Sellwood Investment Partners LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$191.6B
Holdings
39
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 76,531 | $39.3B | 20.53% | |
| 2 | ESGVVANGUARD WORLD FD | 337,884 | $33.1B | 17.28% | |
| 3 | RAFEPIMCO EQUITY SER | 503,185 | $18.3B | 9.54% | |
| 4 | VTIPVANGUARD MALVERN FDS | 343,742 | $17.2B | 8.95% | |
| 5 | VSGXVANGUARD WORLD FD | 270,225 | $15.9B | 8.32% | |
| 6 | FNDXSCHWAB STRATEGIC TR | 629,248 | $14.9B | 7.76% | |
| 7 | VXUSVANGUARD STAR FDS | 152,457 | $9.5B | 4.94% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 145,738 | $8.7B | 4.52% | |
| 9 | EDVVANGUARD WORLD FD | 110,801 | $7.9B | 4.11% | |
| 10 | VCLTVANGUARD SCOTTSDALE FDS | 85,741 | $6.5B | 3.40% | |
| 11 | BLVVANGUARD BD INDEX FDS | 64,446 | $4.5B | 2.37% | |
| 12 | VTEBVANGUARD MUN BD FDS | 58,733 | $2.9B | 1.52% | |
| 13 | IWBISHARES TR | 6,690 | $2.1B | 1.07% | |
| 14 | STIPISHARES TR | 14,074 | $1.5B | 0.76% | |
| 15 | SCHOSCHWAB STRATEGIC TR | 58,103 | $1.4B | 0.74% | |
| 16 | VXFVANGUARD INDEX FDS | 5,741 | $988.9M | 0.52% | |
| 17 | SCHRSCHWAB STRATEGIC TR | 37,866 | $941.3M | 0.49% | |
| 18 | BNDVANGUARD BD INDEX FDS | 11,615 | $853.1M | 0.45% | |
| 19 | BKHYBNY MELLON ETF TRUST | 17,531 | $835.0M | 0.44% | |
| 20 | SGOVISHARES TR | 7,907 | $796.0M | 0.42% | |
| 21 | VTIVANGUARD INDEX FDS | 2,795 | $768.3M | 0.40% | |
| 22 | BSVVANGUARD BD INDEX FDS | 9,779 | $765.5M | 0.40% | |
| 23 | SCHQSCHWAB STRATEGIC TR | 14,914 | $488.6M | 0.26% | |
| 24 | CATHGLOBAL X FDS | 5,406 | $365.1M | 0.19% | |
| 25 | BINCBLACKROCK ETF TRUST II | 6,523 | $341.7M | 0.18% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 497 | $264.7M | 0.14% | |
| 27 | VNQVANGUARD INDEX FDS | 2,648 | $239.7M | 0.13% | |
| 28 | IWFISHARES TR | 385 | $139.0M | 0.07% | |
| 29 | IWDISHARES TR | 660 | $124.2M | 0.06% | |
| 30 | VGLTVANGUARD SCOTTSDALE FDS | 386 | $22.3M | 0.01% | |
| 31 | NKENIKE INC | 296 | $18.8M | 0.01% | |
| 32 | HDHOME DEPOT INC | 40 | $14.7M | 0.01% | |
| 33 | AAPLAPPLE INC | 64 | $14.2M | 0.01% | |
| 34 | IVVISHARES TR | 21 | $11.8M | 0.01% | |
| 35 | AQLTISHARES TR | 129 | $9.8M | 0.01% | |
| 36 | SCHESCHWAB STRATEGIC TR | 196 | $5.4M | 0.00% | |
| 37 | SCHHSCHWAB STRATEGIC TR | 96 | $2.1M | 0.00% | |
| 38 | IWRISHARES TR | 24 | $2.0M | 0.00% | |
| 39 | IWMISHARES TR | 5 | $997K | 0.00% |