Instuitional Investor - Segment Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Segment Wealth Management, Llc
Portfolio Value $1,668,587,904
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
322,303 $105,770,195 6.34%
2. BRK.A 160,735 $80,807,914 4.84%
3. AVGO 184,981 $61,027,016 3.66%
4.
Invesco Qqq Tr
77,707 $46,653,081 2.8%
5. SPGI 88,280 $42,966,843 2.58%