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Disclosed positions
Sellwood Investment Partners LLC: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VOO
- Class
- S&P 500 ETF SHS
- Reported value
- $49,321,887
- Reported amount
- 71,813
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001763958-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $49,321,887 | 71,813 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $41,566,683 | 314,328 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $22,512,432 | 263,334 | SH | None |
| PIMCO EQUITY SER | RAFE | RAFI ESG US | $22,511,647 | 470,325 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $21,206,604 | 257,549 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $19,813,660 | 394,459 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $17,329,946 | 557,233 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $9,157,564 | 155,266 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCLT | LG-TERM COR BD | $8,459,161 | 112,414 | SH | None |
| VANGUARD WORLD FD | EDV | EXTENDED DUR | $8,350,781 | 128,316 | SH | None |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $7,470,132 | 108,373 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $7,219,701 | 72,941 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,774,314 | 81,043 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $3,656,256 | 148,267 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $3,627,598 | 71,720 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $3,537,251 | 45,402 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,509,785 | 9,485 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $3,102,492 | 12,601 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $3,007,623 | 19,160 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $2,739,555 | 6,690 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $2,683,845 | 26,271 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $2,479,716 | 33,779 | SH | None |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $1,690,338 | 36,250 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $1,497,700 | 2 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $1,424,848 | 59,024 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,320,330 | 8,412 | SH | None |
| BNY MELLON ETF TRUST | BKHY | HIGH YIELD ETF | $1,200,944 | 25,225 | SH | None |
| ISHARES TR | SGOV | 0-3 MNTH TREASRY | $937,649 | 9,314 | SH | None |
| SCHWAB STRATEGIC TR | SCHQ | LONG TERM US | $735,863 | 23,510 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $725,472 | 12,465 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $654,603 | 1,790 | SH | None |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $646,373 | 14,332 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $518,981 | 693 | SH | None |
| GLOBAL X FDS | CATH | S&P 500 CATHOLIC | $480,571 | 5,430 | SH | None |
| VIA TRANSN INC | VIA | COM CL A | $436,213 | 24,047 | SH | None |
| DIMENSIONAL ETF TRUST | DFSE | EMERGING MARKETS | $323,533 | 6,619 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHARES FLEXIBLE | $312,532 | 5,971 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $267,395 | 2,773 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $238,186 | 476 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $162,911 | 1,312 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $160,004 | 660 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $136,405 | 1,693 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $104,388 | 479 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $93,274 | 261 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $92,219 | 261 | SH | None |
| CATERPILLAR INC | CAT | COM | $78,803 | 74 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $64,149 | 387 | SH | None |
| HEALTHEQUITY INC | HQY | COM | $49,676 | 550 | SH | None |
| VISA INC | V | COM CL A | $31,221 | 91 | SH | None |
| MERCK & CO INC | MRK | COM | $25,700 | 200 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.