SIP

Sellwood Investment Partners Portfolio holdings

AUM $256M
1-Year Est. Return 12.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.18M
3
+$1.96M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.01M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$439K

Top Sells

1
+$2.46M
2
+$2.21M
3
+$1.83M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.39M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1M

Sector Composition

1 Financials 0.71%
2 Communication Services 0.06%
3 Healthcare 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$851B
$46.6M 18.18%
74,237
-479
ESGV icon
2
Vanguard ESG US Stock ETF
ESGV
$11.9B
$39.2M 15.31%
324,119
-2,843
VTIP icon
3
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.4B
$21M 8.22%
425,432
+64,222
RAFE icon
4
PIMCO RAFI ESG US ETF
RAFE
$124M
$20.6M 8.04%
490,135
-18,605
VSGX icon
5
Vanguard ESG International Stock ETF
VSGX
$5.93B
$19.2M 7.51%
268,597
-6,915
VXUS icon
6
Vanguard Total International Stock ETF
VXUS
$128B
$17.8M 6.97%
236,564
+61,197
FNDX icon
7
Schwab Fundamental US Large Company Index ETF
FNDX
$23.5B
$16.6M 6.48%
610,030
+12,865
VGIT icon
8
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$9.6M 3.75%
160,118
+4,107
EDV icon
9
Vanguard World Funds Extended Duration ETF
EDV
$3.94B
$8.33M 3.25%
128,167
+5,377
VCLT icon
10
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.61B
$7.66M 2.99%
101,046
+5,784
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$137B
$7.43M 2.9%
74,396
+19,576
BLV icon
12
Vanguard Long-Term Bond ETF
BLV
$5.89B
$5.22M 2.04%
75,046
+3,985
VTI icon
13
Vanguard Total Stock Market ETF
VTI
$580B
$4.07M 1.59%
12,130
+3,024
BSV icon
14
Vanguard Short-Term Bond ETF
BSV
$42.5B
$3.6M 1.4%
45,640
-28,018
VTEB icon
15
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$3.33M 1.3%
66,314
+8,228
BND icon
16
Vanguard Total Bond Market
BND
$147B
$3.14M 1.23%
42,439
-6,567
ACWI icon
17
iShares MSCI ACWI ETF
ACWI
$26.6B
$2.82M 1.1%
19,908
-255
IWB icon
18
iShares Russell 1000 ETF
IWB
$46.6B
$2.5M 0.98%
6,690
DFSU icon
19
Dimensional US Sustainability Core 1 ETF
DFSU
$1.92B
$1.77M 0.69%
40,723
-280
VXF icon
20
Vanguard Extended Market ETF
VXF
$25.6B
$1.73M 0.68%
8,295
+1,341
STIP icon
21
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$1.72M 0.67%
16,812
+2,232
BRK.A icon
22
Berkshire Hathaway Class A
BRK.A
$1.04T
$1.51M 0.59%
2
VT icon
23
Vanguard Total World Stock ETF
VT
$61.9B
$1.28M 0.5%
9,065
SCHR icon
24
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.8B
$1.28M 0.5%
50,958
+9,073
SCHO icon
25
Schwab Short-Term US Treasury ETF
SCHO
$12.2B
$1.2M 0.47%
49,240
-56,862
1
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