Instuitional Investor - Segment Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Segment Wealth Management, Llc
Portfolio Value $1,927,810,575
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
326,748 $120,909,785 6.27%
2. BRK-B 163,605 $81,866,306 4.25%
3. GEV 59,538 $69,949,223 3.63%
4. AVGO 169,801 $64,142,275 3.33%
5.
Invesco Qqq Tr
76,710 $56,489,242 2.93%