| IINVESCO QQQ TRVOO |
| 12.54% | 11.64% | $272.3M | 369,769 | $216.1M | 374,328 | -4,559-1.22% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 12.18% | 10.06% | $264.4M | 1.4M | $186.6M | 1.4M | -16,417-1.17% | Reduce |
| IISHARES RUSSELLIWF |
| 7.21% | 7.41% | $156.5M | 1.3M | $137.6M | 322,599 | +938,094+290.79% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 6.45% | 6.97% | $140.0M | 2.6M | $129.3M | 2.6M | -7,140-0.27% | Reduce |
| IISHARES TR MSCI AC ASIA ETFAAXJ |
| 4.81% | 4.52% | $104.4M | 874,689 | $84.0M | 872,029 | +2,660+0.31% | Add |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 4.57% | 4.91% | $99.1M | 1.5M | $91.1M | 1.6M | -29,736-1.89% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 4.37% | 5.33% | $95.0M | 886,360 | $98.9M | 892,374 | -6,014-0.67% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 4.17% | 4.4% | $90.5M | 1.1M | $81.7M | 1.1M | -6,897-0.63% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 3.95% | 5.33% | $85.8M | 1.6M | $98.9M | 1.6M | +1,343+0.08% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.32% | 3.53% | $72.1M | 454,218 | $65.5M | 446,627 | +7,591+1.70% | Add |
| SSTATE STREETXLI |
| 2.87% | 2.86% | $62.2M | 335,937 | $53.1M | 328,187 | +7,750+2.36% | Add |
| SSPDR SERIES TRUSTSDY |
| 2.65% | 2.9% | $57.5M | 378,030 | $53.8M | 368,501 | +9,529+2.59% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.22% | 0.05% | $48.3M | 226,895 | $902,024 | 4,700 | +222,195+4,727.55% | Add |
| SSELECT STOXX EUROPE AEROSPACE & DEFEUAD |
| 1.95% | 2.14% | $42.3M | 1.0M | $39.7M | 973,381 | +28,835+2.96% | Add |
 VANECK ETF TRUSTPPH |
| 1.61% | 1.74% | $35.0M | 319,636 | $32.3M | 310,801 | +8,835+2.84% | Add |
| SSPDR GOLD TRGLD |
| 1.41% | 1.74% | $30.6M | 82,965 | $32.2M | 74,843 | +8,122+10.85% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.29% | 1.11% | $28.0M | 139,966 | $20.6M | 117,860 | +22,106+18.76% | Add |
| GGLOBAL X COPPER MINERS ETFCOPX |
| 1.08% | 1.23% | $23.3M | 303,306 | $22.8M | 298,129 | +5,177+1.74% | Add |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.66% | $21.3M | 60,145 | $12.2M | 42,667 | +17,478+40.96% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.92% | 1.03% | $20.0M | 393,130 | $19.1M | 382,390 | +10,740+2.81% | Add |
 VANECK ETF TRUSTSMH |
| 0.72% | 2.35% | $15.5M | 23,708 | $43.6M | 113,602 | -89,894-79.13% | Reduce |
| IISHARES TREMB |
| 0.7% | 0.67% | $15.3M | 158,301 | $12.3M | 131,450 | +26,851+20.43% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.68% | 0.69% | $14.7M | 19,628 | $12.8M | 19,619 | +9+0.05% | Add |
 MICROSOFT CORPMSFT |
| 0.65% | 0.74% | $14.1M | 37,914 | $13.8M | 37,157 | +757+2.04% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.62% | 0.56% | $13.4M | 19,499 | $10.4M | 17,337 | +2,162+12.47% | Add |
| IISHARES TRHYG |
| 0.61% | 0.6% | $13.2M | 164,673 | $11.1M | 138,924 | +25,749+18.53% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.56% | 0.47% | $12.1M | 47,904 | $8.7M | 47,904 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.5% | 0.38% | $10.8M | 22,557 | $7.1M | 20,865 | +1,692+8.11% | Add |
 APPLE INCAAPL |
| 0.46% | 0.66% | $10.0M | 34,684 | $12.2M | 48,019 | -13,335-27.77% | Reduce |
 AMAZON COM INCAMZN |
| 0.46% | 0.51% | $9.9M | 41,649 | $9.5M | 45,567 | -3,918-8.60% | Reduce |
 ALPHABET INCGOOGL |
| 0.42% | 0.4% | $9.1M | 25,405 | $7.3M | 25,555 | -150-0.59% | Reduce |
 ELI LILLY & COLLY |
| 0.38% | 0.28% | $8.3M | 6,918 | $5.2M | 5,671 | +1,247+21.99% | Add |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.36% | 0.4% | $7.8M | 156,043 | $7.5M | 156,605 | -562-0.36% | Reduce |
 META PLATFORMS INCMETA |
| 0.31% | 0.37% | $6.8M | 12,122 | $6.9M | 12,021 | +101+0.84% | Add |
 BROADCOM INCAVGO |
| 0.31% | 0.39% | $6.7M | 17,624 | $7.3M | 23,636 | -6,012-25.44% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 0.3% | 0.26% | $6.6M | 72,072 | $4.7M | 51,806 | +20,266+39.12% | Add |
| JJANUS HENDERSONJAAA |
| 0.26% | 0.27% | $5.5M | 109,906 | $5.0M | 99,926 | +9,980+9.99% | Add |
 TESLA INCTSLA |
| 0.25% | 0.28% | $5.4M | 12,951 | $5.1M | 13,751 | -800-5.82% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJMST |
| 0.23% | 0.27% | $4.9M | 96,869 | $5.0M | 97,255 | -386-0.40% | Reduce |
| IISHARES TRAGG |
| 0.22% | 0.19% | $4.9M | 49,131 | $3.6M | 36,208 | +12,923+35.69% | Add |
| IISHARES RUSSELLIWB |
| 0.22% | 0.23% | $4.8M | 11,815 | $4.2M | 11,792 | +23+0.20% | Add |
 JPMORGAN CHASE & COJPM |
| 0.22% | 0.23% | $4.8M | 14,770 | $4.3M | 14,505 | +265+1.83% | Add |
| AAPPLOVIN CORPAPP |
| 0.21% | 0.15% | $4.5M | 8,749 | $2.8M | 7,066 | +1,683+23.82% | Add |
| IINVESCO EXCH TRADED FD TR IIBKLN |
| 0.2% | 0.21% | $4.4M | 215,396 | $3.9M | 190,850 | +24,546+12.86% | Add |
| FFLEX LTDFLEX |
| 0.19% | 0.12% | $4.2M | 25,920 | $2.1M | 32,751 | -6,831-20.86% | Reduce |
 VISA INCV |
| 0.19% | 0.18% | $4.2M | 12,148 | $3.4M | 11,270 | +878+7.79% | Add |
| IISHARES TRLQD |
| 0.19% | 0.19% | $4.1M | 38,037 | $3.5M | 32,102 | +5,935+18.49% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.19% | 0.19% | $4.1M | 52,105 | $3.5M | 43,826 | +8,279+18.89% | Add |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.17% | — | $3.8M | 22,107 | $0 | 0 | +22,107 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.17% | 0.05% | $3.8M | 6,465 | $860,916 | 4,232 | +2,233+52.76% | Add |
