Stephens Consulting LLC's Q4 2021 13F: first filing on record
Form 13F-HR for the quarter ended Dec 31, 2021 · filed Jan 20, 2023 · 672 reported positions · accession 0001961632-23-000001
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 45.0% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS (VOO) | 16.1% | |
| 2 | VANGUARD INDEX FDS (VO) | 7.9% | |
| 3 | BERKSHIRE HATHAWAY INC DEL (BRK-B) | 4.1% | |
| 4 | VANGUARD BD INDEX FDS (BND) | 3.6% | |
| 5 | ISHARES TR (IEFA) | 2.4% | |
| 6 | APPLE INC (AAPL) | 2.4% | |
| 7 | VANGUARD INDEX FDS (VTV) | 2.4% | |
| 8 | ISHARES TR (IWF) | 2.1% | |
| 9 | AMERICAN CENTY ETF TR (AVDE) | 2.0% | |
| 10 | MICROSOFT CORP (MSFT) | 2.0% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).