Cascade Wealth Advisors, Inc Portfolio Holdings by Sector

Cascade Wealth Advisors, Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VGSH JEPI VCIT SHYG FLOT VIG VONG DFAS 41 stocks	$148 Million 93.6% of portfolio	16	17	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$4.12 Million 2.6% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.49 Million 1.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$750,093 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$571,494 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$460,203 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$390,753 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$387,873 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$302,897 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$259,578 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$219,617 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NKSH 1 stocks	$200,036 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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