Five Pine Wealth Management Portfolio Holdings by Sector

Five Pine Wealth Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VEU VUG VTV VOO VB RDVY VGIT 31 stocks	$117 Million 95.47% of portfolio	19	11	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.26 Million 3.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$458,762 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$312,018 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare SMMT 1 stocks	$262,113 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$242,856 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts

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