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 VGIT VO 34 stocks	$140 Million 95.18% of portfolio	18	16	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.42 Million 3.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$450,159 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$395,802 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Silver \| Basic Materials AG 1 stocks	$329,102 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO 1 stocks	$247,881 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$229,249 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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