CIK: 0001270764
Total reported value
$35.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 32.00% | -0.09% | — | |
| 2 | WY | Weyerhaeuser Co | Stock-Real Estate | 29.04% | +1.30% | +0.03% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 23.76% | +0.02% | — | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 14.28% | -12.07% | EXIT | |
| 5 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-Other | 0.92% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.8% | — | Unchanged |
| 2 | IWB | Ishares Russell 1000 ETF | +0.1% | — | Unchanged |
| 3 | PCH | Potlatchdeltic CORP | 0% | +0.10% | Add |
| 4 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | -0.2% | — | Unchanged |
| 5 | WY | Weyerhaeuser Co | -0.8% | +0.03% | Add |