Instuitional Investor - Allium Financial Advisors, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. BRK-B 28 $20,107,920 16.12%
2. IEF 292,742 $16,624,818 13.33%
3. IEF 16,061 $10,490,955 8.41%
4. AAPL 22,631 $5,743,566 4.61%
5. PDI 329,889 $5,644,402 4.53%