| VVANGUARD INDEX FDSVOO |
| 38.84% | 35.34% | $54.8M | 79,851 | $44.9M | 75,175 | +4,676+6.22% | Add |
| VVANGUARD TOTALBND |
| 25.15% | 27.13% | $35.5M | 483,724 | $34.5M | 468,222 | +15,502+3.31% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 7.13% | 6.83% | $10.1M | 63,412 | $8.7M | 59,194 | +4,218+7.13% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 6.9% | 7.02% | $9.7M | 117,325 | $8.9M | 108,774 | +8,551+7.86% | Add |
| IINVESCO S&P 500 LOW VOLATILITY ETFSPLV |
| 5.12% | 5.37% | $7.2M | 96,573 | $6.8M | 93,384 | +3,189+3.41% | Add |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.94% | 2.29% | $4.2M | 172,194 | $2.9M | 119,987 | +52,207+43.51% | Add |
| VVANGUARD INDEX FDSVB |
| 1.43% | 1.38% | $2.0M | 6,666 | $1.7M | 6,677 | -11-0.16% | Reduce |
| IISHARES BIOTECHNOLOGYIBB |
| 1.4% | 1.83% | $2.0M | 10,367 | $2.3M | 13,795 | -3,428-24.85% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.94% | 0.69% | $1.3M | 1,797 | $876,159 | 1,518 | +279+18.38% | Add |
 APPLE INCAAPL |
| 0.9% | 0.89% | $1.3M | 4,408 | $1.1M | 4,473 | -65-1.45% | Reduce |
| IISHARES INCIEMG |
| 0.81% | 0.76% | $1.1M | 13,800 | $962,550 | 13,800 | 00.00% | Unchanged |
| IISHARES MSCI EAFE ETFEFA |
| 0.67% | 0.71% | $941,984 | 9,068 | $900,201 | 9,268 | -200-2.16% | Reduce |
| VVANGUARD FTSEVEA |
| 0.66% | 0.67% | $926,535 | 13,004 | $852,520 | 13,304 | -300-2.25% | Reduce |
 BROADCOM INCAVGO |
| 0.65% | 0.59% | $911,912 | 2,414 | $747,177 | 2,414 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.44% | $687,934 | 1,947 | $558,516 | 1,947 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.45% | 0.56% | $638,604 | 1,712 | $708,730 | 1,915 | -203-10.60% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.42% | 0.41% | $591,646 | 2,957 | $515,539 | 2,956 | +1+0.03% | Add |
| IISHARES TRSGOV |
| 0.4% | 0.44% | $558,719 | 5,550 | $558,663 | 5,550 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.33% | 0.43% | $470,854 | 14,144 | $543,412 | 14,144 | 00.00% | Unchanged |
| IISHARES ESGEFA |
| 0.29% | 0.3% | $407,642 | 3,965 | $379,133 | 3,965 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.27% | — | $380,897 | 879 | $0 | 0 | +879 | New Buy |
 AMAZON COM INCAMZN |
| 0.27% | 0.26% | $378,484 | 1,588 | $330,733 | 1,588 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 0.27% | 0.26% | $375,943 | 502 | $330,524 | 506 | -4-0.79% | Reduce |
| SSCHWAB STRATEGIC TRSCHF |
| 0.26% | 0.27% | $366,731 | 13,239 | $337,526 | 13,637 | -398-2.92% | Reduce |
| VVANGUARD FSTEVWO |
| 0.24% | 0.25% | $333,652 | 5,590 | $313,476 | 5,800 | -210-3.62% | Reduce |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.23% | 0.22% | $321,549 | 616 | $285,018 | 615 | +1+0.16% | Add |
 LOWES COS INC COMLOW |
| 0.21% | 0.25% | $300,528 | 1,363 | $322,050 | 1,363 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVCEB |
| 0.21% | 0.24% | $298,926 | 4,763 | $299,259 | 4,763 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.21% | 0.16% | $294,661 | 617 | $208,515 | 617 | 00.00% | Unchanged |
| DDIMENSIONAL ETF TRUSTDFAU |
| 0.2% | 0.19% | $280,522 | 5,427 | $244,866 | 5,427 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.2% | 0.18% | $279,259 | 781 | $224,698 | 781 | 00.00% | Unchanged |
| IISHARES TRSUSB |
| 0.2% | 0.22% | $278,414 | 11,141 | $279,249 | 11,141 | 00.00% | Unchanged |
 WILLIAMS SONOMA INCWSM |
| 0.19% | 0.17% | $272,494 | 1,169 | $213,144 | 1,169 | 00.00% | Unchanged |
| IISHARES TRSTIP |
| 0.18% | 0.2% | $250,803 | 2,455 | $253,921 | 2,455 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.16% | 0.16% | $232,171 | 552 | $201,117 | 541 | +11+2.03% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.16% | — | $226,326 | 303 | $0 | 0 | +303 | New Buy |
| SSCHWAB USSCHX |
| 0.16% | 0.15% | $222,344 | 7,555 | $193,710 | 7,555 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 0.16% | 0.12% | $220,622 | 1,158 | $153,898 | 1,158 | 00.00% | Unchanged |
| SSPDR INDEX SHS FDSSPEM |
| 0.15% | 0.15% | $211,366 | 4,082 | $191,487 | 4,082 | 00.00% | Unchanged |
 BLACKROCK INC COMBLK |
| 0.15% | 0.17% | $210,582 | 219 | $216,385 | 225 | -6-2.67% | Reduce |
| EEDITAS MEDICINE INCEDIT |
| 0.03% | — | $48,691 | 15,028 | $0 | 0 | +15,028 | New Buy |
