Valpey Financial Services, LLC Portfolio Holdings by Sector

Valpey Financial Services, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG VTV SCHG BNDX SCHV VXUS VEU SPDW 61 stocks	$147 Million 97.03% of portfolio	29	32	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.09 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$896,595 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$880,904 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$442,569 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$422,676 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$294,099 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$235,078 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$225,235 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts

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