Stephens Consulting, LLC

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
Sheryl Stephens - Chief Compliance Officer
Location
Flint, MI
Holdings as of
31 Dec 2021
Value $
$118,288,748
Num holdings
672
Filing time
19 Jan 2023, 17:54:26 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, VO, BRKB, BND, and IEFA.
Next filing
Q1 2022 - 20 Jan 2023
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sheryl Stephens Chief Compliance Officer Flint, Michigan 19 Jan 2023