Core Wealth Management, Inc. Portfolio Holdings by Sector

Core Wealth Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF DFAR DFIP DFNM AGG DFEM IWV 23 stocks	$230 Million 95.39% of portfolio	11	8	6	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$2.67 Million 1.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$1.51 Million 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.24 Million 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$1.2 Million 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$943,706 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$931,255 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$835,799 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$571,067 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts

Household & Personal Products \| Consumer Defensive PG 1 stocks	$299,088 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$252,065 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$228,989 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$218,701 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$205,088 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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