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The Analysis of Sellwood Investment Partners LLC's Holdings & P&L

Currently, Sellwood Investment Partners LLC holds 59 types of securities in its portfolio with a total value $253.8M. In the most recent quarter, they have increased their positions in VEA (+39.9K shares, valued at $2.6M), ESGV (+11.3K shares, valued at $1.3M), N/A (+2.0K shares, valued at $1.2M); decreased their positions in VTIP (-29.8K shares, valued at $1.5M), VXUS (-15.6K shares, valued at $1.2M), EDV (-14.2K shares, valued at $920.3K); initiated new positions in VEA (+39.9K shares, valued at $2.6M).

1M P&L

+5.6M+2.55%

3M P&L

+5.2M+2.37%

HY P&L

+14.9M+7.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A207.6M

99.9%

2Oil & Gas Integrated90.6K

0.0%

3Farm & Heavy Construction Machinery52.4K

0.0%

Top Industries by Stock Count

1N/A45 stocks

84.9%

2Oil & Gas Integrated2 stocks

3.8%

3Farm & Heavy Construction Machinery1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS76.3K shares2.72%2026-03-312026-04-23

ESGV VANGUARD WORLD FD335.4K shares3.48%2026-03-312026-04-23

RAFE PIMCO EQUITY SER499.4K shares1.89%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS395.6K shares-7.01%2026-03-312026-04-23

VSGX VANGUARD WORLD FD274.0K shares2.02%2026-03-312026-04-23

VXUS VANGUARD STAR FDS221.0K shares-6.59%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR608.1K shares-0.32%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS159.7K shares-0.26%2026-03-312026-04-23

Sponsored

VCLT VANGUARD SCOTTSDALE FDS105.3K shares4.22%2026-03-312026-04-23

EDV VANGUARD WORLD FD114.0K shares-11.06%2026-03-312026-04-23

AGG ISHARES TR69.9K shares-6.09%2026-03-312026-04-23

BLV VANGUARD BD INDEX FDS76.9K shares2.48%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS45.3K shares-0.68%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS66.7K shares0.61%2026-03-312026-04-23

VTI VANGUARD INDEX FDS9.5K shares-21.67%2026-03-312026-04-23

VXF VANGUARD INDEX FDS12.5K shares50.31%2026-03-312026-04-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS39.9K sharesnew addition2026-03-312026-04-23

ACWI ISHARES TR18.2K shares-8.45%2026-03-312026-04-23

STIP ISHARES TR24.2K shares44.13%2026-03-312026-04-23

IWB ISHARES TR6.7K shares0.00%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS31.5K shares-25.88%2026-03-312026-04-23

SCHR SCHWAB STRATEGIC TR70.1K shares37.56%2026-03-312026-04-23

DFSU DIMENSIONAL ETF TRUST40.8K shares0.28%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-23

Sponsored

SCHO SCHWAB STRATEGIC TR58.1K shares17.95%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F9.1K shares0.00%2026-03-312026-04-23

BKHY BNY MELLON ETF TRUST23.1K shares0.16%2026-03-312026-04-23

SGOV ISHARES TR9.2K shares0.58%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS12.4K shares-4.65%2026-03-312026-04-23

SCHQ SCHWAB STRATEGIC TR21.4K shares19.85%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST15.7K shares0.00%2026-03-312026-04-23

CATH GLOBAL X FDS6.7K shares2.00%2026-03-312026-04-23

Sponsored

BINC BLACKROCK ETF TRUST II6.9K shares-1.87%2026-03-312026-04-23

DFSE DIMENSIONAL ETF TRUST7.7K shares0.00%2026-03-312026-04-23

IVV ISHARES TR418 shares1890.48%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL517 shares0.00%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS2.8K shares0.18%2026-03-312026-04-23

IWD ISHARES TR660 shares0.00%2026-03-312026-04-23

VO VANGUARD INDEX FDS489 shares0.00%2026-03-312026-04-23

IWF ISHARES TR328 shares0.00%2026-03-312026-04-23

Sponsored

VTV VANGUARD INDEX FDS616 shares0.00%2026-03-312026-04-23

CVX CHEVRON CORP NEW387 shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC261 shares0.00%2026-03-312026-04-23

CAT CATERPILLAR INC74 shares0.00%2026-03-312026-04-23

HQY HEALTHEQUITY INC550 shares0.00%2026-03-312026-04-23

V VISA INC91 shares0.00%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC200 shares0.00%2026-03-312026-04-23

Sponsored

VGLT VANGUARD SCOTTSDALE FDS404 shares0.75%2026-03-312026-04-23

COST COSTCO WHSL CORP NEW21 shares0.00%2026-03-312026-04-23

NKE NIKE INC296 shares0.00%2026-03-312026-04-23

LINDE PLC F LINDE PLC F28 shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC40 shares0.00%2026-03-312026-04-23

IEFA ISHARES TR129 shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP62 shares0.00%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR269 shares0.00%2026-03-312026-04-23

Sponsored

SCHH SCHWAB STRATEGIC TR142 shares0.00%2026-03-312026-04-23

IWR ISHARES TR24 shares0.00%2026-03-312026-04-23

IWM ISHARES TR5 shares0.00%2026-03-312026-04-23

VANGUARD INDEX FDS

2.72%

Shares76.3K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

3.48%

Shares335.4K

Event2026-03-31

Filed2026-04-23

RAFE

PIMCO EQUITY SER

1.89%

Shares499.4K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

-7.01%

Shares395.6K

Event2026-03-31

Filed2026-04-23

VSGX

VANGUARD WORLD FD

2.02%

Shares274.0K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

-6.59%

Shares221.0K

Event2026-03-31

Filed2026-04-23

FNDX

SCHWAB STRATEGIC TR

-0.32%

Shares608.1K

Event2026-03-31

Filed2026-04-23

VGIT

VANGUARD SCOTTSDALE FDS

-0.26%

Shares159.7K

Event2026-03-31

Filed2026-04-23

VCLT

VANGUARD SCOTTSDALE FDS

4.22%

Shares105.3K

Event2026-03-31

Filed2026-04-23

EDV

VANGUARD WORLD FD

-11.06%

Shares114.0K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

-6.09%

Shares69.9K

Event2026-03-31

Filed2026-04-23

BLV

VANGUARD BD INDEX FDS

2.48%

Shares76.9K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

-0.68%

Shares45.3K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

0.61%

Shares66.7K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-21.67%

Shares9.5K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD INDEX FDS

50.31%

Shares12.5K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

New

Shares39.9K

Event2026-03-31

Filed2026-04-23

ACWI

ISHARES TR

-8.45%

Shares18.2K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

44.13%

Shares24.2K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

-25.88%

Shares31.5K

Event2026-03-31

Filed2026-04-23

SCHR

SCHWAB STRATEGIC TR

37.56%

Shares70.1K

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

0.28%

Shares40.8K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

17.95%

Shares58.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-23

BKHY

BNY MELLON ETF TRUST

0.16%

Shares23.1K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

0.58%

Shares9.2K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

-4.65%

Shares12.4K

Event2026-03-31

Filed2026-04-23

SCHQ

SCHWAB STRATEGIC TR

19.85%

Shares21.4K

Event2026-03-31

Filed2026-04-23

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-23

CATH

GLOBAL X FDS

2.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

BINC

BLACKROCK ETF TRUST II

-1.87%

Shares6.9K

Event2026-03-31

Filed2026-04-23

DFSE

DIMENSIONAL ETF TRUST

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

1890.48%

Shares418

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares517

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares660

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares489

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares328

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

0.00%

Shares616

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORP NEW

0.00%

Shares387

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.00%

Shares261

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.00%

Shares261

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

0.00%

Shares74

Event2026-03-31

Filed2026-04-23

HQY

HEALTHEQUITY INC

0.00%

Shares550

Event2026-03-31

Filed2026-04-23

VISA INC

0.00%

Shares91

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-23

VGLT

VANGUARD SCOTTSDALE FDS

0.75%

Shares404

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHSL CORP NEW

0.00%

Shares21

Event2026-03-31

Filed2026-04-23

NKE

NIKE INC

0.00%

Shares296

Event2026-03-31

Filed2026-04-23

LINDE PLC F

0.00%

Shares28

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

0.00%

Shares40

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

0.00%

Shares129

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.00%

Shares62

Event2026-03-31

Filed2026-04-23

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares269

Event2026-03-31

Filed2026-04-23

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares142

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR

0.00%

Shares24

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

0.00%

Shares5

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available