Instuitional Investor - Segment Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
320,507 $102,821,803 6.03%
2. BRK.A 163,983 $78,580,654 4.61%
3. GEV 61,249 $53,464,555 3.14%
4. AVGO 172,365 $53,348,648 3.13%
5.
Invesco Qqq Tr
75,837 $43,771,598 2.57%