Instuitional Investor - Steffes Financial, Ltd.

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 402,246 $66,077,020 28.53%
2.
Vanguard Index Fds - S&P 500 ETF SHS
74,410 $51,105,220 22.06%
3. SCHD 832,673 $28,177,654 12.17%
4.
Vanguard Admiral Fds Inc
315,325 $26,052,160 11.25%
5.
Vanguard Tax-Managed Fds
319,617 $22,772,692 9.83%