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 BIL SPTS TIPX BOND FLEE 27 stocks	$151,248 94.97% of portfolio	18	8	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3,664 2.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,073 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$933 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$697 0.44% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$364 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$345 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$245 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$236 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$233 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$226 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts

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