Instuitional Investor - Sellwood Investment Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Sellwood Investment Partners Llc |
| Portfolio Value | $209,299,155 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 74,670 | $42,414,800 | 20.27% | |
| 2. | Vanguard World Fd - ESG US STK ETF | 334,170 | $36,638,380 | 17.51% | |
| 3. | Pimco Equity Ser | 506,863 | $19,331,772 | 9.24% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 271,542 | $17,786,004 | 8.5% | |
| 5. | Vanguard Malvern Fds | 339,441 | $17,063,719 | 8.15% |
