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Home > Institutional Investor > Stephenson & Company, Inc. > Profile

Instuitional Investor - Stephenson & Company, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Stephenson & Company, Inc.
Portfolio Value	$174,112,578

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Berkshire Hathaway Inc	BRK.A	50,898	$25,588,461	14.7%
2.	Invesco Exchange Traded Fd T - S&P500 EQL WGT		129,108	$24,491,779	14.07%
3.	Ishares Trust	IEF	35,951	$24,062,116	13.82%
4.	Vanguard Tax-Managed Fds		392,939	$23,544,890	13.52%
5.	Vanguard Bond Index Funds	BND	213,562	$16,852,177	9.68%