| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 11.77% | 10.25% | $14.2M | 436,270 | $11.5M | 391,704 | +44,566+11.38% | Add |
| WWISDOMTREE TRDGRW |
| 7.82% | 9.34% | $9.4M | 105,749 | $10.5M | 124,470 | -18,721-15.04% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJVAL |
| 6.2% | 6.41% | $7.5M | 155,620 | $7.2M | 161,785 | -6,165-3.81% | Reduce |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 5.76% | 0.18% | $6.9M | 164,875 | $200,062 | 5,079 | +159,796+3,146.21% | Add |
| WWISDOMTREE TRAGGY |
| 5.58% | 5.28% | $6.7M | 152,014 | $5.9M | 137,948 | +14,066+10.20% | Add |
| MMAIN SECTOR ROTATION ETFSECT |
| 5.43% | 6.02% | $6.5M | 102,705 | $6.8M | 116,273 | -13,568-11.67% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 5.01% | 5.05% | $6.0M | 138,870 | $5.7M | 142,066 | -3,196-2.25% | Reduce |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 4.37% | 4.42% | $5.3M | 136,181 | $5.0M | 143,252 | -7,071-4.94% | Reduce |
| WWISDOMTREE U.S. MIDCAP DIVIDEND FUNDDON |
| 3.52% | 2.93% | $4.2M | 81,593 | $3.3M | 65,375 | +16,218+24.81% | Add |
| WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF |
| 3.46% | 4.69% | $4.2M | 80,252 | $5.3M | 105,302 | -25,050-23.79% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJBND |
| 3.34% | 2.95% | $4.0M | 74,543 | $3.3M | 62,911 | +11,632+18.49% | Add |
| WWISDOMTREE TRMTGP |
| 3.15% | 2.68% | $3.8M | 84,968 | $3.0M | 69,291 | +15,677+22.62% | Add |
NVIDIA CORPORATIONNVDA |
| 2.9% | 2.85% | $3.5M | 18,502 | $3.2M | 18,788 | -286-1.52% | Reduce |
APPLE INCAAPL |
| 2.69% | 2.33% | $3.2M | 12,552 | $2.6M | 12,540 | +12+0.10% | Add |
MICROSOFT CORPMSFT |
| 2.57% | 2.75% | $3.1M | 5,912 | $3.1M | 6,131 | -219-3.57% | Reduce |
| WWISDOMTREE U.S. SMALLCAP FUNDEES |
| 2.36% | 1.77% | $2.8M | 51,262 | $2.0M | 38,586 | +12,676+32.85% | Add |
| VVANGUARD BD INDEX FDSBIV |
| 2.35% | 1.97% | $2.8M | 36,330 | $2.2M | 29,095 | +7,235+24.87% | Add |
| NNORTHERN LTS FD TR IVBUYW |
| 1.74% | 1.77% | $2.1M | 147,399 | $2.0M | 141,533 | +5,866+4.14% | Add |
| WWISDOMTREE INDIAEPI |
| 1.65% | 1.7% | $2.0M | 44,468 | $1.9M | 40,896 | +3,572+8.73% | Add |
| WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY |
| 1.36% | 1.29% | $1.6M | 35,259 | $1.5M | 31,710 | +3,549+11.19% | Add |
AMAZON COM INCAMZN |
| 1.05% | 1.21% | $1.3M | 5,636 | $1.4M | 5,999 | -363-6.05% | Reduce |
| FFIRST TR EXCHNG TRADED FD VIMARM |
| 0.95% | 0.73% | $1.1M | 35,053 | $825,551 | 25,690 | +9,363+36.45% | Add |
BROADCOM INCAVGO |
| 0.93% | 0.87% | $1.1M | 3,261 | $977,109 | 3,478 | -217-6.24% | Reduce |
ALPHABET INCGOOGL |
| 0.9% | 0.68% | $1.1M | 4,419 | $769,314 | 4,227 | +192+4.54% | Add |
| FFIRST TR EXCHNG TRADED FD VIDECM |
| 0.79% | 0.61% | $956,652 | 29,595 | $689,438 | 21,798 | +7,797+35.77% | Add |
| SSPDR GOLD TRGLD |
| 0.74% | 0.48% | $890,914 | 2,393 | $545,366 | 1,778 | +615+34.59% | Add |
| TTHOR FINL TECHNOLOGIES TRTHIR |
| 0.72% | — | $870,422 | 27,389 | $0 | 0 | +27,389 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.69% | — | $835,330 | 1,241 | $0 | 0 | +1,241 | New Buy |
META PLATFORMS INCMETA |
| 0.49% | 0.48% | $586,475 | 817 | $544,869 | 767 | +50+6.52% | Add |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.49% | $585,668 | 2,386 | $550,399 | 3,006 | -620-20.63% | Reduce |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.48% | 0.37% | $578,259 | 20,872 | $415,082 | 15,587 | +5,285+33.91% | Add |
| PPROSHARES TRSSO |
| 0.46% | — | $558,208 | 4,882 | $0 | 0 | +4,882 | New Buy |
MCDONALDS CORPMCD |
| 0.42% | 0.38% | $506,957 | 1,722 | $428,457 | 1,430 | +292+20.42% | Add |
ELI LILLY & COLLY |
| 0.4% | 0.25% | $482,060 | 570 | $280,917 | 364 | +206+56.59% | Add |
JPMORGAN CHASE & COJPM |
| 0.38% | 0.36% | $461,518 | 1,518 | $406,614 | 1,419 | +99+6.98% | Add |
TESLA INCTSLA |
| 0.37% | 0.26% | $441,761 | 1,007 | $296,173 | 953 | +54+5.67% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.36% | 0.39% | $437,374 | 1,511 | $441,860 | 1,563 | -52-3.33% | Reduce |
EATON CORP PLCETN |
| 0.32% | 0.33% | $382,727 | 1,016 | $367,542 | 1,015 | +1+0.10% | Add |
| FFIRST TR EXCHNG TRADED FD VIOCTM |
| 0.32% | 0.23% | $382,231 | 11,858 | $263,971 | 8,379 | +3,479+41.52% | Add |
| FFIRST TR EXCHNG TRADED FD VISEPM |
| 0.32% | 0.24% | $381,775 | 12,116 | $274,212 | 8,884 | +3,232+36.38% | Add |
| FFIRST TR EXCHNG TRADED FD VIJUNM |
| 0.32% | 0.24% | $381,306 | 11,253 | $272,753 | 8,193 | +3,060+37.35% | Add |
JOHNSON & JOHNSONJNJ |
| 0.3% | 0.26% | $365,343 | 1,926 | $290,013 | 1,869 | +57+3.05% | Add |
PROCTER & GAMBLE COPG |
| 0.3% | 0.34% | $364,067 | 2,416 | $379,104 | 2,483 | -67-2.70% | Reduce |
NETFLIX INCNFLX |
| 0.28% | 0.27% | $339,990 | 280 | $302,465 | 240 | +40+16.67% | Add |
EXXON MOBIL CORPXOM |
| 0.25% | 0.28% | $297,022 | 2,605 | $319,987 | 2,834 | -229-8.08% | Reduce |
VISA INCV |
| 0.24% | 0.28% | $294,791 | 839 | $313,012 | 902 | -63-6.98% | Reduce |
| EEXELON CORPEXC |
| 0.24% | 0.23% | $290,629 | 6,234 | $264,271 | 6,153 | +81+1.32% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.23% | 0.22% | $282,909 | 566 | $250,579 | 533 | +33+6.19% | Add |
WALMART INCWMT |
| 0.23% | 0.3% | $282,461 | 2,745 | $335,010 | 3,512 | -767-21.84% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.23% | 0.58% | $280,590 | 4,005 | $651,279 | 9,844 | -5,839-59.32% | Reduce |