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SIP

Sellwood Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+6.77%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$17.7M
Cap. Flow
+$5.32M
Cap. Flow %
2.54%
Top 10 Hldgs %
87.31%
Holding
49
New
10
Increased
15
Reduced
12
Closed
–

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.52M
2
DFSU
Dimensional US Sustainability Core 1 ETF
DFSU
+$1.41M
3
VT icon
Vanguard Total World Stock ETF
VT
+$1.28M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$656K
5
DFSI
Dimensional International Sustainability Core 1 ETF
DFSI
+$536K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$978K
2
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$374K
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$295K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$252K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$215K

Sector Composition

Rank Sector Weight
1 Financials 0.81%
2 Healthcare 0.04%
3 Energy 0.03%
4 Consumer Discretionary 0.02%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.01T
$42.4M 20.27%
74,670
-1,861
-2% -$978K
ESGV icon
2
Vanguard ESG US Stock ETF
ESGV
$13.6B
$36.6M 17.51%
334,170
-3,714
-1% -$374K
RAFE icon
3
PIMCO RAFI ESG US ETF
RAFE
$169M
$19.3M 9.24%
506,863
+3,678
+0.7% +$131K
VSGX icon
4
Vanguard ESG International Stock ETF
VSGX
$6.74B
$17.8M 8.5%
271,542
+1,317
+0.5% +$81.2K
VTIP icon
5
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$17.1M 8.15%
339,441
-4,301
-1% -$215K
FNDX icon
6
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$15.1M 7.23%
616,553
-12,695
-2% -$295K
VXUS icon
7
Vanguard Total International Stock ETF
VXUS
$160B
$11.2M 5.37%
162,562
+10,105
+7% +$656K
VGIT icon
8
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$8.52M 4.07%
142,458
-3,280
-2% -$194K
EDV icon
9
Vanguard World Funds Extended Duration ETF
EDV
$3.27B
$7.68M 3.67%
118,796
+7,995
+7% +$528K
VCLT icon
10
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
$6.95M 3.32%
91,606
+5,865
+7% +$433K
BLV icon
11
Vanguard Long-Term Bond ETF
BLV
$5.75B
$4.79M 2.29%
68,888
+4,442
+7% +$303K
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$2.63M 1.26%
53,583
-5,150
-9% -$252K
IWB icon
13
iShares Russell 1000 ETF
IWB
$50.1B
$2.27M 1.09%
6,690
– –
DFSU
14
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$1.52M 0.73%
+38,736
New +$1.41M
BRK.A icon
15
Berkshire Hathaway Class A
BRK.A
$1.12T
$1.46M 0.7%
+2
New +$1.52M
STIP icon
16
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$1.39M 0.67%
13,550
-524
-4% -$53.8K
VT icon
17
Vanguard Total World Stock ETF
VT
$79.8B
$1.38M 0.66%
+10,726
New +$1.28M
SCHO icon
18
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.35M 0.65%
55,506
-2,597
-4% -$63.1K
VXF icon
19
Vanguard Extended Market ETF
VXF
$31.7B
$1.34M 0.64%
6,954
+1,213
+21% +$215K
SCHR
20
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.02M 0.49%
40,611
+2,745
+7% +$68K
BND icon
21
Vanguard Total Bond Market
BND
$158B
$880K 0.42%
11,948
+333
+3% +$24.2K
BKHY icon
22
BNY Mellon High Yield Beta ETF
BKHY
$161M
$848K 0.41%
17,566
+35
+0.2% +$1.66K
VTI icon
23
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$832K 0.4%
2,737
-58
-2% -$16.3K
SGOV icon
24
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$804K 0.38%
7,989
+82
+1% +$8.24K
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$44.6B
$727K 0.35%
9,241
-538
-6% -$42.1K
1
2

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Sellwood Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Sellwood Investment Partners held 49 positions worth $209M, up 9.3% from $192M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Sellwood Investment Partners's Q2 2025 filing shows 10 new, 15 increased and 12 reduced positions. Its largest new stake was Berkshire Hathaway Class A: 2 shares worth $1.46M. The largest sale was Vanguard S&P 500 ETF, an estimated $978K.

By sector, the portfolio is most concentrated in Financials at 0.81% of assets, up from 0.14% a quarter earlier, followed by Healthcare and Energy.

  • Sellwood Investment Partners's largest Q2 2025 buy was Berkshire Hathaway Class A: 2 shares worth $1.46M.
  • Sellwood Investment Partners added most to Vanguard Total International Stock ETF in Q2 2025, an estimated $656K increase.
  • Sellwood Investment Partners's biggest Q2 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $978K.
  • Sellwood Investment Partners's ten largest holdings make up 87% of its $209M portfolio in Q2 2025.
  • Sellwood Investment Partners opened 10 new positions and closed 0 in Q2 2025.
  • Sellwood Investment Partners's portfolio value rose 9.3% quarter-over-quarter to $209M.

Based on Sellwood Investment Partners's 13F filing for Q2 2025, filed 14 Jul 2025.