Portfolio (Quarterly) Guide ↗

Sellwood Investment Partners LLC

· CIK 0001763958

13F Portfolio $284M AUM 59 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 21 Added 14 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VOO	VANGUARD INDEX FDS	—	71,813.0	$49.3M	17.39%	-4K	-5.8%	$686.81	+3.1%
2	ESGV	VANGUARD WORLD FD	—	314,328.0	$41.6M	14.66%	-21K	-6.3%	$132.24	+3.3%
3	RAFE	PIMCO EQUITY SER	—	470,325.0	$22.5M	7.94%	-29K	-5.8%	$47.86	+5.7%
4	VSGX	VANGUARD WORLD FD	—	257,549.0	$21.2M	7.48%	-16K	-6.0%	$82.34	+2.5%
5	FNDX	SCHWAB STRATEGIC TR	—	557,233.0	$17.3M	6.11%	-51K	-8.4%	$31.10	+5.0%
6	VGIT	VANGUARD SCOTTSDALE FDS	—	155,266.0	$9.2M	3.23%	-4K	-2.8%	$58.98	-1.8%
7	DFSU	DIMENSIONAL ETF TRUST	—	36,250.0	$1.7M	0.60%	-5K	-11.2%	$46.63	+3.8%
8	VT	VANGUARD INTL EQUITY INDEX F	—	8,412.0	$1.3M	0.47%	-653.0	-7.2%	$156.96	+3.0%
9	DFSI	DIMENSIONAL ETF TRUST	—	14,332.0	$646K	0.23%	-1K	-9.0%	$45.10	+5.1%
10	CATH	GLOBAL X FDS	—	5,430.0	$481K	0.17%	-1K	-18.8%	$88.50	+3.8%
11	DFSE	DIMENSIONAL ETF TRUST	—	6,619.0	$324K	0.11%	-1K	-13.9%	$48.88	+2.3%
12	BINC	BLACKROCK ETF TRUST II	—	5,971.0	$313K	0.11%	-967.0	-13.9%	$52.34	-1.3%
13	—	BERKSHIRE HATHAWAY INC DEL	—	476.0	$238K	0.08%	-41.0	-7.9%	$500.39	—
14	VTV	VANGUARD INDEX FDS	—	479.0	$104K	0.04%	-137.0	-22.2%	$217.93	+3.9%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 52.9%

Communication Services 11.3%

Industrials 9.6%

Healthcare 9.1%

Energy 7.8%

Financial Services 3.8%

Consumer Cyclical 3.2%

Consumer Defensive 2.4%