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 TIPX SPTS FLEE BOND 27 stocks	$163,881 94.42% of portfolio	12	9	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4,038 2.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,215 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1,089 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$767 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$493 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$370 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$301 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$276 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts

Banks—Diversified \| Financial Services JPM 1 stocks	$269 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$236 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS 1 stocks	$221 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG 1 stocks	$208 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$204 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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