Core Wealth Management, Inc. Portfolio Holdings by Sector

Core Wealth Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFCF DFAR DFIP DFNM AGG DFEM DFSD 17 stocks	$222 Million 95.54% of portfolio	9	4	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$2.7 Million 1.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$1.54 Million 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$1.05 Million 0.45% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$994,036 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$927,472 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$856,587 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$750,710 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$560,486 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$324,202 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$228,924 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$225,842 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$218,889 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts

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