| IISHARES TRIVV |
| 18.46% | 19.67% | $23.8M | 31,761 | $21.4M | 32,734 | -973-2.97% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 14.27% | 11.26% | $18.4M | 49,695 | $12.2M | 38,145 | +11,550+30.28% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 8.16% | 6.91% | $10.5M | 55,193 | $7.5M | 56,505 | -1,312-2.32% | Reduce |
| IISHARES COREIJR |
| 7.89% | 7.84% | $10.2M | 68,563 | $8.5M | 68,564 | -1-0.00% | Reduce |
 ALPHABET INCGOOGL |
| 3.89% | 4.56% | $5.0M | 14,035 | $5.0M | 17,232 | -3,197-18.55% | Reduce |
| VVANGUARD TOTALBND |
| 3.21% | 3.59% | $4.1M | 56,436 | $3.9M | 52,920 | +3,516+6.64% | Add |
| SSTATE STREETSPSM |
| 2.99% | 1.9% | $3.9M | 66,875 | $2.1M | 42,843 | +24,032+56.09% | Add |
 APPLE INCAAPL |
| 2.83% | 3.23% | $3.6M | 12,591 | $3.5M | 13,846 | -1,255-9.06% | Reduce |
| FFIRST TRUSTCIBR |
| 2.27% | 2.15% | $2.9M | 32,577 | $2.3M | 37,334 | -4,757-12.74% | Reduce |
| IISHARES COREIJH |
| 2.13% | 2.21% | $2.7M | 35,646 | $2.4M | 35,646 | 00.00% | Unchanged |
| SSPDR SERIES TRUSTBIL |
| 1.94% | — | $2.5M | 27,320 | $0 | 0 | +27,320 | New Buy |
| SSPDR INDEX SHS FDSSPDW |
| 1.9% | 2.16% | $2.4M | 48,543 | $2.3M | 51,411 | -2,868-5.58% | Reduce |
 ORACLE CORPORCL |
| 1.79% | 0.14% | $2.3M | 15,714 | $155,054 | 1,054 | +14,660+1,390.89% | Add |
| VVANGUARD INDEX FDSVNQ |
| 1.66% | 2.07% | $2.1M | 22,209 | $2.3M | 25,377 | -3,168-12.48% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.66% | 1.39% | $2.1M | 4,476 | $1.5M | 4,477 | -1-0.02% | Reduce |
 MICROSOFT CORPMSFT |
| 1.48% | 2.28% | $1.9M | 5,097 | $2.5M | 6,706 | -1,609-23.99% | Reduce |
| VVANGUARD MIDVO |
| 1.41% | 1.29% | $1.8M | 22,553 | $1.4M | 4,871 | +17,682+363.01% | Add |
 META PLATFORMS INCMETA |
| 1.4% | 2.54% | $1.8M | 3,204 | $2.8M | 4,826 | -1,622-33.61% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.3% | 1.43% | $1.7M | 14,287 | $1.6M | 14,267 | +20+0.14% | Add |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.16% | 1.11% | $1.5M | 61,718 | $1.2M | 49,839 | +11,879+23.83% | Add |
 TESLA INCTSLA |
| 1.05% | 1.1% | $1.4M | 3,211 | $1.2M | 3,211 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLF |
| 0.96% | 1.05% | $1.2M | 23,093 | $1.1M | 23,048 | +45+0.20% | Add |
 AMAZON COM INCAMZN |
| 0.94% | 1.31% | $1.2M | 5,073 | $1.4M | 6,835 | -1,762-25.78% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.81% | 0.97% | $1.0M | 6,571 | $1.1M | 7,210 | -639-8.86% | Reduce |
| SSCHWAB USSCHP |
| 0.74% | 1.49% | $948,780 | 35,803 | $1.6M | 60,821 | -25,018-41.13% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.7% | 0.15% | $906,704 | 2,770 | $167,671 | 570 | +2,200+385.96% | Add |
 ELI LILLY & COLLY |
| 0.61% | 0.73% | $788,450 | 657 | $795,927 | 865 | -208-24.05% | Reduce |
| VVANGUARD FTSEVEA |
| 0.58% | 0.62% | $745,620 | 10,464 | $670,587 | 10,465 | -1-0.01% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.56% | 0.02% | $726,246 | 8,431 | $17,908 | 41 | +8,390+20,463.41% | Add |
| VVANGUARD WORLD FDESGV |
| 0.56% | 0.57% | $724,411 | 5,478 | $615,015 | 5,478 | 00.00% | Unchanged |
| QQUALCOMM INCQCOM |
| 0.56% | — | $720,681 | 3,900 | $0 | 0 | +3,900 | New Buy |
 WALMART INCWMT |
| 0.54% | 0.89% | $701,537 | 6,194 | $966,655 | 7,778 | -1,584-20.37% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.84% | $647,164 | 691 | $917,519 | 921 | -230-24.97% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 0.44% | 0.52% | $573,515 | 6,904 | $565,990 | 6,904 | 00.00% | Unchanged |
| IISHARES MSCI EAFE ETFEFA |
| 0.39% | 0.43% | $500,171 | 4,865 | $465,191 | 4,865 | 00.00% | Unchanged |
| IISHARES TRITOT |
| 0.37% | 0.38% | $473,497 | 2,893 | $417,189 | 2,950 | -57-1.93% | Reduce |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.33% | 0.29% | $419,679 | 2,652 | $319,836 | 2,504 | +148+5.91% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.32% | 0.53% | $408,272 | 3,811 | $578,024 | 5,214 | -1,403-26.91% | Reduce |
| WWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWTAI |
| 0.26% | 0.04% | $340,170 | 7,166 | $47,285 | 1,675 | +5,491+327.82% | Add |
| SSCHWAB STRATEGIC TRSCHM |
| 0.25% | 0.25% | $323,866 | 8,784 | $271,953 | 8,784 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.24% | 0.25% | $309,339 | 1,546 | $271,192 | 1,555 | -9-0.58% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.24% | 0.52% | $303,946 | 591 | $568,011 | 1,137 | -546-48.02% | Reduce |
| IISHARES FLOATING RATE BOND ETFFLOT |
| 0.22% | 0.48% | $286,933 | 5,620 | $521,390 | 10,233 | -4,613-45.08% | Reduce |
| SSPDR SERIES TRUSTSPYG |
| 0.22% | 0.45% | $278,913 | 2,344 | $486,945 | 4,973 | -2,629-52.87% | Reduce |
| GGLOBAL X FDSFINX |
| 0.2% | 0.02% | $262,603 | 10,636 | $26,727 | 1,157 | +9,479+819.27% | Add |
 VISA INCV |
| 0.2% | 0.46% | $259,155 | 755 | $495,781 | 1,640 | -885-53.96% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.19% | 0.33% | $251,176 | 989 | $358,349 | 1,466 | -477-32.54% | Reduce |
 MORGAN STANLEYMS |
| 0.19% | 0.18% | $242,904 | 1,162 | $191,230 | 1,162 | 00.00% | Unchanged |
 MCDONALDS CORPMCD |
| 0.19% | 0.37% | $242,366 | 896 | $398,937 | 1,284 | -388-30.22% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 0.17% | 0.17% | $221,490 | 219 | $185,272 | 219 | 00.00% | Unchanged |
