| IISHARES TR ISHARES SEMICDTRSOXX |
| 17.29% | 14.21% | $26.5M | 41,353 | $17.8M | 54,255 | -12,902-23.78% | Reduce |
| VVANGUARD WORLD FDVGT |
| 15.12% | 15.48% | $23.2M | 193,882 | $19.4M | 27,848 | +166,034+596.22% | Add |
| IINVESCO EXCH TRADED FD TR II KBW PPTY CASUTKBWP |
| 9.54% | 8.63% | $14.6M | 115,351 | $10.8M | 91,046 | +24,305+26.70% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 8.86% | 7.88% | $13.6M | 115,749 | $9.9M | 90,783 | +24,966+27.50% | Add |
| FFIRST TR EXCHANGE TRADED FDFYC |
| 7.77% | 7.67% | $11.9M | 89,380 | $9.6M | 86,859 | +2,521+2.90% | Add |
| FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM |
| 7.56% | 6.84% | $11.6M | 166,702 | $8.6M | 126,022 | +40,680+32.28% | Add |
| IISHARES U.S. MEDICAL DEVICES ETFIHI |
| 7.52% | 5.99% | $11.5M | 233,348 | $7.5M | 141,001 | +92,347+65.49% | Add |
| VVANGUARD WORLD FDVDC |
| 4.48% | 3.99% | $6.9M | 30,477 | $5.0M | 22,315 | +8,162+36.58% | Add |
| IINVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETFPIZ |
| 3.09% | 2.55% | $4.7M | 84,712 | $3.2M | 64,576 | +20,136+31.18% | Add |
| DDIMENSIONAL ETF TRUSTDFIV |
| 3.08% | 2.68% | $4.7M | 87,353 | $3.4M | 63,787 | +23,566+36.94% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.08% | 3.28% | $4.7M | 23,576 | $4.1M | 23,576 | 00.00% | Unchanged |
| IINVESCO S&PRSPU |
| 2.92% | 2.38% | $4.5M | 55,141 | $3.0M | 36,756 | +18,385+50.02% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.74% | 2.9% | $4.2M | 6,118 | $3.6M | 6,095 | +23+0.38% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.71% | 0.73% | $2.6M | 4,509 | $917,469 | 4,510 | -1-0.02% | Reduce |
| PPGIM AAAPAAA |
| 0.92% | 1.19% | $1.4M | 27,496 | $1.5M | 29,141 | -1,645-5.64% | Reduce |
 BROADCOM INCAVGO |
| 0.53% | 0.53% | $809,913 | 2,144 | $663,603 | 2,144 | 00.00% | Unchanged |
| FFIRST TR EXCHANGE-TRADED FDFTCS |
| 0.46% | 0.64% | $705,715 | 7,514 | $802,374 | 8,650 | -1,136-13.13% | Reduce |
 APPLE INCAAPL |
| 0.4% | 0.43% | $617,619 | 2,134 | $542,944 | 2,139 | -5-0.23% | Reduce |
| IISHARES TRIWY |
| 0.36% | 1.21% | $544,331 | 1,873 | $1.5M | 6,110 | -4,237-69.35% | Reduce |
| DDICKS SPORTING GOODS INCDKS |
| 0.34% | 0.36% | $521,663 | 2,300 | $456,067 | 2,300 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.3% | 0.3% | $455,840 | 13,693 | $382,010 | 9,943 | +3,750+37.71% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.27% | 0.31% | $413,711 | 554 | $389,554 | 599 | -45-7.51% | Reduce |
| FFIRST TRUSTFDN |
| 0.27% | 0.4% | $413,493 | 1,562 | $501,760 | 2,144 | -582-27.15% | Reduce |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.21% | 0.9% | $323,611 | 1,283 | $1.1M | 6,257 | -4,974-79.49% | Reduce |
| FFIRST TR EXCHANGE-TRADED ALPFTC |
| 0.21% | 0.24% | $318,170 | 1,642 | $306,744 | 1,990 | -348-17.49% | Reduce |
| IISHARES TRIWL |
| 0.18% | 1.65% | $279,829 | 1,513 | $2.1M | 12,894 | -11,381-88.27% | Reduce |
 VISA INCV |
| 0.18% | 0.19% | $277,560 | 809 | $244,512 | 809 | 00.00% | Unchanged |
| IISHARES TRILCG |
| 0.16% | 0.33% | $244,572 | 2,090 | $408,750 | 4,281 | -2,191-51.18% | Reduce |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL STPRSPS |
| 0.15% | 0.5% | $234,294 | 7,815 | $630,415 | 21,370 | -13,555-63.43% | Reduce |
| SSPDR GOLD TRGLD |
| 0.15% | 0.19% | $222,502 | 604 | $235,369 | 547 | +57+10.42% | Add |
 ROKU INC COM CL AROKU |
| 0.14% | — | $207,210 | 1,500 | $0 | 0 | +1,500 | New Buy |
