CIK: 0001270764
Total reported value
$35.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 31.16% | +0.02% | — | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 30.91% | -0.09% | — | |
| 3 | WY | Weyerhaeuser Co | Stock-Real Estate | 18.64% | +1.30% | +0.43% | |
| 4 | PCH | Potlatchdeltic CORP | Stock-Other | 12.72% | -12.07% | EXIT | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.57% | -0.33% | +8.83% | |
| 6 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.72% | +0.34% | — | |
| 7 | ESGE | Ishares INC Ishares Esg Awar | ETF-Other | 0.28% | — | — |