Sellwood Investment Partners

Sellwood Investment Partners as of March 31, 2026

Portfolio Holdings for Sellwood Investment Partners

Sellwood Investment Partners holds 59 positions in its portfolio as reported in the March 2026 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) 18.0 $46M 76k 597.55
Vanguard World Esg Us Stk Etf (ESGV) 14.8 $38M 335k 112.27
Pimco Equity Ser Rafi Esg Us (RAFE) 8.2 $21M 499k 41.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.8 $20M 396k 49.95
Vanguard World Esg Intl Stk Etf (VSGX) 7.7 $20M 274k 71.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.7 $17M 221k 77.11
Schwab Strategic Tr Fundamental Us L (FNDX) 6.7 $17M 608k 27.85
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $9.5M 160k 59.55
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.1 $7.9M 105k 74.72
Vanguard World Extended Dur (EDV) 2.9 $7.4M 114k 64.95
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $6.9M 70k 99.27
Vanguard Bd Index Fds Long Term Bond (BLV) 2.1 $5.3M 77k 68.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $3.6M 45k 78.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.3M 67k 49.89
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.0M 9.5k 320.81
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $2.6M 13k 205.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.6M 40k 64.08
Ishares Tr Msci Acwi Etf (ACWI) 1.0 $2.5M 18k 138.37
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $2.5M 24k 103.43
Ishares Tr Rus 1000 Etf (IWB) 0.9 $2.4M 6.7k 356.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.3M 32k 73.64
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.7 $1.7M 70k 24.91
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.7 $1.7M 41k 41.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.4M 2.00 718140.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $1.4M 58k 24.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.3M 9.1k 138.33
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.4 $1.1M 23k 47.41
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $929k 9.2k 100.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $728k 12k 58.54
Schwab Strategic Tr Long Term Us (SCHQ) 0.3 $673k 21k 31.43
Dimensional Etf Trust International (DFSI) 0.3 $668k 16k 42.40
Global X Fds S&p 500 Catholic (CATH) 0.2 $522k 6.7k 78.15
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $360k 6.9k 51.93
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $326k 7.7k 42.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $273k 418.00 653.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $248k 517.00 479.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $246k 2.8k 88.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $141k 660.00 213.67
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $140k 489.00 287.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $140k 328.00 426.40
Vanguard Index Fds Value Etf (VTV) 0.0 $121k 616.00 196.20
Chevron Corporation (CVX) 0.0 $80k 387.00 206.90
Alphabet Cap Stk Cl A (GOOGL) 0.0 $75k 261.00 287.56
Alphabet Cap Stk Cl C (GOOG) 0.0 $75k 261.00 286.86
Caterpillar (CAT) 0.0 $52k 74.00 708.46
Healthequity (HQY) 0.0 $46k 550.00 83.57
Visa Com Cl A (V) 0.0 $28k 91.00 302.24
Merck & Co (MRK) 0.0 $24k 200.00 120.29
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $22k 404.00 55.33
Costco Wholesale Corporation (COST) 0.0 $21k 21.00 996.43
Nike CL B (NKE) 0.0 $16k 296.00 52.82
Linde Plc F SHS (LIN) 0.0 $14k 28.00 495.75
Home Depot (HD) 0.0 $13k 40.00 328.90
Ishares Tr Core Msci Eafe (IEFA) 0.0 $12k 129.00 90.53
Exxon Mobil Corporation (XOM) 0.0 $11k 62.00 169.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $8.8k 269.00 32.90
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.1k 142.00 21.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.3k 24.00 97.25
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.2k 5.00 248.00