13F HOLDINGS REPORT
Sellwood Investment Partners LLC
Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001763958-25-000008
Total Value
$209.3M
Positions
49
Other Managers
0
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 74,670 | $42.4M | 20.27% |
| 2 | VANGUARD WORLD FD | 921910733 | 334,170 | $36.6M | 17.51% |
| 3 | PIMCO EQUITY SER | 72201T342 | 506,863 | $19.3M | 9.24% |
| 4 | VANGUARD WORLD FD | 921910725 | 271,542 | $17.8M | 8.50% |
| 5 | VANGUARD MALVERN FDS | 922020805 | 339,441 | $17.1M | 8.15% |
| 6 | SCHWAB STRATEGIC TR | 808524771 | 616,553 | $15.1M | 7.23% |
| 7 | VANGUARD STAR FDS | 921909768 | 162,562 | $11.2M | 5.37% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 142,458 | $8.5M | 4.07% |
| 9 | VANGUARD WORLD FD | 921910709 | 118,796 | $7.7M | 3.67% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C813 | 91,606 | $7.0M | 3.32% |
| 11 | VANGUARD BD INDEX FDS | 921937793 | 68,888 | $4.8M | 2.29% |
| 12 | VANGUARD MUN BD FDS | 922907746 | 53,583 | $2.6M | 1.26% |
| 13 | ISHARES TR | 464287622 | 6,690 | $2.3M | 1.09% |
| 14 | DIMENSIONAL ETF TRUST | 25434V716 | 38,736 | $1.5M | 0.73% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 0.70% |
| 16 | ISHARES TR | 46429B747 | 13,550 | $1.4M | 0.67% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042742 | 10,726 | $1.4M | 0.66% |
| 18 | SCHWAB STRATEGIC TR | 808524862 | 55,506 | $1.4M | 0.65% |
| 19 | VANGUARD INDEX FDS | 922908652 | 6,954 | $1.3M | 0.64% |
| 20 | SCHWAB STRATEGIC TR | 808524854 | 40,611 | $1.0M | 0.49% |
| 21 | VANGUARD BD INDEX FDS | 921937835 | 11,948 | $879,731 | 0.42% |
| 22 | BNY MELLON ETF TRUST | 09661T800 | 17,566 | $848,149 | 0.41% |
| 23 | VANGUARD INDEX FDS | 922908769 | 2,737 | $831,956 | 0.40% |
| 24 | ISHARES TR | 46436E718 | 7,989 | $804,401 | 0.38% |
| 25 | VANGUARD BD INDEX FDS | 921937827 | 9,241 | $727,267 | 0.35% |
| 26 | DIMENSIONAL ETF TRUST | 25434V690 | 14,431 | $568,726 | 0.27% |
| 27 | SCHWAB STRATEGIC TR | 808524680 | 14,914 | $475,607 | 0.23% |
| 28 | GLOBAL X FDS | 37954Y889 | 5,467 | $412,492 | 0.20% |
| 29 | BLACKROCK ETF TRUST II | BLK | 7,188 | $379,830 | 0.18% |
| 30 | DIMENSIONAL ETF TRUST | 25434V682 | 7,261 | $276,354 | 0.13% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 476 | $231,227 | 0.11% |
| 32 | VANGUARD INDEX FDS | 922908553 | 2,313 | $206,007 | 0.10% |
| 33 | ISHARES TR | 464287614 | 385 | $163,463 | 0.08% |
| 34 | ISHARES TR | 464287598 | 660 | $128,192 | 0.06% |
| 35 | VANGUARD INDEX FDS | 922908629 | 448 | $125,364 | 0.06% |
| 36 | VANGUARD INDEX FDS | 922908744 | 616 | $108,872 | 0.05% |
| 37 | HEALTHEQUITY INC | HQY | 550 | $57,618 | 0.03% |
| 38 | CHEVRON CORP NEW | CVX | 387 | $55,415 | 0.03% |
| 39 | VANGUARD SCOTTSDALE FDS | 92206C847 | 391 | $21,925 | 0.01% |
| 40 | NIKE INC | NKE | 296 | $21,028 | 0.01% |
| 41 | MERCK & CO INC | MRK | 200 | $15,832 | 0.01% |
| 42 | HOME DEPOT INC | HD | 40 | $14,666 | 0.01% |
| 43 | APPLE INC | AAPL | 64 | $13,131 | 0.01% |
| 44 | ISHARES TR | 464287200 | 21 | $13,039 | 0.01% |
| 45 | ISHARES TR | 46432F842 | 129 | $10,769 | 0.01% |
| 46 | SCHWAB STRATEGIC TR | 808524706 | 197 | $5,924 | 0.00% |
| 47 | ISHARES TR | 464287499 | 24 | $2,207 | 0.00% |
| 48 | SCHWAB STRATEGIC TR | 808524847 | 96 | $2,031 | 0.00% |
| 49 | ISHARES TR | 464287655 | 5 | $1,079 | 0.00% |