Treasure Coast Financial Planning Portfolio Holdings by Sector

Treasure Coast Financial Planning

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPTM SPDW BILS BIL SPTS BOND TIPX FLEE 26 stocks	$143,082 94.78% of portfolio	8	16	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3,481 2.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,154 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$786 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$740 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$409 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$362 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$262 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$241 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$227 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$222 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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