| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 239,855 | 7,431,000 | 30.25% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 24 | 5,123,000 | 20.85% | ||
| 3 | ISHARES RUSSELL 1000 ETF | 41,175 | 4,697,000 | 19.12% | ||
| 4 | POTLATCHDELTIC CORPORATION | 85,137 | 2,682,000 | 10.92% | ||
| 5 | ISHARES TR | 62,160 | 2,129,000 | 8.67% | ||
| 6 | ROYCE MICRO CAP TR INC | 148,388 | 1,039,000 | 4.23% | ||
| 7 | Vanguard Total Stock Mkt | 38,684 | 933,000 | 3.80% | ||
| 8 | ROYCE VALUE TR INC | 24,485 | 287,000 | 1.17% | ||
| 9 | SPDR FTSE SP OILGAS EXP ETF | 8,090 | 246,000 | 1.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-064972, filed 2016.05.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
