Five Pine Wealth Management Portfolio Holdings by Sector

Five Pine Wealth Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VEU VUG VTV VOO VB VGIT RDVY 33 stocks	$128 Million 95.32% of portfolio	23	10	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.93 Million 3.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$480,792 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$397,730 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Silver \| Basic Materials AG 1 stocks	$263,631 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$221,511 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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