Sellwood Investment Partners LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$256.1M
Holdings
59
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (59 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 74,237 | $46.6M | 18.18% | |
| 2 | ESGVVANGUARD WORLD FD | 324,119 | $39.2M | 15.31% | |
| 3 | VTIPVANGUARD MALVERN FDS | 425,432 | $21.0M | 8.22% | |
| 4 | RAFEPIMCO EQUITY SER | 490,135 | $20.6M | 8.04% | |
| 5 | VSGXVANGUARD WORLD FD | 268,597 | $19.2M | 7.51% | |
| 6 | VXUSVANGUARD STAR FDS | 236,564 | $17.8M | 6.97% | |
| 7 | FNDXSCHWAB STRATEGIC TR | 610,030 | $16.6M | 6.48% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 160,118 | $9.6M | 3.75% | |
| 9 | EDVVANGUARD WORLD FD | 128,167 | $8.3M | 3.25% | |
| 10 | VCLTVANGUARD SCOTTSDALE FDS | 101,046 | $7.7M | 2.99% | |
| 11 | AGGISHARES TR | 74,396 | $7.4M | 2.90% | |
| 12 | BLVVANGUARD BD INDEX FDS | 75,046 | $5.2M | 2.04% | |
| 13 | VTIVANGUARD INDEX FDS | 12,130 | $4.1M | 1.59% | |
| 14 | BSVVANGUARD BD INDEX FDS | 45,640 | $3.6M | 1.40% | |
| 15 | VTEBVANGUARD MUN BD FDS | 66,314 | $3.3M | 1.30% | |
| 16 | BNDVANGUARD BD INDEX FDS | 42,439 | $3.1M | 1.23% | |
| 17 | ACWIISHARES TR | 19,908 | $2.8M | 1.10% | |
| 18 | IWBISHARES TR | 6,690 | $2.5M | 0.98% | |
| 19 | DFSUDIMENSIONAL ETF TRUST | 40,723 | $1.8M | 0.69% | |
| 20 | VXFVANGUARD INDEX FDS | 8,295 | $1.7M | 0.68% | |
| 21 | STIPISHARES TR | 16,812 | $1.7M | 0.67% | |
| 22 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.59% | |
| 23 | VTVANGUARD INTL EQUITY INDEX F | 9,065 | $1.3M | 0.50% | |
| 24 | SCHRSCHWAB STRATEGIC TR | 50,958 | $1.3M | 0.50% | |
| 25 | SCHOSCHWAB STRATEGIC TR | 49,240 | $1.2M | 0.47% | |
| 26 | BKHYBNY MELLON ETF TRUST | 23,034 | $1.1M | 0.43% | |
| 27 | SGOVISHARES TR | 9,179 | $921K | 0.36% | |
| 28 | VGSHVANGUARD SCOTTSDALE FDS | 13,041 | $765K | 0.30% | |
| 29 | DFSIDIMENSIONAL ETF TRUST | 15,743 | $674K | 0.26% | |
| 30 | SCHQSCHWAB STRATEGIC TR | 17,875 | $566K | 0.22% | |
| 31 | CATHGLOBAL X FDS | 6,554 | $538K | 0.21% | |
| 32 | BINCBLACKROCK ETF TRUST II | 7,070 | $373K | 0.15% | |
| 33 | DFSEDIMENSIONAL ETF TRUST | 7,684 | $318K | 0.12% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 517 | $259K | 0.10% | |
| 35 | VNQVANGUARD INDEX FDS | 2,764 | $244K | 0.10% | |
| 36 | IWFISHARES TR | 328 | $155K | 0.06% | |
| 37 | VOVANGUARD INDEX FDS | 489 | $141K | 0.06% | |
| 38 | IWDISHARES TR | 660 | $138K | 0.05% | |
| 39 | VTVVANGUARD INDEX FDS | 616 | $117K | 0.05% | |
| 40 | GOOGLALPHABET INC | 261 | $81K | 0.03% | |
| 41 | GOOGALPHABET INC | 261 | $81K | 0.03% | |
| 42 | CVXCHEVRON CORP NEW | 387 | $58K | 0.02% | |
| 43 | HQYHEALTHEQUITY INC | 550 | $50K | 0.02% | |
| 44 | CATCATERPILLAR INC | 74 | $42K | 0.02% | |
| 45 | VVISA INC | 91 | $31K | 0.01% | |
| 46 | VGLTVANGUARD SCOTTSDALE FDS | 401 | $22K | 0.01% | |
| 47 | MRKMERCK & CO INC | 200 | $21K | 0.01% | |
| 48 | COSTCOSTCO WHSL CORP NEW | 21 | $18K | 0.01% | |
| 49 | NKENIKE INC | 296 | $18K | 0.01% | |
| 50 | IVVISHARES TR | 21 | $14K | 0.01% | |
| 51 | HDHOME DEPOT INC | 40 | $13K | 0.01% | |
| 52 | AQLTISHARES TR | 129 | $11K | 0.00% | |
| 53 | LINLINDE PLC F | 28 | $11K | 0.00% | |
| 54 | WFCWELLS FARGO & CO | 105 | $9K | 0.00% | |
| 55 | SCHESCHWAB STRATEGIC TR | 269 | $8K | 0.00% | |
| 56 | XOMEXXON MOBIL CORP | 62 | $7K | 0.00% | |
| 57 | IWRISHARES TR | 24 | $2K | 0.00% | |
| 58 | SCHHSCHWAB STRATEGIC TR | 142 | $2K | 0.00% | |
| 59 | IWMISHARES TR | 5 | $1K | 0.00% |