Schwallier Wealth Management LLC Portfolio Holdings by Sector

Schwallier Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPHQ VTV SCHG PLW JMEE SCHF JAAA SPDW 33 stocks	$132 Million 96.34% of portfolio	20	12	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$991,855 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MPV 1 stocks	$906,488 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$623,814 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$543,413 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$371,952 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$353,359 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$293,960 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$256,213 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts

REIT—Industrial \| Real Estate PSA 1 stocks	$255,343 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$214,849 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$204,803 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

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