Instuitional Investor - Stephenson & Company, Inc.

Fund Profile
Filing Period:
Fund Name: Stephenson & Company, Inc.
Portfolio Value $119,318,830
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 47,712 $17,016,962 14.26%
2.
Invesco Exchange Traded Fd T
106,904 $16,869,473 14.13%
3.
Vanguard Tax-Managed Fds
315,607 $15,117,574 12.66%
4. IEF 30,135 $14,393,558 12.06%
5. BND 151,500 $11,668,530 9.77%