Sellwood-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "SCHH",
  null,
  null,
  "HD",
  null,
  null,
  "IWD",
  "VGIT",
  "IWF",
  "IVV",
  "AAPL",
  "FNDX",
  null,
  "IEFA",
  null,
  "VNQ",
  "VXF",
  null,
  "IWR",
  null,
  "ESGV",
  "BLV",
  null,
  null,
  "VXUS",
  "VGLT",
  "VTEB",
  "BND",
  "BSV",
  "VOO",
  null,
  null,
  "BRK-B",
  null,
  "IWB",
  "NKE",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 39
Total Value: 191554132
Accession Number: 0001763958-25-000006
Form Type: 13F-HR
CIK: sellwood-investment-partners
Manager Name: Sellwood-Investment-Partners

Data Enrichment

67% identified

26 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

39 positions • $191.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:76.5K

Value:$39.3M

% of Portfolio:20.5% ($39.3M/$191.6M)

921910733

ESGV|921910733

Shares:337.9K

Value:$33.1M

% of Portfolio:17.3% ($33.1M/$191.6M)

72201T342

Shares:503.2K

Value:$18.3M

% of Portfolio:9.5% ($18.3M/$191.6M)

922020805

Shares:343.7K

Value:$17.2M

% of Portfolio:9.0% ($17.2M/$191.6M)

921910725

VSGX|921910725

Shares:270.2K

Value:$15.9M

% of Portfolio:8.3% ($15.9M/$191.6M)

808524771

FNDX|808524771

Shares:629.2K

Value:$14.9M

% of Portfolio:7.8% ($14.9M/$191.6M)

921909768

VXUS|921909768

Shares:152.5K

Value:$9.5M

% of Portfolio:4.9% ($9.5M/$191.6M)

92206C706

VGIT|92206C706

Shares:145.7K

Value:$8.7M

% of Portfolio:4.5% ($8.7M/$191.6M)

921910709

Shares:110.8K

Value:$7.9M

% of Portfolio:4.1% ($7.9M/$191.6M)

92206C813

Shares:85.7K

Value:$6.5M

% of Portfolio:3.4% ($6.5M/$191.6M)

921937793

BLV|921937793

Shares:64.4K

Value:$4.5M

% of Portfolio:2.4% ($4.5M/$191.6M)

922907746

VTEB|922907746

Shares:58.7K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$191.6M)

464287622

IWB|464287622

Shares:6.7K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$191.6M)

46429B747

Shares:14.1K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$191.6M)

808524862

Shares:58.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$191.6M)

922908652

VXF|922908652

Shares:5.7K

Value:$988.9K

% of Portfolio:0.5% ($988.9K/$191.6M)

808524854

Shares:37.9K

Value:$941.3K

% of Portfolio:0.5% ($941.3K/$191.6M)

921937835

BND|921937835

Shares:11.6K

Value:$853.1K

% of Portfolio:0.4% ($853.1K/$191.6M)

09661T800

Shares:17.5K

Value:$835.0K

% of Portfolio:0.4% ($835.0K/$191.6M)

46436E718

Shares:7.9K

Value:$796.0K

% of Portfolio:0.4% ($796.0K/$191.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	76.5K	QoQ +3.66% (-2.7K) YoY-	All Managers (Combined)	$39.3M	20.5% ($39.3M/$191.6M)	QoQ -1.12% (-$447.1K) YoY-
(ESGVcusip921910733)	337.9K	QoQ +5.96% (-19.0K) YoY-	All Managers (Combined)	$33.1M	17.3% ($33.1M/$191.6M)	QoQ -1.04% (-$350.3K) YoY-
(cusip72201T342)✕	503.2K	QoQ +8.46% (+39.3K) YoY-	All Managers (Combined)	$18.3M	9.5% ($18.3M/$191.6M)	QoQ +8.40% (+$1.4M) YoY-
(cusip922020805)✕	343.7K	QoQ +3.49% (+11.6K) YoY-	All Managers (Combined)	$17.2M	9.0% ($17.2M/$191.6M)	QoQ +6.66% (+$1.1M) YoY-
(VSGXcusip921910725)	270.2K	QoQ +4.66% (+12.0K) YoY-	All Managers (Combined)	$15.9M	8.3% ($15.9M/$191.6M)	QoQ +8.87% (+$1.3M) YoY-
(FNDXcusip808524771)	629.2K	QoQ +4.13% (+25.0K) YoY-	All Managers (Combined)	$14.9M	7.8% ($14.9M/$191.6M)	QoQ +3.82% (+$547.7K) YoY-
(VXUScusip921909768)	152.5K	QoQ +12.82% (+17.3K) YoY-	All Managers (Combined)	$9.5M	4.9% ($9.5M/$191.6M)	QoQ +18.89% (+$1.5M) YoY-
(VGITcusip92206C706)	145.7K	QoQ +1.49% (+2.1K) YoY-	All Managers (Combined)	$8.7M	4.5% ($8.7M/$191.6M)	QoQ +3.94% (+$328.2K) YoY-
(cusip921910709)✕	110.8K	QoQ -10.29% (-12.7K) YoY-	All Managers (Combined)	$7.9M	4.1% ($7.9M/$191.6M)	QoQ -5.79% (-$485.1K) YoY-
(cusip92206C813)✕	85.7K	QoQ +0.20% (+179) YoY-	All Managers (Combined)	$6.5M	3.4% ($6.5M/$191.6M)	QoQ +1.72% (+$110.3K) YoY-
(BLVcusip921937793)	64.4K	QoQ +0.64% (+414) YoY-	All Managers (Combined)	$4.5M	2.4% ($4.5M/$191.6M)	QoQ +3.57% (+$156.6K) YoY-
(VTEBcusip922907746)	58.7K	QoQ +22.19% (+10.7K) YoY-	All Managers (Combined)	$2.9M	1.5% ($2.9M/$191.6M)	QoQ +20.95% (+$504.9K) YoY-
(IWBcusip464287622)	6.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	1.1% ($2.1M/$191.6M)	QoQ -4.78% (-$103.2K) YoY-
(cusip46429B747)✕	14.1K	QoQ +2.74% (+376) YoY-	All Managers (Combined)	$1.5M	0.8% ($1.5M/$191.6M)	QoQ +5.67% (+$78.2K) YoY-
(cusip808524862)✕	58.1K	QoQ -18.46% (-13.2K) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$191.6M)	QoQ -17.51% (-$300.3K) YoY-
(VXFcusip922908652)	5.7K	QoQ +11.71% (+602) YoY-	All Managers (Combined)	$988.9K	0.5% ($988.9K/$191.6M)	QoQ +1.29% (+$12.6K) YoY-
(cusip808524854)✕	37.9K	QoQ +29.74% (+8.7K) YoY-	All Managers (Combined)	$941.3K	0.5% ($941.3K/$191.6M)	QoQ +32.79% (+$232.5K) YoY-
(BNDcusip921937835)	11.6K	QoQ +51.90% (+4.0K) YoY-	All Managers (Combined)	$853.1K	0.4% ($853.1K/$191.6M)	QoQ +55.16% (+$303.3K) YoY-
(cusip09661T800)✕	17.5K	QoQ +0.18% (+33) YoY-	All Managers (Combined)	$835.0K	0.4% ($835.0K/$191.6M)	QoQ +0.06% (+$532) YoY-
(cusip46436E718)✕	7.9K	QoQ +0.67% (+53) YoY-	All Managers (Combined)	$796.0K	0.4% ($796.0K/$191.6M)	QoQ +1.02% (+$8.1K) YoY-