$31.4 Million is the total value of FIDUCIARY COUNSELLING INC's 9 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INCclass a | $7,972,155 | +2.6% | 15 | 0.0% | 25.36% | +8.0% | |
| WY | Buy | WEYERHAEUSER CO | $7,714,025 | -8.5% | 251,599 | +0.0% | 24.53% | -3.7% |
| IWB | ISHARES TRrus 1000 etf | $6,869,943 | -3.6% | 29,245 | 0.0% | 21.85% | +1.4% | |
| PCH | Sell | POTLATCHDELTIC CORPORATION | $5,169,558 | -14.2% | 113,892 | -0.1% | 16.44% | -9.7% |
| VOO | VANGUARD INDEX FDS | $1,859,827 | -3.6% | 4,736 | 0.0% | 5.92% | +1.5% | |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,348,804 | +0.1% | 6,350 | +3.8% | 4.29% | +5.4% |
| XOP | SPDR SER TRs&p oilgas exp | $299,074 | +14.8% | 2,022 | 0.0% | 0.95% | +20.8% | |
| ESGE | ISHARES INCesg awr msci em | $136,835 | -4.3% | 4,519 | 0.0% | 0.44% | +0.7% | |
| CLW | CLEARWATER PAPER CORP | $72,500 | +15.7% | 2,000 | 0.0% | 0.23% | +22.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 36 | Q3 2023 | 42.6% |
| WEYERHAEUSER CO | 36 | Q3 2023 | 34.2% |
| ISHARES TR | 36 | Q3 2023 | 28.1% |
| POTLATCHDELTIC CORPORATION | 36 | Q3 2023 | 18.2% |
| ISHARES INC | 17 | Q3 2023 | 1.1% |
| SPDR S&P OIL GAS EXPLOR PROD ETF | 16 | Q2 2019 | 1.6% |
| CLEARWATER PAPER CORP | 15 | Q3 2023 | 0.3% |
| VANGUARD INDEX FDS | 14 | Q3 2023 | 5.9% |
| ROYCE MICRO CAP TRUST INC | 12 | Q3 2017 | 5.2% |
| ROYCE VALUE TR INC | 12 | Q3 2017 | 1.4% |
View FIDUCIARY COUNSELLING INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-10-29 |
View FIDUCIARY COUNSELLING INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.