Fiduciary Counselling
Latest statistics and disclosures from Fiduciary Counselling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WY, BRK.A, IWB, PCH, VOO, and represent 95.27% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 2 stocks: PCH, WY.
- Reduced shares in these 2 stocks: VTI, ESGE.
- Fiduciary Counselling was a net seller of stock by $-265k.
- Fiduciary Counselling has $34M in assets under management (AUM), dropping by 7.98%.
- Central Index Key (CIK): 0001270764
Tip: Access up to 7 years of quarterly data
Positions held by Fiduciary Counselling consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Fiduciary Counselling
Fiduciary Counselling holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Weyerhaeuser Common (WY) | 25.9 | $8.8M | 253k | 34.77 |
|
|
| Berkshire Hathaway Class A (BRK.A) | 24.0 | $8.1M | 15.00 | 542625.00 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 22.6 | $7.7M | 29k | 262.26 |
|
|
| Potlatchdeltic Corporation Common (PCH) | 16.8 | $5.7M | 116k | 49.10 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.1 | $2.1M | 4.7k | 436.80 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.3 | $1.1M | -24% | 4.8k | 237.22 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.8 | $277k | 2.0k | 136.91 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $127k | -12% | 4.0k | 32.06 |
|
| Clearwater Paper Corp Common (CLW) | 0.2 | $72k | 2.0k | 36.12 |
|
Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- 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
- Fiduciary Counselling 2020 Q1 filed May 8, 2020