| IISHARES TRLQD |
| 69.19% | 71.23% | $2.09B | 19.1M | $2.08B | 19.1M | 00.00% | Unchanged |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 7.07% | 7.23% | $213.2M | 2.8M | $211.7M | 2.8M | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 1.82% | 1.18% | $55.0M | 288,666 | $34.4M | 259,155 | +29,511+11.39% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.39% | 1.38% | $41.9M | 209,312 | $40.3M | 231,218 | -21,906-9.47% | Reduce |
 APPLE INCAAPL |
| 1.17% | 1.14% | $35.4M | 122,367 | $33.4M | 131,431 | -9,064-6.90% | Reduce |
 ALPHABET INCGOOGL |
| 1.06% | 0.9% | $32.0M | 89,580 | $26.5M | 92,023 | -2,443-2.65% | Reduce |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.01% | 0.94% | $30.5M | 1.3M | $27.4M | 1.2M | +136,000+11.54% | Add |
 MICROSOFT CORPMSFT |
| 0.78% | 0.83% | $23.5M | 62,967 | $24.3M | 65,534 | -2,567-3.92% | Reduce |
| IISHARES TRIBDS |
| 0.7% | 0.63% | $21.0M | 866,000 | $18.3M | 755,000 | +111,000+14.70% | Add |
 AMAZON COM INCAMZN |
| 0.66% | 0.62% | $19.9M | 83,300 | $18.1M | 86,755 | -3,455-3.98% | Reduce |
 BROADCOM INCAVGO |
| 0.53% | 0.46% | $15.9M | 41,975 | $13.4M | 43,269 | -1,294-2.99% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.51% | 0.48% | $15.4M | 287,368 | $14.0M | 283,649 | +3,719+1.31% | Add |
| SSTATE STREETXLI |
| 0.46% | 0.7% | $14.0M | 75,641 | $20.5M | 126,683 | -51,042-40.29% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.46% | 0.15% | $14.0M | 12,092 | $4.4M | 13,096 | -1,004-7.67% | Reduce |
 META PLATFORMS INCMETA |
| 0.37% | 0.41% | $11.3M | 20,007 | $11.9M | 20,856 | -849-4.07% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.32% | 0.31% | $9.7M | 29,517 | $8.9M | 30,398 | -881-2.90% | Reduce |
 TESLA INCTSLA |
| 0.3% | 0.28% | $9.0M | 21,433 | $8.1M | 21,744 | -311-1.43% | Reduce |
 ELI LILLY & COLLY |
| 0.29% | 0.23% | $8.7M | 7,224 | $6.7M | 7,296 | -72-0.99% | Reduce |
 VISA INCV |
| 0.23% | 0.22% | $6.9M | 20,067 | $6.3M | 20,900 | -833-3.99% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.23% | 0.1% | $6.9M | 15,832 | $3.0M | 14,150 | +1,682+11.89% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.22% | 0.08% | $6.6M | 11,290 | $2.5M | 12,135 | -845-6.96% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.2% | 0.22% | $6.0M | 23,591 | $6.3M | 25,907 | -2,316-8.94% | Reduce |
 WALMART INCWMT |
| 0.2% | 0.24% | $5.9M | 52,431 | $7.1M | 56,937 | -4,506-7.91% | Reduce |
| IISHARES AAA CLO ACTIVE ETFCLOA |
| 0.17% | 0.17% | $5.1M | 98,000 | $5.1M | 98,000 | 00.00% | Unchanged |
 ABBVIE INCABBV |
| 0.16% | 0.16% | $4.8M | 18,918 | $4.8M | 22,176 | -3,258-14.69% | Reduce |
| CCITIGROUP INCC |
| 0.15% | 0.14% | $4.7M | 33,364 | $4.2M | 36,791 | -3,427-9.31% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.14% | 0.15% | $4.2M | 8,317 | $4.3M | 8,918 | -601-6.74% | Reduce |
 HOME DEPOT INCHD |
| 0.14% | 0.13% | $4.1M | 11,740 | $3.9M | 11,789 | -49-0.42% | Reduce |
 VERTIV HOLDINGS COVRT |
| 0.13% | 0.09% | $4.0M | 11,867 | $2.8M | 11,085 | +782+7.05% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.13% | 0.05% | $4.0M | 9,529 | $1.5M | 5,645 | +3,884+68.80% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.13% | 0.12% | $4.0M | 21,882 | $3.6M | 21,746 | +136+0.63% | Add |
 WELLS FARGO CO NEWWFC |
| 0.13% | 0.13% | $3.9M | 47,434 | $3.8M | 47,123 | +311+0.66% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.13% | 0.14% | $3.9M | 4,181 | $4.2M | 4,180 | +1+0.02% | Add |
 TJX COS INC NEWTJX |
| 0.13% | 0.15% | $3.9M | 25,811 | $4.4M | 27,625 | -1,814-6.57% | Reduce |
 CUMMINS INCCMI |
| 0.13% | 0.11% | $3.8M | 5,359 | $3.1M | 5,764 | -405-7.03% | Reduce |
 COCA COLA COKO |
| 0.12% | 0.12% | $3.7M | 46,030 | $3.6M | 46,854 | -824-1.76% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 0.12% | 0.05% | $3.7M | 12,554 | $1.5M | 14,994 | -2,440-16.27% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.12% | 0.13% | $3.7M | 25,193 | $3.7M | 25,717 | -524-2.04% | Reduce |
 CATERPILLAR INCCAT |
| 0.12% | 0.08% | $3.6M | 3,376 | $2.2M | 3,159 | +217+6.87% | Add |
 WELLTOWER INC COMWELL |
| 0.12% | 0.1% | $3.6M | 15,694 | $2.9M | 14,450 | +1,244+8.61% | Add |
 QUANTA SVCS INCPWR |
| 0.12% | 0.09% | $3.5M | 4,865 | $2.8M | 5,030 | -165-3.28% | Reduce |
 INTEL CORPINTC |
| 0.11% | — | $3.3M | 23,960 | $0 | 0 | +23,960 | New Buy |
 PALO ALTOPANW |
| 0.11% | 0.06% | $3.3M | 9,749 | $1.8M | 11,278 | -1,529-13.56% | Reduce |
 LINDE PLCLIN |
| 0.11% | 0.13% | $3.3M | 6,369 | $3.9M | 7,767 | -1,398-18.00% | Reduce |
 GE VERNOVA INCGEV |
| 0.11% | 0.09% | $3.3M | 2,801 | $2.7M | 3,138 | -337-10.74% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.11% | 0.15% | $3.3M | 24,009 | $4.5M | 26,510 | -2,501-9.43% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.1% | $3.2M | 9,012 | $3.0M | 10,544 | -1,532-14.53% | Reduce |
 WW GRAINGER INCGWW |
| 0.1% | 0.08% | $3.1M | 2,303 | $2.4M | 2,157 | +146+6.77% | Add |
 CLOUDFLARE INCNET |
| 0.1% | 0.07% | $3.1M | 12,645 | $2.1M | 10,030 | +2,615+26.07% | Add |
 ARM HOLDINGS PLCARM |
| 0.1% | 0.04% | $3.1M | 8,669 | $1.2M | 7,679 | +990+12.89% | Add |
