| SSPDR SERIES TRUSTSPYG |
| 5.06% | 4.39% | $38.6M | 393,753 | $18.2M | 168,316 | +225,437+133.94% | Add |
| SSPDR INDEX SHS FDSSPDW |
| 4.28% | 3.5% | $32.6M | 715,139 | $14.5M | 315,518 | +399,621+126.66% | Add |
| SSTATE STREETSPYV |
| 3.23% | 2.66% | $24.6M | 434,660 | $11.0M | 188,904 | +245,756+130.10% | Add |
| IISHARES TRSHYG |
| 2.88% | 2.93% | $21.9M | 518,491 | $12.1M | 281,611 | +236,880+84.12% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.66% | 1.9% | $20.3M | 116,374 | $7.9M | 42,512 | +73,862+173.74% | Add |
| IISHARES TRGJS |
| 2.57% | 2.96% | $19.6M | 853,799 | $12.2M | 530,508 | +323,291+60.94% | Add |
| SSPDR SERIES TRUSTSPMB |
| 2.48% | 2.49% | $18.9M | 843,445 | $10.3M | 456,452 | +386,993+84.78% | Add |
| SSPDR SERIES TRUSTSPTL |
| 2.07% | 2.16% | $15.8M | 599,839 | $8.9M | 334,799 | +265,040+79.16% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 2.06% | 2.3% | $15.7M | 189,502 | $9.5M | 113,485 | +76,017+66.98% | Add |
| SSTATE STREETSPSM |
| 1.71% | 1.39% | $13.0M | 269,984 | $5.7M | 116,256 | +153,728+132.23% | Add |
| MMAIN SECTOR ROTATION ETFSECT |
| 1.68% | 2.69% | $12.8M | 212,191 | $11.1M | 172,059 | +40,132+23.32% | Add |
| SSPDR INDEX SHS FDSSPEM |
| 1.52% | 1.31% | $11.6M | 247,499 | $5.4M | 112,039 | +135,460+120.90% | Add |
 MICROSOFT CORPMSFT |
| 1.44% | 1.98% | $10.9M | 29,554 | $8.2M | 17,052 | +12,502+73.32% | Add |
 APPLE INCAAPL |
| 1.39% | 1.21% | $10.6M | 41,850 | $5.0M | 19,353 | +22,497+116.25% | Add |
 AMAZON COM INCAMZN |
| 1.32% | 1.87% | $10.0M | 48,162 | $7.7M | 31,261 | +16,901+54.06% | Add |
 ALPHABET INCGOOGL |
| 1.31% | 1.18% | $10.0M | 34,738 | $4.9M | 14,834 | +19,904+134.18% | Add |
 ANALOG DEVICES INC COMADI |
| 1.24% | — | $9.4M | 29,627 | $0 | 0 | +29,627 | New Buy |
| SSPDR SERIES TRUSTBIL |
| 1.21% | 1.55% | $9.2M | 100,526 | $6.4M | 70,000 | +30,526+43.61% | Add |
 META PLATFORMS INCMETA |
| 1.08% | 0.58% | $8.3M | 14,424 | $2.4M | 3,640 | +10,784+296.26% | Add |
 TESLA INCTSLA |
| 1.08% | 0.71% | $8.2M | 22,064 | $2.9M | 6,598 | +15,466+234.40% | Add |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.95% | 1.1% | $7.2M | 240,202 | $4.6M | 151,068 | +89,134+59.00% | Add |
 VISA INCV |
| 0.94% | 1.14% | $7.1M | 23,609 | $4.7M | 13,478 | +10,131+75.17% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.87% | — | $6.6M | 6,654 | $0 | 0 | +6,654 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.8% | 0.28% | $6.1M | 17,898 | $1.2M | 3,891 | +14,007+359.98% | Add |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.97% | $6.1M | 21,207 | $4.0M | 12,157 | +9,050+74.44% | Add |
 ORACLE CORPORCL |
| 0.78% | 1.23% | $6.0M | 40,516 | $5.1M | 25,614 | +14,902+58.18% | Add |
 BROADCOM INCAVGO |
| 0.76% | 0.95% | $5.8M | 18,674 | $3.9M | 11,339 | +7,335+64.69% | Add |
| JJ P MORGAN EXCHANGE TRADED FJQUA |
| 0.74% | 0.67% | $5.7M | 92,546 | $2.8M | 43,139 | +49,407+114.53% | Add |
 BOEING COBA |
| 0.74% | 0.51% | $5.6M | 28,171 | $2.1M | 8,963 | +19,208+214.30% | Add |
 NETFLIX INCNFLX |
| 0.72% | 0.3% | $5.5M | 57,128 | $1.2M | 13,833 | +43,295+312.98% | Add |
 ELI LILLY & COLLY |
| 0.72% | 1.46% | $5.5M | 5,940 | $6.0M | 5,658 | +282+4.98% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.63% | 0.59% | $4.8M | 96,220 | $2.4M | 60,169 | +36,051+59.92% | Add |
 JPMORGAN CHASE & COJPM |
| 0.59% | 0.42% | $4.5M | 15,177 | $1.7M | 5,283 | +9,894+187.28% | Add |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.55% | 0.67% | $4.2M | 112,738 | $2.8M | 73,335 | +39,403+53.73% | Add |
 SHOPIFY INCSHOP |
| 0.54% | 1.04% | $4.1M | 34,606 | $4.3M | 26,222 | +8,384+31.97% | Add |
| SSTATE STREETSLYG |
| 0.53% | 0.41% | $4.0M | 41,743 | $1.7M | 17,294 | +24,449+141.37% | Add |
| SSPDR GOLD TRGLD |
| 0.49% | 0.38% | $3.7M | 8,649 | $1.6M | 3,806 | +4,843+127.25% | Add |
| JJANUS HENDERSONJAAA |
| 0.49% | 0.46% | $3.7M | 73,461 | $1.9M | 37,387 | +36,074+96.49% | Add |
 SALESFORCE INCCRM |
| 0.47% | 0.34% | $3.6M | 19,112 | $1.4M | 5,476 | +13,636+249.01% | Add |
 CHEVRON CORPORATIONCVX |
| 0.46% | 0.31% | $3.5M | 17,068 | $1.3M | 8,016 | +9,052+112.92% | Add |
 MCDONALDS CORPMCD |
| 0.45% | 0.23% | $3.4M | 11,006 | $959,760 | 3,123 | +7,883+252.42% | Add |
 RTX CORPORATIONRTX |
| 0.43% | 0.65% | $3.3M | 17,031 | $2.7M | 14,255 | +2,776+19.47% | Add |
| IISHARES TRIVV |
| 0.43% | 0.33% | $3.3M | 4,977 | $1.4M | 1,976 | +3,001+151.87% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.4% | 0.34% | $3.0M | 18,341 | $1.4M | 8,716 | +9,625+110.43% | Add |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.39% | 0.28% | $3.0M | 7,306 | $1.2M | 3,733 | +3,573+95.71% | Add |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.38% | — | $2.9M | 4 | $0 | 0 | +4 | New Buy |
 VERTEX PHARMACEUTICALS INCVRTX |
| 0.33% | 0.14% | $2.5M | 5,647 | $572,867 | 1,235 | +4,412+357.25% | Add |
 DISNEY WALT CODIS |
| 0.33% | 0.35% | $2.5M | 26,143 | $1.4M | 12,343 | +13,800+111.80% | Add |
 WELLS FARGO CO NEWWFC |
| 0.33% | 0.42% | $2.5M | 31,592 | $1.7M | 18,078 | +13,514+74.75% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.33% | 0.84% | $2.5M | 5,030 | $3.5M | 6,068 | -1,038-17.11% | Reduce |
