Fiduciary Counselling Inc Long-Term Concentrated

CIK: 0001270764 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $35,362 (100.0% shares, 0.0% debt)

Holdings (7)

IWB ISHARES TR 31.2%

Value ($000) $11,018 Shares 32,448 Est. Cost $133.03 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC 30.9%

Value ($000) $10,932 Shares 15 Est. Cost $294895.70 Unrealized +158.3%

WY WEYERHAEUSER CO 18.6%

Value ($000) $6,590 Shares 256,533 Est. Cost $23.81 Unrealized +7.4%

PCH POTLATCHDELTIC CORPORATION 12.7%

Value ($000) $4,498 Shares 117,237 Est. Cost $43.63 Unrealized —

VTI VANGUARD INDEX FDS 5.6%

Value ($000) $1,970 Shares 6,483 Est. Cost $221.26 Unrealized —

XOP SPDR SER TR 0.7%

Value ($000) $254 Shares 2,022 Est. Cost $134.52 Unrealized —

ESGE ISHARES INC 0.3%

Value ($000) $99 Shares 2,515 Est. Cost $32.47 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IWB	ISHARES TR	32,448	$11,018	31.2%	$133.03	—	RUS 1000 ETF	464287622
BRK/A	BERKSHIRE HATHAWAY INC	15	$10,932	30.9%	$294895.70	+158.3%	CLASS A	084670108
WY	WEYERHAEUSER CO	256,533	$6,590	18.6%	$23.81	+7.4%	COMMON	962166104
PCH	POTLATCHDELTIC CORPORATION	117,237	$4,498	12.7%	$43.63	—	COMMON	737630103
VTI	VANGUARD INDEX FDS	6,483	$1,970	5.6%	$221.26	—	TOTAL STK MKT	922908769
XOP	SPDR SER TR	2,022	$254	0.7%	$134.52	—	S&P OILGAS EXP	78468R556
ESGE	ISHARES INC	2,515	$99	0.3%	$32.47	—	ESG AWR MSCI EM	46434G863