Cascade Wealth Advisors, Inc Portfolio Holdings by Sector

Cascade Wealth Advisors, Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FLOT SHYG VGSH VIG DFAS JEPI RYT VONG 38 stocks	$124 Million 92.81% of portfolio	10	19	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$4 Million 2.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.91 Million 1.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.69 Million 1.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$372,338 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NKSH 1 stocks	$319,302 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$309,542 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$289,141 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$264,489 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$230,130 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$224,439 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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