Sheridan Capital Management, LLC

The portfolio consists of 35 holdings, displaying a highly diversified structure. The investment approach is heavily ETF-centric, with 91.5% of the portfolio allocated to Exchange Traded Funds. The strategy appears to be a "Core and Satellite" model, where the bulk of assets are invested in broad market and fixed income ETFs (Core), supplemented by a smaller selection of individual equities (Satellite). The concentration risk is moderate, with the top 10 holdings accounting for approximately 78.2% of the total portfolio value.

2. Key Holdings

The portfolio is dominated by large-scale, liquid ETFs representing major asset classes.