Total Wealth Planning, LLC Portfolio Holdings by Sector

Total Wealth Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHZ VUG VTV VCSH DFEM DFIV VOE DFIS 73 stocks	$586,530 98.25% of portfolio	31	34	3	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,666 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$1,847 0.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,459 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$989 0.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$541 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$486 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$363 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$297 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$289 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CINF 1 stocks	$222 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$206 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Uranium \| Energy UEC 1 stocks	$66 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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