Q2 2025 Holdings
Filed 2025-08-08 | 7 holdings | $35.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $11.0M | 32,448 | 31.2% |
| Berkshire Hathaway Inc(BRK/A) | CLASS A | 084670108 | $10.9M | 15 | 30.9% |
| Weyerhaeuser Co(WY) | COMMON | 962166104 | $6.6M | 256,533 | 18.6% |
| Potlatchdeltic Corporation(PCH) | COMMON | 737630103 | $4.5M | 117,237 | 12.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.0M | 6,483 | 5.6% |
| Spdr SER TR(XOP) | S&P OILGAS EXP | 78468R556 | $254.4K | 2,022 | 0.7% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $98.5K | 2,515 | 0.3% |