The Analysis of Sellwood Investment Partners LLC's Holdings
Currently, Sellwood Investment Partners LLC holds 59 types of securities in its portfolio with a total value $256.1M. In the most recent quarter, they have increased their positions in VXUS (+61.2K shares, valued at $4.6M), VTIP (+64.2K shares, valued at $3.2M), AGG (+19.6K shares, valued at $2.0M); decreased their positions in BSV (-28.0K shares, valued at $2.2M), VGSH (-31.1K shares, valued at $1.8M), SCHO (-56.9K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ESGV VANGUARD WORLD FD324.1K shares-0.87%2025-12-312026-01-26
VTIP VANGUARD MALVERN FDS425.4K shares17.78%2025-12-312026-01-26 RAFE PIMCO EQUITY SER490.1K shares-3.66%2025-12-312026-01-26 VSGX VANGUARD WORLD FD268.6K shares-2.51%2025-12-312026-01-26 VXUS VANGUARD STAR FDS236.6K shares34.90%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR610.0K shares2.15%2025-12-312026-01-26 VGIT VANGUARD SCOTTSDALE FDS160.1K shares2.63%2025-12-312026-01-26 EDV VANGUARD WORLD FD128.2K shares4.38%2025-12-312026-01-26 VCLT VANGUARD SCOTTSDALE FDS101.0K shares6.07%2025-12-312026-01-26 AGG ISHARES TR74.4K shares35.71%2025-12-312026-01-26 BLV VANGUARD BD INDEX FDS75.0K shares5.61%2025-12-312026-01-26 VTI VANGUARD INDEX FDS12.1K shares33.21%2025-12-312026-01-26 BSV VANGUARD BD INDEX FDS45.6K shares-38.04%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS66.3K shares14.17%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS42.4K shares-13.40%2025-12-312026-01-26 ACWI ISHARES TR19.9K shares-1.26%2025-12-312026-01-26 IWB ISHARES TR6.7K shares0.00%2025-12-312026-01-26 DFSU DIMENSIONAL ETF TRUST40.7K shares-0.68%2025-12-312026-01-26 VXF VANGUARD INDEX FDS8.3K shares19.28%2025-12-312026-01-26 STIP ISHARES TR16.8K shares15.31%2025-12-312026-01-26 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-26 VT VANGUARD INTL EQUITY INDEX F9.1K shares0.00%2025-12-312026-01-26 SCHR SCHWAB STRATEGIC TR51.0K shares21.66%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR49.2K shares-53.59%2025-12-312026-01-26 BKHY BNY MELLON ETF TRUST23.0K shares18.93%2025-12-312026-01-26 SGOV ISHARES TR9.2K shares13.69%2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS13.0K shares-70.46%2025-12-312026-01-26 DFSI DIMENSIONAL ETF TRUST15.7K shares3.31%2025-12-312026-01-26 SCHQ SCHWAB STRATEGIC TR17.9K shares0.00%2025-12-312026-01-26 CATH GLOBAL X FDS6.6K shares22.96%2025-12-312026-01-26 BINC BLACKROCK ETF TRUST II7.1K shares2.33%2025-12-312026-01-26 DFSE DIMENSIONAL ETF TRUST7.7K shares0.00%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS2.8K shares12.86%2025-12-312026-01-26 IWF ISHARES TR328 shares0.00%2025-12-312026-01-26 VO VANGUARD INDEX FDS489 shares-87.62%2025-12-312026-01-26 IWD ISHARES TR660 shares0.00%2025-12-312026-01-26 VTV VANGUARD INDEX FDS616 shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC261 shares-30.03%2025-12-312026-01-26 ALPHABET INC ALPHABET INC261 shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW387 shares0.00%2025-12-312026-01-26 HQY HEALTHEQUITY INC550 shares0.00%2025-12-312026-01-26 CAT CATERPILLAR INC74 shares0.00%2025-12-312026-01-26 V VISA INC91 shares-40.13%2025-12-312026-01-26 VGLT VANGUARD SCOTTSDALE FDS401 shares1.52%2025-12-312026-01-26 NKE NIKE INC296 shares-91.31%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW21 shares0.00%2025-12-312026-01-26 IVV ISHARES TR21 shares0.00%2025-12-312026-01-26 HD HOME DEPOT INC40 shares-74.03%2025-12-312026-01-26 LINDE PLC F LINDE PLC F28 shares-17.65%2025-12-312026-01-26 IEFA ISHARES TR129 shares0.00%2025-12-312026-01-26 WFC WELLS FARGO & CO105 shares0.00%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR269 shares36.55%2025-12-312026-01-26 XOM EXXON MOBIL CORP62 shares0.00%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR142 shares0.00%2025-12-312026-01-26 IWR ISHARES TR24 shares0.00%2025-12-312026-01-26 IWM ISHARES TR5 shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available