| VVANGUARD INDEX FDSVOO |
| 7.55% | 5.07% | $17.4M | 25,345 | $9.6M | 15,295 | +10,050+65.71% | Add |
| IISHARES TRIEFA |
| 6.76% | 3.32% | $15.6M | 161,444 | $6.3M | 70,134 | +91,310+130.19% | Add |
| ZZACKS TRUSTZECP |
| 4.91% | 1.48% | $11.3M | 299,705 | $2.8M | 80,722 | +218,983+271.28% | Add |
| ZZACKS FOCUS GROWTH ETFGROZ |
| 4.76% | 1.17% | $11.0M | 345,021 | $2.2M | 74,527 | +270,494+362.95% | Add |
| AAlphabet Inc Class CGOOG |
| 4.53% | 6.24% | $10.4M | 29,530 | $11.8M | 37,577 | -8,047-21.41% | Reduce |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 3.98% | 0.81% | $9.2M | 205,799 | $1.5M | 41,345 | +164,454+397.76% | Add |
| VVANGUARD MIDVO |
| 3.94% | 3.74% | $9.1M | 112,719 | $7.1M | 24,331 | +88,388+363.27% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.77% | 3.34% | $6.4M | 31,879 | $6.3M | 33,853 | -1,974-5.83% | Reduce |
 ALPHABET INCGOOGL |
| 2.33% | 2.45% | $5.4M | 15,034 | $4.6M | 14,775 | +259+1.75% | Add |
 ELI LILLY & COLLY |
| 2.33% | 1.03% | $5.4M | 4,477 | $1.9M | 1,814 | +2,663+146.80% | Add |
 APPLE INCAAPL |
| 2.12% | 3.17% | $4.9M | 16,891 | $6.0M | 22,008 | -5,117-23.25% | Reduce |
 AMAZON COM INCAMZN |
| 2.11% | 2.45% | $4.9M | 20,389 | $4.6M | 20,097 | +292+1.45% | Add |
 META PLATFORMS INCMETA |
| 1.76% | 2.78% | $4.1M | 7,196 | $5.3M | 7,959 | -763-9.59% | Reduce |
| IISHARES TRAGG |
| 1.74% | 0.01% | $4.0M | 40,500 | $23,555 | 471 | +40,029+8,498.73% | Add |
| IISHARES RUSSELLIWF |
| 1.7% | 0.42% | $3.9M | 31,507 | $797,037 | 1,684 | +29,823+1,770.96% | Add |
 MICROSOFT CORPMSFT |
| 1.57% | 3.23% | $3.6M | 9,697 | $6.1M | 12,622 | -2,925-23.17% | Reduce |
| IISHARES COREIJR |
| 1.39% | 1.43% | $3.2M | 21,644 | $2.7M | 22,564 | -920-4.08% | Reduce |
| IISHARES INCIEMG |
| 1.3% | 0.86% | $3.0M | 36,170 | $1.6M | 24,113 | +12,057+50.00% | Add |
| VVANGUARD INDEX FDSVTV |
| 1.24% | 1.13% | $2.9M | 13,147 | $2.1M | 11,200 | +1,947+17.38% | Add |
| SSCHWAB STRATEGIC TRSCHE |
| 1.18% | 0.21% | $2.7M | 75,180 | $393,730 | 12,022 | +63,158+525.35% | Add |
| VVANGUARD INDEX FDSVUG |
| 1.08% | 0.58% | $2.5M | 28,814 | $1.1M | 2,259 | +26,555+1,175.52% | Add |
| CCALAMOS ETF TRCAIE |
| 1.04% | 0.84% | $2.4M | 88,422 | $1.6M | 59,146 | +29,276+49.50% | Add |
| SSCHWAB STRATEGIC TRSCHD |
| 0.98% | 0.26% | $2.3M | 71,254 | $484,721 | 17,671 | +53,583+303.23% | Add |
| IINVESCO EXCH TRADED FD TR IIRWJ |
| 0.88% | 0.96% | $2.0M | 34,209 | $1.8M | 37,319 | -3,110-8.33% | Reduce |
| IISHARES TRIVV |
| 0.87% | 0.73% | $2.0M | 2,676 | $1.4M | 2,023 | +653+32.28% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.86% | 0.28% | $2.0M | 3,414 | $538,398 | 2,514 | +900+35.80% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.66% | — | $1.5M | 26,123 | $0 | 0 | +26,123 | New Buy |
| IISHARES TRSGOV |
| 0.59% | — | $1.4M | 13,583 | $0 | 0 | +13,583 | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.59% | 0.13% | $1.3M | 3,113 | $250,950 | 1,466 | +1,647+112.35% | Add |
 ISHARES MBSACGL |
| 0.58% | 0.55% | $1.3M | 14,113 | $1.0M | 10,914 | +3,199+29.31% | Add |
 WALMART INCWMT |
| 0.54% | 1.33% | $1.3M | 11,058 | $2.5M | 22,634 | -11,576-51.14% | Reduce |
 BROADCOM INCAVGO |
| 0.53% | 0.2% | $1.2M | 3,258 | $387,184 | 1,118 | +2,140+191.41% | Add |
 ORACLE CORPORCL |
| 0.53% | 1.48% | $1.2M | 8,314 | $2.8M | 14,371 | -6,057-42.15% | Reduce |
| VVANGUARD INDEX FDSVBK |
| 0.51% | 0.21% | $1.2M | 3,218 | $392,139 | 1,298 | +1,920+147.92% | Add |
| IINVESCO ACTVELY MNGD ETC FDPDBC |
| 0.51% | 0.45% | $1.2M | 74,003 | $854,899 | 64,520 | +9,483+14.70% | Add |
| AAMERICAN CUSTOMER SATISFACTION ETFACSI |
| 0.48% | — | $1.1M | 14,971 | $0 | 0 | +14,971 | New Buy |
 TESLA INCTSLA |
| 0.47% | 0.28% | $1.1M | 2,585 | $526,973 | 1,171 | +1,414+120.75% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.45% | 0.45% | $1.0M | 1,410 | $841,621 | 1,234 | +176+14.26% | Add |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.45% | 0.66% | $1.0M | 19,941 | $1.2M | 23,570 | -3,629-15.40% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.4% | 0.11% | $926,530 | 1,258 | $200,375 | 326 | +932+285.89% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.39% | 0.43% | $903,210 | 2,871 | $821,914 | 2,846 | +25+0.88% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.36% | 0.3% | $822,376 | 1,722 | $571,617 | 1,881 | -159-8.45% | Reduce |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.35% | — | $798,473 | 15,641 | $0 | 0 | +15,641 | New Buy |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.33% | 1.47% | $760,886 | 7,916 | $2.8M | 36,190 | -28,274-78.13% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.33% | 0.5% | $753,940 | 9,122 | $936,498 | 11,182 | -2,060-18.42% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.31% | 0.28% | $719,204 | 7,926 | $538,747 | 4,300 | +3,626+84.33% | Add |
 AMGEN INC COMAMGN |
| 0.31% | 1.27% | $708,669 | 1,957 | $2.4M | 7,360 | -5,403-73.41% | Reduce |
 HOME DEPOT INCHD |
| 0.3% | 0.31% | $702,981 | 1,993 | $593,626 | 1,725 | +268+15.54% | Add |
| SSPDR SERIES TRUSTSPTM |
| 0.3% | 0.36% | $690,640 | 7,607 | $672,375 | 8,150 | -543-6.66% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.29% | 0.17% | $679,019 | 5,820 | $322,794 | 1,816 | +4,004+220.48% | Add |
