| SSTATE STR SPDR S&P 500 ETF TSPY |
| 9.06% | 9.02% | $23.5M | 31,542 | $21.2M | 32,099 | -557-1.74% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 4.79% | 4.53% | $12.4M | 68,461 | $10.6M | 77,237 | -8,776-11.36% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 4.57% | 8.73% | $11.9M | 135,598 | $20.5M | 54,724 | +80,874+147.79% | Add |
| IINVESCO NASDAQ 100 ETFQQQM |
| 4.31% | — | $11.2M | 38,204 | $0 | 0 | +38,204 | New Buy |
| SSTATE STREETSPYM |
| 3.94% | 3.88% | $10.2M | 116,667 | $9.1M | 117,377 | -710-0.60% | Reduce |
| IISHARES COREIJH |
| 3.75% | 3.88% | $9.7M | 130,237 | $9.1M | 132,622 | -2,385-1.80% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJQUA |
| 3.58% | 3.57% | $9.3M | 129,822 | $8.4M | 134,903 | -5,081-3.77% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 3.37% | 3.23% | $8.8M | 101,757 | $7.6M | 17,041 | +84,716+497.13% | Add |
| PPACER FDS TRCOWZ |
| 2.63% | 2.97% | $6.8M | 107,133 | $7.0M | 111,862 | -4,729-4.23% | Reduce |
| VVANGUARD TOTALBND |
| 2.49% | 2.49% | $6.5M | 88,757 | $5.8M | 79,301 | +9,456+11.92% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 2.31% | 2.11% | $6.0M | 108,823 | $5.0M | 99,355 | +9,468+9.53% | Add |
| IISHARES S&PIVE |
| 2.17% | 2.19% | $5.6M | 24,583 | $5.1M | 24,196 | +387+1.60% | Add |
 APPLE INCAAPL |
| 2.11% | 2.96% | $5.5M | 17,468 | $6.9M | 27,360 | -9,892-36.15% | Reduce |
| PPACER FDS TRCALF |
| 1.96% | 1.99% | $5.1M | 99,159 | $4.7M | 102,832 | -3,673-3.57% | Reduce |
| SSTATE STREETSPYV |
| 1.89% | 2.03% | $4.9M | 80,042 | $4.8M | 83,881 | -3,839-4.58% | Reduce |
| SSTATE STREETXLI |
| 1.68% | 1.55% | $4.4M | 24,203 | $3.6M | 22,152 | +2,051+9.26% | Add |
| IISHARES TRIEFA |
| 1.67% | 1.7% | $4.3M | 44,870 | $4.0M | 43,512 | +1,358+3.12% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.42% | 1.38% | $3.7M | 18,029 | $3.2M | 18,157 | -128-0.70% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 1.38% | 1.28% | $3.6M | 9,747 | $3.0M | 9,213 | +534+5.80% | Add |
| SSTATE STREETSPSM |
| 1.33% | 1.35% | $3.4M | 61,551 | $3.2M | 64,197 | -2,646-4.12% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.23% | 1.16% | $3.2M | 29,191 | $2.7M | 24,327 | +4,864+19.99% | Add |
 MICROSOFT CORPMSFT |
| 1.19% | 1.09% | $3.1M | 8,087 | $2.6M | 6,885 | +1,202+17.46% | Add |
| IISHARES TRLQD |
| 1.13% | 1.15% | $2.9M | 27,239 | $2.7M | 24,736 | +2,503+10.12% | Add |
| IISHARES TRTLH |
| 1.13% | 1.14% | $2.9M | 29,717 | $2.7M | 26,660 | +3,057+11.47% | Add |
| IISHARES INCIEMG |
| 1.12% | 1.12% | $2.9M | 36,303 | $2.6M | 37,198 | -895-2.41% | Reduce |
| SSTATE STREETSLYG |
| 1.07% | 1.06% | $2.8M | 23,981 | $2.5M | 25,071 | -1,090-4.35% | Reduce |
| SSPDR SERIES TRUSTXAR |
| 1.06% | 1.03% | $2.8M | 10,057 | $2.4M | 9,312 | +745+8.00% | Add |
| IISHARES TRMTUM |
| 1.03% | 1.04% | $2.7M | 8,523 | $2.4M | 9,801 | -1,278-13.04% | Reduce |
| SSTATE STREETMDYG |
| 1.02% | 1.07% | $2.7M | 24,629 | $2.5M | 25,650 | -1,021-3.98% | Reduce |
| IISHARES TRIYT |
| 1% | 0.88% | $2.6M | 30,095 | $2.1M | 27,210 | +2,885+10.60% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.97% | 1.08% | $2.5M | 45,485 | $2.5M | 42,041 | +3,444+8.19% | Add |
 CLOUDFLARE INCNET |
| 0.96% | 0.85% | $2.5M | 9,067 | $2.0M | 9,176 | -109-1.19% | Reduce |
| SSTATE STREET SPDR S&P METALS & MINING ETFXME |
| 0.95% | 1.07% | $2.5M | 24,131 | $2.5M | 22,760 | +1,371+6.02% | Add |
| SSPDR GOLD TRGLD |
| 0.94% | 1.02% | $2.4M | 6,490 | $2.4M | 5,564 | +926+16.64% | Add |
| IISHARES TRIXN |
| 0.93% | 0.94% | $2.4M | 17,571 | $2.2M | 21,440 | -3,869-18.05% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.93% | 0.92% | $2.4M | 47,919 | $2.2M | 43,126 | +4,793+11.11% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.92% | 0.68% | $2.4M | 20,975 | $1.6M | 22,821 | -1,846-8.09% | Reduce |
 TESLA INCTSLA |
| 0.91% | 0.81% | $2.4M | 6,009 | $1.9M | 5,474 | +535+9.77% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 0.9% | 0.9% | $2.3M | 51,206 | $2.1M | 45,854 | +5,352+11.67% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.89% | 0.82% | $2.3M | 19,980 | $1.9M | 17,805 | +2,175+12.22% | Add |
 ABBVIE INCABBV |
| 0.89% | 0.68% | $2.3M | 9,101 | $1.6M | 7,684 | +1,417+18.44% | Add |
 ALPHABET INCGOOGL |
| 0.88% | 0.83% | $2.3M | 6,332 | $1.9M | 6,364 | -32-0.50% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.87% | 0.93% | $2.3M | 17,078 | $2.2M | 14,598 | +2,480+16.99% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.83% | 0.75% | $2.2M | 13,315 | $1.8M | 11,954 | +1,361+11.39% | Add |
 AMAZON COM INCAMZN |
| 0.8% | 0.8% | $2.1M | 8,552 | $1.9M | 8,831 | -279-3.16% | Reduce |
 QUANTA SVCS INCPWR |
| 0.79% | 0.77% | $2.0M | 3,065 | $1.8M | 3,266 | -201-6.15% | Reduce |
 SERVICENOW INCNOW |
| 0.79% | — | $2.0M | 18,912 | $0 | 0 | +18,912 | New Buy |
 META PLATFORMS INCMETA |
| 0.75% | 0.72% | $2.0M | 3,235 | $1.7M | 2,943 | +292+9.92% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.75% | 0.79% | $1.9M | 3,755 | $1.9M | 8,401 | -4,646-55.30% | Reduce |
| CCITIGROUP INCC |
| 0.73% | 0.72% | $1.9M | 13,858 | $1.7M | 14,405 | -547-3.80% | Reduce |
