Scratch Capital LLC Portfolio Holdings by Sector

Scratch Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC VGSH DFIC DUHP DFIP DFSV DFAT DFEM 18 stocks	$104 Million 86.32% of portfolio	11	6	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6.67 Million 5.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$2.76 Million 2.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MU 2 stocks	$1.46 Million 1.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$1.13 Million 0.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.08 Million 0.89% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical BROS 1 stocks	$811,005 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$769,959 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$725,784 0.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GME 1 stocks	$591,531 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$244,889 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$215,573 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$71,261 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare LUCD 1 stocks	$13,690 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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