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 54 stocks	$300 Million 97.29% of portfolio	38	15	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.06 Million 1.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1.38 Million 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.03 Million 0.33% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$699,979 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$252,961 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$250,157 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$240,847 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$234,880 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP 1 stocks	$215,852 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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