Gen Financial Management, Inc. Portfolio Holdings by Sector

Gen Financial Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VIG VIGI SCHX VGSH COWZ VTEB BND DFIC 35 stocks	$138 Million 95.56% of portfolio	14	16	8	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.59 Million 1.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.01 Million 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$885,922 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH PNR 2 stocks	$799,579 0.55% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$396,664 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$353,199 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$315,941 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX 1 stocks	$291,140 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$226,781 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$223,500 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$207,819 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services VFL 1 stocks	$135,106 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts

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