| IISHARES TRSHV |
| 9.46% | 9.31% | $28.8M | 261,023 | $25.6M | 231,639 | +29,384+12.69% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 4.89% | 4.83% | $14.9M | 62,938 | $13.3M | 61,655 | +1,283+2.08% | Add |
 MICROSOFT CORPMSFT |
| 4.88% | 5.56% | $14.9M | 39,864 | $15.3M | 41,257 | -1,393-3.38% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.1% | 2.96% | $9.4M | 59,394 | $8.1M | 55,440 | +3,954+7.13% | Add |
 APPLE INCAAPL |
| 2.93% | 2.87% | $8.9M | 30,843 | $7.9M | 31,089 | -246-0.79% | Reduce |
| PPROSHARES TRNOBL |
| 2.83% | 2.6% | $8.6M | 153,719 | $7.1M | 67,320 | +86,399+128.34% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.81% | 2.7% | $8.6M | 42,733 | $7.4M | 42,551 | +182+0.43% | Add |
 JOHNSON & JOHNSONJNJ |
| 2.43% | 2.59% | $7.4M | 29,103 | $7.1M | 29,090 | +13+0.04% | Add |
| IISHARES TRUSMV |
| 2.16% | 2.3% | $6.6M | 68,202 | $6.3M | 68,197 | +5+0.01% | Add |
 ALPHABET INCGOOGL |
| 2.15% | 2.09% | $6.5M | 18,293 | $5.7M | 19,932 | -1,639-8.22% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.91% | 2.01% | $5.8M | 102,788 | $5.5M | 97,557 | +5,231+5.36% | Add |
| AAMPLIFY ETF TRDIVO |
| 1.86% | 1.65% | $5.7M | 123,683 | $4.5M | 101,062 | +22,621+22.38% | Add |
 STRYKER CORPORATIONSYK |
| 1.81% | 2.09% | $5.5M | 17,468 | $5.7M | 17,438 | +30+0.17% | Add |
| SSTATE STREETXLI |
| 1.78% | 1.68% | $5.4M | 29,256 | $4.6M | 28,477 | +779+2.74% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.73% | 1.84% | $5.3M | 10,509 | $5.1M | 10,548 | -39-0.37% | Reduce |
 WALMART INCWMT |
| 1.65% | 2.01% | $5.0M | 44,332 | $5.5M | 44,408 | -76-0.17% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.56% | 0.67% | $4.8M | 8,197 | $1.8M | 8,984 | -787-8.76% | Reduce |
 GE VERNOVA INCGEV |
| 1.36% | 1.12% | $4.2M | 3,536 | $3.1M | 3,528 | +8+0.23% | Add |
 JPMORGAN CHASE & COJPM |
| 1.36% | 1.37% | $4.1M | 12,668 | $3.8M | 12,789 | -121-0.95% | Reduce |
 AMAZON COM INCAMZN |
| 1.2% | 1.16% | $3.6M | 15,296 | $3.2M | 15,324 | -28-0.18% | Reduce |
 EXXON MOBIL CORPXOM |
| 1.19% | 1.7% | $3.6M | 26,600 | $4.7M | 27,592 | -992-3.60% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.17% | 1.66% | $3.6M | 67,255 | $4.5M | 74,241 | -6,986-9.41% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 1.12% | 1.19% | $3.4M | 41,069 | $3.3M | 40,012 | +1,057+2.64% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.07% | 0.35% | $3.3M | 2,825 | $965,547 | 2,858 | -33-1.15% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.04% | 1.24% | $3.2M | 3,401 | $3.4M | 3,403 | -2-0.06% | Reduce |
 INTEL CORPINTC |
| 1.02% | 0.39% | $3.1M | 22,350 | $1.1M | 24,191 | -1,841-7.61% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.02% | 0.99% | $3.1M | 4,166 | $2.7M | 4,175 | -9-0.22% | Reduce |
 COCA COLA COKO |
| 0.99% | 1.03% | $3.0M | 37,279 | $2.8M | 37,314 | -35-0.09% | Reduce |
 BROADCOM INCAVGO |
| 0.94% | 0.86% | $2.9M | 7,591 | $2.4M | 7,658 | -67-0.87% | Reduce |
 ALLSTATE CORPALL |
| 0.87% | 0.84% | $2.7M | 11,143 | $2.3M | 11,129 | +14+0.13% | Add |
 MERCK & CO INCMRK |
| 0.86% | 0.95% | $2.6M | 20,408 | $2.6M | 21,600 | -1,192-5.52% | Reduce |
| SSPDR SERIES TRUSTQUS |
| 0.86% | 0.69% | $2.6M | 14,014 | $1.9M | 11,001 | +3,013+27.39% | Add |
 META PLATFORMS INCMETA |
| 0.84% | 0.96% | $2.6M | 4,567 | $2.6M | 4,592 | -25-0.54% | Reduce |
 EMERSON ELEC COEMR |
| 0.78% | 0.79% | $2.4M | 16,664 | $2.2M | 16,659 | +5+0.03% | Add |
 RTX CORPORATIONRTX |
| 0.76% | 0.86% | $2.3M | 12,191 | $2.4M | 12,263 | -72-0.59% | Reduce |
 UNION PAC CORPUNP |
| 0.72% | 0.71% | $2.2M | 8,096 | $2.0M | 8,088 | +8+0.10% | Add |
 HOME DEPOT INCHD |
| 0.71% | 0.8% | $2.2M | 6,107 | $2.2M | 6,695 | -588-8.78% | Reduce |
 CHEVRON CORPORATIONCVX |
| 0.7% | 0.97% | $2.1M | 12,775 | $2.7M | 12,886 | -111-0.86% | Reduce |
 3M CO COMMMM |
| 0.68% | 0.71% | $2.1M | 12,835 | $1.9M | 13,416 | -581-4.33% | Reduce |
 VISA INCV |
| 0.67% | 0.65% | $2.0M | 5,937 | $1.8M | 5,914 | +23+0.39% | Add |
 ORACLE CORPORCL |
| 0.63% | 0.7% | $1.9M | 13,085 | $1.9M | 13,097 | -12-0.09% | Reduce |
 ABBVIE INCABBV |
| 0.61% | 0.58% | $1.9M | 7,426 | $1.6M | 7,375 | +51+0.69% | Add |
 GE AEROSPACEGE |
| 0.61% | 0.56% | $1.8M | 4,941 | $1.5M | 5,390 | -449-8.33% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.6% | 0.66% | $1.8M | 12,511 | $1.8M | 12,490 | +21+0.17% | Add |
 LAM RESEARCH CORPLRCX |
| 0.6% | 0.35% | $1.8M | 4,208 | $948,887 | 4,441 | -233-5.25% | Reduce |
 TJX COS INC NEWTJX |
| 0.57% | 0.66% | $1.7M | 11,412 | $1.8M | 11,345 | +67+0.59% | Add |
 CISCO SYS INCCSCO |
| 0.55% | 0.4% | $1.7M | 14,218 | $1.1M | 14,179 | +39+0.28% | Add |
 TESLA INCTSLA |
| 0.53% | 0.51% | $1.6M | 3,825 | $1.4M | 3,759 | +66+1.76% | Add |
 ELI LILLY & COLLY |
| 0.52% | 0.44% | $1.6M | 1,327 | $1.2M | 1,305 | +22+1.69% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.52% | 0.51% | $1.6M | 2,263 | $1.4M | 2,263 | 00.00% | Unchanged |
