Sellwood Investment Partners

Sellwood Investment Partners as of June 30, 2026

Portfolio Holdings for Sellwood Investment Partners

Sellwood Investment Partners holds 59 positions in its portfolio as reported in the June 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) 17.4 $49M 72k 686.81
Vanguard World Esg Us Stk Etf (ESGV) 14.7 $42M 314k 132.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.9 $23M 263k 85.49
Pimco Equity Ser Rafi Esg Us (RAFE) 7.9 $23M 470k 47.86
Vanguard World Esg Intl Stk Etf (VSGX) 7.5 $21M 258k 82.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.0 $20M 395k 50.23
Schwab Strategic Tr Fundamental Us L (FNDX) 6.1 $17M 557k 31.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.2 $9.2M 155k 58.98
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.0 $8.5M 112k 75.25
Vanguard World Extended Dur (EDV) 2.9 $8.4M 128k 65.08
Vanguard Bd Index Fds Long Term Bond (BLV) 2.6 $7.5M 108k 68.93
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $7.2M 73k 98.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $5.8M 81k 71.25
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.3 $3.7M 148k 24.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.6M 72k 50.58
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $3.5M 45k 77.91
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $3.5M 9.5k 370.04
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $3.1M 13k 246.21
Ishares Tr Msci Acwi Etf (ACWI) 1.1 $3.0M 19k 156.97
Ishares Tr Rus 1000 Etf (IWB) 1.0 $2.7M 6.7k 409.50
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.7M 26k 102.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $2.5M 34k 73.41
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.7M 36k 46.63
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 748850.00
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $1.4M 59k 24.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.3M 8.4k 156.96
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.4 $1.2M 25k 47.61
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $938k 9.3k 100.67
Schwab Strategic Tr Long Term Us (SCHQ) 0.3 $736k 24k 31.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $726k 13k 58.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $655k 1.8k 365.70
Dimensional Etf Trust International (DFSI) 0.2 $646k 14k 45.10
Ishares Tr Core S&p500 Etf (IVV) 0.2 $519k 693.00 748.89
Global X Fds S&p 500 Catholic (CATH) 0.2 $481k 5.4k 88.50
Via Transn Com Cl A (VIA) 0.2 $436k 24k 18.14
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $324k 6.6k 48.88
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $313k 6.0k 52.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $267k 2.8k 96.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k 476.00 500.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $163k 1.3k 124.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $160k 660.00 242.43
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $136k 1.7k 80.57
Vanguard Index Fds Value Etf (VTV) 0.0 $104k 479.00 217.93
Alphabet Cap Stk Cl A (GOOGL) 0.0 $93k 261.00 357.37
Alphabet Cap Stk Cl C (GOOG) 0.0 $92k 261.00 353.33
Caterpillar (CAT) 0.0 $79k 74.00 1064.91
Chevron Corporation (CVX) 0.0 $64k 387.00 165.76
Healthequity (HQY) 0.0 $50k 550.00 90.32
Visa Com Cl A (V) 0.0 $31k 91.00 343.09
Merck & Co (MRK) 0.0 $26k 200.00 128.50
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $26k 462.00 55.19
Costco Wholesale Corporation (COST) 0.0 $20k 21.00 935.48
Home Depot (HD) 0.0 $14k 40.00 352.68
Ishares Tr Core Msci Eafe (IEFA) 0.0 $13k 129.00 96.58
Nike CL B (NKE) 0.0 $12k 296.00 41.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $9.7k 269.00 36.24
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $4.6k 195.00 23.68
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.6k 24.00 110.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.5k 5.00 300.40