0001763958-26-000005.txt : 20260423 0001763958-26-000005.hdr.sgml : 20260423 20260423142432 ACCESSION NUMBER: 0001763958-26-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260423 DATE AS OF CHANGE: 20260423 EFFECTIVENESS DATE: 20260423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sellwood Investment Partners LLC CENTRAL INDEX KEY: 0001763958 ORGANIZATION NAME: EIN: 800827237 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24927 FILM NUMBER: 26887582 BUSINESS ADDRESS: STREET 1: 6650 SW REDWOOD LANE, SUITE 370 CITY: PORTLAND STATE: OR ZIP: 97224 BUSINESS PHONE: 503-596-2880 MAIL ADDRESS: STREET 1: 6650 SW REDWOOD LANE, SUITE 370 CITY: PORTLAND STATE: OR ZIP: 97224 FORMER COMPANY: FORMER CONFORMED NAME: Sellwood Consulting LLC DATE OF NAME CHANGE: 20190108 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001763958 XXXXXXXX 03-31-2026 03-31-2026 Sellwood Investment Partners LLC

6650 SW REDWOOD LANE, SUITE 370 PORTLAND OR 97224

13F HOLDINGS REPORT 028-24927 000164696 801-76867 N Ashlee Moehring 5035692880 Ashlee Moehring Portland OR 04-23-2026 0 59 253823275 false INFORMATION TABLE 2 sellwood13f.xml ALPHABET INC CAP STK CL C 02079K107 74870 261 SH SOLE 0 0 261 ALPHABET INC CAP STK CL A 02079K305 75053 261 SH SOLE 0 0 261 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 247746 517 SH SOLE 0 0 517 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1436280 2 SH SOLE 0 0 2 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 360288 6938 SH SOLE 6938 0 0 BNY MELLON ETF TRUST HIGH YIELD ETF 09661T800 1093741 23070 SH SOLE 23070 0 0 CATERPILLAR INC COM 149123101 52426 74 SH SOLE 0 0 74 CHEVRON CORP NEW COM 166764100 80070 387 SH SOLE 0 0 387 COSTCO WHSL CORP NEW COM 22160K105 20925 21 SH SOLE 0 0 21 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 325569 7684 SH SOLE 7684 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 667503 15743 SH SOLE 15743 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1678033 40838 SH SOLE 40838 0 0 EXXON MOBIL CORP COM 30231G102 10519 62 SH SOLE 0 0 62 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 522447 6685 SH SOLE 6685 0 0 HEALTHEQUITY INC COM 42226A107 45964 550 SH SOLE 0 0 550 HOME DEPOT INC COM 437076102 13156 40 SH SOLE 0 0 40 ISHARES TR 0-3 MNTH TREASRY 46436E718 929296 9232 SH SOLE 9232 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 2506212 24231 SH SOLE 24231 0 0 ISHARES TR CORE MSCI EAFE 46432F842 11678 129 SH SOLE 129 0 0 ISHARES TR CORE S&P500 ETF 464287200 273042 418 SH SOLE 418 0 0 ISHARES TR RUS 1000 ETF 464287622 2385386 6690 SH SOLE 6690 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 139859 328 SH SOLE 328 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 141022 660 SH SOLE 660 0 0 ISHARES TR RUS MID CAP ETF 464287499 2334 24 SH SOLE 24 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1240 5 SH SOLE 5 0 0 ISHARES TR MSCI ACWI ETF 464288257 2521903 18226 SH SOLE 18226 0 0 ISHARES TR CORE US AGGBD ET 464287226 6935171 69862 SH SOLE 69862 0 0 LINDE PLC F SHS G54950103 13881 28 SH SOLE 0 0 28 MERCK & CO INC COM 58933Y105 24058 200 SH SOLE 0 0 200 NIKE INC CL B 654106103 15635 296 SH SOLE 0 0 296 PIMCO EQUITY SER RAFI ESG US 72201T342 20782042 499411 SH SOLE 499411 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8850 269 SH SOLE 269 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 16935279 608089 SH SOLE 608089 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1746104 70097 SH SOLE 70097 0 0 SCHWAB STRATEGIC TR LONG TERM US 808524680 673325 21423 SH SOLE 21423 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1409634 58081 SH SOLE 58081 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 3052 142 SH SOLE 142 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5289480 76904 SH SOLE 76904 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3554387 45331 SH SOLE 45331 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2316420 31456 SH SOLE 31456 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2565914 12468 SH SOLE 12468 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 245593 2769 SH SOLE 2769 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 45567968 76258 SH SOLE 76258 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3048307 9502 SH SOLE 9502 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 120859 616 SH SOLE 616 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 140431 489 SH SOLE 489 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1253930 9065 SH SOLE 9065 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 19760273 395601 SH SOLE 395601 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3328511 66717 SH SOLE 66717 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 9510209 159701 SH SOLE 159701 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7869070 105314 SH SOLE 105314 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 22355 404 SH SOLE 404 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 727974 12435 SH SOLE 12435 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 17038647 220965 SH SOLE 220965 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2556023 39888 SH SOLE 39888 0 0 VANGUARD WORLD FD ESG INTL STK ETF 921910725 19655088 274015 SH SOLE 274015 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 37656611 335411 SH SOLE 335411 0 0 VANGUARD WORLD FD EXTENDED DUR 921910709 7404128 113998 SH SOLE 113998 0 0 VISA INC COM CL A 92826C839 27504 91 SH SOLE 0 0 91