CIK: 0001270764
Total reported value
$35.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | Stock-Real Estate | 25.47% | +1.30% | -9.38% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 23.47% | -0.09% | -58.33% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 21.54% | +0.02% | -0.47% | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 18.21% | -12.07% | EXIT | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.83% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.07% | -0.33% | — | |
| 7 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.79% | +0.34% | — | |
| 8 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.43% | — | — | |
| 9 | CLW | Clearwater Paper CORP | Stock-Other | 0.19% | — | — |