Tumwater Wealth Management, LLC Portfolio Holdings by Sector

Tumwater Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAT BIV VV DFUV VOO BSV FNDC FNDF 13 stocks	$58.1 Million 51.31% of portfolio	13	-	13	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$46 Million 40.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.39 Million 2.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.58 Million 1.39% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.29 Million 1.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$767,375 0.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$726,662 0.64% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$580,433 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities IDA 1 stocks	$545,089 0.48% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$459,159 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$318,095 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$316,923 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$216,331 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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