Fiduciary Counselling
Latest statistics and disclosures from Fiduciary Counselling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, WY, IWB, PCH, VOO, and represent 94.83% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 1 stock: VTI.
- Fiduciary Counselling was a net buyer of stock by $126k.
- Fiduciary Counselling has $37M in assets under management (AUM), dropping by 7.87%.
- Central Index Key (CIK): 0001270764
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Portfolio Holdings for Fiduciary Counselling
Fiduciary Counselling holds 9 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Class A (BRK.A) | 26.0 | $9.5M | 15.00 | 634440.00 |
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| Weyerhaeuser Common (WY) | 24.8 | $9.1M | 253k | 35.91 |
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| Ishares Tr Rus 1000 Etf (IWB) | 23.0 | $8.4M | 29k | 288.03 |
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| Potlatchdeltic Corporation Common (PCH) | 14.9 | $5.4M | 116k | 47.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.2 | $2.3M | 4.7k | 480.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $1.4M | +10% | 5.3k | 259.90 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.9 | $313k | 2.0k | 154.93 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $128k | 4.0k | 32.23 |
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| Clearwater Paper Corp Common (CLW) | 0.2 | $88k | 2.0k | 43.73 |
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Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- Fiduciary Counselling 2024 Q1 filed April 30, 2024
- Fiduciary Counselling 2023 Q4 filed Feb. 6, 2024
- Fiduciary Counselling 2023 Q3 filed Nov. 3, 2023
- Fiduciary Counselling 2023 Q2 filed Aug. 4, 2023
- Fiduciary Counselling 2023 Q1 filed May 3, 2023
- Fiduciary Counselling 2022 Q4 filed Feb. 1, 2023
- Fiduciary Counselling 2022 Q3 filed Nov. 9, 2022
- Fiduciary Counselling 2022 Q2 filed Aug. 8, 2022
- Fiduciary Counselling 2022 Q1 filed May 10, 2022
- Fiduciary Counselling 2021 Q4 filed Feb. 3, 2022
- Fiduciary Counselling 2021 Q3 filed Oct. 29, 2021
- Fiduciary Counselling 2021 Q2 filed Aug. 10, 2021
- Fiduciary Counselling 2021 Q1 filed May 5, 2021
- Fiduciary Counselling 2020 Q4 filed Feb. 3, 2021
- Fiduciary Counselling 2020 Q3 filed Nov. 2, 2020
- Fiduciary Counselling 2020 Q2 filed July 30, 2020