| VVANGUARD INDEX FDSVOO |
| 9.18% | 8.96% | $197.2M | 287,154 | $165.7M | 277,322 | +9,832+3.55% | Add |
| VVANGUARD STAR FDSVXUS |
| 5.87% | 5.96% | $126.0M | 1.5M | $110.3M | 1.4M | +44,363+3.10% | Add |
| SSCHWAB USSCHX |
| 5.08% | 4.88% | $109.2M | 3.7M | $90.3M | 3.5M | +188,300+5.35% | Add |
| IISHARES TRIGIB |
| 4.51% | 4.94% | $96.9M | 1.8M | $91.4M | 1.7M | +104,428+6.08% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 4.3% | 4.76% | $92.4M | 1.8M | $88.0M | 1.7M | +87,762+5.05% | Add |
| IISHARES 7-10YRIEF |
| 3.76% | 4.12% | $80.8M | 854,092 | $76.2M | 798,912 | +55,180+6.91% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.54% | 3.67% | $76.0M | 479,226 | $67.8M | 462,504 | +16,722+3.62% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 3.45% | 2.09% | $74.2M | 115,823 | $38.6M | 117,444 | -1,621-1.38% | Reduce |
 APPLE INCAAPL |
| 3.21% | 3.11% | $68.9M | 238,103 | $57.5M | 226,392 | +11,711+5.17% | Add |
| IINVESCO QQQ TRVOO |
| 3.1% | 2.71% | $66.7M | 90,571 | $50.0M | 86,697 | +3,874+4.47% | Add |
 WALMART INCWMT |
| 3.06% | 3.86% | $65.9M | 581,561 | $71.3M | 574,070 | +7,491+1.30% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.8% | 2.66% | $60.2M | 300,798 | $49.1M | 281,784 | +19,014+6.75% | Add |
| AAlphabet Inc Class CGOOG |
| 2.71% | 2.51% | $58.2M | 164,650 | $46.4M | 161,621 | +3,029+1.87% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 2.59% | 2.27% | $55.7M | 192,369 | $42.0M | 198,296 | -5,927-2.99% | Reduce |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.56% | 2.8% | $55.0M | 1.1M | $51.8M | 985,453 | +64,754+6.57% | Add |
| IISHARES RUSSELLIWM |
| 2.47% | 2.32% | $53.1M | 176,816 | $42.8M | 172,650 | +4,166+2.41% | Add |
| IISHARES COREIJH |
| 2.31% | 2.24% | $49.6M | 643,308 | $41.4M | 612,862 | +30,446+4.97% | Add |
| SSTATE STREETXLI |
| 2.25% | 2.21% | $48.3M | 260,568 | $40.9M | 252,784 | +7,784+3.08% | Add |
 MICROSOFT CORPMSFT |
| 1.99% | 2.14% | $42.7M | 114,410 | $39.5M | 106,737 | +7,673+7.19% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 1.84% | 2.06% | $39.6M | 476,688 | $38.0M | 463,621 | +13,067+2.82% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.6% | 1.71% | $34.5M | 68,878 | $31.6M | 65,853 | +3,025+4.59% | Add |
| VVANGUARD INTL EQUITY INDEX FVPL |
| 1.55% | — | $33.3M | 287,920 | $0 | 0 | +287,920 | New Buy |
 AMAZON COM INCAMZN |
| 1.46% | 1.44% | $31.3M | 131,218 | $26.6M | 127,952 | +3,266+2.55% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.43% | 1.36% | $30.7M | 572,622 | $25.2M | 509,542 | +63,080+12.38% | Add |
 PALO ALTOPANW |
| 1.34% | 0.73% | $28.9M | 84,630 | $13.5M | 84,030 | +600+0.71% | Add |
| VVANGUARD WORLD FDVDE |
| 1.31% | 1.7% | $28.2M | 187,545 | $31.4M | 181,711 | +5,834+3.21% | Add |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 1.16% | — | $24.8M | 270,228 | $0 | 0 | +270,228 | New Buy |
 JPMORGAN CHASE & COJPM |
| 1.12% | 1.12% | $24.0M | 73,271 | $20.8M | 70,670 | +2,601+3.68% | Add |
 CATERPILLAR INCCAT |
| 1.05% | 0.82% | $22.6M | 21,216 | $15.2M | 21,509 | -293-1.36% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.97% | 1.08% | $20.8M | 459,056 | $20.0M | 436,177 | +22,879+5.25% | Add |
| VVANGUARD FTSEVEA |
| 0.91% | 2.59% | $19.5M | 273,107 | $48.0M | 748,732 | -475,625-63.52% | Reduce |
 BROADCOM INCAVGO |
| 0.9% | 0.8% | $19.2M | 50,954 | $14.8M | 47,913 | +3,041+6.35% | Add |
 META PLATFORMS INCMETA |
| 0.85% | 0.94% | $18.3M | 32,527 | $17.3M | 30,262 | +2,265+7.48% | Add |
 LIBERTY MEDIA CORP DELFWONK |
| 0.85% | 0.85% | $18.3M | 192,002 | $15.7M | 184,708 | +7,294+3.95% | Add |
| VVANGUARD INDEX FDSVNQ |
| 0.78% | 0.79% | $16.7M | 173,367 | $14.7M | 165,548 | +7,819+4.72% | Add |
 TESLA INCTSLA |
| 0.71% | 0.7% | $15.3M | 36,324 | $12.9M | 34,619 | +1,705+4.93% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.69% | 2.51% | $14.8M | 69,435 | $46.4M | 241,890 | -172,455-71.29% | Reduce |
 AMERICAN EXPRESS COAXP |
| 0.6% | 0.59% | $12.9M | 38,028 | $10.9M | 35,964 | +2,064+5.74% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.59% | 0.8% | $12.6M | 34,045 | $14.9M | 46,292 | -12,247-26.46% | Reduce |
 SALESFORCE INCCRM |
| 0.58% | 0.78% | $12.5M | 79,532 | $14.5M | 77,622 | +1,910+2.46% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.55% | 0.57% | $11.9M | 15,888 | $10.5M | 16,119 | -231-1.43% | Reduce |
| KKKR & CO INC COMKKR |
| 0.54% | 0.6% | $11.7M | 127,435 | $11.1M | 119,819 | +7,616+6.36% | Add |
 VISA INCV |
| 0.53% | 0.51% | $11.5M | 33,449 | $9.4M | 31,245 | +2,204+7.05% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 0.51% | — | $11.1M | 44,492 | $0 | 0 | +44,492 | New Buy |
 JACOBS SOLUTIONS INCJ |
| 0.5% | 0.55% | $10.8M | 85,748 | $10.3M | 80,587 | +5,161+6.40% | Add |
| IISHARES TRIVV |
| 0.47% | 0.48% | $10.2M | 13,559 | $8.9M | 13,634 | -75-0.55% | Reduce |
| TTYSON FOODS INCTSN |
| 0.41% | 0.47% | $8.9M | 155,763 | $8.7M | 135,481 | +20,282+14.97% | Add |
| VVANGUARD WORLD FDVGT |
| 0.38% | 0.39% | $8.2M | 68,430 | $7.3M | 10,447 | +57,983+555.02% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.34% | 0.4% | $7.3M | 87,804 | $7.3M | 88,277 | -473-0.54% | Reduce |
 NETFLIX INCNFLX |
| 0.3% | 0.44% | $6.4M | 89,891 | $8.2M | 84,968 | +4,923+5.79% | Add |
