Instuitional Investor - Stephenson & Company, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 50,477 $22,880,215 15.39%
2.
Invesco Exchange Traded Fd T
122,193 $21,411,844 14.41%
3. IEF 34,166 $20,112,617 13.53%
4.
Vanguard Tax-Managed Fds
369,066 $17,648,717 11.87%
5. BND 197,213 $15,238,649 10.25%