Instuitional Investor - Bcs Private Wealth Management, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1.
2023 Etf Series Trust
1,009,560 $32,770,318 11.2%
2. MSFT 25,727 $12,442,092 4.25%
3. JPM 36,390 $11,725,586 4.01%
4. BRK.A 23,023 $11,572,511 3.95%
5.
Ishares Tr
146,706 $7,757,813 2.65%