Stephenson & Company, Inc. Portfolio Holdings by Sector

Stephenson & Company, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP IVV VEA BSV BIV IJH IJR VWO 27 stocks	$134 Million 81.46% of portfolio	15	4	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$26 Million 15.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.58 Million 0.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$366,262 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$327,743 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$320,710 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$292,824 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$263,906 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$252,626 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$247,457 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$226,146 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$211,412 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$208,547 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$207,762 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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