Valpey Financial Services, LLC Portfolio Holdings by Sector

Valpey Financial Services, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG SCHG VTV BNDX SCHV VXUS VEU SPDW 57 stocks	$139 Million 97.26% of portfolio	57	-	57	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.11 Million 0.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$920,303 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$469,944 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$467,988 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$428,145 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$282,381 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$249,182 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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