Sellwood Investment Partners LLC
60 holdingsFiling period: 2026-03-31Current AUM: $277.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 76.3K | $45.6M | $52.0M | 18.75% | +2.0K | 2026-03-31 |
| 2 | ESGV | VANGUARD WORLD FD | 335.4K | $37.7M | $44.0M | 15.86% | +11.3K | 2026-03-31 |
| 3 | RAFE | PIMCO EQUITY SER | 499.4K | $20.8M | $24.3M | 8.78% | +9.3K | 2026-03-31 |
| 4 | VTIP | VANGUARD MALVERN FDS | 395.6K | $19.8M | $19.6M | 7.08% | -29,831 | 2026-03-31 |
| 5 | VSGX | VANGUARD WORLD FD | 274.0K | $19.7M | $22.0M | 7.93% | +5.4K | 2026-03-31 |
| 6 | VXUS | VANGUARD STAR FDS | 221.0K | $17.0M | $18.7M | 6.75% | -15,599 | 2026-03-31 |
| 7 | FNDX | SCHWAB STRATEGIC TR | 608.1K | $16.9M | $19.3M | 6.95% | -1,941 | 2026-03-31 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 159.7K | $9.5M | $9.3M | 3.37% | -417 | 2026-03-31 |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | 105.3K | $7.9M | $7.6M | 2.74% | +4.3K | 2026-03-31 |
| 10 | EDV | VANGUARD WORLD FD | 114.0K | $7.4M | $6.9M | 2.47% | -14,169 | 2026-03-31 |
| 11 | AGG | ISHARES TR | 69.9K | $6.9M | $6.8M | 2.46% | -4,534 | 2026-03-31 |
| 12 | BLV | VANGUARD BD INDEX FDS | 76.9K | $5.3M | $5.1M | 1.84% | +1.9K | 2026-03-31 |
| 13 | BSV | VANGUARD BD INDEX FDS | 45.3K | $3.6M | $3.5M | 1.27% | -309 | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 66.7K | $3.3M | $3.3M | 1.19% | +403 | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 9.5K | $3.0M | $3.5M | 1.25% | -2,628 | 2026-03-31 |
| 16 | VXF | VANGUARD INDEX FDS | 12.5K | $2.6M | $3.0M | 1.06% | +4.2K | 2026-03-31 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | 39.9K | $2.6M | $2.8M | 1.02% | -- | 2026-03-31 |
| 18 | ACWI | ISHARES TR | 18.2K | $2.5M | $2.8M | 1.02% | -1,682 | 2026-03-31 |
| 19 | STIP | ISHARES TR | 24.2K | $2.5M | $2.5M | 0.89% | +7.4K | 2026-03-31 |
| 20 | IWB | ISHARES TR | 6.7K | $2.4M | $2.7M | 0.98% | -- | 2026-03-31 |
| 21 | BND | VANGUARD BD INDEX FDS | 31.5K | $2.3M | $2.3M | 0.82% | -10,983 | 2026-03-31 |
| 22 | SCHR | SCHWAB STRATEGIC TR | 70.1K | $1.7M | $1.7M | 0.62% | +19.1K | 2026-03-31 |
| 23 | DFSU | DIMENSIONAL ETF TRUST | 40.8K | $1.7M | $1.9M | 0.69% | +115 | 2026-03-31 |
| 24 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 0.52% | -- | 2026-03-31 |
| 25 | SCHO | SCHWAB STRATEGIC TR | 58.1K | $1.4M | $1.4M | 0.50% | +8.8K | 2026-03-31 |
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