Regimen Wealth, LLC Portfolio Holdings by Sector

Regimen Wealth, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs HDV FBND VTEB USFR AGG FDVV SCHD CGDV 60 stocks	$311 Million 97.41% of portfolio	35	25	11	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.34 Million 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1.46 Million 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.22 Million 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$704,095 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$291,436 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP 1 stocks	$281,032 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$275,163 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$246,752 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$244,036 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$220,648 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts

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