Q1 2026 Holdings
Filed 2026-05-05 | 7 holdings | $35.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $11.6M | 32,448 | 32.2% |
| Berkshire Hathaway Inc(BRK/A) | CLASS A | 084670108 | $10.8M | 15 | 30.0% |
| Weyerhaeuser Co(WY) | COMMON | 962166104 | $6.2M | 255,639 | 17.4% |
| Rayonier Inc(RYN) | COMMON | 754907103 | $4.3M | 207,884 | 11.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.6M | 8,149 | 7.3% |
| Spdr SER TR(XOP) | S&P OILGAS EXP | 78468R556 | $367.7K | 2,022 | 1.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $94.2K | 2,072 | 0.3% |