13F HOLDINGS REPORT
Sellwood Investment Partners LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001763958-25-000006
Total Value
$191.6M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 76,531 | $39.3M | 20.53% |
| 2 | VANGUARD WORLD FD | 921910733 | 337,884 | $33.1M | 17.28% |
| 3 | PIMCO EQUITY SER | 72201T342 | 503,185 | $18.3M | 9.54% |
| 4 | VANGUARD MALVERN FDS | 922020805 | 343,742 | $17.2M | 8.95% |
| 5 | VANGUARD WORLD FD | 921910725 | 270,225 | $15.9M | 8.32% |
| 6 | SCHWAB STRATEGIC TR | 808524771 | 629,248 | $14.9M | 7.76% |
| 7 | VANGUARD STAR FDS | 921909768 | 152,457 | $9.5M | 4.94% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 145,738 | $8.7M | 4.52% |
| 9 | VANGUARD WORLD FD | 921910709 | 110,801 | $7.9M | 4.11% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C813 | 85,741 | $6.5M | 3.40% |
| 11 | VANGUARD BD INDEX FDS | 921937793 | 64,446 | $4.5M | 2.37% |
| 12 | VANGUARD MUN BD FDS | 922907746 | 58,733 | $2.9M | 1.52% |
| 13 | ISHARES TR | 464287622 | 6,690 | $2.1M | 1.07% |
| 14 | ISHARES TR | 46429B747 | 14,074 | $1.5M | 0.76% |
| 15 | SCHWAB STRATEGIC TR | 808524862 | 58,103 | $1.4M | 0.74% |
| 16 | VANGUARD INDEX FDS | 922908652 | 5,741 | $988,945 | 0.52% |
| 17 | SCHWAB STRATEGIC TR | 808524854 | 37,866 | $941,344 | 0.49% |
| 18 | VANGUARD BD INDEX FDS | 921937835 | 11,615 | $853,122 | 0.45% |
| 19 | BNY MELLON ETF TRUST | 09661T800 | 17,531 | $835,012 | 0.44% |
| 20 | ISHARES TR | 46436E718 | 7,907 | $795,977 | 0.42% |
| 21 | VANGUARD INDEX FDS | 922908769 | 2,795 | $768,268 | 0.40% |
| 22 | VANGUARD BD INDEX FDS | 921937827 | 9,779 | $765,500 | 0.40% |
| 23 | SCHWAB STRATEGIC TR | 808524680 | 14,914 | $488,583 | 0.26% |
| 24 | GLOBAL X FDS | 37954Y889 | 5,406 | $365,128 | 0.19% |
| 25 | BLACKROCK ETF TRUST II | BLK | 6,523 | $341,689 | 0.18% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 497 | $264,692 | 0.14% |
| 27 | VANGUARD INDEX FDS | 922908553 | 2,648 | $239,718 | 0.13% |
| 28 | ISHARES TR | 464287614 | 385 | $139,020 | 0.07% |
| 29 | ISHARES TR | 464287598 | 660 | $124,186 | 0.06% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C847 | 386 | $22,261 | 0.01% |
| 31 | NIKE INC | NKE | 296 | $18,790 | 0.01% |
| 32 | HOME DEPOT INC | HD | 40 | $14,660 | 0.01% |
| 33 | APPLE INC | AAPL | 64 | $14,216 | 0.01% |
| 34 | ISHARES TR | 464287200 | 21 | $11,800 | 0.01% |
| 35 | ISHARES TR | 46432F842 | 129 | $9,759 | 0.01% |
| 36 | SCHWAB STRATEGIC TR | 808524706 | 196 | $5,414 | 0.00% |
| 37 | SCHWAB STRATEGIC TR | 808524847 | 96 | $2,065 | 0.00% |
| 38 | ISHARES TR | 464287499 | 24 | $2,042 | 0.00% |
| 39 | ISHARES TR | 464287655 | 5 | $997 | 0.00% |