Sellwood Investment Partners

Sellwood Investment Partners as of Dec. 31, 2025

Portfolio Holdings for Sellwood Investment Partners

Sellwood Investment Partners holds 59 positions in its portfolio as reported in the December 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 $47M 74k 627.13
Vanguard World Esg Us Stk Etf (ESGV) 15.3 $39M 324k 120.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.2 $21M 425k 49.46
Pimco Equity Ser Rafi Esg Us (RAFE) 8.0 $21M 490k 41.99
Vanguard World Esg Intl Stk Etf (VSGX) 7.5 $19M 269k 71.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.0 $18M 237k 75.44
Schwab Strategic Tr Fundamental Us L (FNDX) 6.5 $17M 610k 27.21
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $9.6M 160k 59.93
Vanguard World Extended Dur (EDV) 3.3 $8.3M 128k 65.01
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.0 $7.7M 101k 75.85
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $7.4M 74k 99.88
Vanguard Bd Index Fds Long Term Bond (BLV) 2.0 $5.2M 75k 69.52
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $4.1M 12k 335.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $3.6M 46k 78.81
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.3M 66k 50.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $3.1M 42k 74.07
Ishares Tr Msci Acwi Etf (ACWI) 1.1 $2.8M 20k 141.49
Ishares Tr Rus 1000 Etf (IWB) 1.0 $2.5M 6.7k 373.44
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.7 $1.8M 41k 43.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.7M 8.3k 209.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.7M 17k 102.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 754800.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.3M 9.1k 141.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.5 $1.3M 51k 25.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.2M 49k 24.37
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.4 $1.1M 23k 48.07
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $921k 9.2k 100.38
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $766k 13k 58.73
Dimensional Etf Trust International (DFSI) 0.3 $675k 16k 42.84
Schwab Strategic Tr Long Term Us (SCHQ) 0.2 $567k 18k 31.70
Global X Fds S&p 500 Catholic (CATH) 0.2 $539k 6.6k 82.22
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $373k 7.1k 52.77
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $319k 7.7k 41.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $260k 517.00 502.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $245k 2.8k 88.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $155k 328.00 473.30
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $142k 489.00 290.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $139k 660.00 210.34
Vanguard Index Fds Value Etf (VTV) 0.0 $118k 616.00 190.99
Alphabet Cap Stk Cl C (GOOG) 0.0 $82k 261.00 313.80
Alphabet Cap Stk Cl A (GOOGL) 0.0 $82k 261.00 313.00
Chevron Corporation (CVX) 0.0 $59k 387.00 152.41
Healthequity (HQY) 0.0 $50k 550.00 91.61
Caterpillar (CAT) 0.0 $42k 74.00 572.86
Visa Com Cl A (V) 0.0 $32k 91.00 350.71
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $22k 401.00 55.80
Merck & Co (MRK) 0.0 $21k 200.00 105.26
Nike CL B (NKE) 0.0 $19k 296.00 63.71
Costco Wholesale Corporation (COST) 0.0 $18k 21.00 862.33
Ishares Tr Core S&p500 Etf (IVV) 0.0 $14k 21.00 684.95
Home Depot (HD) 0.0 $14k 40.00 344.10
Linde Plc F SHS (LIN) 0.0 $12k 28.00 426.39
Ishares Tr Core Msci Eafe (IEFA) 0.0 $12k 129.00 89.46
Wells Fargo & Company (WFC) 0.0 $9.8k 105.00 93.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $8.8k 269.00 32.70
Exxon Mobil Corporation (XOM) 0.0 $7.5k 62.00 120.34
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.0k 142.00 20.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.3k 24.00 96.25
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.2k 5.00 246.20