Scratch Capital LLC Portfolio Holdings by Sector

Scratch Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC VGSH DFIC DFAT DFIP DUHP DFSV SGOV 17 stocks	$82.2 Million 85.36% of portfolio	11	4	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.79 Million 6.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$2.21 Million 2.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$1.1 Million 1.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MU 2 stocks	$1.07 Million 1.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$867,447 0.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$793,626 0.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$645,548 0.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$643,325 0.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GME 1 stocks	$526,082 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$219,373 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$214,083 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare LUCD 1 stocks	$17,737 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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