Dravo Bay LLC Portfolio Holdings by Sector

Dravo Bay LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG SCHV VEA DFCF DFSD VUG DFAS DISV 41 stocks	$188,321 97.22% of portfolio	36	5	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,217 1.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$645 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$528 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$503 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$448 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$370 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$340 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$325 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts

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