Sellwood Investment Partners LLC Last Quarter Change: USA ETF, Reduced

Sellwood Investment Partners LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sellwood Investment Partners LLC opened 1 positions, added to 24, reduced 15, sold out of 0 and left 6 unchanged. The largest increase in value was VXUS (+$5,473,785); the largest decrease was VGIT (-$352,645).

ESGV: Country of operation —; Class ESG US STK ETF; Shares 2026-03-31 335,411; Shares 2026-06-30 314,328.
VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 76,258; Shares 2026-06-30 71,813.
RAFE: Country of operation —; Class RAFI ESG US; Shares 2026-03-31 499,411; Shares 2026-06-30 470,325.
VSGX: Country of operation —; Class ESG INTL STK ETF; Shares 2026-03-31 274,015; Shares 2026-06-30 257,549.

Two Form 13F-HR filings compared (SEC CIK 1763958): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
ESGV VANGUARD WORLD FD	ESG US STK ETF	335,411	314,328	-21,083	$37,656,611	$41,566,683	+$3,910,072
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	76,258	71,813	-4,445	$45,567,968	$49,321,887	+$3,753,919
RAFE PIMCO EQUITY SER	RAFI ESG US	499,411	470,325	-29,086	$20,782,042	$22,511,647	+$1,729,605
VSGX VANGUARD WORLD FD	ESG INTL STK ETF	274,015	257,549	-16,466	$19,655,088	$21,206,604	+$1,551,516
VTI VANGUARD INDEX FDS	TOTAL STK MKT	9,502	9,485	-17	$3,048,307	$3,509,785	+$461,478
FNDX SCHWAB STRATEGIC TR	FUNDAMENTAL US L	608,089	557,233	-50,856	$16,935,279	$17,329,946	+$394,667
VGIT VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	159,701	155,266	-4,435	$9,510,209	$9,157,564	-$352,645
VT VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	9,065	8,412	-653	$1,253,930	$1,320,330	+$66,400
VTIP VANGUARD MALVERN FDS	STRM INFPROIDX	395,601	394,459	-1,142	$19,760,273	$19,813,660	+$53,387
BINC BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	6,938	5,971	-967	$360,288	$312,532	-$47,756
CATH GLOBAL X FDS	S&P 500 CATHOLIC	6,685	5,430	-1,255	$522,447	$480,571	-$41,876
DFSI DIMENSIONAL ETF TRUST	INTERNATIONAL	15,743	14,332	-1,411	$667,503	$646,373	-$21,130
VTV VANGUARD INDEX FDS	VALUE ETF	616	479	-137	$120,859	$104,388	-$16,471
DFSU DIMENSIONAL ETF TRUST	US SUSTAINABILTY	40,838	36,250	-4,588	$1,678,033	$1,690,338	+$12,305
DFSE DIMENSIONAL ETF TRUST	EMERGING MARKETS	7,684	6,619	-1,065	$325,569	$323,533	-$2,036

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