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CIK 0001763958 • 6 13F filings • May 14, 2025 – Jul 28, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $2K | 0.0% | 10 SH | New |
| ALPHABET INC | CAP STK CL A | $63K | 0.0%Prev: 0.0% | 261 SH | Decreased |
| ALPHABET INC | CAP STK CL C | $91K | 0.0%Prev: 0.0% | 373 SH | Decreased+112 SH |
| AMAZON.COM INC | COM | $27K | 0.0% | 123 SH | New |
| AMGEN INC | COM | $56K | 0.0% | 200 SH | New |
| APPLE INC | COM | $34K | 0.0% | 135 SH | New |
| AUTOMATIC DATA PROCESSIN | COM | $3K | 0.0% | 9 SH | New |
| BANK OF AMERICA CORP | COM | $3K | 0.0% | 51 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.6%Prev: 0.5% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $260K | 0.1%Prev: 0.1% | 517 SH | Increased+41 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $368K | 0.1%Prev: 0.1% | 6,909 SH | Increased+938 SH |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $943K | 0.4%Prev: 0.4% | 19,367 SH | Decreased-5,858 SH |
| BROADCOM INC | COM | $3K | 0.0% | 10 SH | New |
| CADENCE DESIGN SYS INC | COM | $3K | 0.0% | 9 SH | New |
| CATERPILLAR INC | COM | $35K | 0.0%Prev: 0.0% | 74 SH | Decreased |
| CHEVRON CORP NEW | COM | $60K | 0.0%Prev: 0.0% | 387 SH | Decreased |
| CHIPOTLE MEXICAN GRILL I | COM | $2K | 0.0% | 50 SH | New |
| CISCO SYS INC | COM | $77K | 0.0% | 1,125 SH | New |
| COLUMBIA SPORTSWEAR CO | COM | $26K | 0.0% | 494 SH | New |
| CORTEVA INC | COM | $812 | 0.0% | 12 SH | New |
| COSTCO WHSL CORP NEW | COM | $19K | 0.0%Prev: 0.0% | 21 SH | Decreased |
| CRH PUBLIC LIMITED CO F | ORD | $3K | 0.0% | 25 SH | New |
| DEERE & CO | COM | $1K | 0.0% | 3 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $316K | 0.1%Prev: 0.1% | 7,684 SH | Decreased+1,065 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $624K | 0.2%Prev: 0.2% | 15,239 SH | Decreased+907 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.7M | 0.7%Prev: 0.6% | 41,003 SH | Increased+4,753 SH |
| ELI LILLY AND CO | COM | $2K | 0.0% | 2 SH | New |
| EQUIFAX INC | COM | $2K | 0.0% | 6 SH | New |
| EXXON MOBIL CORP | COM | $7K | 0.0% | 62 SH | New |
| GARTNER INC | COM | $526 | 0.0% | 2 SH | New |
| GENERAL MILLS INC | COM | $10K | 0.0% | 201 SH | New |
| GLOBAL X FDS | S&P 500 CATHOLIC | $432K | 0.2%Prev: 0.2% | 5,330 SH | Decreased-100 SH |
| HEALTHEQUITY INC | COM | $52K | 0.0%Prev: 0.0% | 550 SH | Increased |
| HILTON WORLDWIDE HLDGS I | COM | $2K | 0.0% | 6 SH | New |
| HOME DEPOT INC | COM | $62K | 0.0%Prev: 0.0% | 154 SH | Increased+114 SH |
| IBM CORP | COM | $28K | 0.0% | 100 SH | New |
| INTEL CORP | COM | $5K | 0.0% | 151 SH | New |
| ISHARES TR | 0-3 MNTH TREASRY | $813K | 0.3%Prev: 0.3% | 8,074 SH | Decreased-1,240 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.5M | 0.6%Prev: 0.9% | 14,580 SH | Decreased-11,691 SH |
| ISHARES TR | CORE MSCI EAFE | $11K | 0.0%Prev: 0.0% | 129 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $14K | 0.0%Prev: 0.2% | 21 SH | Decreased-672 SH |
| ISHARES TR | CORE US AGGBD ET | $5.5M | 2.2%Prev: 2.5% | 54,820 SH | Decreased-18,121 SH |
| ISHARES TR | MSCI ACWI ETF | $2.8M | 1.1%Prev: 1.1% | 20,163 SH | Decreased+1,003 SH |
| ISHARES TR | RUS 1000 ETF | $2.4M | 1.0%Prev: 1.0% | 6,690 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $154K | 0.1%Prev: 0.1% | 328 SH | Decreased-984 SH |
| ISHARES TR | RUS 1000 VAL ETF | $134K | 0.1%Prev: 0.1% | 660 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2K | 0.0%Prev: 0.0% | 24 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1K | 0.0%Prev: 0.0% | 5 SH | Decreased |
| JOHNSON & JOHNSON | COM | $6K | 0.0% | 33 SH | New |
| JPMORGAN CHASE & CO | COM | $4K | 0.0% | 13 SH | New |
| KENVUE INC | COM | $519 | 0.0% | 32 SH | New |
| KEYSIGHT TECHNOLOGIES IN | COM | $2K | 0.0% | 10 SH | New |
| LINDE PLC F | SHS | $16K | 0.0% | 34 SH | New |
| LOWES COS INC | COM | $2K | 0.0% | 9 SH | New |
| MASTERCARD INC | CL A | $3K | 0.0% | 6 SH | New |
| MCKESSON CORP | COM | $773 | 0.0% | 1 SH | New |
| MEDTRONIC PLC F | SHS | $21K | 0.0% | 216 SH | New |
| MERCK & CO INC | COM | $18K | 0.0%Prev: 0.0% | 215 SH | Decreased+15 SH |
| META PLATFORMS INC | CL A | $21K | 0.0% | 28 SH | New |
| METLIFE INC | COM | $2K | 0.0% | 20 SH | New |
| MICROSOFT CORP | COM | $49K | 0.0% | 95 SH | New |
| MORGAN STANLEY | COM NEW | $795 | 0.0% | 5 SH | New |
| MOTOROLA SOLUTIONS INC | COM | $3K | 0.0% | 7 SH | New |
| NIKE INC | CL B | $238K | 0.1%Prev: 0.0% | 3,408 SH | Increased+3,112 SH |
| NVIDIA CORP | COM | $50K | 0.0% | 270 SH | New |
| PAYPAL HLDGS INC | COM | $3K | 0.0% | 48 SH | New |
| PIMCO EQUITY SER | RAFI ESG US | $20.7M | 8.2%Prev: 7.9% | 508,740 SH | Decreased+38,415 SH |
| PROCTER & GAMBLE CO | COM | $8K | 0.0% | 51 SH | New |
| PRUDENTIAL FINL INC | COM | $1K | 0.0% | 10 SH | New |
| QUANTA SVCS INC | COM | $2K | 0.0% | 5 SH | New |
| S&P GLOBAL INC | COM | $973 | 0.0% | 2 SH | New |
| SBA COMMUNICATIONS CORP | CL A | $967 | 0.0% | 5 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $7K | 0.0%Prev: 0.0% | 197 SH | Decreased-72 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $15.7M | 6.3%Prev: 6.1% | 597,165 SH | Decreased+39,932 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.1M | 0.4%Prev: 1.3% | 41,885 SH | Decreased-106,382 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $578K | 0.2%Prev: 0.3% | 17,875 SH | Decreased-5,635 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $2.6M | 1.0%Prev: 0.5% | 106,102 SH | Increased+47,078 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $3K | 0.0%Prev: 0.0% | 142 SH | Decreased-53 SH |
| SERVICENOW INC | COM | $3K | 0.0% | 3 SH | New |
| SIMON PPTY GROUP INC NEWREIT | COM | $1K | 0.0% | 7 SH | New |
| THE COCA-COLA CO | COM | $3K | 0.0% | 38 SH | New |
| UNION PAC CORP | COM | $8K | 0.0% | 33 SH | New |
| UNITEDHEALTH GROUP INC | COM | $208K | 0.1% | 601 SH | New |
| US FOODS HLDG CORP | COM | $2K | 0.0% | 30 SH | New |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $5.0M | 2.0%Prev: 2.6% | 71,061 SH | Decreased-37,312 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.8M | 2.3%Prev: 1.2% | 73,658 SH | Increased+28,256 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.6M | 1.5%Prev: 0.9% | 49,006 SH | Increased+15,227 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.5M | 0.6%Prev: 1.1% | 6,954 SH | Decreased-5,647 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.2M | 0.5%Prev: 0.0% | 3,951 SH | Increased+2,258 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $224K | 0.1%Prev: 0.1% | 2,449 SH | Decreased-324 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $45.8M | 18.2%Prev: 17.4% | 74,716 SH | Decreased+2,903 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $2.5M | 1.0% | 11,796 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.2%Prev: 1.2% | 9,106 SH | Decreased-379 SH |
| VANGUARD INDEX FDS | VALUE ETF | $115K | 0.0%Prev: 0.0% | 616 SH | Increased+137 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.2M | 0.5%Prev: 0.5% | 9,065 SH | Decreased+653 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $18.3M | 7.3%Prev: 7.0% | 361,210 SH | Decreased-33,249 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.9M | 1.2%Prev: 1.3% | 58,086 SH | Decreased-13,634 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.4M | 3.7%Prev: 3.2% | 156,011 SH | Increased+745 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $7.4M | 2.9%Prev: 3.0% | 95,262 SH | Decreased-17,152 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $22K | 0.0%Prev: 0.0% | 395 SH | Decreased-67 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.6M | 1.0%Prev: 0.3% | 44,150 SH | Increased+31,685 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $12.9M | 5.1%Prev: 7.9% | 175,367 SH | Decreased-87,967 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $19.1M | 7.6%Prev: 7.5% | 275,512 SH | Decreased+17,963 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $38.7M | 15.4%Prev: 14.7% | 326,962 SH | Decreased+12,634 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $8.4M | 3.3%Prev: 2.9% | 122,790 SH | Increased-5,526 SH |
| VISA INC | COM CL A | $52K | 0.0%Prev: 0.0% | 152 SH | Increased+61 SH |
| WELLS FARGO & CO | COM | $9K | 0.0% | 105 SH | New |
| 13F-HR |
| 0001763958-26-000007 |
| $283.6M |
| View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001763958-25-000008 | $209.3M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001763958-26-000005 | $253.8M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001763958-25-000006 | $191.6M | View |