| VVANGUARD WORLD FDVGT |
| 14.85% | 12.33% | $57.8M | 483,407 | $42.3M | 60,663 | +422,744+696.87% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 6.49% | 6.41% | $25.2M | 33,807 | $22.0M | 33,809 | -2-0.01% | Reduce |
 APPLE INCAAPL |
| 5.12% | 5.11% | $19.9M | 68,827 | $17.6M | 69,173 | -346-0.50% | Reduce |
| VVANGUARD WORLD FDVFH |
| 4.83% | 5.05% | $18.8M | 142,855 | $17.3M | 143,602 | -747-0.52% | Reduce |
 ALPHABET INCGOOGL |
| 3.59% | 3.23% | $14.0M | 39,142 | $11.1M | 38,581 | +561+1.45% | Add |
| VVANGUARD WORLD FDVCR |
| 3.23% | 3.38% | $12.6M | 31,726 | $11.6M | 32,277 | -551-1.71% | Reduce |
| SSTATE STREETXLI |
| 2.79% | 2.64% | $10.9M | 58,620 | $9.0M | 55,938 | +2,682+4.79% | Add |
| VVANGUARD HEALTHVHT |
| 2.59% | 2.67% | $10.1M | 33,654 | $9.2M | 33,643 | +11+0.03% | Add |
 MICROSOFT CORPMSFT |
| 2.37% | 2.78% | $9.2M | 24,719 | $9.5M | 25,798 | -1,079-4.18% | Reduce |
 VISA INCV |
| 2.24% | 2.3% | $8.7M | 25,380 | $7.9M | 26,144 | -764-2.92% | Reduce |
 UNION PAC CORPUNP |
| 2.12% | 2.23% | $8.2M | 30,279 | $7.7M | 31,617 | -1,338-4.23% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.01% | 2.49% | $7.8M | 8,342 | $8.5M | 8,567 | -225-2.63% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.96% | 1.87% | $7.6M | 11,082 | $6.4M | 10,722 | +360+3.36% | Add |
 APPLIED MATLS INCAMAT |
| 1.95% | 1.07% | $7.6M | 10,484 | $3.7M | 10,724 | -240-2.24% | Reduce |
 AMAZON COM INCAMZN |
| 1.83% | 1.79% | $7.1M | 29,820 | $6.1M | 29,433 | +387+1.31% | Add |
 LAM RESEARCH CORPLRCX |
| 1.66% | 0.93% | $6.5M | 14,905 | $3.2M | 14,887 | +18+0.12% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.54% | 1.49% | $6.0M | 30,042 | $5.1M | 29,321 | +721+2.46% | Add |
| IISHARES COREIJH |
| 1.49% | 1.43% | $5.8M | 75,402 | $4.9M | 72,787 | +2,615+3.59% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 1.4% | 1.63% | $5.4M | 50,715 | $5.6M | 50,566 | +149+0.29% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 1.14% | 1.31% | $4.4M | 97,783 | $4.5M | 97,975 | -192-0.20% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.11% | 1.28% | $4.3M | 22,727 | $4.4M | 23,251 | -524-2.25% | Reduce |
 WALMART INCWMT |
| 1.08% | 1.3% | $4.2M | 37,046 | $4.5M | 35,839 | +1,207+3.37% | Add |
| AAlphabet Inc Class CGOOG |
| 1% | 0.93% | $3.9M | 10,971 | $3.2M | 11,176 | -205-1.83% | Reduce |
 BROADCOM INCAVGO |
| 0.91% | 0.76% | $3.5M | 9,394 | $2.6M | 8,396 | +998+11.89% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.91% | 1.02% | $3.5M | 7,066 | $3.5M | 7,149 | -83-1.16% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.89% | 1.23% | $3.5M | 20,827 | $4.2M | 20,416 | +411+2.01% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.88% | 0.99% | $3.4M | 67,026 | $3.4M | 67,819 | -793-1.17% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.87% | 0.93% | $3.4M | 28,972 | $3.2M | 29,289 | -317-1.08% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 0.86% | 1.14% | $3.3M | 62,685 | $3.9M | 63,736 | -1,051-1.65% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.85% | 1.15% | $3.3M | 24,095 | $3.9M | 23,279 | +816+3.51% | Add |
 PEPSICO INCPEP |
| 0.82% | 1.11% | $3.2M | 23,597 | $3.8M | 24,565 | -968-3.94% | Reduce |
| VVANGUARD WORLD FDVDC |
| 0.78% | 0.89% | $3.0M | 13,497 | $3.0M | 13,563 | -66-0.49% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.76% | 0.64% | $3.0M | 6,188 | $2.2M | 6,463 | -275-4.25% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.76% | 0.8% | $3.0M | 5,902 | $2.7M | 5,731 | +171+2.98% | Add |
 AMPHENOL CORPAPH |
| 0.73% | 0.59% | $2.8M | 16,136 | $2.0M | 16,116 | +20+0.12% | Add |
 HOME DEPOT INCHD |
| 0.67% | 0.7% | $2.6M | 7,430 | $2.4M | 7,274 | +156+2.14% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.65% | 0.23% | $2.5M | 2,193 | $788,856 | 2,335 | -142-6.08% | Reduce |
| VVANGUARD WORLD FDVOX |
| 0.64% | 0.74% | $2.5M | 13,591 | $2.6M | 14,202 | -611-4.30% | Reduce |
 WILLIAMS COS INCWMB |
| 0.52% | 0.58% | $2.0M | 27,215 | $2.0M | 27,186 | +29+0.11% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.52% | 0.17% | $2.0M | 10,561 | $574,261 | 4,321 | +6,240+144.41% | Add |
| VVANGUARD WORLD FDVDE |
| 0.48% | 0.65% | $1.9M | 12,493 | $2.2M | 12,927 | -434-3.36% | Reduce |
 BLACKROCK INC COMBLK |
| 0.46% | 0.52% | $1.8M | 1,859 | $1.8M | 1,870 | -11-0.59% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.44% | 0.45% | $1.7M | 31,956 | $1.6M | 31,435 | +521+1.66% | Add |
 EATON CORP PLCETN |
| 0.43% | 0.4% | $1.7M | 3,950 | $1.4M | 3,840 | +110+2.86% | Add |
 NOVARTIS AGNVS |
| 0.43% | 0.5% | $1.7M | 10,723 | $1.7M | 11,327 | -604-5.33% | Reduce |
 CHUBB LIMITEDCB |
| 0.43% | 0.5% | $1.7M | 4,904 | $1.7M | 5,270 | -366-6.94% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.42% | 0.17% | $1.6M | 2,805 | $582,420 | 2,863 | -58-2.03% | Reduce |
| FFIDELITY MSCIFIDU |
| 0.41% | 0.4% | $1.6M | 15,975 | $1.4M | 16,001 | -26-0.16% | Reduce |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.41% | 0.2% | $1.6M | 5,560 | $694,436 | 4,709 | +851+18.07% | Add |
 JPMORGAN CHASE & COJPM |
| 0.4% | 0.36% | $1.6M | 4,803 | $1.3M | 4,254 | +549+12.91% | Add |
