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 AGG DFAR DFIP DFNM DFEM DFSD 14 stocks	$191 Million 96.35% of portfolio	7	4	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$1.74 Million 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$898,079 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$861,446 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$821,751 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$740,502 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$730,569 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$571,505 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$354,526 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities CPK 1 stocks	$251,073 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$224,651 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CHPT 1 stocks	$23,466 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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