| SSTATE STR SPDR S&P 500 ETF TSPY |
| 59.07% | 56.09% | $899.4M | 1.2M | $783.2M | 1.2M | -244-0.02% | Reduce |
| SSTATE STREETXLI |
| 4.18% | 3.96% | $63.7M | 344,214 | $55.4M | 342,261 | +1,953+0.57% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.52% | 3.4% | $53.6M | 267,768 | $47.5M | 272,131 | -4,363-1.60% | Reduce |
 APPLE INCAAPL |
| 3.1% | 3.05% | $47.1M | 163,144 | $42.5M | 167,592 | -4,448-2.65% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.71% | 2.41% | $41.2M | 116,761 | $33.6M | 117,119 | -358-0.31% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 1.75% | 2.3% | $26.7M | 399,910 | $32.1M | 391,133 | +8,777+2.24% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.41% | 1.79% | $21.4M | 404,235 | $25.0M | 407,428 | -3,193-0.78% | Reduce |
 BROADCOM INCAVGO |
| 1.3% | 1.15% | $19.9M | 52,549 | $16.1M | 51,861 | +688+1.33% | Add |
 MICROSOFT CORPMSFT |
| 1.2% | 2.19% | $18.3M | 82,170 | $30.6M | 82,545 | -375-0.45% | Reduce |
 AMAZON COM INCAMZN |
| 1.06% | 1.55% | $16.1M | 107,563 | $21.7M | 104,149 | +3,414+3.28% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.94% | 0.3% | $14.4M | 12,444 | $4.2M | 12,298 | +146+1.19% | Add |
 META PLATFORMS INCMETA |
| 0.9% | 0.99% | $13.7M | 24,279 | $13.8M | 24,194 | +85+0.35% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.74% | 0.83% | $11.2M | 293,871 | $11.6M | 285,208 | +8,663+3.04% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 0.71% | 1.12% | $10.8M | 342,678 | $15.6M | 339,968 | +2,710+0.80% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.7% | 0.26% | $10.6M | 18,217 | $3.7M | 18,022 | +195+1.08% | Add |
 ELI LILLY & COLLY |
| 0.69% | 0.58% | $10.5M | 8,752 | $8.0M | 8,752 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.67% | 0.7% | $10.2M | 20,344 | $9.7M | 20,344 | 00.00% | Unchanged |
 JPMORGAN CHASE & COJPM |
| 0.64% | 0.66% | $9.8M | 29,854 | $9.2M | 31,206 | -1,352-4.33% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.59% | 0.89% | $9.0M | 258,207 | $12.4M | 248,974 | +9,233+3.71% | Add |
 TESLA INCTSLA |
| 0.49% | 0.83% | $7.4M | 31,107 | $11.5M | 31,007 | +100+0.32% | Add |
 INTEL CORPINTC |
| 0.48% | 0.15% | $7.3M | 51,805 | $2.1M | 47,715 | +4,090+8.57% | Add |
 APPLIED MATLS INCAMAT |
| 0.42% | 0.22% | $6.4M | 8,880 | $3.1M | 9,159 | -279-3.05% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.4% | 0.22% | $6.1M | 14,019 | $3.1M | 14,328 | -309-2.16% | Reduce |
 CISCO SYS INCCSCO |
| 0.33% | 0.25% | $5.1M | 43,517 | $3.4M | 44,345 | -828-1.87% | Reduce |
 ABBVIE INCABBV |
| 0.32% | 0.31% | $4.9M | 19,589 | $4.3M | 19,622 | -33-0.17% | Reduce |
 KLA CORPKLAC |
| 0.29% | 0.16% | $4.4M | 14,580 | $2.2M | 1,490 | +13,090+878.52% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.27% | 0.47% | $4.1M | 26,761 | $6.5M | 26,761 | 00.00% | Unchanged |
 VISA INCV |
| 0.26% | 0.41% | $4.0M | 18,760 | $5.8M | 19,164 | -404-2.11% | Reduce |
| SSANDISK CORP COMSNDK |
| 0.24% | 0.07% | $3.7M | 1,611 | $985,412 | 1,551 | +60+3.87% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.23% | 0.2% | $3.5M | 10,010 | $2.8M | 10,210 | -200-1.96% | Reduce |
| CCITIGROUP INCC |
| 0.22% | 0.21% | $3.4M | 24,028 | $2.9M | 25,465 | -1,437-5.64% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.22% | 0.21% | $3.4M | 3,324 | $2.9M | 3,485 | -161-4.62% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.2% | 0.33% | $3.0M | 9,097 | $4.6M | 9,113 | -16-0.18% | Reduce |
 HOME DEPOT INCHD |
| 0.2% | 0.26% | $3.0M | 10,980 | $3.6M | 11,034 | -54-0.49% | Reduce |
 PALO ALTOPANW |
| 0.19% | 0.08% | $2.9M | 8,639 | $1.2M | 7,238 | +1,401+19.36% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.19% | 0.24% | $2.9M | 25,000 | $3.4M | 22,968 | +2,032+8.85% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.19% | 0.18% | $2.9M | 10,363 | $2.5M | 10,253 | +110+1.07% | Add |
 MORGAN STANLEYMS |
| 0.18% | 0.16% | $2.8M | 13,358 | $2.3M | 13,779 | -421-3.06% | Reduce |
 DISNEY WALT CODIS |
| 0.18% | 0.14% | $2.7M | 19,566 | $1.9M | 20,117 | -551-2.74% | Reduce |
 ORACLE CORPORCL |
| 0.18% | 0.19% | $2.7M | 18,516 | $2.6M | 17,849 | +667+3.74% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.17% | 0.17% | $2.6M | 46,722 | $2.3M | 46,722 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 0.16% | 0.12% | $2.4M | 13,486 | $1.7M | 13,389 | +97+0.72% | Add |
| BBANK OF AMER CORPBAC |
| 0.15% | 0.26% | $2.2M | 73,300 | $3.6M | 74,211 | -911-1.23% | Reduce |
 CORNING INCGLW |
| 0.14% | 0.08% | $2.2M | 8,648 | $1.2M | 8,563 | +85+0.99% | Add |
 SALESFORCE INCCRM |
| 0.14% | 0.14% | $2.2M | 10,390 | $2.0M | 10,637 | -247-2.32% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.14% | 0.13% | $2.2M | 5,423 | $1.8M | 5,524 | -101-1.83% | Reduce |
 MERCK & CO INCMRK |
| 0.14% | 0.24% | $2.1M | 27,624 | $3.4M | 28,072 | -448-1.60% | Reduce |
 NETFLIX INCNFLX |
| 0.14% | 0.33% | $2.1M | 47,324 | $4.6M | 47,480 | -156-0.33% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.13% | 0.14% | $2.1M | 19,373 | $2.0M | 19,275 | +98+0.51% | Add |
 AMERICAN EXPRESS COAXP |
| 0.13% | 0.13% | $2.0M | 5,971 | $1.9M | 6,182 | -211-3.41% | Reduce |
