Sellwood Investment Partners LLC
59 holdingsFiling period: 2026-06-30Current AUM: $282.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 71.8K | $49.3M | $50.5M | 17.86% | -4,445 | 2026-06-30 |
| 2 | ESGV | Vanguard World FD | 314.3K | $41.6M | $42.4M | 14.99% | -21,083 | 2026-06-30 |
| 3 | VXUS | Vanguard Star Fds | 263.3K | $22.5M | $21.8M | 7.70% | +42.4K | 2026-06-30 |
| 4 | RAFE | PIMCO Equity Ser | 470.3K | $22.5M | $23.7M | 8.37% | -29,086 | 2026-06-30 |
| 5 | VSGX | Vanguard World FD | 257.5K | $21.2M | $20.2M | 7.15% | -16,466 | 2026-06-30 |
| 6 | VTIP | Vanguard Malvern Fds | 394.5K | $19.8M | $19.2M | 6.81% | -1,142 | 2026-06-30 |
| 7 | FNDX | Schwab Strategic TR | 557.2K | $17.3M | $18.2M | 6.44% | -50,856 | 2026-06-30 |
| 8 | VGIT | Vanguard Scottsdale Fds | 155.3K | $9.2M | $8.9M | 3.15% | -4,435 | 2026-06-30 |
| 9 | VCLT | Vanguard Scottsdale Fds | 112.4K | $8.5M | $7.9M | 2.81% | +7.1K | 2026-06-30 |
| 10 | EDV | Vanguard World FD | 128.3K | $8.3M | $7.6M | 2.70% | +14.3K | 2026-06-30 |
| 11 | BLV | Vanguard BD Index Fds | 108.4K | $7.5M | $7.1M | 2.50% | +31.5K | 2026-06-30 |
| 12 | AGG | iShares TR | 72.9K | $7.2M | $7.0M | 2.48% | +3.1K | 2026-06-30 |
| 13 | VEA | Vanguard Tax-Managed Fds | 81.0K | $5.8M | $5.6M | 1.99% | +41.2K | 2026-06-30 |
| 14 | SCHR | Schwab Strategic TR | 148.3K | $3.7M | $3.6M | 1.26% | +78.2K | 2026-06-30 |
| 15 | VTEB | Vanguard Mun BD Fds | 71.7K | $3.6M | $3.5M | 1.23% | +5.0K | 2026-06-30 |
| 16 | BSV | Vanguard BD Index Fds | 45.4K | $3.5M | $3.5M | 1.23% | +71 | 2026-06-30 |
| 17 | VTI | Vanguard Index Fds | 9.5K | $3.5M | $3.6M | 1.26% | -17 | 2026-06-30 |
| 18 | VXF | Vanguard Index Fds | 12.6K | $3.1M | $2.9M | 1.03% | +133 | 2026-06-30 |
| 19 | ACWI | iShares TR | 19.2K | $3.0M | $3.0M | 1.07% | +934 | 2026-06-30 |
| 20 | IWB | iShares TR | 6.7K | $2.7M | $2.8M | 0.99% | -- | 2026-06-30 |
| 21 | STIP | iShares TR | 26.3K | $2.7M | $2.6M | 0.94% | +2.0K | 2026-06-30 |
| 22 | BND | Vanguard BD Index Fds | 33.8K | $2.5M | $2.4M | 0.85% | +2.3K | 2026-06-30 |
| 23 | DFSU | Dimensional ETF Trust | 36.3K | $1.7M | $1.7M | 0.61% | -4,588 | 2026-06-30 |
| 24 | BRK-A | Berkshire Hathaway Inc Del | 2 | $1.5M | $1.5M | 0.53% | -- | 2026-06-30 |
| 25 | SCHO | Schwab Strategic TR | 59.0K | $1.4M | $1.4M | 0.50% | +943 | 2026-06-30 |
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