Core Wealth Management, Inc. Portfolio Holdings by Sector

Core Wealth Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF DFAR DFIP DFNM AGG DFEM DFSD 14 stocks	$189 Million 95.76% of portfolio	5	5	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$1.72 Million 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$1.68 Million 0.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$963,037 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$802,321 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$656,916 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$650,570 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$633,566 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$549,680 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$286,123 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$226,829 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$222,690 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CHPT 1 stocks	$13,268 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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