Filer Name: SELLWOOD INVESTMENT PARTNERS LLC
CIK: 1763958
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 55
Portfolio Value: $0.19B

Sellwood Investment Partners Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 73,824 $40M 21.38% - -
ESGV US VANGUARD ESG US STOCK ETF 318,867 $33M 17.98% - -
RAFE US PIMCO RAFI ESG US ETF 463,923 $17M 9.07% - -
VTIP US VANGUARD SHORT-TERM TIPS 332,121 $16M 8.64% - -
VSGX US VANGUARD ESG INTL STOCK ETF 258,180 $15M 7.87% - -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 604,259 $14M 7.69% - -
EDV US VANGUARD EXTENDED DUR TREAS 123,511 $8M 4.50% - -
VGIT US VANGUARD INTERMEDIATE-TERM T 143,596 $8M 4.48% - -
VXUS US VANGUARD TOTAL INTL STOCK 135,130 $8M 4.28% - -
VCLT US VANGUARD LONG-TERM CORP BOND 85,562 $6M 3.44% - -
BLV US VANGUARD LONG-TERM BOND ETF 64,032 $4M 2.36% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 48,064 $2M 1.30% - -
IWB US ISHARES RUSSELL 1000 ETF 6,690 $2M 1.16% - -
SCHO US SCHWAB SHORT-TERM US TREAS 71,260 $2M 0.92% - -
STIP US ISHARES 0-5 YEAR TIPS BOND E 13,698 $1M 0.74% - -
VXF US VANGUARD EXTENDED MARKET ETF 5,139 $1M 0.52% - -
BKHY US BNY MELLON HIGH YIELD ETF 17,498 $1M 0.45% - -
SGOV US ISHARES 0-3 MONTH TREASURY B 7,854 $1M 0.42% - -
BSV US VANGUARD SHORT-TERM BOND ETF 9,915 $1M 0.41% - -
SCHR US SCHWAB INTERMEDIATE-TERM US 29,184 $1M 0.38% - -
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