 NVIDIA CORPORATIONNVDA |
| 12.96% | 13.63% | $64.9M | 324,409 | $61.8M | 354,425 | -30,016-8.47% | Reduce |
| IISHARES TRIVV |
| 6.29% | 5.92% | $31.5M | 42,053 | $26.8M | 41,068 | +985+2.40% | Add |
 APPLE INCAAPL |
| 5.81% | 5.68% | $29.1M | 100,506 | $25.7M | 101,404 | -898-0.89% | Reduce |
| IISHARES TRAGG |
| 3.53% | 3.81% | $17.7M | 178,644 | $17.3M | 174,152 | +4,492+2.58% | Add |
| VVANGUARD INDEX FDSVB |
| 2.99% | 2.78% | $15.0M | 49,484 | $12.6M | 48,214 | +1,270+2.63% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.94% | 2.78% | $14.8M | 20,975 | $12.6M | 20,471 | +504+2.46% | Add |
 EXXON MOBIL CORPXOM |
| 2.9% | 3.98% | $14.5M | 106,210 | $18.1M | 106,416 | -206-0.19% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.53% | 2.36% | $12.7M | 16,956 | $10.7M | 16,486 | +470+2.85% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 2.34% | 2.56% | $11.7M | 148,517 | $11.6M | 146,611 | +1,906+1.30% | Add |
 QUANTA SVCS INCPWR |
| 2.24% | 2% | $11.2M | 15,584 | $9.1M | 16,488 | -904-5.48% | Reduce |
 ALPHABET INCGOOGL |
| 2.2% | 2% | $11.0M | 30,891 | $9.1M | 31,517 | -626-1.99% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.73% | 1.71% | $8.6M | 26,404 | $7.8M | 26,423 | -19-0.07% | Reduce |
 KLA CORPKLAC |
| 1.71% | 0.93% | $8.6M | 28,457 | $4.2M | 2,857 | +25,600+896.04% | Add |
| IISHARES MSCIQUAL |
| 1.65% | 1.55% | $8.3M | 37,775 | $7.0M | 36,570 | +1,205+3.30% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.6% | 1.57% | $8.0M | 37,720 | $7.1M | 37,024 | +696+1.88% | Add |
| IISHARES RUSSELLIWM |
| 1.55% | 1.41% | $7.8M | 25,813 | $6.4M | 25,819 | -6-0.02% | Reduce |
| IISHARES TRMTUM |
| 1.48% | 1.12% | $7.4M | 21,673 | $5.1M | 21,178 | +495+2.34% | Add |
| IISHARES TRVLUE |
| 1.3% | 1.01% | $6.5M | 32,621 | $4.6M | 32,149 | +472+1.47% | Add |
| SSPDR GOLD TRGLD |
| 1.24% | 1.46% | $6.2M | 16,871 | $6.6M | 15,363 | +1,508+9.82% | Add |
 ELI LILLY & COLLY |
| 1.22% | 1.03% | $6.1M | 5,107 | $4.7M | 5,101 | +6+0.12% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.21% | 0.89% | $6.1M | 31,931 | $4.1M | 30,483 | +1,448+4.75% | Add |
 MCKESSON CORP COMMCK |
| 1.13% | 1.44% | $5.7M | 7,482 | $6.5M | 7,550 | -68-0.90% | Reduce |
 CUMMINS INCCMI |
| 1.12% | 0.93% | $5.6M | 7,841 | $4.2M | 7,874 | -33-0.42% | Reduce |
| GGLOBAL X FDSPAVE |
| 1.08% | 1% | $5.4M | 92,211 | $4.5M | 89,379 | +2,832+3.17% | Add |
| IINVESCO QQQ TRVOO |
| 1.02% | — | $5.1M | 6,905 | $0 | 0 | +6,905 | New Buy |
 WALMART INCWMT |
| 0.99% | 1.19% | $5.0M | 43,761 | $5.4M | 43,304 | +457+1.06% | Add |
 MICROSOFT CORPMSFT |
| 0.94% | 1.04% | $4.7M | 12,639 | $4.7M | 12,685 | -46-0.36% | Reduce |
 AMAZON COM INCAMZN |
| 0.91% | 0.86% | $4.5M | 19,072 | $3.9M | 18,806 | +266+1.41% | Add |
| BBANK OF AMER CORPBAC |
| 0.88% | 0.83% | $4.4M | 77,672 | $3.8M | 77,266 | +406+0.53% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.86% | 0.93% | $4.3M | 8,373 | $4.2M | 8,412 | -39-0.46% | Reduce |
 CISCO SYS INCCSCO |
| 0.84% | 0.62% | $4.2M | 35,848 | $2.8M | 35,978 | -130-0.36% | Reduce |
 BROADCOM INCAVGO |
| 0.81% | 0.73% | $4.1M | 10,759 | $3.3M | 10,742 | +17+0.16% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.74% | 0.82% | $3.7M | 7,443 | $3.7M | 7,579 | -136-1.79% | Reduce |
| IISHARES RUSSELLIWF |
| 0.74% | 0.69% | $3.7M | 29,969 | $3.1M | 7,288 | +22,681+311.21% | Add |
 ALLSTATE CORPALL |
| 0.7% | 0.67% | $3.5M | 14,841 | $3.1M | 14,745 | +96+0.65% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 0.7% | 0.77% | $3.5M | 77,789 | $3.5M | 76,318 | +1,471+1.93% | Add |
 TRAVELERS COSTRV |
| 0.69% | 0.68% | $3.5M | 10,477 | $3.1M | 10,519 | -42-0.40% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 0.68% | 0.72% | $3.4M | 16,591 | $3.3M | 16,723 | -132-0.79% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.64% | 0.61% | $3.2M | 59,530 | $2.8M | 56,252 | +3,278+5.83% | Add |
 PUBLIC SVC ENTERPRISE GROUP COMPEG |
| 0.6% | 0.66% | $3.0M | 37,106 | $3.0M | 36,798 | +308+0.84% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.58% | 0.54% | $2.9M | 10,332 | $2.5M | 10,125 | +207+2.04% | Add |
 CHEVRON CORPORATIONCVX |
| 0.54% | 0.72% | $2.7M | 16,336 | $3.3M | 15,810 | +526+3.33% | Add |
 COCA COLA COKO |
| 0.53% | 0.54% | $2.6M | 32,417 | $2.5M | 32,417 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVNQ |
| 0.5% | 0.41% | $2.5M | 26,230 | $1.9M | 21,155 | +5,075+23.99% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.5% | 0.54% | $2.5M | 9,928 | $2.4M | 9,927 | +1+0.01% | Add |
| IINVESCO EXCH TRADED FD TR IIBKLN |
| 0.5% | 0.55% | $2.5M | 122,453 | $2.5M | 122,638 | -185-0.15% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 0.49% | 0.49% | $2.4M | 12,143 | $2.2M | 12,140 | +3+0.02% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.46% | 0.56% | $2.3M | 18,257 | $2.5M | 18,257 | 00.00% | Unchanged |
 VALERO ENERGY CORP COMVLO |
| 0.44% | 0.45% | $2.2M | 8,548 | $2.1M | 8,336 | +212+2.54% | Add |
 CONSTELLATION BRANDS INCSTZ |
| 0.44% | 0.53% | $2.2M | 15,768 | $2.4M | 15,933 | -165-1.04% | Reduce |
