| IISHARES TRIVV |
| 8.18% | 3.93% | $53.5M | 71,406 | $35.2M | 53,959 | +17,447+32.33% | Add |
| IISHARES TRIVW |
| 2.71% | 1.95% | $17.7M | 128,972 | $17.5M | 154,912 | -25,940-16.74% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.55% | 1.8% | $16.7M | 189,435 | $16.1M | 43,954 | +145,481+330.98% | Add |
| IISHARES TRDGRO |
| 2.3% | 1.45% | $15.0M | 198,534 | $13.0M | 185,587 | +12,947+6.98% | Add |
| BBLACKROCK ETF TRUSTDYNF |
| 2.11% | 1.49% | $13.8M | 203,122 | $13.3M | 229,364 | -26,242-11.44% | Reduce |
| IISHARES TRIUSB |
| 1.98% | 1.47% | $12.9M | 279,846 | $13.2M | 286,289 | -6,443-2.25% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.92% | 1.32% | $12.6M | 53,156 | $11.8M | 55,047 | -1,891-3.44% | Reduce |
| IISHARES S&PIVE |
| 1.9% | 1.89% | $12.4M | 54,577 | $17.0M | 80,286 | -25,709-32.02% | Reduce |
 APPLE INCAAPL |
| 1.88% | 2.13% | $12.3M | 42,498 | $19.1M | 75,292 | -32,794-43.56% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.81% | 1.59% | $11.8M | 59,194 | $14.3M | 81,820 | -22,626-27.65% | Reduce |
 MICROSOFT CORPMSFT |
| 1.66% | 1.42% | $10.8M | 29,078 | $12.7M | 34,440 | -5,362-15.57% | Reduce |
| VVANGUARD WORLD FDMGV |
| 1.63% | 1.14% | $10.7M | 65,255 | $10.3M | 70,828 | -5,573-7.87% | Reduce |
 AMAZON COM INCAMZN |
| 1.48% | 1.17% | $9.7M | 40,692 | $10.5M | 50,408 | -9,716-19.27% | Reduce |
| IISHARES INCIEMG |
| 1.42% | 2.24% | $9.3M | 112,264 | $20.1M | 288,440 | -176,176-61.08% | Reduce |
 ALPHABET INCGOOGL |
| 1.38% | 0.95% | $9.0M | 25,258 | $8.5M | 29,594 | -4,336-14.65% | Reduce |
| IISHARES TRGVI |
| 1.35% | 0.9% | $8.8M | 82,097 | $8.0M | 75,807 | +6,290+8.30% | Add |
 JPMORGAN CHASE & COJPM |
| 1.33% | 1.03% | $8.7M | 26,655 | $9.2M | 31,378 | -4,723-15.05% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.33% | 0.88% | $8.7M | 100,729 | $7.9M | 18,037 | +82,692+458.46% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.24% | 0.66% | $8.1M | 42,431 | $6.0M | 44,849 | -2,418-5.39% | Reduce |
 APPLIED MATLS INCAMAT |
| 1.23% | 0.31% | $8.0M | 11,119 | $2.8M | 8,124 | +2,995+36.87% | Add |
 LAM RESEARCH CORPLRCX |
| 1.19% | 0.54% | $7.8M | 17,906 | $4.9M | 22,789 | -4,883-21.43% | Reduce |
| IISHARES TREFG |
| 1.16% | 0.76% | $7.6M | 61,094 | $6.8M | 61,335 | -241-0.39% | Reduce |
| BBLACKROCK ETF TRUSTBAI |
| 1.12% | 0.68% | $7.3M | 139,150 | $6.1M | 183,998 | -44,848-24.37% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.08% | 0.46% | $7.1M | 9,250 | $4.1M | 10,620 | -1,370-12.90% | Reduce |
| CCITIGROUP INCC |
| 1.05% | 0.66% | $6.9M | 49,078 | $5.9M | 51,973 | -2,895-5.57% | Reduce |
 BROADCOM INCAVGO |
| 0.97% | 0.75% | $6.4M | 16,857 | $6.7M | 21,627 | -4,770-22.06% | Reduce |
| IISHARES TRMTUM |
| 0.93% | 0.71% | $6.1M | 17,824 | $6.4M | 26,550 | -8,726-32.87% | Reduce |
 GE VERNOVA INCGEV |
| 0.93% | 0.47% | $6.1M | 5,194 | $4.2M | 4,782 | +412+8.62% | Add |
 META PLATFORMS INCMETA |
| 0.92% | 0.72% | $6.0M | 10,631 | $6.5M | 11,309 | -678-6.00% | Reduce |
 WALMART INCWMT |
| 0.86% | 0.74% | $5.6M | 49,559 | $6.6M | 53,249 | -3,690-6.93% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.85% | 0.64% | $5.6M | 26,154 | $5.8M | 30,150 | -3,996-13.25% | Reduce |
| IISHARES S&PIUSG |
| 0.83% | 0.49% | $5.4M | 28,938 | $4.4M | 28,251 | +687+2.43% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.83% | 0.52% | $5.4M | 10,983 | $4.7M | 11,248 | -265-2.36% | Reduce |
 PALO ALTOPANW |
| 0.82% | 0.32% | $5.3M | 15,673 | $2.9M | 18,187 | -2,514-13.82% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.82% | 0.72% | $5.3M | 10,663 | $6.5M | 13,513 | -2,850-21.09% | Reduce |
| BBLACKROCK ETF TRUSTBLCR |
| 0.79% | 0.44% | $5.1M | 102,111 | $4.0M | 96,347 | +5,764+5.98% | Add |
| IISHARES TREFV |
| 0.78% | 1.19% | $5.1M | 66,966 | $10.7M | 143,410 | -76,444-53.30% | Reduce |
| PPROSHARES TRNOBL |
| 0.78% | 0.54% | $5.1M | 90,749 | $4.8M | 45,509 | +45,240+99.41% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.74% | 0.51% | $4.9M | 67,493 | $4.6M | 63,798 | +3,695+5.79% | Add |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.73% | 0.49% | $4.8M | 149,677 | $4.4M | 134,611 | +15,066+11.19% | Add |
| IISHARES TRGJS |
| 0.72% | 0.51% | $4.7M | 205,853 | $4.6M | 199,493 | +6,360+3.19% | Add |
| BBLACKROCK ETF TRUSTCORO |
| 0.7% | — | $4.6M | 124,810 | $0 | 0 | +124,810 | New Buy |
 NETFLIX INCNFLX |
| 0.7% | 0.64% | $4.6M | 63,749 | $5.7M | 59,712 | +4,037+6.76% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.7% | 0.46% | $4.5M | 31,036 | $4.1M | 31,214 | -178-0.57% | Reduce |
 ELI LILLY & COLLY |
| 0.64% | 0.31% | $4.2M | 3,510 | $2.8M | 3,032 | +478+15.77% | Add |
| BBLACKROCK ETF TRUSTTHRO |
| 0.64% | 0.66% | $4.2M | 96,890 | $6.0M | 164,317 | -67,427-41.03% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.63% | 0.66% | $4.1M | 5,535 | $5.9M | 9,132 | -3,597-39.39% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.62% | 0.26% | $4.0M | 89,267 | $2.3M | 97,547 | -8,280-8.49% | Reduce |
 TJX COS INC NEWTJX |
| 0.62% | 0.45% | $4.0M | 26,566 | $4.0M | 25,254 | +1,312+5.20% | Add |
 CUMMINS INCCMI |
| 0.59% | 0.34% | $3.9M | 5,433 | $3.0M | 5,650 | -217-3.84% | Reduce |
