Dopkins Wealth Management, LLC Portfolio Holdings by Sector

Dopkins Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIV DFUV DFAT DFNM AVDV VBK AVEM 62 stocks	$210,505 95.17% of portfolio	21	26	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,204 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$1,564 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN 1 stocks	$1,396 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$779 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$721 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$664 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$575 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$512 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts

Household & Personal Products \| Consumer Defensive PG 1 stocks	$420 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$323 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$306 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$228 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts

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