Williams Financial, LLC Portfolio Holdings by Sector

Williams Financial, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHO SPYV DBEF IVV SCHM SCHA GBTC 7 stocks	$70,876 93.53% of portfolio	5	2	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,013 2.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$659 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$529 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$433 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$277 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$265 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services TD 1 stocks	$251 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$243 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts

Internet Retail \| Consumer Cyclical AMZN 1 stocks	$233 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts

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