M Wealth Management, LLC Portfolio Holdings by Sector

M Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU PULS TOTL VXUS USFR SCHP DFAC JAAA 35 stocks	$99.7 Million 97.32% of portfolio	8	18	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.84 Million 1.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$340,960 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$228,061 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$201,953 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BRW 1 stocks	$133,860 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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