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 14 stocks	$203 Million 96.14% of portfolio	6	5	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$1.7 Million 0.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$1.52 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW 2 stocks	$964,647 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$889,073 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$748,273 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$732,104 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$535,640 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$427,521 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$219,600 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$216,516 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$205,457 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CHPT 1 stocks	$15,424 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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