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Sellwood Investment Partners LLC 13F holdings

Filed 2026-07-28 · Sellwood Investment Partners LLC · 59 positions · $283.6M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS71.8K$49.3M17.4%
ESGVVANGUARD WORLD FD314.3K$41.6M14.7%
VXUSVANGUARD STAR FDS263.3K$22.5M7.9%
—PIMCO EQUITY SER470.3K$22.5M7.9%
VSGXVANGUARD WORLD FD257.5K$21.2M7.5%
VTIPVANGUARD MALVERN FDS394.5K$19.8M7.0%
FNDXSCHWAB STRATEGIC TR557.2K$17.3M6.1%
VGITVANGUARD SCOTTSDALE FDS155.3K$9.2M3.2%
VCLTVANGUARD SCOTTSDALE FDS112.4K$8.5M3.0%
EDVVANGUARD WORLD FD128.3K$8.4M2.9%
BLVVANGUARD BD INDEX FDS108.4K$7.5M2.6%
AGGISHARES TR72.9K$7.2M2.5%
VEAVANGUARD TAX-MANAGED FDS81.0K$5.8M2.0%
SCHRSCHWAB STRATEGIC TR148.3K$3.7M1.3%
VTEBVANGUARD MUN BD FDS71.7K$3.6M1.3%
BSVVANGUARD BD INDEX FDS45.4K$3.5M1.2%
VTIVANGUARD INDEX FDS9.5K$3.5M1.2%
VXFVANGUARD INDEX FDS12.6K$3.1M1.1%
ACWIISHARES TR19.2K$3.0M1.1%
IWBISHARES TR6.7K$2.7M1.0%
STIPISHARES TR26.3K$2.7M0.9%
BNDVANGUARD BD INDEX FDS33.8K$2.5M0.9%
DFSUDIMENSIONAL ETF TRUST36.2K$1.7M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.5%
SCHOSCHWAB STRATEGIC TR59.0K$1.4M0.5%
VTVANGUARD INTL EQUITY INDEX F8.4K$1.3M0.5%
—BNY MELLON ETF TRUST25.2K$1.2M0.4%
SGOVISHARES TR9.3K$937,6490.3%
SCHQSCHWAB STRATEGIC TR23.5K$735,8630.3%
VGSHVANGUARD SCOTTSDALE FDS12.5K$725,4720.3%
VBKVANGUARD INDEX FDS1.8K$654,6030.2%
DFSIDIMENSIONAL ETF TRUST14.3K$646,3730.2%
IVVISHARES TR693$518,9810.2%
CATHGLOBAL X FDS5.4K$480,5710.2%
VIAVIA TRANSN INC24.0K$436,2130.2%
DFSEDIMENSIONAL ETF TRUST6.6K$323,5330.1%
BINCBLACKROCK ETF TRUST II6.0K$312,5320.1%
VNQVANGUARD INDEX FDS2.8K$267,3950.1%
BRK-BBERKSHIRE HATHAWAY INC DEL476$238,1860.1%
IWFISHARES TR1.3K$162,9110.1%
IWDISHARES TR660$160,0040.1%
VOVANGUARD INDEX FDS1.7K$136,4050.0%
VTVVANGUARD INDEX FDS479$104,3880.0%
GOOGLALPHABET INC261$93,2740.0%
GOOGALPHABET INC261$92,2190.0%
CATCATERPILLAR INC74$78,8030.0%
CVXCHEVRON CORP NEW387$64,1490.0%
HQYHEALTHEQUITY INC550$49,6760.0%
VVISA INC91$31,2210.0%
MRKMERCK & CO INC200$25,7000.0%
VGLTVANGUARD SCOTTSDALE FDS462$25,4970.0%
COSTCOSTCO WHSL CORP NEW21$19,6450.0%
HDHOME DEPOT INC40$14,1070.0%
IEFAISHARES TR129$12,4590.0%
NKENIKE INC296$12,1510.0%
SCHESCHWAB STRATEGIC TR269$9,7480.0%
SCHHSCHWAB STRATEGIC TR195$4,6180.0%
IWRISHARES TR24$2,6480.0%
IWMISHARES TR5$1,5020.0%
Top Fund Holdings
13F
Top Fund Holdings

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