Treasure Coast Financial Planning Portfolio Holdings by Sector

Treasure Coast Financial Planning

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPTM SPDW BILS SPTS BIL BOND FLEE GNR 25 stocks	$146,315 95.68% of portfolio	15	9	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3,213 2.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$873 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$830 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$412 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$319 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$286 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$242 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$223 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services META 1 stocks	$203 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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