Fiduciary-Counselling
AI_NATIVE detailed information: This accession holds the following tickers:[ "PCH", "WY", null, "VOO", null, "BRK-A", "IWB", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 8
- Total Value
- 40699884
- Accession Number
- 0001140361-25-017296
- Form Type
- 13F-HR
- Manager Name
- Fiduciary-Counselling
Data Enrichment
75% identified6 identified2 unidentified
Holdings
8 positions • $40.7M total value
Manager:
Search and click to pin securities to the top
78468R556
Shares:2.0K
Value:$266.3K
% of Portfolio:0.7% ($266.3K/$40.7M)
46434G863
Shares:2.5K
Value:$87.9K
% of Portfolio:0.2% ($87.9K/$40.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 15 | All Managers (Combined) | $12.0M | 29.4% ($12.0M/$40.7M) | |||
| 32.4K | All Managers (Combined) | $10.0M | 24.5% ($10.0M/$40.7M) | |||
WEYERHAEUSER CO(WYcusip962166104) | 255.4K | QoQ 0.00% (+0) | All Managers (Combined) | $7.5M | 18.4% ($7.5M/$40.7M) | |
| 116.7K | QoQ 0.00% (+0)YoY +0.71% (-826) | All Managers (Combined) | $5.3M | 12.9% ($5.3M/$40.7M) | ||
| 7.8K | All Managers (Combined) | $4.0M | 9.9% ($4.0M/$40.7M) | |||
| 6.0K | All Managers (Combined) | $1.6M | 4.0% ($1.6M/$40.7M) | |||
(cusip78468R556)✕ | 2.0K | All Managers (Combined) | $266.3K | 0.7% ($266.3K/$40.7M) | ||
(cusip46434G863)✕ | 2.5K | QoQ 0.00% (+0) | All Managers (Combined) | $87.9K | 0.2% ($87.9K/$40.7M) |