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 VONG VCIT 37 stocks	$130 Million 92.47% of portfolio	11	19	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$4.75 Million 3.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.2 Million 1.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$1.87 Million 1.33% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$384,833 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$351,894 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NKSH 1 stocks	$277,884 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$264,832 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$238,732 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$226,640 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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