.7K | 0.2% |
| WASTE MANAGEMENT INC | $194.1K | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $192.5K | 0.2% |
| JPMORGAN CHASE & CO | $183.7K | 0.2% |
| PROCTER & GAMBLE Co | $183.4K | 0.2% |
| Uber Technologies, Inc | $182.4K | 0.2% |
| STARBUCKS CORP | $180.9K | 0.2% |
| Merck & Co., Inc. | $179.8K | 0.2% |
| ABBOTT LABORATORIES | $177.7K | 0.2% |
| CITIGROUP INC | $172.9K | 0.1% |
| Prologis Inc | $169.7K | 0.1% |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $162.8K | 0.1% |
| WELLS FARGO & COMPANY/MN | $161.1K | 0.1% |
| INVESCO QQQ TRUST SERIES I | $158.3K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $153.7K | 0.1% |
| BANK OF AMERICA CORP /DE | $140.0K | 0.1% |
| Warren E. Buffett | $130.7K | 0.1% |
| Netflix Inc | $126.6K | 0.1% |
| BlackRock, Inc. | $125.2K | 0.1% |
| VANGUARD VALUE ETF | $124.5K | 0.1% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $124.1K | 0.1% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $121.4K | 0.1% |
| SCHWAB CHARLES CORP | $121.3K | 0.1% |
| PFIZER INC | $120.3K | 0.1% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $112.9K | 0.1% |
| Yum! Brands Inc | $109.7K | 0.1% |
| Equinix Inc | $109.6K | 0.1% |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $97.9K | 0.1% |
| AVALONBAY COMMUNITIES INC | $95.7K | 0.1% |
| EQUITY RESIDENTIAL | $94.9K | 0.1% |
| KROGER CO | $94.1K | 0.1% |
| PEPSICO INC | $93.3K | 0.1% |
| MID AMERICA APARTMENT COMMUNITIES INC. | $92.1K | 0.1% |
| Public Storage | $87.7K | 0.1% |
| UNITEDHEALTH GROUP INC | $85.8K | 0.1% |
| Extra Space Storage Inc | $81.5K | 0.1% |
| American Tower Corp | $77.1K | 0.1% |
| HEALTHPEAK PROPERTIES, INC. | $74.5K | 0.1% |
| SBA Communications Corp | $69.1K | 0.1% |
| AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | $60.5K | 0.1% |
| Fresh Del Monte Produce Inc | $58.3K | 0.0% |
| STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $55.1K | 0.0% |
| VANGUARD S&P 500 ETF | $54.9K | 0.0% |
| COLGATE PALMOLIVE CO | $50.3K | 0.0% |
| VANECK BDC INCOME ETF | $49.7K | 0.0% |