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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	$213,459,582

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Exchange Traded Fd T - S&P500 EQL WGT		145,353	$30,926,840	14.49%
2.	Ishares Trust	IEF	40,539	$30,359,468	14.22%
3.	Vanguard Tax-Managed Fds		420,205	$29,939,613	14.03%
4.	Berkshire Hathaway Inc	BRK-B	58,177	$29,111,189	13.64%
5.	Vanguard Bond Index Funds	BND	245,951	$19,162,069	8.98%