| SSELECT SECTOR SPDR TRXLK |
| 14.87% | 12.88% | $70.8M | 381,176 | $57.1M | 386,056 | -4,880-1.26% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 5.88% | 5.84% | $28.0M | 510,470 | $25.9M | 500,018 | +10,452+2.09% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 4.9% | 5.3% | $23.3M | 300,301 | $23.5M | 299,303 | +998+0.33% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 4.87% | 4.81% | $23.2M | 145,176 | $21.3M | 143,292 | +1,884+1.31% | Add |
| VVANGUARD WORLD FDVOX |
| 4.51% | 4.94% | $21.5M | 113,728 | $21.9M | 112,783 | +945+0.84% | Add |
| SSTATE STREETXLI |
| 4.49% | 4.58% | $21.4M | 116,480 | $20.3M | 117,215 | -735-0.63% | Reduce |
| SSSGA ACTIVE ETF TRWIP |
| 4.16% | 4.56% | $19.8M | 504,610 | $20.2M | 506,805 | -2,195-0.43% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 3.27% | 3.42% | $15.6M | 131,700 | $15.2M | 130,188 | +1,512+1.16% | Add |
| IISHARES TRAGG |
| 2.54% | 2.75% | $12.1M | 122,587 | $12.2M | 122,049 | +538+0.44% | Add |
| SSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 2.43% | 2.65% | $11.6M | 399,816 | $11.7M | 402,586 | -2,770-0.69% | Reduce |
| IINVESCO EXCHANGE TRADED FD TXLG |
| 2.27% | 2.28% | $10.8M | 176,958 | $10.1M | 172,963 | +3,995+2.31% | Add |
 APPLE INCAAPL |
| 2.16% | 2.05% | $10.3M | 34,966 | $9.1M | 35,125 | -159-0.45% | Reduce |
| SSTATE STREETSPYM |
| 1.93% | 1.9% | $9.2M | 104,481 | $8.4M | 102,945 | +1,536+1.49% | Add |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.89% | 2.05% | $9.0M | 300,726 | $9.1M | 301,618 | -892-0.30% | Reduce |
| VVANGUARD WORLD FDVDC |
| 1.73% | 1.82% | $8.2M | 36,451 | $8.0M | 35,939 | +512+1.42% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.66% | 1.9% | $7.9M | 149,552 | $8.4M | 150,537 | -985-0.65% | Reduce |
 ALPHABET INCGOOGL |
| 1.54% | 1.52% | $7.3M | 20,322 | $6.8M | 20,297 | +25+0.12% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.5% | 1.13% | $7.2M | 16,828 | $5.0M | 27,233 | -10,405-38.21% | Reduce |
 PALO ALTOPANW |
| 1.33% | 0.65% | $6.3M | 18,032 | $2.9M | 17,875 | +157+0.88% | Add |
 VISA INCV |
| 1.3% | 1.08% | $6.2M | 17,640 | $4.8M | 15,360 | +2,280+14.84% | Add |
 CISCO SYS INCCSCO |
| 1.19% | 1.14% | $5.7M | 48,296 | $5.0M | 60,964 | -12,668-20.78% | Reduce |
 NETFLIX INCNFLX |
| 1.18% | 1.39% | $5.6M | 75,961 | $6.1M | 57,787 | +18,174+31.45% | Add |
 BROADCOM INCAVGO |
| 1.16% | 1.31% | $5.5M | 14,999 | $5.8M | 15,199 | -200-1.32% | Reduce |
| VVANGUARD WORLD FDVAW |
| 1.13% | 1.25% | $5.4M | 23,442 | $5.5M | 23,376 | +66+0.28% | Add |
 MICROSOFT CORPMSFT |
| 1.09% | 1.19% | $5.2M | 13,520 | $5.3M | 13,431 | +89+0.66% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.05% | 1.15% | $5.0M | 111,554 | $5.1M | 109,802 | +1,752+1.60% | Add |
 AMAZON COM INCAMZN |
| 1.04% | 1.17% | $5.0M | 20,557 | $5.2M | 20,843 | -286-1.37% | Reduce |
 MORGAN STANLEYMS |
| 1% | 0.94% | $4.7M | 22,369 | $4.1M | 22,620 | -251-1.11% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.89% | 0.82% | $4.2M | 10,768 | $3.6M | 13,281 | -2,513-18.92% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.83% | 0.9% | $4.0M | 54,556 | $4.0M | 54,492 | +64+0.12% | Add |
| BBANK OF AMER CORPBAC |
| 0.79% | 0.77% | $3.8M | 64,614 | $3.4M | 64,366 | +248+0.39% | Add |
 ELI LILLY & COLLY |
| 0.79% | 0.64% | $3.8M | 3,155 | $2.8M | 3,065 | +90+2.94% | Add |
 RTX CORPORATIONRTX |
| 0.79% | 0.89% | $3.7M | 19,528 | $3.9M | 19,417 | +111+0.57% | Add |
 BLACKROCK INC COMBLK |
| 0.7% | 0.73% | $3.3M | 3,401 | $3.2M | 3,071 | +330+10.75% | Add |
| NNASDAQ INCNDAQ |
| 0.69% | 0.6% | $3.3M | 39,647 | $2.7M | 30,809 | +8,838+28.69% | Add |
 TRAVELERS COSTRV |
| 0.66% | 0.63% | $3.1M | 9,382 | $2.8M | 9,289 | +93+1.00% | Add |
 PEPSICO INCPEP |
| 0.64% | 0.72% | $3.0M | 21,445 | $3.2M | 20,628 | +817+3.96% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.63% | 0.66% | $3.0M | 15,154 | $2.9M | 14,914 | +240+1.61% | Add |
 PROCTER & GAMBLE COPG |
| 0.63% | 0.65% | $3.0M | 20,233 | $2.9M | 19,981 | +252+1.26% | Add |
 META PLATFORMS INCMETA |
| 0.59% | 0.68% | $2.8M | 4,580 | $3.0M | 4,518 | +62+1.37% | Add |
 CHEVRON CORPORATIONCVX |
| 0.56% | 0.67% | $2.7M | 16,135 | $3.0M | 15,924 | +211+1.33% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 0.52% | 0.42% | $2.5M | 5,992 | $1.9M | 5,981 | +11+0.18% | Add |
 ABBVIE INCABBV |
| 0.5% | 0.45% | $2.4M | 9,523 | $2.0M | 9,473 | +50+0.53% | Add |
 HOME DEPOT INCHD |
| 0.49% | 0.51% | $2.4M | 6,700 | $2.3M | 6,628 | +72+1.09% | Add |
 EOG RES INCEOG |
| 0.46% | 0.52% | $2.2M | 17,183 | $2.3M | 17,178 | +5+0.03% | Add |
 UNITED RENTALS INCURI |
| 0.46% | 0.31% | $2.2M | 1,981 | $1.4M | 1,809 | +172+9.51% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.45% | 0.22% | $2.1M | 2,078 | $969,051 | 2,081 | -3-0.14% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.44% | 0.44% | $2.1M | 12,621 | $1.9M | 12,604 | +17+0.13% | Add |
 CATERPILLAR INCCAT |
| 0.44% | 0.5% | $2.1M | 2,100 | $2.2M | 2,789 | -689-24.70% | Reduce |
 NUVEEN S&P 500 DYNAMIC OVERWSPXX |
| 0.43% | 0.43% | $2.0M | 108,498 | $1.9M | 109,192 | -694-0.64% | Reduce |
