Instuitional Investor - Sellwood Investment Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Sellwood Investment Partners Llc |
| Portfolio Value | $251,222,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 74,716 | $45,754,584 | 18.21% | |
| 2. | Vanguard World Fd - ESG US STK ETF | 326,962 | $38,725,398 | 15.41% | |
| 3. | Pimco Equity Ser | 508,740 | $20,705,711 | 8.24% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 275,512 | $19,112,269 | 7.61% | |
| 5. | Vanguard Malvern Fds | 361,210 | $18,288,088 | 7.28% |