Q1 2025 Holdings
Filed 2025-05-05 | 8 holdings | $40.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc(BRK/A) | CLASS A | 084670108 | $12.0M | 15 | 29.4% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $10.0M | 32,448 | 24.5% |
| Weyerhaeuser Co(WY) | COMMON | 962166104 | $7.5M | 255,424 | 18.4% |
| Potlatchdeltic Corporation(PCH) | COMMON | 737630103 | $5.3M | 116,716 | 12.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $4.0M | 7,849 | 9.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.6M | 5,957 | 4.0% |
| Spdr SER TR(XOP) | S&P OILGAS EXP | 78468R556 | $266.3K | 2,022 | 0.7% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $87.9K | 2,515 | 0.2% |