Yardley Wealth Management LLC Portfolio Holdings by Sector

Yardley Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU AVDE DFNM FRDM DFIP DFCF DFSD DFUS 27 stocks	$174,394 95.57% of portfolio	21	2	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$1,290 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,264 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$1,035 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$750 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$731 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS 1 stocks	$724 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$663 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EXC 1 stocks	$626 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$508 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$485 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts

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