Instuitional Investor - Segment Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
318,896 $96,922,103 6.15%
2. BRK.A 157,746 $76,628,274 4.86%
3. AVGO 189,272 $52,172,727 3.31%
4. SPGI 88,543 $46,687,856 2.96%
5.
Invesco Qqq Tr
79,584 $43,901,702 2.79%