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CIK 0001270764 • 6 13F filings • May 5, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | CLASS A | $11.3M | 30.0%Prev: 30.2% | 15 SH | Increased |
| BERKSHIRE HATHAWAY INC | CLASS B | $20K | 0.1% | 40 SH | New |
| GE AEROSPACE | COMMON | $286K | 0.8% | 930 SH | New |
| GE VERNOVA INC | COMMON | $114K | 0.3% | 175 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $98K | 0.3%Prev: 0.3% | 2,209 SH | Decreased-306 SH |
| ISHARES TR | RUS 1000 ETF | $12.1M | 32.2%Prev: 31.6% | 32,448 SH | Increased |
| POTLATCHDELTIC CORPORATION | COMMON | $4.5M | 12.1%Prev: 12.8% | 114,319 SH | Decreased-3,193 SH |
| SPDR SER TR | S&P OILGAS EXP | $255K | 0.7%Prev: 0.7% | 2,022 SH | Decreased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 7.6%Prev: 7.5% | 8,538 SH | Increased |
| WEYERHAEUSER CO | COMMON | $6.1M | 16.1%Prev: 17.0% | 255,639 SH | Decreased-1,277 SH |
| 13F-HR |
| 0001140361-26-030948 |
| $40.6M |
| View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001140361-25-029837 | $35.4M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001140361-26-019017 | $35.9M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001140361-25-017296 | $40.7M | View |