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 PDBC 34 stocks	$98.9 Million 96.83% of portfolio	6	12	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.7 Million 1.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$377,049 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$342,101 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$279,541 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$241,725 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$211,382 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BRW 1 stocks	$80,600 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts

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