| GGENERAL DYNAMICS CORPVTI |
| 7.99% | 7.43% | $18.7M | 50,481 | $15.0M | 46,908 | +3,573+7.62% | Add |
| SSPDR SERIES TRUSTBIL |
| 6.73% | 8.56% | $15.7M | 171,979 | $17.3M | 189,625 | -17,646-9.31% | Reduce |
| WWISDOMTREE FLOATING RATE TREASURY FUNDUSFR |
| 6.3% | 7.78% | $14.7M | 292,338 | $15.7M | 312,843 | -20,505-6.55% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 5.44% | 5.79% | $12.7M | 152,908 | $11.7M | 142,973 | +9,935+6.95% | Add |
| PPROSHARES TRSSO |
| 5.17% | 4.76% | $12.1M | 179,193 | $9.6M | 185,528 | -6,335-3.41% | Reduce |
| IISHARES TRICSH |
| 4.67% | 5.71% | $10.9M | 216,130 | $11.5M | 228,780 | -12,650-5.53% | Reduce |
 APPLE INCAAPL |
| 4.36% | 4.18% | $10.2M | 35,197 | $8.5M | 33,362 | +1,835+5.50% | Add |
| AAlphabet Inc Class CGOOG |
| 4.27% | 3.25% | $10.0M | 28,265 | $6.6M | 22,933 | +5,332+23.25% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.88% | 4.24% | $9.1M | 57,207 | $8.6M | 58,501 | -1,294-2.21% | Reduce |
 META PLATFORMS INCMETA |
| 3.82% | 3.69% | $8.9M | 15,863 | $7.5M | 13,050 | +2,813+21.56% | Add |
 MICROSOFT CORPMSFT |
| 3.8% | 3.59% | $8.9M | 23,811 | $7.3M | 19,634 | +4,177+21.27% | Add |
 AMAZON COM INCAMZN |
| 3.68% | 3.59% | $8.6M | 36,114 | $7.3M | 34,857 | +1,257+3.61% | Add |
| VVANGUARD FTSEVEA |
| 3.01% | 2.88% | $7.0M | 98,564 | $5.8M | 91,028 | +7,536+8.28% | Add |
| VVANGUARD TOTALBNDX |
| 2.2% | 2.27% | $5.1M | 106,552 | $4.6M | 95,673 | +10,879+11.37% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.15% | 1.9% | $5.0M | 25,056 | $3.8M | 22,056 | +3,000+13.60% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.97% | 2% | $4.6M | 101,541 | $4.1M | 88,324 | +13,217+14.96% | Add |
 TESLA INCTSLA |
| 1.94% | 1.57% | $4.5M | 10,771 | $3.2M | 8,571 | +2,200+25.67% | Add |
| VVANGUARD TOTALBND |
| 1.79% | 1.85% | $4.2M | 57,251 | $3.7M | 51,014 | +6,237+12.23% | Add |
| VVANGUARD FSTEVWO |
| 1.61% | 1.54% | $3.8M | 62,985 | $3.1M | 57,831 | +5,154+8.91% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.28% | 1.27% | $3.0M | 56,521 | $2.6M | 41,825 | +14,696+35.14% | Add |
 ALPHABET INCGOOGL |
| 1.17% | 0.98% | $2.7M | 7,636 | $2.0M | 6,871 | +765+11.13% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.99% | 0.56% | $2.3M | 3,988 | $1.1M | 5,608 | -1,620-28.89% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.94% | 0.86% | $2.2M | 20,577 | $1.7M | 15,767 | +4,810+30.51% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.8% | 0.7% | $1.9M | 6,277 | $1.4M | 14,346 | -8,069-56.25% | Reduce |
| IISHARES GOLD TRIAU |
| 0.77% | 1.02% | $1.8M | 23,852 | $2.1M | 23,440 | +412+1.76% | Add |
| EETFS GOLD TRSGOL |
| 0.75% | 0.99% | $1.8M | 46,117 | $2.0M | 45,099 | +1,018+2.26% | Add |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.74% | 1.03% | $1.7M | 30,582 | $2.1M | 29,186 | +1,396+4.78% | Add |
 ADOBE INC COMADBE |
| 0.69% | 0.58% | $1.6M | 7,861 | $1.2M | 4,854 | +3,007+61.95% | Add |
 SALESFORCE INCCRM |
| 0.69% | 0.64% | $1.6M | 10,254 | $1.3M | 6,968 | +3,286+47.16% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.64% | 0.51% | $1.5M | 3,736 | $1.0M | 2,236 | +1,500+67.08% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.6% | 0.64% | $1.4M | 12,093 | $1.3M | 8,894 | +3,199+35.97% | Add |
 SYMBOTIC INC CLASS A COMSYM |
| 0.56% | 0.52% | $1.3M | 29,219 | $1.1M | 19,773 | +9,446+47.77% | Add |
 TWILIO INCTWLO |
| 0.51% | 0.48% | $1.2M | 5,744 | $974,098 | 7,742 | -1,998-25.81% | Reduce |
| IISHARES TRTIP |
| 0.51% | 0.56% | $1.2M | 10,921 | $1.1M | 10,196 | +725+7.11% | Add |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.5% | 0.45% | $1.2M | 30,786 | $917,736 | 27,626 | +3,160+11.44% | Add |
 BROADCOM INCAVGO |
| 0.46% | 0.41% | $1.1M | 2,839 | $827,011 | 2,672 | +167+6.25% | Add |
 ORACLE CORPORCL |
| 0.45% | 0.55% | $1.0M | 7,098 | $1.1M | 7,593 | -495-6.52% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.34% | 0.35% | $803,671 | 9,763 | $718,252 | 8,716 | +1,047+12.01% | Add |
 APPLIED MATLS INCAMAT |
| 0.34% | 0.15% | $798,192 | 1,104 | $302,484 | 885 | +219+24.75% | Add |
| SSCHWAB USSCHP |
| 0.33% | 0.36% | $782,655 | 29,783 | $719,857 | 27,080 | +2,703+9.98% | Add |
 LAM RESEARCH CORPLRCX |
| 0.33% | 0.19% | $779,127 | 1,798 | $379,460 | 1,776 | +22+1.24% | Add |
| IISHARES TRITOT |
| 0.33% | 0.27% | $777,818 | 4,735 | $543,940 | 3,819 | +916+23.99% | Add |
 EXXON MOBIL CORPXOM |
| 0.32% | 0.42% | $750,730 | 5,491 | $840,496 | 4,954 | +537+10.84% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.29% | 0.1% | $665,923 | 577 | $203,380 | 602 | -25-4.15% | Reduce |
| SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.28% | 0.32% | $660,524 | 6,892 | $653,325 | 6,863 | +29+0.42% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.25% | 0.16% | $581,371 | 1,549 | $327,609 | 1,179 | +370+31.38% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.25% | 0.19% | $579,752 | 3,043 | $383,549 | 2,886 | +157+5.44% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.25% | 0.26% | $575,750 | 2,267 | $521,879 | 2,135 | +132+6.18% | Add |
 CHEVRON CORPORATIONCVX |
| 0.24% | 0.3% | $569,883 | 3,438 | $609,941 | 2,948 | +490+16.62% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.24% | 0.23% | $562,100 | 1,177 | $473,130 | 1,400 | -223-15.93% | Reduce |
