| IISHARES TRSGOV |
| 10.42% | 13.4% | $65.8M | 653,810 | $67.2M | 667,515 | -13,705-2.05% | Reduce |
| IINVESCO QQQ TRVOO |
| 5.49% | 2.42% | $34.7M | 47,055 | $12.1M | 21,007 | +26,048+124.00% | Add |
| VVANGUARD FTSEVEA |
| 4.55% | 5.72% | $28.7M | 403,062 | $28.7M | 447,638 | -44,576-9.96% | Reduce |
| VVANGUARD FSTEVWO |
| 3% | 4.67% | $18.9M | 317,385 | $23.4M | 433,645 | -116,260-26.81% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.92% | 2.49% | $18.4M | 116,103 | $12.5M | 85,219 | +30,884+36.24% | Add |
| VVANGUARD INDEX FDSVBK |
| 2.77% | 2.16% | $17.5M | 47,871 | $10.8M | 35,763 | +12,108+33.86% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 2.77% | 3.21% | $17.5M | 329,503 | $16.1M | 262,695 | +66,808+25.43% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 2.72% | 0.07% | $17.2M | 146,239 | $344,039 | 3,157 | +143,082+4,532.21% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 2.7% | 0.09% | $17.0M | 386,766 | $446,907 | 10,946 | +375,820+3,433.40% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 2.64% | 2.56% | $16.7M | 155,779 | $12.8M | 115,716 | +40,063+34.62% | Add |
| VVANGUARD SMALLVBR |
| 2.17% | 2.18% | $13.7M | 56,505 | $10.9M | 50,212 | +6,293+12.53% | Add |
| VVANGUARD INDEX FDSVTV |
| 2.16% | 1.95% | $13.6M | 62,479 | $9.8M | 49,966 | +12,513+25.04% | Add |
| VVANGUARD INDEX FDSVUG |
| 2.13% | 1.63% | $13.5M | 156,415 | $8.2M | 18,761 | +137,654+733.72% | Add |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.8% | 1.88% | $11.4M | 57,532 | $9.4M | 51,097 | +6,435+12.59% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.78% | 0.85% | $11.2M | 16,364 | $4.3M | 7,155 | +9,209+128.71% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.72% | 1.37% | $10.9M | 54,264 | $6.9M | 39,306 | +14,958+38.06% | Add |
| VVANGUARD INDEX FDSVB |
| 1.69% | 1.8% | $10.7M | 35,246 | $9.0M | 34,533 | +713+2.06% | Add |
 ALPHABET INCGOOGL |
| 1.11% | 0.88% | $7.0M | 19,651 | $4.4M | 15,286 | +4,365+28.56% | Add |
| VVANGUARD INDEX FDSVNQ |
| 1.09% | 0.95% | $6.9M | 71,525 | $4.8M | 53,681 | +17,844+33.24% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.09% | 0.64% | $6.9M | 5,948 | $3.2M | 9,510 | -3,562-37.46% | Reduce |
 MICROSOFT CORPMSFT |
| 0.99% | 0.94% | $6.2M | 16,684 | $4.7M | 12,687 | +3,997+31.50% | Add |
 ELI LILLY & COLLY |
| 0.96% | 0.75% | $6.1M | 5,056 | $3.7M | 4,066 | +990+24.35% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.94% | — | $5.9M | 10,172 | $0 | 0 | +10,172 | New Buy |
 APPLE INCAAPL |
| 0.84% | 0.74% | $5.3M | 18,319 | $3.7M | 14,649 | +3,670+25.05% | Add |
 HALOZYME THERAPEUTICS INCHALO |
| 0.84% | 0.6% | $5.3M | 67,523 | $3.0M | 46,617 | +20,906+44.85% | Add |
| TTENET HEALTHCARE CORPTHC |
| 0.82% | 0.54% | $5.2M | 27,789 | $2.7M | 14,472 | +13,317+92.02% | Add |
 EXELIXIS INCEXEL |
| 0.81% | 0.7% | $5.1M | 94,407 | $3.5M | 82,120 | +12,287+14.96% | Add |
| MMERIT MED SYS INCMMSI |
| 0.81% | 0.62% | $5.1M | 74,008 | $3.1M | 45,143 | +28,865+63.94% | Add |
 VISA INCV |
| 0.8% | — | $5.1M | 14,791 | $0 | 0 | +14,791 | New Buy |
 BROADCOM INCAVGO |
| 0.8% | 0.81% | $5.1M | 13,384 | $4.0M | 13,078 | +306+2.34% | Add |
| FFLEX LTDFLEX |
| 0.8% | 0.7% | $5.1M | 31,191 | $3.5M | 53,786 | -22,595-42.01% | Reduce |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 0.79% | 0.67% | $5.0M | 29,734 | $3.4M | 25,606 | +4,128+16.12% | Add |
| RRALPH LAUREN CORPRL |
| 0.79% | 0.64% | $5.0M | 12,423 | $3.2M | 9,301 | +3,122+33.57% | Add |
 META PLATFORMS INCMETA |
| 0.77% | 0.15% | $4.8M | 8,587 | $737,552 | 1,289 | +7,298+566.18% | Add |
| TTOAST INC CL ATOST |
| 0.76% | 0.6% | $4.8M | 173,678 | $3.0M | 113,473 | +60,205+53.06% | Add |
 INSULET CORPPODD |
| 0.75% | 0.58% | $4.8M | 31,312 | $2.9M | 13,893 | +17,419+125.38% | Add |
 ELANCO ANIMAL HEALTH INCELAN |
| 0.75% | 0.64% | $4.7M | 191,897 | $3.2M | 134,608 | +57,289+42.56% | Add |
| UUNIVERSAL HLTH SVCS INCUHS |
| 0.74% | — | $4.7M | 31,287 | $0 | 0 | +31,287 | New Buy |
 UNITED THERAPEUTICS CORP DELUTHR |
| 0.72% | 0.78% | $4.5M | 8,389 | $3.9M | 6,598 | +1,791+27.14% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.68% | 0.8% | $4.3M | 11,526 | $4.0M | 12,461 | -935-7.50% | Reduce |
| AAPPLOVIN CORPAPP |
| 0.67% | 0.62% | $4.3M | 8,250 | $3.1M | 7,757 | +493+6.36% | Add |
| CCHEWY INC CL ACHWY |
| 0.67% | 0.68% | $4.2M | 214,080 | $3.4M | 125,746 | +88,334+70.25% | Add |
| VVANGUARD INDEX FDSVOT |
| 0.64% | 0.93% | $4.1M | 13,285 | $4.7M | 18,172 | -4,887-26.89% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.64% | 0.69% | $4.1M | 2,931 | $3.5M | 3,162 | -231-7.31% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.64% | 0.57% | $4.0M | 15,923 | $2.9M | 11,747 | +4,176+35.55% | Add |
 PROCTER & GAMBLE COPG |
| 0.63% | 0.56% | $4.0M | 27,103 | $2.8M | 19,593 | +7,510+38.33% | Add |
 MERCK & CO INCMRK |
| 0.6% | 0.52% | $3.8M | 29,248 | $2.6M | 21,599 | +7,649+35.41% | Add |
 ZOOM COMMUNICATIONS INCZM |
| 0.59% | 0.72% | $3.7M | 42,913 | $3.6M | 44,862 | -1,949-4.34% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.57% | 0.45% | $3.6M | 33,047 | $2.2M | 23,138 | +9,909+42.83% | Add |
 COLGATE PALMOLIVE COCL |
| 0.56% | 0.45% | $3.5M | 38,444 | $2.3M | 26,762 | +11,682+43.65% | Add |
