Dopkins Wealth Management, LLC Portfolio Holdings by Sector

Dopkins Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFUV DFIV DFAT AVDV VBK AVEM VUG 60 stocks	$192,054 93.87% of portfolio	26	20	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT ADBE 3 stocks	$3,101 1.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,664 1.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services RYAN 1 stocks	$1,681 0.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$783 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$727 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$718 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$659 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$493 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$484 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$459 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$369 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare DVA 1 stocks	$213 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services PNI PYN 2 stocks	$190 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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