| IISHARES TRAGG |
| 24.64% | 32.08% | $28.8M | 290,898 | $29.2M | 294,385 | -3,487-1.18% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 12.27% | 10.28% | $14.3M | 75,236 | $9.4M | 70,488 | +4,748+6.74% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 7.5% | 4.71% | $8.8M | 11,738 | $4.3M | 6,601 | +5,137+77.82% | Add |
| IISHARES TRICSH |
| 5.99% | 8.46% | $7.0M | 138,285 | $7.7M | 152,152 | -13,867-9.11% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 4.3% | 4.13% | $5.0M | 93,802 | $3.8M | 76,121 | +17,681+23.23% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 3.95% | — | $4.6M | 21,703 | $0 | 0 | +21,703 | New Buy |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.26% | 2.85% | $3.8M | 24,041 | $2.6M | 17,709 | +6,332+35.76% | Add |
| SSTATE STREETXLI |
| 3.12% | 2.82% | $3.7M | 19,707 | $2.6M | 15,894 | +3,813+23.99% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 3.12% | 2.79% | $3.6M | 31,064 | $2.5M | 23,287 | +7,777+33.40% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 3.1% | 3.12% | $3.6M | 33,833 | $2.8M | 25,603 | +8,230+32.14% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 2.73% | 0.3% | $3.2M | 38,124 | $276,593 | 3,683 | +34,441+935.13% | Add |
| IINVESCO QQQ TRVOO |
| 2.06% | 2.15% | $2.4M | 3,276 | $2.0M | 3,395 | -119-3.51% | Reduce |
| IISHARES TRIEI |
| 1.96% | 3.21% | $2.3M | 19,531 | $2.9M | 24,677 | -5,146-20.85% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.85% | 2.15% | $2.2M | 3,146 | $2.0M | 3,284 | -138-4.20% | Reduce |
 APPLE INCAAPL |
| 1.83% | 2.09% | $2.1M | 7,395 | $1.9M | 7,505 | -110-1.47% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.73% | 0.88% | $2.0M | 5,733 | $800,339 | 2,790 | +2,943+105.48% | Add |
| SSPDR GOLD TRGLD |
| 1.73% | 2.7% | $2.0M | 5,476 | $2.5M | 5,715 | -239-4.18% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 1.68% | 1.47% | $2.0M | 23,687 | $1.3M | 16,308 | +7,379+45.25% | Add |
 MICROSOFT CORPMSFT |
| 1.48% | 2% | $1.7M | 4,639 | $1.8M | 4,911 | -272-5.54% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.93% | 1.3% | $1.1M | 13,289 | $1.2M | 14,341 | -1,052-7.34% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.92% | 1.06% | $1.1M | 5,370 | $965,655 | 5,537 | -167-3.02% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.83% | 0.95% | $973,468 | 21,470 | $861,786 | 18,779 | +2,691+14.33% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.77% | 0.73% | $900,113 | 20,443 | $669,415 | 16,395 | +4,048+24.69% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.75% | 1.26% | $879,281 | 16,556 | $1.2M | 18,779 | -2,223-11.84% | Reduce |
 AMAZON COM INCAMZN |
| 0.71% | 0.82% | $831,807 | 3,490 | $747,898 | 3,591 | -101-2.81% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.65% | 0.88% | $764,596 | 1,528 | $805,056 | 1,680 | -152-9.05% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.65% | 0.6% | $756,158 | 14,876 | $547,274 | 10,952 | +3,924+35.83% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.46% | — | $537,899 | 466 | $0 | 0 | +466 | New Buy |
 TESLA INCTSLA |
| 0.41% | 0.46% | $477,381 | 1,135 | $421,936 | 1,135 | 00.00% | Unchanged |
 ELI LILLY & COLLY |
| 0.41% | 0.4% | $475,348 | 396 | $364,515 | 396 | 00.00% | Unchanged |
| IISHARES 7-10YRIEF |
| 0.37% | 0.58% | $432,941 | 4,578 | $526,065 | 5,512 | -934-16.94% | Reduce |
 ALPHABET INCGOOGL |
| 0.36% | 0.44% | $415,621 | 1,163 | $404,022 | 1,405 | -242-17.22% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.32% | — | $378,297 | 873 | $0 | 0 | +873 | New Buy |
| CCALAMOS ETF TRCBOY |
| 0.31% | 0.39% | $358,804 | 14,651 | $356,679 | 14,651 | 00.00% | Unchanged |
| CCALAMOS ETF TRCBOJ |
| 0.3% | 0.4% | $353,478 | 15,022 | $363,430 | 15,304 | -282-1.84% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.28% | 0.31% | $323,785 | 875 | $280,709 | 875 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 0.24% | — | $277,204 | 434 | $0 | 0 | +434 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.22% | — | $254,496 | 352 | $0 | 0 | +352 | New Buy |
 KLA CORPKLAC |
| 0.21% | — | $250,419 | 830 | $0 | 0 | +830 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.21% | — | $248,629 | 428 | $0 | 0 | +428 | New Buy |
 VERTIV HOLDINGS COVRT |
| 0.21% | — | $246,093 | 735 | $0 | 0 | +735 | New Buy |
 GE VERNOVA INCGEV |
| 0.21% | — | $244,371 | 208 | $0 | 0 | +208 | New Buy |
| IISHARES TRAOA |
| 0.2% | 0.23% | $230,531 | 2,362 | $209,013 | 2,362 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.19% | — | $219,247 | 736 | $0 | 0 | +736 | New Buy |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.18% | — | $215,345 | 1,952 | $0 | 0 | +1,952 | New Buy |
| IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.18% | 0.25% | $214,342 | 4,236 | $232,136 | 4,639 | -403-8.69% | Reduce |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.18% | 0.28% | $212,674 | 4,166 | $252,353 | 4,275 | -109-2.55% | Reduce |
