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Ashlee Moehring

Sellwood Investment Partners Llc

Assets Managed
$253.823M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-0.88%(2Q avg: 0.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sellwood Investment Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Sellwood Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.823M in assets, with a quarterly growth rate of -0.88% and a 2-quarter average growth rate of 0.53%. The portfolio is managed by Ashlee Moehring, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.73%
17.96%
$45.568M
76,258 shares@ $597.56 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 3.49%
14.84%
$37.657M
335,411 shares@ $112.28 avg price
RAFE
Pimco Rafi Esg Us Etf
Recent Activity
Increased 1.9%
8.19%
$20.782M
499,411 shares@ $41.62 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -7.01%
7.79%
$19.76M
395,601 shares@ $49.96 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Increased 2.02%
7.75%
$19.655M
274,015 shares@ $71.73 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -6.59%
6.72%
$17.039M
220,965 shares@ $77.12 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.31%
6.68%
$16.935M
608,089 shares@ $27.86 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -0.26%
3.75%
$9.51M
159,701 shares@ $59.56 avg price
VCLT
Vanguard Long-term Corp Bond
Recent Activity
Increased 4.23%
3.11%
$7.869M
105,314 shares@ $74.73 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Decreased -11.05%
2.92%
$7.404M
113,998 shares@ $64.95 avg price

1-10 of 59