| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 7.26% | 6.41% | $16.3M | 322,283 | $14.2M | 281,840 | +40,443+14.35% | Add |
| AAlphabet Inc Class CGOOG |
| 3.3% | 2.76% | $7.4M | 40,587 | $6.1M | 40,500 | +87+0.21% | Add |
 MICROSOFT CORPMSFT |
| 3.24% | 3.08% | $7.3M | 16,248 | $6.8M | 16,253 | -5-0.03% | Reduce |
 AMAZON COM INCAMZN |
| 3.03% | 2.84% | $6.8M | 35,130 | $6.3M | 34,902 | +228+0.65% | Add |
 APPLE INCAAPL |
| 3.01% | 2.48% | $6.7M | 31,987 | $5.5M | 32,098 | -111-0.35% | Reduce |
 BROADCOM INCAVGO |
| 2.72% | 2.31% | $6.1M | 3,798 | $5.1M | 3,860 | -62-1.61% | Reduce |
 META PLATFORMS INCMETA |
| 2.46% | 2.42% | $5.5M | 10,918 | $5.4M | 11,032 | -114-1.03% | Reduce |
| IISHARES 7-10YRIEF |
| 2.38% | 2.39% | $5.3M | 56,885 | $5.3M | 56,088 | +797+1.42% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 2.19% | 2.15% | $4.9M | 107,995 | $4.8M | 104,524 | +3,471+3.32% | Add |
 APPLIED MATLS INCAMAT |
| 2.17% | 1.94% | $4.8M | 20,550 | $4.3M | 20,842 | -292-1.40% | Reduce |
| VVANGUARD TOTALBND |
| 2.11% | 2.12% | $4.7M | 65,616 | $4.7M | 64,868 | +748+1.15% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 2.01% | 2.01% | $4.5M | 58,148 | $4.4M | 57,543 | +605+1.05% | Add |
 QUANTA SVCS INCPWR |
| 1.93% | 2.04% | $4.3M | 17,040 | $4.5M | 17,432 | -392-2.25% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 1.91% | 1.78% | $4.3M | 1,082 | $3.9M | 1,088 | -6-0.55% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.87% | 1.9% | $4.2M | 20,718 | $4.2M | 21,053 | -335-1.59% | Reduce |
 ORACLE CORPORCL |
| 1.85% | 1.66% | $4.1M | 29,375 | $3.7M | 29,360 | +15+0.05% | Add |
 EOG RES INCEOG |
| 1.85% | 1.86% | $4.1M | 32,915 | $4.1M | 32,230 | +685+2.13% | Add |
 EATON CORP PLCETN |
| 1.82% | 1.87% | $4.1M | 13,014 | $4.1M | 13,261 | -247-1.86% | Reduce |
 HCA HEALTHCARE INCHCA |
| 1.81% | 1.91% | $4.1M | 12,622 | $4.2M | 12,729 | -107-0.84% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.77% | 1.65% | $4.0M | 3,764 | $3.7M | 3,811 | -47-1.23% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 1.7% | 1.8% | $3.8M | 15,763 | $4.0M | 15,799 | -36-0.23% | Reduce |
 VISA INCV |
| 1.67% | 1.8% | $3.7M | 14,244 | $4.0M | 14,314 | -70-0.49% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.66% | 1.67% | $3.7M | 46,551 | $3.7M | 46,027 | +524+1.14% | Add |
| IISHARES TRGVI |
| 1.55% | 1.55% | $3.5M | 32,551 | $3.4M | 31,889 | +662+2.08% | Add |
 FEDEX CORPFDX |
| 1.54% | 1.44% | $3.4M | 11,490 | $3.2M | 10,995 | +495+4.50% | Add |
 WALMART INCWMT |
| 1.52% | 1.38% | $3.4M | 50,257 | $3.1M | 51,041 | -784-1.54% | Reduce |
 SALESFORCE INCCRM |
| 1.51% | 1.74% | $3.4M | 13,194 | $3.9M | 12,837 | +357+2.78% | Add |
 ADOBE INC COMADBE |
| 1.5% | 1.31% | $3.4M | 6,049 | $2.9M | 5,758 | +291+5.05% | Add |
 BLACKROCK INC COMBLK |
| 1.47% | 1.56% | $3.3M | 4,194 | $3.5M | 4,154 | +40+0.96% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.46% | 1.35% | $3.3M | 6,405 | $3.0M | 6,073 | +332+5.47% | Add |
 CHUBB LIMITEDCB |
| 1.45% | 1.49% | $3.2M | 12,736 | $3.3M | 12,757 | -21-0.16% | Reduce |
 LOWES COS INC COMLOW |
| 1.43% | 1.63% | $3.2M | 14,527 | $3.6M | 14,158 | +369+2.61% | Add |
 UNION PAC CORPUNP |
| 1.39% | 1.5% | $3.1M | 13,755 | $3.3M | 13,492 | +263+1.95% | Add |
| IISHARES TRGVI |
| 1.35% | 1.34% | $3.0M | 28,872 | $3.0M | 28,423 | +449+1.58% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 1.34% | 1.42% | $3.0M | 76,376 | $3.2M | 72,807 | +3,569+4.90% | Add |
 AMGEN INC COMAMGN |
| 1.28% | 1.13% | $2.9M | 9,198 | $2.5M | 8,782 | +416+4.74% | Add |
 TRAVELERS COSTRV |
| 1.24% | 1.42% | $2.8M | 13,618 | $3.1M | 13,677 | -59-0.43% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 1.2% | 1.19% | $2.7M | 36,543 | $2.6M | 36,381 | +162+0.45% | Add |
 HONEYWELL INTL INCHON |
| 1.17% | 1.11% | $2.6M | 12,322 | $2.5M | 12,016 | +306+2.55% | Add |
 TEXAS INSTRS INCTXN |
| 1.12% | 1.01% | $2.5M | 12,877 | $2.2M | 12,911 | -34-0.26% | Reduce |
 T-MOBILE US INC COMTMUS |
| 1.11% | 1.04% | $2.5M | 14,172 | $2.3M | 14,114 | +58+0.41% | Add |
 CONSTELLATION BRANDS INCSTZ |
| 1.05% | 1.07% | $2.3M | 9,126 | $2.4M | 8,735 | +391+4.48% | Add |
 KROGER CO COMKR |
| 1% | 1.08% | $2.2M | 44,770 | $2.4M | 42,109 | +2,661+6.32% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.98% | 1.09% | $2.2M | 13,588 | $2.4M | 13,351 | +237+1.78% | Add |
 CISCO SYS INCCSCO |
| 0.93% | 0.97% | $2.1M | 43,869 | $2.2M | 43,223 | +646+1.49% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.93% | 0.79% | $2.1M | 28,658 | $1.8M | 22,840 | +5,818+25.47% | Add |
| BBANK OF AMER CORPBAC |
| 0.92% | 0.86% | $2.1M | 51,870 | $1.9M | 50,472 | +1,398+2.77% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 0.88% | 0.86% | $2.0M | 9,841 | $1.9M | 9,598 | +243+2.53% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.87% | 0.92% | $2.0M | 3,539 | $2.0M | 3,521 | +18+0.51% | Add |
 IQVIA HLDGS INCIQV |
| 0.86% | 1.03% | $1.9M | 9,110 | $2.3M | 8,999 | +111+1.23% | Add |
