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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001763958

Sellwood Investment Partners LLC

PORTLAND, OR · File #028-24927

Latest AUM
$256.1M
Positions
59
Top-10 Concentration
80.7%
Filings
5

Sector Allocation

Financials
0.1%$405,019
Energy
0.0%$66,444
Healthcare
0.0%$71,438
Industrials
0.0%$42,392
Materials
0.0%$11,939

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836374,237$46.6M18.18%
2VANGUARD WORLD FD921910733324,119$39.2M15.31%
3VANGUARD MALVERN FDS922020805425,432$21.0M8.22%
4PIMCO EQUITY SER72201T342490,135$20.6M8.04%
5VANGUARD WORLD FD921910725268,597$19.2M7.51%
6VANGUARD STAR FDS921909768236,564$17.8M6.97%
7SCHWAB STRATEGIC TR808524771610,030$16.6M6.48%
8VANGUARD SCOTTSDALE FDS92206C706160,118$9.6M3.75%
9VANGUARD WORLD FD921910709128,167$8.3M3.25%
10VANGUARD SCOTTSDALE FDS92206C813101,046$7.7M2.99%
11ISHARES TR46428722674,396$7.4M2.90%
12VANGUARD BD INDEX FDS92193779375,046$5.2M2.04%
13VANGUARD INDEX FDS92290876912,130$4.1M1.59%
14VANGUARD BD INDEX FDS92193782745,640$3.6M1.40%
15VANGUARD MUN BD FDS92290774666,314$3.3M1.30%
16VANGUARD BD INDEX FDS92193783542,439$3.1M1.23%
17ISHARES TR46428825719,908$2.8M1.10%
18ISHARES TR4642876226,690$2.5M0.98%
19DIMENSIONAL ETF TRUST25434V71640,723$1.8M0.69%
20VANGUARD INDEX FDS9229086528,295$1.7M0.68%