Instuitional Investor - Sellwood Investment Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Sellwood Investment Partners Llc |
| Portfolio Value | $256,091,112 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 74,237 | $46,556,250 | 18.18% | |
| 2. | Vanguard World Fd - ESG US STK ETF | 324,119 | $39,205,439 | 15.31% | |
| 3. | Vanguard Malvern Fds | 425,432 | $21,041,889 | 8.22% | |
| 4. | Pimco Equity Ser | 490,135 | $20,580,780 | 8.04% | |
| 5. | Vanguard World Fd - ESG INTL STK ETF | 268,597 | $19,236,912 | 7.51% |