Sellwood Investment Partners LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$209.3B
Holdings
49
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 74,670 | $42.4B | 20.27% | |
| 2 | ESGVVANGUARD WORLD FD | 334,170 | $36.6B | 17.51% | |
| 3 | RAFEPIMCO EQUITY SER | 506,863 | $19.3B | 9.24% | |
| 4 | VSGXVANGUARD WORLD FD | 271,542 | $17.8B | 8.50% | |
| 5 | VTIPVANGUARD MALVERN FDS | 339,441 | $17.1B | 8.15% | |
| 6 | FNDXSCHWAB STRATEGIC TR | 616,553 | $15.1B | 7.23% | |
| 7 | VXUSVANGUARD STAR FDS | 162,562 | $11.2B | 5.37% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 142,458 | $8.5B | 4.07% | |
| 9 | EDVVANGUARD WORLD FD | 118,796 | $7.7B | 3.67% | |
| 10 | VCLTVANGUARD SCOTTSDALE FDS | 91,606 | $7.0B | 3.32% | |
| 11 | BLVVANGUARD BD INDEX FDS | 68,888 | $4.8B | 2.29% | |
| 12 | VTEBVANGUARD MUN BD FDS | 53,583 | $2.6B | 1.26% | |
| 13 | IWBISHARES TR | 6,690 | $2.3B | 1.09% | |
| 14 | DFSUDIMENSIONAL ETF TRUST | 38,736 | $1.5B | 0.73% | |
| 15 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.70% | |
| 16 | STIPISHARES TR | 13,550 | $1.4B | 0.67% | |
| 17 | VTVANGUARD INTL EQUITY INDEX F | 10,726 | $1.4B | 0.66% | |
| 18 | SCHOSCHWAB STRATEGIC TR | 55,506 | $1.4B | 0.65% | |
| 19 | VXFVANGUARD INDEX FDS | 6,954 | $1.3B | 0.64% | |
| 20 | SCHRSCHWAB STRATEGIC TR | 40,611 | $1.0B | 0.49% | |
| 21 | BNDVANGUARD BD INDEX FDS | 11,948 | $879.7M | 0.42% | |
| 22 | BKHYBNY MELLON ETF TRUST | 17,566 | $848.1M | 0.41% | |
| 23 | VTIVANGUARD INDEX FDS | 2,737 | $832.0M | 0.40% | |
| 24 | SGOVISHARES TR | 7,989 | $804.4M | 0.38% | |
| 25 | BSVVANGUARD BD INDEX FDS | 9,241 | $727.3M | 0.35% | |
| 26 | DFSIDIMENSIONAL ETF TRUST | 14,431 | $568.7M | 0.27% | |
| 27 | SCHQSCHWAB STRATEGIC TR | 14,914 | $475.6M | 0.23% | |
| 28 | CATHGLOBAL X FDS | 5,467 | $412.5M | 0.20% | |
| 29 | BINCBLACKROCK ETF TRUST II | 7,188 | $379.8M | 0.18% | |
| 30 | DFSEDIMENSIONAL ETF TRUST | 7,261 | $276.4M | 0.13% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 476 | $231.2M | 0.11% | |
| 32 | VNQVANGUARD INDEX FDS | 2,313 | $206.0M | 0.10% | |
| 33 | IWFISHARES TR | 385 | $163.5M | 0.08% | |
| 34 | IWDISHARES TR | 660 | $128.2M | 0.06% | |
| 35 | VOVANGUARD INDEX FDS | 448 | $125.4M | 0.06% | |
| 36 | VTVVANGUARD INDEX FDS | 616 | $108.9M | 0.05% | |
| 37 | HQYHEALTHEQUITY INC | 550 | $57.6M | 0.03% | |
| 38 | CVXCHEVRON CORP NEW | 387 | $55.4M | 0.03% | |
| 39 | VGLTVANGUARD SCOTTSDALE FDS | 391 | $21.9M | 0.01% | |
| 40 | NKENIKE INC | 296 | $21.0M | 0.01% | |
| 41 | MRKMERCK & CO INC | 200 | $15.8M | 0.01% | |
| 42 | HDHOME DEPOT INC | 40 | $14.7M | 0.01% | |
| 43 | AAPLAPPLE INC | 64 | $13.1M | 0.01% | |
| 44 | IVVISHARES TR | 21 | $13.0M | 0.01% | |
| 45 | AQLTISHARES TR | 129 | $10.8M | 0.01% | |
| 46 | SCHESCHWAB STRATEGIC TR | 197 | $5.9M | 0.00% | |
| 47 | IWRISHARES TR | 24 | $2.2M | 0.00% | |
| 48 | SCHHSCHWAB STRATEGIC TR | 96 | $2.0M | 0.00% | |
| 49 | IWMISHARES TR | 5 | $1.1M | 0.00% |