Regimen Wealth, LLC Portfolio Holdings by Sector

Regimen Wealth, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs HDV SCHD FBND MUB USFR AGG COWZ SCHG 53 stocks	$301 Million 97.21% of portfolio	33	18	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.77 Million 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1.6 Million 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.06 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$707,712 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$278,076 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$277,553 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$268,039 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP 1 stocks	$254,127 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$234,953 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$204,133 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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