Instuitional Investor - Drive Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 44,036 $21,032,993 6.78%
2. BRK.A 33 $17,906,626 5.77%
3.
Vanguard Tax-Managed Fds
273,685 $13,109,504 4.22%
4. AAPL 60,750 $11,696,194 3.77%
5. MSFT 24,278 $9,129,327 2.94%