Sellwood Investment Partners LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$186.0B
Holdings
55
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (55 positions)
| Stock | Value |
|---|---|
VOOVANGUARD INDEX FDS | $39.8B |
ESGVVANGUARD WORLD FD | $33.4B |
RAFEPIMCO EQUITY SER | $16.9B |
VTIPVANGUARD MALVERN FDS | $16.1B |
VSGXVANGUARD WORLD FD | $14.6B |
FNDXSCHWAB STRATEGIC TR | $14.3B |
EDVVANGUARD WORLD FD | $8.4B |
VGITVANGUARD SCOTTSDALE FDS | $8.3B |
VXUSVANGUARD STAR FDS | $8.0B |
VCLTVANGUARD SCOTTSDALE FDS | $6.4B |
BLVVANGUARD BD INDEX FDS | $4.4B |
VTEBVANGUARD MUN BD FDS | $2.4B |
IWBISHARES TR | $2.2B |
SCHOSCHWAB STRATEGIC TR | $1.7B |
STIPISHARES TR | $1.4B |
VXFVANGUARD INDEX FDS | $976.3M |
BKHYBNY MELLON ETF TRUST | $834.5M |
SGOVISHARES TR | $787.9M |
BSVVANGUARD BD INDEX FDS | $766.1M |
SCHRSCHWAB STRATEGIC TR | $708.9M |
BNDVANGUARD BD INDEX FDS | $549.8M |
SCHQSCHWAB STRATEGIC TR | $468.7M |
CATHGLOBAL X FDS | $380.8M |
BINCBLACKROCK ETF TRUST II | $356.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $285.1M |
VNQVANGUARD INDEX FDS | $184.2M |
NVDANVIDIA CORP | $184.0M |
IWFISHARES TR | $154.6M |
AAPLAPPLE INC | $147.5M |
IWDISHARES TR | $122.2M |
MSFTMICROSOFT CORP | $120.1M |
COSTCOSTCO WHSL CORP NEW | $91.6M |
AMZNAMAZON.COM INC | $89.1M |
VTIVANGUARD INDEX FDS | $71.4M |
UBERUBER TECHNOLOGIES INC | $68.8M |
GOOGALPHABET INC | $43.4M |
VVISA INC | $40.8M |
GSGOLDMAN SACHS GROUP INC | $38.9M |
HDHOME DEPOT INC | $38.9M |
AMDADVANCED MICRO DEVICES INC | $35.3M |
JPMJPMORGAN CHASE & CO | $33.6M |
AXPAMERICAN EXPRESS CO | $32.6M |
AVGOBROADCOM INC | $32.5M |
IVVISHARES TR | $31.8M |
VEAVANGUARD TAX-MANAGED FDS | $25.9M |
UNPUNION PAC CORP | $22.8M |
NKENIKE INC | $22.4M |
VGLTVANGUARD SCOTTSDALE FDS | $21.2M |
INTUINTUIT | $18.9M |
AQLTISHARES TR | $9.1M |
SCHESCHWAB STRATEGIC TR | $8.8M |
IWRISHARES TR | $8.1M |
SCHHSCHWAB STRATEGIC TR | $2.0M |
VBVANGUARD INDEX FDS | $1.7M |
IWMISHARES TR | $1.1M |