Instuitional Investor - Sellwood Investment Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Sellwood Investment Partners Llc |
| Portfolio Value | $253,823,275 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 76,258 | $45,567,968 | 17.95% | |
| 2. | Vanguard World Fd - ESG US STK ETF | 335,411 | $37,656,611 | 14.84% | |
| 3. | Pimco Equity Ser | 499,411 | $20,782,042 | 8.19% | |
| 4. | Vanguard Malvern Fds | 395,601 | $19,760,273 | 7.79% | |
| 5. | Vanguard World Fd - ESG INTL STK ETF | 274,015 | $19,655,088 | 7.74% |