Titelia

Holdings of Sellwood Investment Partners LLC

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Net assets
-
Positions
52 in 1 countries
Top ten
80.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 76,25845.6M $
2VANGUARD MALVERN FUNDS 395,60119.8M $
3VANGUARD STAR FUNDS 220,96517M $
4Schwab Fundamental U.S. Large Company ETF 608,08916.9M $
5VANGUARD SCOTTSDALE FUNDS 159,7019.5M $
6VANGUARD SCOTTSDALE FUNDS 105,3147.9M $
7VANGUARD WORLD FUND 113,9987.4M $
8iShares Core U.S. Aggregate Bond ETF 69,8626.9M $
9VANGUARD BOND INDEX FUNDS 76,9045.3M $
10Vanguard Short-term Bond Etf 45,3313.6M $
11VANGUARD MUN BD FD INC 66,7173.3M $
12Vanguard Total Stock Market ETF 9,5023M $
13Vanguard Extended Market ETF 12,4682.6M $
14VANGUARD TAX-MANAGED FUNDS 39,8882.6M $
15ISHARES TRUST 18,2262.5M $
16iShares 0-5 Year TIPS Bond ETF 24,2312.5M $
17ISHARES TRUST 6,6902.4M $
18Vanguard Total Bond Market ETF 31,4562.3M $
19Schwab Intermediate-Term U.S. Treasury ETF 70,0971.7M $
20Berkshire Hathaway Inc 21.4M $
21Schwab Short-Term U.S. Treasury ETF 58,0811.4M $
22VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 9,0651.3M $
23BNY MELLON ETF TRUST 23,0701.1M $
24ISHARES TRUST 9,232929.3K $
25VANGUARD SCOTTSDALE FUNDS 12,435728K $
26SCHWAB STRATEGIC TRUST 21,423673.3K $
27GLOBAL X FUNDS 6,685522.4K $
28BLACKROCK ETF TRUST II 6,938360.3K $
29iShares Core S&P 500 ETF 418273K $
30Berkshire Hathaway Inc 517247.7K $
31Vanguard Real Estate ETF 2,769245.6K $
32ISHARES TRUST 660141K $
33Vanguard Mid-Cap ETF 489140.4K $
34ISHARES TRUST 328139.9K $
35Vanguard Value ETF 616120.9K $
36Chevron Corp 38780.1K $
37Alphabet Inc 26175.1K $
38Alphabet Inc 26174.9K $
39CATERPILLAR INC 7452.4K $
40HealthEquity Inc 55046K $
41Visa Inc 9127.5K $
42Merck & Co Inc 20024.1K $
43VANGUARD SCOTTSDALE FUNDS 40422.4K $
44Costco Wholesale Corp 2120.9K $
45NIKE Inc 29615.6K $
46Home Depot Inc/The 4013.2K $
47iShares Core MSCI EAFE ETF 12911.7K $
48Exxon Mobil Corp 6210.5K $
49Schwab Emerging Markets Equity ETF 2698.9K $
50Schwab U.S. REIT ETF 1423.1K $
51ISHARES TRUST 242.3K $
52iShares Russell 2000 ETF 51.2K $

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Sector breakdown

  • Funds 28.0 %
  • Financials 1.0 %
  • Communication 0.1 %
  • Unattributed 70.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States52173M $100.00 %
Cite this page

Titelia. "Holdings of Sellwood Investment Partners LLC". https://titelia.com/en/funds/US13F1763958