Regimen Wealth, LLC Portfolio Holdings by Sector

Regimen Wealth, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs HDV SCHD FBND MUB USFR AGG COWZ SCHG 53 stocks	$296 Million 97.08% of portfolio	37	15	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.22 Million 1.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1.36 Million 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.2 Million 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$615,222 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$302,814 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$261,777 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$257,156 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP 1 stocks	$245,265 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$231,031 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$223,279 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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