 NVIDIA CORPORATIONNVDA |
| 7.35% | 7.32% | $10.3M | 51,311 | $8.2M | 46,824 | +4,487+9.58% | Add |
 VANECK ETF TRUSTSMH |
| 6% | 4.35% | $8.4M | 12,773 | $4.9M | 12,663 | +110+0.87% | Add |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 4.14% | 4.43% | $5.8M | 34,721 | $4.9M | 33,497 | +1,224+3.65% | Add |
| IINVESCO QQQ TRVOO |
| 4.01% | 3.83% | $5.6M | 7,608 | $4.3M | 7,410 | +198+2.67% | Add |
| VVANGUARD WORLD FDVGT |
| 3.48% | 3.24% | $4.9M | 40,677 | $3.6M | 5,178 | +35,499+685.57% | Add |
 AMAZON COM INCAMZN |
| 3.03% | 3.13% | $4.2M | 17,756 | $3.5M | 16,797 | +959+5.71% | Add |
 APPLE INCAAPL |
| 2.56% | 2.75% | $3.6M | 12,353 | $3.1M | 12,081 | +272+2.25% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 2.56% | 2.29% | $3.6M | 18,744 | $2.6M | 19,252 | -508-2.64% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.4% | 2.69% | $3.3M | 21,082 | $3.0M | 20,467 | +615+3.00% | Add |
 ALPHABET INCGOOGL |
| 2.29% | 2.13% | $3.2M | 8,949 | $2.4M | 8,264 | +685+8.29% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.98% | 2.03% | $2.8M | 4,026 | $2.3M | 3,799 | +227+5.98% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.87% | 1.86% | $2.6M | 2,585 | $2.1M | 2,456 | +129+5.25% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.86% | 2.09% | $2.6M | 48,555 | $2.3M | 47,151 | +1,404+2.98% | Add |
| IISHARES TRIVV |
| 1.83% | 2.16% | $2.6M | 3,407 | $2.4M | 3,691 | -284-7.69% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.7% | 1.7% | $2.4M | 3,182 | $1.9M | 2,913 | +269+9.23% | Add |
 BROADCOM INCAVGO |
| 1.68% | 1.68% | $2.3M | 6,220 | $1.9M | 6,055 | +165+2.73% | Add |
| VVANGUARD WORLD FDVCR |
| 1.65% | 1.9% | $2.3M | 5,810 | $2.1M | 5,905 | -95-1.61% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.62% | 2.22% | $2.3M | 42,530 | $2.5M | 40,462 | +2,068+5.11% | Add |
| IISHARES TRGJS |
| 1.55% | 1.66% | $2.2M | 94,697 | $1.9M | 81,048 | +13,649+16.84% | Add |
| DDIMENSIONAL ETF TRUSTDFIV |
| 1.48% | 1.31% | $2.1M | 38,234 | $1.5M | 27,777 | +10,457+37.65% | Add |
| IISHARES TRHYG |
| 1.47% | 1.41% | $2.0M | 25,616 | $1.6M | 19,744 | +5,872+29.74% | Add |
| IISHARES COREIJR |
| 1.46% | 1.44% | $2.0M | 13,762 | $1.6M | 12,967 | +795+6.13% | Add |
 PALO ALTOPANW |
| 1.46% | 0.72% | $2.0M | 5,985 | $803,684 | 5,013 | +972+19.39% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.42% | 0.68% | $2.0M | 2,597 | $760,909 | 1,949 | +648+33.25% | Add |
| IISHARES TREFG |
| 1.41% | 1.21% | $2.0M | 15,836 | $1.4M | 12,154 | +3,682+30.29% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.35% | 1.29% | $1.9M | 17,145 | $1.4M | 14,818 | +2,327+15.70% | Add |
 MICROSOFT CORPMSFT |
| 1.31% | 1.46% | $1.8M | 4,902 | $1.6M | 4,416 | +486+11.01% | Add |
| IISHARES TRITA |
| 1.28% | 1.49% | $1.8M | 7,383 | $1.7M | 7,600 | -217-2.86% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.13% | 1.32% | $1.6M | 6,680 | $1.5M | 6,860 | -180-2.62% | Reduce |
 ABBVIE INCABBV |
| 1.11% | 1.03% | $1.6M | 6,161 | $1.1M | 5,284 | +877+16.60% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.09% | 1.33% | $1.5M | 1,629 | $1.5M | 1,492 | +137+9.18% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.02% | 1.02% | $1.4M | 31,524 | $1.1M | 24,737 | +6,787+27.44% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.01% | 1.3% | $1.4M | 17,053 | $1.5M | 17,566 | -513-2.92% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.94% | 1.04% | $1.3M | 2,500 | $1.2M | 2,500 | 00.00% | Unchanged |
| SSPDR SER TR S&PXSD |
| 0.93% | 0.61% | $1.3M | 2,076 | $680,362 | 2,086 | -10-0.48% | Reduce |
| VVANGUARD WELLINGTON FDVFMO |
| 0.87% | 0.89% | $1.2M | 4,869 | $989,041 | 5,018 | -149-2.97% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.86% | 1.1% | $1.2M | 23,709 | $1.2M | 24,540 | -831-3.39% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.86% | 0.97% | $1.2M | 3,559 | $1.1M | 3,586 | -27-0.75% | Reduce |
| VVANGUARD WORLD FDVFH |
| 0.82% | 0.96% | $1.1M | 8,692 | $1.1M | 8,910 | -218-2.45% | Reduce |
 NETFLIX INCNFLX |
| 0.79% | 1.18% | $1.1M | 15,426 | $1.3M | 13,736 | +1,690+12.30% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.74% | 0.89% | $1.0M | 4,867 | $990,431 | 5,161 | -294-5.70% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.74% | 0.83% | $1.0M | 4,716 | $922,143 | 4,700 | +16+0.34% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 0.73% | 0.74% | $1.0M | 8,611 | $827,298 | 7,425 | +1,186+15.97% | Add |
| IISHARES BIOTECHNOLOGYIBB |
| 0.71% | 0.6% | $988,414 | 5,197 | $664,557 | 3,936 | +1,261+32.04% | Add |
| SSCHWAB U.S. REIT ETFSCHH |
| 0.7% | 0.69% | $981,931 | 41,467 | $771,227 | 35,888 | +5,579+15.55% | Add |
 META PLATFORMS INCMETA |
| 0.7% | 0.61% | $973,761 | 1,729 | $681,856 | 1,192 | +537+45.05% | Add |
 ARISTA NETWORKS INCANET |
| 0.68% | 0.62% | $949,120 | 5,587 | $693,338 | 5,647 | -60-1.06% | Reduce |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.62% | 0.75% | $868,348 | 9,584 | $834,363 | 10,423 | -839-8.05% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.61% | 0.7% | $854,783 | 2,611 | $784,205 | 2,666 | -55-2.06% | Reduce |
 SERVICENOW INCNOW |
| 0.61% | 0.63% | $845,865 | 8,520 | $705,921 | 6,752 | +1,768+26.18% | Add |
