Sellwood Investment Partners LLC

The current portfolio consists of 59 holdings and displays a highly passive, index-centric approach. The strategy appears to have shifted from a more concentrated, possibly active equity strategy to a diversified, model-based allocation heavily reliant on ETFs. The portfolio is now overwhelmingly dominated by Exchange Traded Funds (ETFs), which account for $202.76M or approximately 79.2% of the total value. The remaining assets are split among individual equities (approx. 1%) and funds classified as "Unknown" or specific mutual funds (approx. 20%), likely representing alternative investments or specific fund classes not fully categorized in the summary data.

2. Key Holdings