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)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
74,670$42.4B20.27%
2
ESGVVANGUARD WORLD FD
334,170$36.6B17.51%
3
RAFEPIMCO EQUITY SER
506,863$19.3B9.24%
4
VSGXVANGUARD WORLD FD
271,542$17.8B8.50%
5
VTIPVANGUARD MALVERN FDS
339,441$17.1B8.15%
6
FNDXSCHWAB STRATEGIC TR
616,553$15.1B7.23%
7
VXUSVANGUARD STAR FDS
162,562$11.2B5.37%
8
VGITVANGUARD SCOTTSDALE FDS
142,458$8.5B4.07%
9
EDVVANGUARD WORLD FD
118,796$7.7B3.67%
10
VCLTVANGUARD SCOTTSDALE FDS
91,606$7.0B3.32%
11
BLVVANGUARD BD INDEX FDS
68,888$4.8B2.29%
12
VTEBVANGUARD MUN BD FDS
53,583$2.6B1.26%
13
IWBISHARES TR
6,690$2.3B1.09%
14
DFSUDIMENSIONAL ETF TRUST
38,736$1.5B0.73%
15
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5B0.70%
16
STIPISHARES TR
13,550$1.4B0.67%
17
VTVANGUARD INTL EQUITY INDEX F
10,726$1.4B0.66%
18
SCHOSCHWAB STRATEGIC TR
55,506$1.4B0.65%
19
VXFVANGUARD INDEX FDS
6,954$1.3B0.64%
20
SCHRSCHWAB STRATEGIC TR
40,611$1.0B0.49%
21
BNDVANGUARD BD INDEX FDS
11,948$879.7M0.42%
22
BKHYBNY MELLON ETF TRUST
17,566$848.1M0.41%
23
VTIVANGUARD INDEX FDS
2,737$832.0M0.40%
24
SGOVISHARES TR
7,989$804.4M0.38%
25
BSVVANGUARD BD INDEX FDS
9,241$727.3M0.35%
26
DFSIDIMENSIONAL ETF TRUST
14,431$568.7M0.27%
27
SCHQSCHWAB STRATEGIC TR
14,914$475.6M0.23%
28
CATHGLOBAL X FDS
5,467$412.5M0.20%
29
BINCBLACKROCK ETF TRUST II
7,188$379.8M0.18%
30
DFSEDIMENSIONAL ETF TRUST
7,261$276.4M0.13%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
476$231.2M0.11%
32
VNQVANGUARD INDEX FDS
2,313$206.0M0.10%
33
IWFISHARES TR
385$163.5M0.08%
34
IWDISHARES TR
660$128.2M0.06%
35
VOVANGUARD INDEX FDS
448$125.4M0.06%
36
VTVVANGUARD INDEX FDS
616$108.9M0.05%
37
HQYHEALTHEQUITY INC
550$57.6M0.03%
38
CVXCHEVRON CORP NEW
387$55.4M0.03%
39
VGLTVANGUARD SCOTTSDALE FDS
391$21.9M0.01%
40
NKENIKE INC
296$21.0M0.01%
41
MRKMERCK & CO INC
200$15.8M0.01%
42
HDHOME DEPOT INC
40$14.7M0.01%
43
AAPLAPPLE INC
64$13.1M0.01%
44
IVVISHARES TR
21$13.0M0.01%
45
AQLTISHARES TR
129$10.8M0.01%
46
SCHESCHWAB STRATEGIC TR
197$5.9M0.00%
47
IWRISHARES TR
24$2.2M0.00%
48
SCHHSCHWAB STRATEGIC TR
96$2.0M0.00%
49
IWMISHARES TR
5$1.1M0.00%