Cascade Wealth Advisors, Inc Portfolio Holdings by Sector

Cascade Wealth Advisors, Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FLOT VGSH SHYG JEPI VCIT VIG IJH VONG 32 stocks	$120 Million 95.97% of portfolio	6	19	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.09 Million 1.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.51 Million 1.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$485,916 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$410,306 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$342,235 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$221,142 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts

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