Instuitional Investor - Source Financial Advisors Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. UBER 655,395 $40,352,696 12.52%
2. MKTX 115,027 $33,685,622 10.45%
3. SPY 64,922 $30,858,313 9.57%
4. IEF 43,947 $20,990,463 6.51%
5.
Vanguard Mun Bd Fds
259,823 $13,263,953 4.11%