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 | 31.75% | -0.09% | — | |
| 2 | WY | Weyerhaeuser Co | Stock-Real Estate | 27.63% | +1.30% | -10.68% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 24.33% | +0.02% | — | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 15.25% | -12.07% | EXIT | |
| 5 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 1.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCH | Potlatchdeltic CORP | +1% | +0.03% | Add |
| 2 | IWB | Ishares Russell 1000 ETF | +0.6% | — | Unchanged |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | Unchanged |
| 4 | WY | Weyerhaeuser Co | -1.4% | -10.68% | Trim |
| 5 | ESGE | Ishares INC Ishares Esg Awar | — | NEW | New buy |
| 6 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | — | EXIT | Sold out |