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 FDVV AGG SCHD CGDV 62 stocks	$325 Million 97.3% of portfolio	40	19	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.15 Million 1.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1.51 Million 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.22 Million 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$664,789 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA AXP 2 stocks	$480,431 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$272,865 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$263,781 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$234,854 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

Restaurants \| Consumer Cyclical MCD 1 stocks	$226,177 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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