| IISHARES TRIVV |
| 26.65% | 26.25% | $99.1M | 241,093 | $92.7M | 241,355 | -262-0.11% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 7.24% | 7.19% | $26.9M | 385,232 | $25.4M | 376,513 | +8,719+2.32% | Add |
| IISHARES RUSSELLIWM |
| 7.2% | 7.36% | $26.8M | 150,053 | $26.0M | 149,183 | +870+0.58% | Add |
 APPLE INCAAPL |
| 5.81% | 4.9% | $21.6M | 131,141 | $17.3M | 133,110 | -1,969-1.48% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 3.32% | 2.85% | $12.3M | 81,683 | $10.1M | 80,878 | +805+1.00% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 3.05% | 3.39% | $11.3M | 136,749 | $12.0M | 136,761 | -12-0.01% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 2.92% | 3.29% | $10.9M | 338,323 | $11.6M | 339,351 | -1,028-0.30% | Reduce |
 VISA INCV |
| 2.22% | 2.17% | $8.3M | 36,627 | $7.7M | 36,926 | -299-0.81% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.91% | 2.06% | $7.1M | 54,961 | $7.3M | 53,650 | +1,311+2.44% | Add |
 AMAZON COM INCAMZN |
| 1.77% | 1.52% | $6.6M | 63,665 | $5.4M | 64,125 | -460-0.72% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.61% | 1.56% | $6.0M | 12,076 | $5.5M | 12,107 | -31-0.26% | Reduce |
 DEERE & CODE |
| 1.52% | 1.67% | $5.7M | 13,730 | $5.9M | 13,786 | -56-0.41% | Reduce |
 MCDONALDS CORPMCD |
| 1.42% | 1.41% | $5.3M | 18,899 | $5.0M | 18,964 | -65-0.34% | Reduce |
 META PLATFORMS INCMETA |
| 1.4% | 0.84% | $5.2M | 24,534 | $3.0M | 24,663 | -129-0.52% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.35% | 1.46% | $5.0M | 38,556 | $5.1M | 38,402 | +154+0.40% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.33% | 1.4% | $4.9M | 15,992 | $5.0M | 16,049 | -57-0.36% | Reduce |
 NIKE INCNKE |
| 1.2% | 1.2% | $4.5M | 36,332 | $4.3M | 36,364 | -32-0.09% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.19% | 1.42% | $4.4M | 28,473 | $5.0M | 28,432 | +41+0.14% | Add |
 STARBUCKS CORPSBUX |
| 1.13% | 1.14% | $4.2M | 40,526 | $4.0M | 40,660 | -134-0.33% | Reduce |
 ALPHABET INCGOOGL |
| 1.12% | 1% | $4.1M | 39,988 | $3.5M | 39,988 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 1.06% | 1.16% | $3.9M | 17,261 | $4.1M | 17,178 | +83+0.48% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.05% | 1.05% | $3.9M | 48,248 | $3.7M | 47,906 | +342+0.71% | Add |
 CISCO SYS INCCSCO |
| 1.04% | 0.99% | $3.9M | 73,720 | $3.5M | 73,506 | +214+0.29% | Add |
 AMGEN INC COMAMGN |
| 1.03% | 1.17% | $3.8M | 15,892 | $4.1M | 15,785 | +107+0.68% | Add |
| SSTATE STREETXLI |
| 1.01% | 1.03% | $3.8M | 37,310 | $3.6M | 37,153 | +157+0.42% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.93% | 1.02% | $3.5M | 10,591 | $3.6M | 10,527 | +64+0.61% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.87% | 0.94% | $3.3M | 39,201 | $3.3M | 38,737 | +464+1.20% | Add |
 PFIZER INCPFE |
| 0.84% | 1.09% | $3.1M | 76,391 | $3.9M | 75,151 | +1,240+1.65% | Add |
 PROCTER & GAMBLE COPG |
| 0.81% | 0.87% | $3.0M | 20,269 | $3.1M | 20,248 | +21+0.10% | Add |
 MARATHON PETE CORPMPC |
| 0.77% | 0.7% | $2.9M | 21,349 | $2.5M | 21,328 | +21+0.10% | Add |
 MICROSOFT CORPMSFT |
| 0.76% | 0.68% | $2.8M | 9,842 | $2.4M | 10,021 | -179-1.79% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.69% | $2.8M | 27,044 | $2.4M | 27,304 | -260-0.95% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.74% | 0.89% | $2.7M | 95,982 | $3.2M | 95,310 | +672+0.71% | Add |
 PEPSICO INCPEP |
| 0.73% | 0.79% | $2.7M | 14,956 | $2.8M | 15,468 | -512-3.31% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.68% | 0.74% | $2.5M | 37,439 | $2.6M | 37,173 | +266+0.72% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 0.63% | 0.61% | $2.4M | 62,292 | $2.2M | 61,953 | +339+0.55% | Add |
 CUMMINS INCCMI |
| 0.63% | 0.67% | $2.3M | 9,812 | $2.4M | 9,752 | +60+0.62% | Add |
 KIMBERLY-CLARK CORPKMB |
| 0.58% | 0.61% | $2.1M | 15,973 | $2.2M | 15,862 | +111+0.70% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.57% | 0.59% | $2.1M | 54,051 | $2.1M | 53,220 | +831+1.56% | Add |
 3M CO COMMMM |
| 0.53% | 0.67% | $2.0M | 18,763 | $2.4M | 19,772 | -1,009-5.10% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.5% | 0.49% | $1.8M | 4,508 | $1.7M | 4,489 | +19+0.42% | Add |
 COCA COLA COKO |
| 0.49% | 0.53% | $1.8M | 29,192 | $1.9M | 29,192 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 0.47% | 0.41% | $1.8M | 30,400 | $1.5M | 30,391 | +9+0.03% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.47% | 0.42% | $1.8M | 26,995 | $1.5M | 26,966 | +29+0.11% | Add |
 INTEL CORPINTC |
| 0.46% | 0.39% | $1.7M | 52,823 | $1.4M | 52,458 | +365+0.70% | Add |
 DISNEY WALT CODIS |
| 0.46% | 0.43% | $1.7M | 17,217 | $1.5M | 17,475 | -258-1.48% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.42% | 0.44% | $1.5M | 14,110 | $1.5M | 14,001 | +109+0.78% | Add |
 CONOCOPHILLIPSCOP |
| 0.33% | 0.41% | $1.2M | 12,196 | $1.4M | 12,139 | +57+0.47% | Add |
 XCEL ENERGY INC COMXEL |
| 0.32% | 0.35% | $1.2M | 17,827 | $1.2M | 17,700 | +127+0.72% | Add |
| CCITIGROUP INCC |
| 0.31% | 0.34% | $1.1M | 24,284 | $1.2M | 26,205 | -1,921-7.33% | Reduce |
