Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Ishares TrRUS 1000 ETF | 32,448 | 32,448 | 0 | $12.12M | $11.57M | 32.18% | -$547.7K |
| Berkshire Hathaway IncCL A | 15 | 15 | 0 | $11.32M | $10.77M | 29.96% | -$549.9K |
| Weyerhaeuser Company(WY) | 255,639 | 255,639 | 0 | $6.06M | $6.25M | 17.37% | +$189.2K |
| Rayonier Inc.(RYN) | 0 | 207,884 | +207,884 | $0 | $4.29M | 11.92% | +$4.29M |
| Vanguard Index FdsTotal Stock Market | 8,538 | 8,149 | -389 | $2.86M | $2.61M | 7.27% | -$248.3K |
| Spdr Ser TrS P OILGAS EXP SP O&G EXPL PRO | 2,022 | 2,022 | 0 | $255.3K | $367.7K | 1.02% | +$112.4K |
| Ishares IncESG Aware MSCI Emerging Markets ESG AWR MSCI EM | 2,209 | 2,072 | -137 | $97.6K | $94.2K | 0.26% | -$3.4K |
| Berkshire Hathaway IncCL B | 40 | 0 | -40 | $20.1K | $0 | — | -$20.1K |
| GE Aerospace(GE) | 930 | 0 | -930 | $286.5K | $0 | — | -$286.5K |
| GE Vernova Inc.(GEV) | 175 | 0 | -175 | $114.4K | $0 | — | -$114.4K |
| Potlatchdeltic Corporation | 114,319 | 0 | -114,319 | $4.55M | $0 | — | -$4.55M |