Instuitional Investor - Segment Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Segment Wealth Management, Llc
Portfolio Value $1,132,289,307
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
286,822 $68,039,804 6%
2. BRK.A 142,568 $50,848,303 4.49%
3. BRK.A 70 $37,983,752 3.35%
4.
Invesco Qqq Tr
86,223 $35,310,134 3.11%
5. AVGO 257,190 $28,709,023 2.53%