Schwallier Wealth Management LLC Portfolio Holdings by Sector

Schwallier Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPHQ JPST VTV XMHQ AGGY FTSM BND XSHQ 24 stocks	$127 Million 97.89% of portfolio	14	10	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$735,526 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MPV 1 stocks	$734,441 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$420,696 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$322,879 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$265,681 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$257,141 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts

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