Dravo Bay LLC Portfolio Holdings by Sector

Dravo Bay LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHV SCHG VEA DFCF DFSD VUG DFAS DISV 36 stocks	$179,208 97.69% of portfolio	13	21	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,021 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$508 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$414 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$397 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$301 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$299 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$291 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts

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