Q4 2023 Holdings
Filed 2024-02-06 | 9 holdings | $34.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Weyerhaeuser Co(WY) | COMMON | 962166104 | $8.8M | 252,473 | 25.9% |
| Berkshire Hathaway Inc(BRK/A) | CLASS A | 084670108 | $8.1M | 15 | 24.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $7.7M | 29,245 | 22.6% |
| Potlatchdeltic Corporation(PCH) | COMMON | 737630103 | $5.7M | 115,890 | 16.8% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $2.1M | 4,736 | 6.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.1M | 4,764 | 3.3% |
| Spdr SER TR(XOP) | S&P OILGAS EXP | 78468R556 | $276.8K | 2,022 | 0.8% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $127.3K | 3,972 | 0.4% |
| Clearwater Paper Corp(CLW) | COMMON | 18538R103 | $72.2K | 2,000 | 0.2% |