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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922908769

VTI|922908769

Shares:2.8K

Value:$768.3K

% of Portfolio:0.4% ($768.3K/$191.6M)

921937827

BSV|921937827

Shares:9.8K

Value:$765.5K

% of Portfolio:0.4% ($765.5K/$191.6M)

808524680

Shares:14.9K

Value:$488.6K

% of Portfolio:0.3% ($488.6K/$191.6M)

37954Y889

Shares:5.4K

Value:$365.1K

% of Portfolio:0.2% ($365.1K/$191.6M)

092528603

Shares:6.5K

Value:$341.7K

% of Portfolio:0.2% ($341.7K/$191.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:497

Value:$264.7K

% of Portfolio:0.1% ($264.7K/$191.6M)

922908553

VNQ|922908553

Shares:2.6K

Value:$239.7K

% of Portfolio:0.1% ($239.7K/$191.6M)

464287614

IWF|464287614

Shares:385

Value:$139.0K

% of Portfolio:0.1% ($139.0K/$191.6M)

464287598

IWD|464287598

Shares:660

Value:$124.2K

% of Portfolio:0.1% ($124.2K/$191.6M)

92206C847

VGLT|92206C847

Shares:386

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$191.6M)

NIKE, Inc.

NKE|654106103

Shares:296

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$191.6M)

HOME DEPOT, INC.

HD|437076102

Shares:40

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$191.6M)

Apple Inc.

AAPL|037833100

Shares:64

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$191.6M)

464287200

IVV|464287200

Shares:21

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$191.6M)

46432F842

IEFA|46432F842

Shares:129

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$191.6M)

808524706

Shares:196

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$191.6M)

808524847

SCHH|808524847

Shares:96

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$191.6M)

464287499

IWR|464287499

Shares:24

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$191.6M)

464287655

IWM|464287655

Shares:5

Value:$997

% of Portfolio:0.0% ($997/$191.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	2.8K	QoQ +1036.17% (+2.5K) YoY-	All Managers (Combined)	$768.3K	0.4% ($768.3K/$191.6M)	QoQ +976.18% (+$696.9K) YoY-
(BSVcusip921937827)	9.8K	QoQ -1.37% (-136) YoY-	All Managers (Combined)	$765.5K	0.4% ($765.5K/$191.6M)	QoQ -0.08% (-$632) YoY-
(cusip808524680)✕	14.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$488.6K	0.3% ($488.6K/$191.6M)	QoQ +4.23% (+$19.8K) YoY-
(cusip37954Y889)✕	5.4K	QoQ +0.55% (-30) YoY-	All Managers (Combined)	$365.1K	0.2% ($365.1K/$191.6M)	QoQ -4.11% (-$15.7K) YoY-
(cusip092528603)✕	6.5K	QoQ -4.73% (-324) YoY-	All Managers (Combined)	$341.7K	0.2% ($341.7K/$191.6M)	QoQ -4.07% (-$14.5K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	497	QoQ -20.98% (-132) YoY-	All Managers (Combined)	$264.7K	0.1% ($264.7K/$191.6M)	QoQ -7.16% (-$20.4K) YoY-
(VNQcusip922908553)	2.6K	QoQ +28.04% (+580) YoY-	All Managers (Combined)	$239.7K	0.1% ($239.7K/$191.6M)	QoQ +30.12% (+$55.5K) YoY-
(IWFcusip464287614)	385	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$139.0K	0.1% ($139.0K/$191.6M)	QoQ -10.08% (-$15.6K) YoY-
(IWDcusip464287598)	660	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$124.2K	0.1% ($124.2K/$191.6M)	QoQ +1.63% (+$2.0K) YoY-
(VGLTcusip92206C847)	386	QoQ +0.52% (+2) YoY-	All Managers (Combined)	$22.3K	0.0% ($22.3K/$191.6M)	QoQ +4.80% (+$1.0K) YoY-
NIKE, Inc.(NKEcusip654106103)	296	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$18.8K	0.0% ($18.8K/$191.6M)	QoQ -16.10% (-$3.6K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	40	QoQ -60.00% (-60) YoY-	All Managers (Combined)	$14.7K	0.0% ($14.7K/$191.6M)	QoQ -62.31% (-$24.2K) YoY-
Apple Inc.(AAPLcusip037833100)	64	QoQ -89.13% (-525) YoY-	All Managers (Combined)	$14.2K	0.0% ($14.2K/$191.6M)	QoQ -90.36% (-$133.3K) YoY-
(IVVcusip464287200)	21	QoQ -61.11% (-33) YoY-	All Managers (Combined)	$11.8K	0.0% ($11.8K/$191.6M)	QoQ -62.88% (-$20.0K) YoY-
(IEFAcusip46432F842)	129	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$9.8K	0.0% ($9.8K/$191.6M)	QoQ +7.64% (+$693) YoY-
(cusip808524706)✕	196	QoQ -40.60% (-134) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$191.6M)	QoQ -38.46% (-$3.4K) YoY-
(SCHHcusip808524847)	96	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.1K	0.0% ($2.1K/$191.6M)	QoQ +2.12% (+$43) YoY-
(IWRcusip464287499)	24	QoQ -73.91% (-68) YoY-	All Managers (Combined)	$2.0K	0.0% ($2.0K/$191.6M)	QoQ -74.89% (-$6.1K) YoY-
(IWMcusip464287655)	5	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$997	0.0% ($997/$191.6M)	QoQ -9.77% (-$108) YoY-