Dravo Bay LLC Portfolio Holdings by Sector

Dravo Bay LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA SCHX BND VWO VUG SCHA RSP VTEB 40 stocks	$163,609 97.36% of portfolio	31	9	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,515 0.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$548 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$522 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$513 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$461 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$336 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$289 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$253 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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