| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 6.42% | 6.98% | $8.6M | 63,807 | $7.6M | 64,901 | -1,094-1.69% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.95% | 5.23% | $6.6M | 33,074 | $5.7M | 32,699 | +375+1.15% | Add |
 APPLE INCAAPL |
| 4.33% | 4.72% | $5.8M | 20,029 | $5.1M | 20,278 | -249-1.23% | Reduce |
 ALPHABET INCGOOGL |
| 3.44% | 3.31% | $4.6M | 12,882 | $3.6M | 12,543 | +339+2.70% | Add |
 MICROSOFT CORPMSFT |
| 3.32% | 3.64% | $4.4M | 11,921 | $4.0M | 10,732 | +1,189+11.08% | Add |
 AMAZON COM INCAMZN |
| 3.3% | 3.68% | $4.4M | 18,530 | $4.0M | 19,239 | -709-3.69% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.98% | 2.92% | $4.0M | 11,273 | $3.2M | 11,099 | +174+1.57% | Add |
| DDEEP FISSION INCFISN |
| 2.46% | — | $3.3M | 298,335 | $0 | 0 | +298,335 | New Buy |
| SSTATE STREETSPYM |
| 2.34% | 2.34% | $3.1M | 35,632 | $2.5M | 33,279 | +2,353+7.07% | Add |
 BROADCOM INCAVGO |
| 2.12% | 2.02% | $2.8M | 7,513 | $2.2M | 7,105 | +408+5.74% | Add |
| AALLIANZIM U.S. EQUITY BUFFER20 OCT ETFOCTU |
| 2.1% | 2.45% | $2.8M | 68,745 | $2.7M | 69,475 | -730-1.05% | Reduce |
 META PLATFORMS INCMETA |
| 2.09% | 2.14% | $2.8M | 4,960 | $2.3M | 4,081 | +879+21.54% | Add |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.55% | 1.68% | $2.1M | 25,072 | $1.8M | 24,254 | +818+3.37% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.45% | 1.7% | $1.9M | 3,879 | $1.9M | 3,879 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.44% | 0.6% | $1.9M | 3,305 | $650,600 | 3,198 | +107+3.35% | Add |
| JJ P MORGAN EXCHANGE TRADED FJGRO |
| 1.43% | 1.68% | $1.9M | 19,377 | $1.8M | 21,729 | -2,352-10.82% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.31% | 0.8% | $1.8M | 2,296 | $867,265 | 2,221 | +75+3.38% | Add |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 1.29% | 1.58% | $1.7M | 21,695 | $1.7M | 24,049 | -2,354-9.79% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.26% | 1.03% | $1.7M | 2,291 | $1.1M | 1,954 | +337+17.25% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.18% | 0.41% | $1.6M | 1,368 | $447,899 | 1,326 | +42+3.17% | Add |
 FIRST INTST BANCSYSTEM INCFIBK |
| 1.09% | 1.19% | $1.5M | 40,072 | $1.3M | 38,494 | +1,578+4.10% | Add |
| IISHARES TRIVV |
| 1% | 0.78% | $1.3M | 1,788 | $850,550 | 1,302 | +486+37.33% | Add |
| JJ P MORGAN EXCHANGE TRADED FJBND |
| 0.97% | 0.9% | $1.3M | 24,314 | $981,879 | 18,261 | +6,053+33.15% | Add |
 ELI LILLY & COLLY |
| 0.97% | 0.87% | $1.3M | 1,082 | $950,707 | 1,034 | +48+4.64% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 0.93% | 1.11% | $1.2M | 26,371 | $1.2M | 25,607 | +764+2.98% | Add |
 PALO ALTOPANW |
| 0.91% | 0.54% | $1.2M | 3,572 | $588,738 | 3,672 | -100-2.72% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.91% | 1.21% | $1.2M | 21,542 | $1.3M | 23,340 | -1,798-7.70% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.9% | 0.87% | $1.2M | 3,246 | $952,248 | 2,968 | +278+9.37% | Add |
| IISHARES SILVER TRSLV |
| 0.85% | 1.32% | $1.1M | 21,274 | $1.4M | 21,083 | +191+0.91% | Add |
| IISHARES TRITOT |
| 0.85% | 0.91% | $1.1M | 6,920 | $992,691 | 6,970 | -50-0.72% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.83% | 0.72% | $1.1M | 5,851 | $785,550 | 5,911 | -60-1.02% | Reduce |
| FFIRST TR EXCHANGE TRADED FDFTHI |
| 0.81% | 0.96% | $1.1M | 45,579 | $1.0M | 45,573 | +6+0.01% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.79% | 0.98% | $1.1M | 1,130 | $1.1M | 1,078 | +52+4.82% | Add |
| IISHARES MSCI ACWI EX U.S. ETFACWX |
| 0.76% | 0.86% | $1.0M | 13,329 | $942,162 | 13,760 | -431-3.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.75% | 0.82% | $1.0M | 3,074 | $895,823 | 3,045 | +29+0.95% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.73% | 0.54% | $981,239 | 2,361 | $590,896 | 2,184 | +177+8.10% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.73% | 0.79% | $976,757 | 28,864 | $863,355 | 29,638 | -774-2.61% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJPUS |
| 0.7% | 0.8% | $935,291 | 6,670 | $867,620 | 6,663 | +7+0.11% | Add |
| IISHARES TRIUSB |
| 0.7% | 0.82% | $933,019 | 20,217 | $894,374 | 19,363 | +854+4.41% | Add |
| IISHARES TRIVW |
| 0.68% | 0.68% | $905,815 | 6,586 | $746,440 | 6,599 | -13-0.20% | Reduce |
| FFIDELITY COVINGTON TRUSTFENI |
| 0.64% | 0.68% | $855,612 | 21,321 | $736,411 | 19,796 | +1,525+7.70% | Add |
| IISHARES RUSSELLIWF |
| 0.61% | 0.82% | $819,814 | 6,602 | $893,696 | 2,096 | +4,506+214.98% | Add |
| FFIDELITY COVINGTON TRUSTFBCG |
| 0.6% | 0.54% | $808,051 | 13,010 | $588,158 | 11,735 | +1,275+10.86% | Add |
| IISHARES INCIEMG |
| 0.6% | 0.7% | $806,365 | 9,734 | $761,715 | 10,921 | -1,187-10.87% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.35% | $805,309 | 1,858 | $378,397 | 1,771 | +87+4.91% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.59% | 0.59% | $790,875 | 1,152 | $640,883 | 1,073 | +79+7.36% | Add |
| FFIDELITY MSCI ENERGY INDEX ETFFENY |
| 0.59% | 0.46% | $788,193 | 26,664 | $498,257 | 14,646 | +12,018+82.06% | Add |
| FFIDELITY ENHANCED LARGE CAP CORE ETFFBCV |
| 0.59% | 0.65% | $787,573 | 18,792 | $709,187 | 19,553 | -761-3.89% | Reduce |
 REDDIT INC CL ARDDT |
| 0.57% | 0.58% | $756,809 | 4,360 | $630,028 | 4,679 | -319-6.82% | Reduce |
| IISHARES TRGJS |
| 0.53% | 0.6% | $710,536 | 31,191 | $649,711 | 28,359 | +2,832+9.99% | Add |
