Sellwood Investment Partners LLC
59 holdingsFiling period: 2026-06-30Current AUM: $283.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 71.8K | $49.3M | $50.0M | 17.65% | -4,445 | 2026-06-30 |
| 2 | ESGV | VANGUARD WORLD FD | 314.3K | $41.6M | $42.1M | 14.88% | -21,083 | 2026-06-30 |
| 3 | VXUS | VANGUARD STAR FDS | 263.3K | $22.5M | $22.6M | 7.97% | +42.4K | 2026-06-30 |
| 4 | RAFE | PIMCO EQUITY SER | 470.3K | $22.5M | $23.4M | 8.27% | -29,086 | 2026-06-30 |
| 5 | VSGX | VANGUARD WORLD FD | 257.5K | $21.2M | $21.0M | 7.40% | -16,466 | 2026-06-30 |
| 6 | VTIP | VANGUARD MALVERN FDS | 394.5K | $19.8M | $19.5M | 6.89% | -1,142 | 2026-06-30 |
| 7 | FNDX | SCHWAB STRATEGIC TR | 557.2K | $17.3M | $18.0M | 6.36% | -50,856 | 2026-06-30 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 155.3K | $9.2M | $8.9M | 3.14% | -4,435 | 2026-06-30 |
| 9 | VCLT | VANGUARD SCOTTSDALE FDS | 112.4K | $8.5M | $7.9M | 2.80% | +7.1K | 2026-06-30 |
| 10 | EDV | VANGUARD WORLD FD | 128.3K | $8.3M | $7.6M | 2.67% | +14.3K | 2026-06-30 |
| 11 | BLV | VANGUARD BD INDEX FDS | 108.4K | $7.5M | $7.0M | 2.48% | +31.5K | 2026-06-30 |
| 12 | AGG | ISHARES TR | 72.9K | $7.2M | $7.0M | 2.47% | +3.1K | 2026-06-30 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 81.0K | $5.8M | $5.8M | 2.05% | +41.2K | 2026-06-30 |
| 14 | SCHR | SCHWAB STRATEGIC TR | 148.3K | $3.7M | $3.6M | 1.25% | +78.2K | 2026-06-30 |
| 15 | VTEB | VANGUARD MUN BD FDS | 71.7K | $3.6M | $3.5M | 1.22% | +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 | $3.5M | 1.25% | -17 | 2026-06-30 |
| 18 | VXF | VANGUARD INDEX FDS | 12.6K | $3.1M | $3.0M | 1.05% | +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 | 0.98% | -- | 2026-06-30 |
| 21 | STIP | ISHARES TR | 26.3K | $2.7M | $2.6M | 0.93% | +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 |
← Scroll →
Page 1 of 3