Shepherd Kaplan Krochuk, LLC Portfolio Holdings by Sector

Shepherd Kaplan Krochuk, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SHV ANGL USMV SCHV JQUA MTUM SCHD TLT 32 stocks	$85,452 73.85% of portfolio	18	12	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,652 6.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET KMI EPD 3 stocks	$7,249 6.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CPB 1 stocks	$5,629 4.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3,359 2.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3,048 2.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$865 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$648 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NUV 1 stocks	$527 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$406 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$326 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$320 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$204 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities NRGV 1 stocks	$31 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

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