Total Wealth Planning, LLC Portfolio Holdings by Sector

Total Wealth Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHZ VTV VUG VCSH DFEM DFIV DFIS VOE 72 stocks	$594,233 98.4% of portfolio	19	44	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,643 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2,121 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,141 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$514 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$454 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$415 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$330 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$285 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CINF 1 stocks	$259 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$258 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$224 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy UEC 1 stocks	$47 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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