FC
Fiduciary Counselling Portfolio holdings
AUM
$37.5M
1-Year Est. Return
2.61%
1 Year Est. Return
+2.61%
AUM
$35.4M
AUM Growth
-$5.34M
(-13%)
Holding
8
Sector Composition
| 1 | Real Estate | 31.36% |
| 2 | Financials | 30.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Russell 1000 ETF
IWB
$45.9B
| $11M | 31.16% |
32,448
|
|
||
2
Berkshire Hathaway Class A
BRK.A
$1.07T
| $10.9M | 30.91% |
15
|
|
||
3
Weyerhaeuser
WY
$16.3B
| $6.59M | 18.64% |
256,533
+1,109
|
|
||
4
PotlatchDeltic
PCH
$3.15B
| $4.5M | 12.72% |
117,237
+521
|
|
||
5
Vanguard Total Stock Market ETF
VTI
$557B
| $1.97M | 5.57% |
6,483
+526
|
|
||
6
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.91B
| $254K | 0.72% |
2,022
|
|
||
7
iShares ESG Aware MSCI EM ETF
ESGE
$5.67B
| $98.5K | 0.28% |
2,515
|
|
||
8
Vanguard S&P 500 ETF
VOO
$778B
| – | – |
-7,849
|
|