StockDriftsStockDriftsTop 50 Sellwood Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.95% | 76.3K | $45.6M | +2.72%(+2.02K) | $535.13(+27.52%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 14.84% | 335.4K | $37.7M | +3.48%(+11.29K) | $103.62(+26.08%) | 2026-03-31 | |
| RAFE | PIMCO EQUITY SER | 8.19% | 499.4K | $20.8M | +1.89%(+9.28K) | $36.86(+23.34%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 7.79% | 395.6K | $19.8M | -7.01%(-29.83K) | $49.13(+2.70%) | 2026-03-31 | |
| VSGX | VANGUARD WORLD FD | 7.74% | 274.0K | $19.7M | +2.02%(+5.42K) | $59.43(+35.25%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.71% | 221.0K | $17.0M | -6.59%(-15.60K) | $65.68(+29.53%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 6.67% | 608.1K | $16.9M | -0.32%(-1.94K) | $23.86(+27.81%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.75% | 159.7K | $9.5M | -0.26%(-417) | $59.28(-0.51%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 3.1% | 105.3K | $7.9M | +4.22%(+4.27K) | $77.65(-4.07%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 2.92% | 114.0K | $7.4M | -11.06%(-14.17K) | $72.91(-14.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.48% | +27.67% |
| Top 20 Holdings Unweighted | +5.79% | +18.41% |
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