Q3 2025 Holdings
Filed 2025-11-07 | 7 holdings | $37.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $11.9M | 32,448 | 31.6% |
| Berkshire Hathaway Inc(BRK/A) | CLASS A | 084670108 | $11.3M | 15 | 30.2% |
| Weyerhaeuser Co(WY) | COMMON | 962166104 | $6.4M | 256,916 | 17.0% |
| Potlatchdeltic Corporation(PCH) | COMMON | 737630103 | $4.8M | 117,512 | 12.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.8M | 8,538 | 7.5% |
| Spdr SER TR(XOP) | S&P OILGAS EXP | 78468R556 | $267.3K | 2,022 | 0.7% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $109.2K | 2,515 | 0.3% |