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CIK: 0001763958
Total reported value
$283.6M
$283.6M
55 檔
42.6%
During the Q4 2024 filing period, Sellwood Investment Partners LLC (CIK: 0001763958) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $283.6M across 55 reported positions.
During Q4 2024, Sellwood Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.38% | -0.56% | — | |
| 2 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 17.98% | -0.18% | — | |
| 3 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 9.07% | -0.25% | — | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.64% | -0.80% | — | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 7.87% | -0.26% | — | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 7.69% | -0.56% | — | |
| 7 | EDV | Vanguard Extended Dur Treas | ETF-Other | 4.50% | +0.03% | — | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.48% | -0.52% | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.28% | +1.23% | — | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.44% | -0.12% | — | |
| 11 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.36% | +0.55% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.30% | -0.03% | — | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.16% | +0.03% | — | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.92% | -0.06% | — | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.74% | -0.04% | — | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.52% | +0.08% | — | |
| 17 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.45% | -0.01% | — | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.42% | -0.04% | — | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | -0.15% | — | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.38% | +0.60% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.04% | — | |
| 22 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 0.25% | -0.01% | — | |
| 23 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.20% | -0.04% | — | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.19% | -0.03% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.02% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | -0.01% | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.08% | — | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | +0.04% | — | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.04% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.02% | — | — | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.02% | — | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.02% | -0.01% | — | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.02% | — | — | |
| 42 | AXP | American Express Co | Stock-Financials | 0.02% | — | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.02% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | +0.07% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.01% | +1.03% | — | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.01% | — | — | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.01% | -0.01% | — | |
| 48 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.01% | — | — | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.01% | — | — | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Sellwood Investment Partners LLC reported a total U.S. public equity portfolio value of $283.6M across 55 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, ESGV, RAFE) accounted for 42.6% of total reported equity market value during Q4 2024.
During Q4 2024, Sellwood Investment Partners LLC's top holdings by market value included VOO (21.4%)、ESGV (18.0%)、RAFE (9.1%). The largest single position, VOO, represented 21.4% of total portfolio value.
In Q4 2024, Sellwood Investment Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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