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Sellwood Investment Partners LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $279,262,544
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $48,011,889
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $39,827,032
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $22,804,484
- PIMCO EQUITY SER · RAFI ESG US · 72201T342 · shares: $20,725,049
- VANGUARD WORLD FD · ESG INTL STK ETF · 921910725 · shares: $20,165,073
- VANGUARD MALVERN FDS · STRM INFPROIDX · 922020805 · shares: $19,491,901
- SCHWAB STRATEGIC TR · FUNDAMENTAL US L · 808524771 · shares: $16,299,603
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $8,676,686
- VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF · 922042742 · shares: $8,168,629
- VANGUARD SCOTTSDALE FDS · LG-TERM COR BD · 92206C813 · shares: $8,146,043
Reported holdings
59 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 68,504 shares | $48,011,889 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 293,861 shares | $39,827,032 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 268,414 shares | $22,804,484 |
| PIMCO EQUITY SER | RAFI ESG US | 72201T342 | — | 421,183 shares | $20,725,049 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 248,737 shares | $20,165,073 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 396,016 shares | $19,491,901 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 517,941 shares | $16,299,603 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 153,136 shares | $8,676,686 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 51,749 shares | $8,168,629 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | — | 118,921 shares | $8,146,043 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 | — | 137,695 shares | $7,635,159 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 117,585 shares | $7,376,109 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 76,715 shares | $7,252,668 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 82,402 shares | $5,818,405 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 85,006 shares | $4,025,882 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 152,228 shares | $3,607,802 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 9,489 shares | $3,551,143 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 45,580 shares | $3,482,298 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 12,644 shares | $2,928,730 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 29,003 shares | $2,891,599 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 6,690 shares | $2,783,910 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 37,194 shares | $2,609,159 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 34,756 shares | $1,639,441 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,494,010 |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | 09661T800 | — | 25,260 shares | $1,157,927 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 45,532 shares | $1,086,387 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | — | 9,399 shares | $946,259 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 12,925 shares | $743,959 |
| VIA TRANSN INC | COM CL A | 92556W104 | — | 24,047 shares | $727,422 |
| SCHWAB STRATEGIC TR | LONG TERM US | 808524680 | — | 24,901 shares | $708,682 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 13,651 shares | $616,616 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 799 shares | $611,914 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 1,792 shares | $605,257 |
| GLOBAL X FDS | S&P 500 CATHOLIC | 37954Y889 | — | 4,318 shares | $391,570 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | — | 6,619 shares | $320,029 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | — | 6,050 shares | $307,301 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 3,184 shares | $285,384 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 476 shares | $237,024 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 1,312 shares | $164,341 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 660 shares | $163,634 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 1,656 shares | $129,864 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 479 shares | $103,502 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 261 shares | $89,805 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 261 shares | $88,933 |
| CHEVRON CORP NEW | COM | 166764100 | — | 387 shares | $79,029 |
| CATERPILLAR INC | COM | 149123101 | — | 74 shares | $59,998 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 550 shares | $48,653 |
| VISA INC | COM CL A | 92826C839 | — | 91 shares | $32,699 |
| MERCK & CO INC | COM | 58933Y105 | — | 200 shares | $29,062 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | — | 541 shares | $27,135 |
| APPLE INC | COM | 037833100 | — | 68 shares | $22,635 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 21 shares | $19,117 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 129 shares | $12,498 |
| HOME DEPOT INC | COM | 437076102 | — | 40 shares | $11,380 |
| NIKE INC | CL B | 654106103 | — | 296 shares | $10,478 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 195 shares | $4,298 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 85 shares | $3,098 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 24 shares | $2,561 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 5 shares | $1,389 |