Instuitional Investor - Segment Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Segment Wealth Management, Llc
Portfolio Value $1,478,163,854
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
321,022 $88,229,724 5.97%
2. BRK.A 158,582 $84,457,602 5.71%
3. BRK.A 71 $56,689,354 3.84%
4. SPGI 89,710 $45,581,593 3.08%
5.
Invesco Qqq Tr
79,669 $37,358,203 2.53%