Kaufman Rossin Wealth, LLC Portfolio Holdings by Sector

Kaufman Rossin Wealth, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT AVDV DFEM DFAC DUHP IDEV DIHP DISV 24 stocks	$69.2 Million 92.34% of portfolio	24	-	24	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE FTNT 3 stocks	$1.65 Million 2.2% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.07 Million 1.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$910,062 1.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$501,574 0.67% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$488,372 0.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$437,683 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$272,971 0.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$209,153 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$205,027 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts

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