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Home > Institutional Investor > Stephenson & Company, Inc. > Profile

Instuitional Investor - Stephenson & Company, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Stephenson & Company, Inc.
Portfolio Value	$182,053,138

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Berkshire Hathaway Inc	BRK.A	52,497	$26,387,617	14.49%
2.	Invesco Exchange Traded Fd T - S&P500 EQL WGT		132,428	$25,367,881	13.93%
3.	Ishares Trust	IEF	36,478	$24,984,975	13.72%
4.	Vanguard Tax-Managed Fds		397,478	$24,830,443	13.64%
5.	Vanguard Bond Index Funds	BND	232,262	$18,304,595	10.05%