Sellwood Investment Partners

Sellwood Investment Partners as of June 30, 2025

Portfolio Holdings for Sellwood Investment Partners

Sellwood Investment Partners holds 49 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.3 $42M 75k 568.03
Vanguard World Esg Us Stk Etf (ESGV) 17.5 $37M 334k 109.64
Pimco Equity Ser Rafi Esg Us (RAFE) 9.2 $19M 507k 38.14
Vanguard World Esg Intl Stk Etf (VSGX) 8.5 $18M 272k 65.50
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.2 $17M 339k 50.27
Schwab Strategic Tr Fundamental Us L (FNDX) 7.2 $15M 617k 24.54
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.4 $11M 163k 69.09
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.1 $8.5M 143k 59.81
Vanguard World Extended Dur (EDV) 3.7 $7.7M 119k 64.62
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.3 $7.0M 92k 75.90
Vanguard Bd Index Fds Long Term Bond (BLV) 2.3 $4.8M 69k 69.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $2.6M 54k 49.03
Ishares Tr Rus 1000 Etf (IWB) 1.1 $2.3M 6.7k 339.57
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.7 $1.5M 39k 39.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 728800.00
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.4M 14k 102.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.4M 11k 128.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.4M 56k 24.38
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $1.3M 7.0k 192.71
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $1.0M 41k 25.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $880k 12k 73.63
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.4 $848k 18k 48.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $832k 2.7k 303.97
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $804k 8.0k 100.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $727k 9.2k 78.70
Dimensional Etf Trust International (DFSI) 0.3 $569k 14k 39.41
Schwab Strategic Tr Long Term Us (SCHQ) 0.2 $476k 15k 31.89
Global X Fds S&p 500 Catholic (CATH) 0.2 $413k 5.5k 75.45
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $380k 7.2k 52.84
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $276k 7.3k 38.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $231k 476.00 485.77
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $206k 2.3k 89.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $164k 385.00 424.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $128k 660.00 194.23
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $125k 448.00 279.83
Vanguard Index Fds Value Etf (VTV) 0.1 $109k 616.00 176.74
Healthequity (HQY) 0.0 $58k 550.00 104.76
Chevron Corporation (CVX) 0.0 $55k 387.00 143.19
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $22k 391.00 56.07
Nike CL B (NKE) 0.0 $21k 296.00 71.04
Merck & Co (MRK) 0.0 $16k 200.00 79.16
Home Depot (HD) 0.0 $15k 40.00 366.65
Apple (AAPL) 0.0 $13k 64.00 205.17
Ishares Tr Core S&p500 Etf (IVV) 0.0 $13k 21.00 620.90
Ishares Tr Core Msci Eafe (IEFA) 0.0 $11k 129.00 83.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $5.9k 197.00 30.07
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.2k 24.00 91.96
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.0k 96.00 21.16
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.1k 5.00 215.80