Sellwood Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Sellwood Investment Partners
Sellwood Investment Partners holds 107 positions in its portfolio as reported in the September 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) | 18.2 | $46M | 75k | 612.38 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 15.4 | $39M | 327k | 118.44 | |
| Pimco Equity Ser Rafi Esg Us (RAFE) | 8.2 | $21M | 509k | 40.70 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 7.6 | $19M | 276k | 69.37 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 7.3 | $18M | 361k | 50.63 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 6.3 | $16M | 597k | 26.30 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.1 | $13M | 175k | 73.46 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.7 | $9.4M | 156k | 60.03 | |
| Vanguard World Extended Dur (EDV) | 3.3 | $8.4M | 123k | 68.45 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 2.9 | $7.4M | 95k | 77.65 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.3 | $5.8M | 74k | 78.91 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $5.5M | 55k | 100.25 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 2.0 | $5.0M | 71k | 70.85 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $3.6M | 49k | 74.37 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $3.0M | 9.1k | 328.18 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $2.9M | 58k | 50.07 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $2.8M | 20k | 138.24 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $2.6M | 44k | 58.85 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.0 | $2.6M | 106k | 24.40 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $2.5M | 12k | 208.72 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $2.4M | 6.7k | 365.48 | |
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.7 | $1.7M | 41k | 42.47 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 754200.00 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $1.5M | 15k | 103.36 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.5M | 7.0k | 209.34 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $1.2M | 9.1k | 137.81 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.2M | 4.0k | 293.74 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $1.1M | 42k | 25.13 | |
| Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.4 | $943k | 19k | 48.70 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $813k | 8.1k | 100.70 | |
| Dimensional Etf Trust International (DFSI) | 0.2 | $624k | 15k | 40.95 | |
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.2 | $578k | 18k | 32.31 | |
| Global X Fds S&p 500 Catholic (CATH) | 0.2 | $432k | 5.3k | 81.05 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $368k | 6.9k | 53.24 | |
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $316k | 7.7k | 41.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $260k | 517.00 | 502.74 | |
| Nike CL B (NKE) | 0.1 | $238k | 3.4k | 69.73 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $224k | 2.4k | 91.40 | |
| UnitedHealth (UNH) | 0.1 | $208k | 601.00 | 345.30 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $154k | 328.00 | 468.41 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $134k | 660.00 | 203.59 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $115k | 616.00 | 186.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $91k | 373.00 | 243.55 | |
| Cisco Systems (CSCO) | 0.0 | $77k | 1.1k | 68.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $63k | 261.00 | 243.10 | |
| Home Depot (HD) | 0.0 | $62k | 154.00 | 405.19 | |
| Chevron Corporation (CVX) | 0.0 | $60k | 387.00 | 155.29 | |
| Amgen (AMGN) | 0.0 | $56k | 200.00 | 282.20 | |
| Healthequity (HQY) | 0.0 | $52k | 550.00 | 94.77 | |
| Visa Com Cl A (V) | 0.0 | $52k | 152.00 | 341.38 | |
| NVIDIA Corporation (NVDA) | 0.0 | $50k | 270.00 | 186.58 | |
| Microsoft Corporation (MSFT) | 0.0 | $49k | 95.00 | 517.95 | |
| Caterpillar (CAT) | 0.0 | $35k | 74.00 | 477.15 | |
| Apple (AAPL) | 0.0 | $34k | 135.00 | 254.63 | |
| International Business Machines (IBM) | 0.0 | $28k | 100.00 | 282.16 | |
| Amazon (AMZN) | 0.0 | $27k | 123.00 | 219.57 | |
| Columbia Sportswear Company (COLM) | 0.0 | $26k | 494.00 | 52.30 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $23k | 395.00 | 56.87 | |
| Medtronic Plc F SHS (MDT) | 0.0 | $21k | 216.00 | 95.24 | |
| Meta Platforms Cl A (META) | 0.0 | $21k | 28.00 | 734.39 | |
| Costco Wholesale Corporation (COST) | 0.0 | $19k | 21.00 | 925.62 | |
| Merck & Co (MRK) | 0.0 | $18k | 215.00 | 83.93 | |
| Linde Plc F SHS (LIN) | 0.0 | $16k | 34.00 | 475.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $14k | 21.00 | 669.29 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $11k | 129.00 | 87.31 | |
| General Mills (GIS) | 0.0 | $10k | 201.00 | 50.42 | |
| Wells Fargo & Company (WFC) | 0.0 | $8.8k | 105.00 | 83.82 | |
| Procter & Gamble Company (PG) | 0.0 | $7.8k | 51.00 | 153.65 | |
| Union Pacific Corporation (UNP) | 0.0 | $7.8k | 33.00 | 236.36 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $7.0k | 62.00 | 112.76 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $6.6k | 197.00 | 33.29 | |
| Johnson & Johnson (JNJ) | 0.0 | $6.1k | 33.00 | 185.42 | |
| Intel Corporation (INTC) | 0.0 | $5.1k | 151.00 | 33.55 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $4.1k | 13.00 | 315.46 | |
| Mastercard Cl A (MA) | 0.0 | $3.4k | 6.00 | 568.83 | |
| Broadcom (AVGO) | 0.0 | $3.3k | 10.00 | 329.90 | |
| Paypal Holdings (PYPL) | 0.0 | $3.2k | 48.00 | 67.06 | |
| Motorola Solutions (MSI) | 0.0 | $3.2k | 7.00 | 457.29 | |
| Cadence Design Systems (CDNS) | 0.0 | $3.2k | 9.00 | 351.22 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $3.1k | 142.00 | 21.57 | |
| Crh Public Limited Co F Ord (CRH) | 0.0 | $3.0k | 25.00 | 119.92 | |
| Servicenow (NOW) | 0.0 | $2.8k | 3.00 | 920.33 | |
| Automatic Data Processing (ADP) | 0.0 | $2.6k | 9.00 | 293.56 | |
| Bank of America Corporation (BAC) | 0.0 | $2.6k | 51.00 | 51.59 | |
| Coca-Cola Company (KO) | 0.0 | $2.5k | 38.00 | 66.32 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.3k | 24.00 | 96.54 | |
| Abbvie (ABBV) | 0.0 | $2.3k | 10.00 | 231.50 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $2.3k | 30.00 | 76.63 | |
| Lowe's Companies (LOW) | 0.0 | $2.3k | 9.00 | 251.33 | |
| Quanta Services (PWR) | 0.0 | $2.1k | 5.00 | 414.40 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $2.0k | 50.00 | 39.20 | |
| Keysight Technologies (KEYS) | 0.0 | $1.7k | 10.00 | 174.90 | |
| MetLife (MET) | 0.0 | $1.6k | 20.00 | 82.35 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $1.6k | 6.00 | 259.50 | |
| Equifax (EFX) | 0.0 | $1.5k | 6.00 | 256.50 | |
| Eli Lilly & Co. (LLY) | 0.0 | $1.5k | 2.00 | 763.00 | |
| Deere & Company (DE) | 0.0 | $1.4k | 3.00 | 457.33 | |
| Simon Property (SPG) | 0.0 | $1.3k | 7.00 | 187.71 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.2k | 5.00 | 242.00 | |
| Prudential Financial (PRU) | 0.0 | $1.0k | 10.00 | 103.70 | |
| S&p Global (SPGI) | 0.0 | $973.000000 | 2.00 | 486.50 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $967.000000 | 5.00 | 193.40 | |
| Corteva (CTVA) | 0.0 | $812.000400 | 12.00 | 67.67 | |
| Morgan Stanley Com New (MS) | 0.0 | $795.000000 | 5.00 | 159.00 | |
| McKesson Corporation (MCK) | 0.0 | $773.000000 | 1.00 | 773.00 | |
| Gartner (IT) | 0.0 | $526.000000 | 2.00 | 263.00 | |
| Kenvue (KVUE) | 0.0 | $519.001600 | 32.00 | 16.22 |
