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 | 31.87% | -0.09% | — | |
| 2 | WY | Weyerhaeuser Co | Stock-Real Estate | 27.79% | +1.30% | +0.10% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 24.32% | +0.02% | — | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 14.95% | -12.07% | EXIT | |
| 5 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 1.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | +0.2% | +0.10% | Add |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 3 | ESGE | Ishares INC Ishares Esg Awar | 0% | — | Unchanged |
| 4 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 5 | PCH | Potlatchdeltic CORP | -0.3% | +1.00% | Add |