Wells Financial Advisors Inc Portfolio Holdings by Sector

Wells Financial Advisors Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG MGK USMV VV VYM QUAL GLD VGSH 63 stocks	$71,856 99.5% of portfolio	26	21	5	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$83 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$71 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$66 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$61 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$32 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$16 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM KD 2 stocks	$12 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$10 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$8 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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