Stephenson & Company, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Milestone Pharmaceuticals Inc. | $40.4K | 0.0% |
| Fidelity National Financial Inc | $220.2K | 0.1% |
| SCHWAB STRATEGIC TR | $221.3K | 0.1% |
| VANGUARD INDEX FDS | $221.6K | 0.1% |
| Morgan Stanley | $221.7K | 0.1% |
| NIKE, Inc. | $221.8K | 0.1% |
| UNITEDHEALTH GROUP INC | $223.7K | 0.1% |
| DEERE & CO | $241.6K | 0.1% |
| Amazon.com Inc | $243.3K | 0.1% |
| Alphabet Inc. | $243.6K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $253.9K | 0.1% |
| VANGUARD INDEX FDS | $259.1K | 0.1% |
| ISHARES TR | $264.7K | 0.1% |
| VANGUARD INDEX FDS | $266.9K | 0.1% |
| HOME DEPOT, INC. | $298.3K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $331.5K | 0.2% |
| ISHARES TR | $336.0K | 0.2% |
| AMERICAN EXPRESS CO | $339.6K | 0.2% |
| ISHARES TR | $341.8K | 0.2% |
| ISHARES TR | $366.4K | 0.2% |
| ISHARES TR | $371.7K | 0.2% |
| SPDR GOLD TR | $435.9K | 0.2% |
| GRAYSCALE BITCOIN TRUST ETF | $437.5K | 0.2% |
| Bank of New York Mellon Corp/The | $466.7K | 0.3% |
| Arista Networks, Inc.ANET | $483.0K | 0.3% |
| NVIDIA Corp | $693.8K | 0.4% |
| ISHARES TR | $985.0K | 0.5% |
| ISHARES TR | $1.33M | 0.7% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.8% |
| SPDR SERIES TRUST | $1.93M | 1.1% |
| ISHARES TR | $1.93M | 1.1% |
| iShares MSCI UAE ETF | $1.96M | 1.1% |
| Apple Inc. | $2.09M | 1.1% |
| ISHARES TR | $2.65M | 1.5% |
| ISHARES TR | $4.21M | 2.3% |
| SPDR S&P 500 ETF TR | $4.33M | 2.4% |
| VANGUARD INTL EQUITY INDEX F | $6.30M | 3.5% |
| ISHARES TR | $6.89M | 3.8% |
| ISHARES TR | $6.95M | 3.8% |
| VANGUARD BD INDEX FDS | $11.06M | 6.1% |
| VANGUARD BD INDEX FDS | $18.30M | 10.1% |
| VANGUARD TAX-MANAGED FDS | $24.83M | 13.6% |
| ISHARES TR | $24.98M | 13.7% |
| INVESCO EXCHANGE TRADED FD T | $25.37M | 13.9% |
| Warren E. Buffett | $26.39M | 14.5% |