| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 239,362 | 7,202,000 | 27.94% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 24 | 5,859,000 | 22.73% | ||
| 3 | ISHARES RUSSELL 1000 ETF | 36,110 | 4,494,000 | 17.44% | ||
| 4 | POTLATCHDELTIC CORPORATION | 85,319 | 3,554,000 | 13.79% | ||
| 5 | JPMORGAN CHASE & CO | 88,004 | 2,782,000 | 10.79% | ||
| 6 | ROYCE MICRO CAP TR INC | 151,089 | 1,233,000 | 4.78% | ||
| 7 | SPDR FTSE SP OILGAS EXP ETF | 8,090 | 335,000 | 1.30% | ||
| 8 | ROYCE VALUE TR INC | 23,474 | 314,000 | 1.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-005037, filed 2017.02.08).
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.
