Instuitional Investor - Stephenson & Company, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
136,144 $26,128,708 14.17%
2. BRK-B 54,286 $26,013,851 14.1%
3.
Vanguard Tax-Managed Fds
401,173 $25,707,165 13.94%
4. IEF 38,328 $25,036,202 13.57%
5. BND 242,227 $18,993,058 10.3%