| SSELECT SECTOR SPDR TRXLK |
| 10.52% | 7.47% | $27.8M | 146,103 | $16.8M | 126,602 | +19,501+15.40% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 7.83% | 7.92% | $20.7M | 386,366 | $17.9M | 361,575 | +24,791+6.86% | Add |
| BBLACKROCK ETF TRUSTBDYN |
| 7.2% | 7.7% | $19.1M | 686,808 | $17.3M | 713,598 | -26,790-3.75% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.17% | 6.59% | $19.0M | 560,288 | $14.8M | 509,770 | +50,518+9.91% | Add |
| VVANGUARD FTSEVEA |
| 7.05% | 7.07% | $18.7M | 261,939 | $15.9M | 248,622 | +13,317+5.36% | Add |
| IISHARES INCURTH |
| 5.4% | 4.03% | $14.3M | 70,495 | $9.1M | 50,422 | +20,073+39.81% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 4.65% | 5.02% | $12.3M | 138,932 | $11.3M | 137,259 | +1,673+1.22% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 4.53% | 4.28% | $12.0M | 75,564 | $9.6M | 65,723 | +9,841+14.97% | Add |
| SSTATE STREETXLI |
| 4.2% | 3.69% | $11.1M | 59,995 | $8.3M | 51,417 | +8,578+16.68% | Add |
| IISHARES TRIVV |
| 3.39% | 3.55% | $9.0M | 11,987 | $8.0M | 12,239 | -252-2.06% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 2.93% | 3.24% | $7.7M | 72,244 | $7.3M | 65,757 | +6,487+9.87% | Add |
| IISHARES INCEWJ |
| 2.7% | 2.55% | $7.1M | 76,558 | $5.7M | 68,030 | +8,528+12.54% | Add |
| FFIDELITY COVINGTON TRUSTFDIS |
| 2.59% | 2.45% | $6.8M | 66,566 | $5.5M | 59,094 | +7,472+12.64% | Add |
| SSCHWAB STRATEGIC TRSCHR |
| 2.2% | 3.41% | $5.8M | 236,424 | $7.7M | 308,868 | -72,444-23.45% | Reduce |
 VANECK ETF TRUSTSMH |
| 2.15% | 0.79% | $5.7M | 8,667 | $1.8M | 4,632 | +4,035+87.11% | Add |
| IISHARES TRLQD |
| 2.12% | 2.76% | $5.6M | 51,374 | $6.2M | 57,084 | -5,710-10.00% | Reduce |
| IISHARES TRVLUE |
| 1.77% | 1.21% | $4.7M | 23,420 | $2.7M | 19,159 | +4,261+22.24% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 1.75% | 4.16% | $4.6M | 91,386 | $9.4M | 187,863 | -96,477-51.35% | Reduce |
| IISHARES TRIGM |
| 1.73% | 1.47% | $4.6M | 28,003 | $3.3M | 28,003 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLE |
| 1.4% | 1.85% | $3.7M | 69,655 | $4.2M | 67,866 | +1,789+2.64% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.38% | 1.42% | $3.7M | 5,328 | $3.2M | 5,367 | -39-0.73% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.34% | 1.54% | $3.5M | 16,632 | $3.5M | 18,048 | -1,416-7.85% | Reduce |
| IISHARES INCRING |
| 1.25% | 1.8% | $3.3M | 51,225 | $4.1M | 51,432 | -207-0.40% | Reduce |
| SSPDR SERIES TRUSTXAR |
| 1.22% | 1.16% | $3.2M | 11,330 | $2.6M | 10,255 | +1,075+10.48% | Add |
| IISHARES TRIEFA |
| 1.01% | 1.13% | $2.7M | 27,590 | $2.5M | 28,145 | -555-1.97% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.97% | 0.99% | $2.6M | 12,797 | $2.2M | 12,797 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 0.93% | 1.74% | $2.5M | 52,490 | $3.9M | 83,397 | -30,907-37.06% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.84% | 0.78% | $2.2M | 3,027 | $1.7M | 3,027 | 00.00% | Unchanged |
| IISHARES INCIEMG |
| 0.82% | 0.64% | $2.2M | 26,032 | $1.4M | 20,713 | +5,319+25.68% | Add |
| VVANGUARD SCOTTSDALE FDSVTWG |
| 0.71% | 0.8% | $1.9M | 6,543 | $1.8M | 7,910 | -1,367-17.28% | Reduce |
 APPLE INCAAPL |
| 0.5% | 0.52% | $1.3M | 4,600 | $1.2M | 4,600 | 00.00% | Unchanged |
| IISHARES TRCMF |
| 0.49% | 0.58% | $1.3M | 22,532 | $1.3M | 23,103 | -571-2.47% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.46% | $1.3M | 3,640 | $1.0M | 3,640 | 00.00% | Unchanged |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.48% | 0.54% | $1.3M | 5,400 | $1.2M | 5,608 | -208-3.71% | Reduce |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.4% | — | $1.1M | 21,143 | $0 | 0 | +21,143 | New Buy |
 TESLA INCTSLA |
| 0.36% | 0.38% | $964,015 | 2,292 | $852,051 | 2,292 | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.36% | 0.37% | $958,685 | 1,284 | $834,890 | 1,284 | 00.00% | Unchanged |
| IISHARES INC JP MORGAN EM ETFLEMB |
| 0.31% | 0.42% | $818,347 | 19,287 | $956,760 | 23,450 | -4,163-17.75% | Reduce |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 0.31% | 0.15% | $813,999 | 26,006 | $349,049 | 11,106 | +14,900+134.16% | Add |
 MICROSOFT CORPMSFT |
| 0.28% | 0.33% | $744,091 | 1,995 | $738,406 | 1,995 | 00.00% | Unchanged |
| VVANGUARD WHITEHALL FDSVYM |
| 0.23% | 0.25% | $602,568 | 3,813 | $564,705 | 3,813 | 00.00% | Unchanged |
| TTRANSMEDICS GROUP INCTMDX |
| 0.18% | — | $478,224 | 7,200 | $0 | 0 | +7,200 | New Buy |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.17% | 0.24% | $461,891 | 10,147 | $535,356 | 10,147 | 00.00% | Unchanged |
| VVANGUARD TOTALBND |
| 0.16% | 0.21% | $433,633 | 5,907 | $465,920 | 6,327 | -420-6.64% | Reduce |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.16% | 0.19% | $430,006 | 17,813 | $420,405 | 17,322 | +491+2.83% | Add |
 SHOPIFY INCSHOP |
| 0.15% | 0.19% | $404,197 | 3,540 | $419,915 | 3,540 | 00.00% | Unchanged |
| SSCHWAB U.S. REIT ETFSCHH |
| 0.15% | 0.16% | $385,629 | 16,285 | $349,965 | 16,285 | 00.00% | Unchanged |
| SSPDR GOLD TRGLD |
| 0.14% | 0.19% | $367,643 | 998 | $429,429 | 998 | 00.00% | Unchanged |
| IISHARES TRNYF |
| 0.13% | 0.18% | $356,896 | 6,621 | $416,346 | 7,838 | -1,217-15.53% | Reduce |
 AMAZON COM INCAMZN |
| 0.13% | 0.13% | $339,396 | 1,424 | $296,576 | 1,424 | 00.00% | Unchanged |
