Schwallier Wealth Management LLC Portfolio Holdings by Sector

Schwallier Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPHQ VTV SCHG PLW FTSM JMEE SCHF JPST 32 stocks	$136 Million 96.51% of portfolio	22	20	4	10	0 Calls 0 Puts
Asset Management \| Financial Services MPV 1 stocks	$904,691 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$703,396 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$544,358 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$541,479 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$363,968 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$331,643 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$285,368 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services LNC 1 stocks	$279,624 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC 1 stocks	$269,432 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$260,408 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$233,054 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$206,479 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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