The Analysis of Sellwood Investment Partners LLC's Holdings
Currently, Sellwood Investment Partners LLC holds 107 types of securities in its portfolio with a total value $251.2M. In the most recent quarter, they have increased their positions in AGG (+54.8K shares, valued at $5.5M), BSV (+64.4K shares, valued at $5.1M), ACWI (+20.2K shares, valued at $2.8M); decreased their positions in ESGV (-7.2K shares, valued at $853.7K), FNDX (-19.4K shares, valued at $509.9K), VT (-1.7K shares, valued at $228.9K); initiated new positions in AGG (+54.8K shares, valued at $5.5M), ACWI (+20.2K shares, valued at $2.8M), VGSH (+44.1K shares, valued at $2.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS74.7K shares0.06%2025-09-302025-10-30
ESGV VANGUARD WORLD FD327.0K shares-2.16%2025-09-302025-10-30 RAFE PIMCO EQUITY SER508.7K shares0.37%2025-09-302025-10-30 VSGX VANGUARD WORLD FD275.5K shares1.46%2025-09-302025-10-30 VTIP VANGUARD MALVERN FDS361.2K shares6.41%2025-09-302025-10-30 FNDX SCHWAB STRATEGIC TR597.2K shares-3.14%2025-09-302025-10-30 VXUS VANGUARD STAR FDS175.4K shares7.88%2025-09-302025-10-30 VGIT VANGUARD SCOTTSDALE FDS156.0K shares9.51%2025-09-302025-10-30 EDV VANGUARD WORLD FD122.8K shares3.36%2025-09-302025-10-30 VCLT VANGUARD SCOTTSDALE FDS95.3K shares3.99%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS73.7K shares697.08%2025-09-302025-10-30 AGG ISHARES TR54.8K sharesnew addition2025-09-302025-10-30 BLV VANGUARD BD INDEX FDS71.1K shares3.15%2025-09-302025-10-30 BND VANGUARD BD INDEX FDS49.0K shares310.16%2025-09-302025-10-30 VTI VANGUARD INDEX FDS9.1K shares232.70%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS58.1K shares8.40%2025-09-302025-10-30 ACWI ISHARES TR20.2K sharesnew addition2025-09-302025-10-30 VGSH VANGUARD SCOTTSDALE FDS44.1K sharesnew addition2025-09-302025-10-30 SCHO SCHWAB STRATEGIC TR106.1K shares91.15%2025-09-302025-10-30 VBR VANGUARD INDEX FDS11.8K sharesnew addition2025-09-302025-10-30 IWB ISHARES TR6.7K shares0.00%2025-09-302025-10-30 DFSU DIMENSIONAL ETF TRUST41.0K shares5.85%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-30 STIP ISHARES TR14.6K shares7.60%2025-09-302025-10-30 VXF VANGUARD INDEX FDS7.0K shares0.00%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F9.1K shares-15.49%2025-09-302025-10-30 VO VANGUARD INDEX FDS4.0K shares781.92%2025-09-302025-10-30 SCHR SCHWAB STRATEGIC TR41.9K shares3.14%2025-09-302025-10-30 BKHY BNY MELLON ETF TRUST19.4K shares10.25%2025-09-302025-10-30 SGOV ISHARES TR8.1K shares1.06%2025-09-302025-10-30 DFSI DIMENSIONAL ETF TRUST15.2K shares5.60%2025-09-302025-10-30 SCHQ SCHWAB STRATEGIC TR17.9K shares19.85%2025-09-302025-10-30 CATH GLOBAL X FDS5.3K shares-2.51%2025-09-302025-10-30 BINC BLACKROCK ETF TRUST II6.9K shares-3.88%2025-09-302025-10-30 DFSE DIMENSIONAL ETF TRUST7.7K shares5.83%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL517 shares8.61%2025-09-302025-10-30 NKE NIKE INC3.4K shares1051.35%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS2.4K shares5.88%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC601 sharesnew addition2025-09-302025-10-30 IWF ISHARES TR328 shares-14.81%2025-09-302025-10-30 IWD ISHARES TR660 shares0.00%2025-09-302025-10-30 VTV VANGUARD INDEX FDS616 shares0.00%2025-09-302025-10-30 GOOG ALPHABET INC373 sharesnew addition2025-09-302025-10-30 CSCO CISCO SYS INC1.1K sharesnew addition2025-09-302025-10-30 GOOGL ALPHABET INC261 sharesnew addition2025-09-302025-10-30 HD HOME DEPOT INC154 shares285.00%2025-09-302025-10-30 CVX CHEVRON CORP NEW387 shares0.00%2025-09-302025-10-30 AMGN AMGEN INC200 sharesnew addition2025-09-302025-10-30 HQY HEALTHEQUITY INC550 shares0.00%2025-09-302025-10-30 V VISA INC152 sharesnew addition2025-09-302025-10-30 NVDA NVIDIA CORP270 sharesnew addition2025-09-302025-10-30 MSFT MICROSOFT CORP95 sharesnew addition2025-09-302025-10-30 CAT CATERPILLAR INC74 sharesnew addition2025-09-302025-10-30 AAPL APPLE INC135 shares110.94%2025-09-302025-10-30 IBM IBM CORP100 sharesnew addition2025-09-302025-10-30 AMZN AMAZON.COM INC123 sharesnew addition2025-09-302025-10-30 COLM COLUMBIA SPORTSWEAR CO494 sharesnew addition2025-09-302025-10-30 VGLT VANGUARD SCOTTSDALE FDS395 shares1.02%2025-09-302025-10-30 MDT MEDTRONIC PLC F216 sharesnew addition2025-09-302025-10-30 META META PLATFORMS INC28 sharesnew addition2025-09-302025-10-30 COST COSTCO WHSL CORP NEW21 sharesnew addition2025-09-302025-10-30 MRK MERCK & CO INC215 shares7.50%2025-09-302025-10-30 LIN LINDE PLC F34 sharesnew addition2025-09-302025-10-30 IVV ISHARES TR21 shares0.00%2025-09-302025-10-30 IEFA ISHARES TR129 shares0.00%2025-09-302025-10-30 GIS GENERAL MILLS INC201 sharesnew addition2025-09-302025-10-30 WFC WELLS FARGO & CO105 sharesnew addition2025-09-302025-10-30 PG PROCTER & GAMBLE CO51 sharesnew addition2025-09-302025-10-30 UNP UNION PAC CORP33 sharesnew addition2025-09-302025-10-30 XOM EXXON MOBIL CORP62 sharesnew addition2025-09-302025-10-30 SCHE SCHWAB STRATEGIC TR197 shares0.00%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON33 sharesnew addition2025-09-302025-10-30 INTC INTEL CORP151 sharesnew addition2025-09-302025-10-30 JPM JPMORGAN CHASE & CO13 sharesnew addition2025-09-302025-10-30 MA MASTERCARD INC6 sharesnew addition2025-09-302025-10-30 AVGO BROADCOM INC10 sharesnew addition2025-09-302025-10-30 PYPL PAYPAL HLDGS INC48 sharesnew addition2025-09-302025-10-30 MSI MOTOROLA SOLUTIONS INC7 sharesnew addition2025-09-302025-10-30 CDNS CADENCE DESIGN SYS INC9 sharesnew addition2025-09-302025-10-30 SCHH SCHWAB STRATEGIC TR142 shares47.92%2025-09-302025-10-30 CRH CRH PUBLIC LIMITED CO F25 sharesnew addition2025-09-302025-10-30 NOW SERVICENOW INC3 sharesnew addition2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSIN9 sharesnew addition2025-09-302025-10-30 BAC BANK OF AMERICA CORP51 sharesnew addition2025-09-302025-10-30 KO THE COCA-COLA CO38 sharesnew addition2025-09-302025-10-30 IWR ISHARES TR24 shares0.00%2025-09-302025-10-30 ABBV ABBVIE INC10 sharesnew addition2025-09-302025-10-30 USFD US FOODS HLDG CORP30 sharesnew addition2025-09-302025-10-30 LOW LOWES COS INC9 sharesnew addition2025-09-302025-10-30 PWR QUANTA SVCS INC5 sharesnew addition2025-09-302025-10-30 CMG CHIPOTLE MEXICAN GRILL I50 sharesnew addition2025-09-302025-10-30 KEYS KEYSIGHT TECHNOLOGIES IN10 sharesnew addition2025-09-302025-10-30 MET METLIFE INC20 sharesnew addition2025-09-302025-10-30 HLT HILTON WORLDWIDE HLDGS I6 sharesnew addition2025-09-302025-10-30 EFX EQUIFAX INC6 sharesnew addition2025-09-302025-10-30 LLY ELI LILLY AND CO2 sharesnew addition2025-09-302025-10-30 DE DEERE & CO3 sharesnew addition2025-09-302025-10-30 SPG SIMON PPTY GROUP INC NEWREIT7 sharesnew addition2025-09-302025-10-30 IWM ISHARES TR5 shares0.00%2025-09-302025-10-30 PRU PRUDENTIAL FINL INC10 sharesnew addition2025-09-302025-10-30 SPGI S&P GLOBAL INC2 sharesnew addition2025-09-302025-10-30 SBAC SBA COMMUNICATIONS CORP5 sharesnew addition2025-09-302025-10-30 CTVA CORTEVA INC12 sharesnew addition2025-09-302025-10-30 MS MORGAN STANLEY5 sharesnew addition2025-09-302025-10-30 MCK MCKESSON CORP1 sharesnew addition2025-09-302025-10-30 IT GARTNER INC2 sharesnew addition2025-09-302025-10-30 KVUE KENVUE INC32 sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available