| IINVESCO QQQ TRVOO |
| 3.5% | 3.12% | $42.0M | 57,049 | $32.9M | 56,848 | +201+0.35% | Add |
| VVANGUARD INDEX FDSVOO |
| 3.41% | 3.31% | $40.9M | 59,524 | $34.9M | 58,157 | +1,367+2.35% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 2.04% | 1.98% | $24.4M | 154,465 | $20.8M | 162,850 | -8,385-5.15% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.9% | 0.59% | $22.9M | 30,609 | $6.2M | 9,474 | +21,135+223.08% | Add |
 LAM RESEARCH CORPLRCX |
| 1.79% | — | $21.4M | 49,479 | $0 | 0 | +49,479 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 1.76% | 2.01% | $21.1M | 105,359 | $21.2M | 150,435 | -45,076-29.96% | Reduce |
| IISHARES TRIVW |
| 1.68% | 1.54% | $20.2M | 146,678 | $16.2M | 143,445 | +3,233+2.25% | Add |
| IISHARES COREIJR |
| 1.57% | — | $18.8M | 126,760 | $0 | 0 | +126,760 | New Buy |
| IISHARES TRTLT |
| 1.5% | 1.65% | $18.0M | 208,015 | $17.4M | 200,732 | +7,283+3.63% | Add |
 JPMORGAN CHASE & COJPM |
| 1.41% | 1.43% | $17.0M | 51,847 | $15.1M | 51,146 | +701+1.37% | Add |
| SSTATE STREETXLI |
| 1.37% | 1.26% | $16.5M | 88,935 | $13.3M | 82,107 | +6,828+8.32% | Add |
 MICROSOFT CORPMSFT |
| 1.36% | 1.49% | $16.4M | 43,902 | $15.7M | 42,300 | +1,602+3.79% | Add |
| IISHARES TREEM |
| 1.31% | — | $15.7M | 229,379 | $0 | 0 | +229,379 | New Buy |
| VVANGUARD WORLD FDVGT |
| 1.24% | 1.03% | $14.9M | 125,058 | $10.9M | 15,508 | +109,550+706.41% | Add |
 ALPHABET INCGOOGL |
| 1.24% | — | $14.9M | 41,555 | $0 | 0 | +41,555 | New Buy |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.21% | 0.95% | $14.6M | 33,803 | $10.1M | 74,474 | -40,671-54.61% | Reduce |
| IISHARES TRMTUM |
| 1.19% | 0.96% | $14.3M | 41,759 | $10.1M | 41,866 | -107-0.26% | Reduce |
 RTX CORPORATIONRTX |
| 1.13% | 1.25% | $13.5M | 71,353 | $13.2M | 68,325 | +3,028+4.43% | Add |
 APPLE INCAAPL |
| 1.11% | 1.16% | $13.3M | 45,922 | $12.2M | 48,268 | -2,346-4.86% | Reduce |
 ABBVIE INCABBV |
| 1.07% | 0.98% | $12.8M | 50,828 | $10.3M | 47,838 | +2,990+6.25% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.04% | 1% | $12.5M | 44,510 | $10.5M | 43,394 | +1,116+2.57% | Add |
 BROADCOM INCAVGO |
| 1.04% | 1.02% | $12.5M | 33,018 | $10.7M | 34,740 | -1,722-4.96% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 1.04% | 0.68% | $12.5M | 124,334 | $7.2M | 133,622 | -9,288-6.95% | Reduce |
| IISHARES RUSSELLIWM |
| 0.98% | — | $11.8M | 39,133 | $0 | 0 | +39,133 | New Buy |
| SSELECT SECTOR SPDR TRXLK |
| 0.97% | 0.18% | $11.7M | 61,305 | $1.9M | 14,628 | +46,677+319.09% | Add |
| VVANGUARD SCOTTSDALE FDSVONG |
| 0.97% | 1.08% | $11.6M | 90,994 | $11.3M | 93,497 | -2,503-2.68% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.94% | 1.15% | $11.3M | 221,572 | $12.1M | 242,648 | -21,076-8.69% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.92% | 0.87% | $11.1M | 128,571 | $9.2M | 20,983 | +107,588+512.74% | Add |
 WALMART INCWMT |
| 0.89% | 1.1% | $10.7M | 94,069 | $11.5M | 92,867 | +1,202+1.29% | Add |
| VVANGUARD HEALTHVHT |
| 0.88% | 0.86% | $10.5M | 35,235 | $9.0M | 33,121 | +2,114+6.38% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.86% | 0.84% | $10.3M | 304,689 | $8.8M | 303,169 | +1,520+0.50% | Add |
| QQUALCOMM INCQCOM |
| 0.85% | 0.67% | $10.2M | 54,930 | $7.0M | 54,651 | +279+0.51% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.8% | 0.86% | $9.6M | 37,731 | $9.1M | 37,181 | +550+1.48% | Add |
| IISHARES TRIXJ |
| 0.8% | 0.82% | $9.6M | 97,325 | $8.6M | 92,011 | +5,314+5.78% | Add |
| IISHARES TRDGRO |
| 0.79% | 0.82% | $9.5M | 125,302 | $8.6M | 123,218 | +2,084+1.69% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.77% | 0.76% | $9.2M | 104,959 | $8.0M | 21,669 | +83,290+384.37% | Add |
 MERCK & CO INCMRK |
| 0.76% | 0.79% | $9.2M | 71,225 | $8.3M | 68,809 | +2,416+3.51% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.73% | 0.47% | $8.8M | 11,523 | $4.9M | 12,583 | -1,060-8.42% | Reduce |
 DATADOG INCDDOG |
| 0.72% | 0.67% | $8.6M | 33,018 | $7.1M | 82,691 | -49,673-60.07% | Reduce |
| IISHARES MSCI INDIA ETFINDA |
| 0.69% | 0.7% | $8.3M | 167,579 | $7.4M | 156,976 | +10,603+6.75% | Add |
 PHILLIPS 66PSX |
| 0.68% | 0.8% | $8.2M | 48,623 | $8.4M | 46,312 | +2,311+4.99% | Add |
 META PLATFORMS INCMETA |
| 0.68% | 0.75% | $8.1M | 14,417 | $7.9M | 13,870 | +547+3.94% | Add |
 AMGEN INC COMAMGN |
| 0.67% | 0.7% | $8.0M | 22,196 | $7.4M | 21,119 | +1,077+5.10% | Add |
 TESLA INCTSLA |
| 0.67% | 0.66% | $8.0M | 19,099 | $7.0M | 18,819 | +280+1.49% | Add |
| SSPDR SERIES TRUSTKCE |
| 0.67% | 0.69% | $8.0M | 54,508 | $7.2M | 52,590 | +1,918+3.65% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.65% | 0.06% | $7.9M | 147,897 | $604,796 | 9,873 | +138,024+1,397.99% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.65% | 0.67% | $7.9M | 146,491 | $7.0M | 142,339 | +4,152+2.92% | Add |
 CVS HEALTH CORPCVS |
| 0.65% | 0.6% | $7.8M | 75,179 | $6.3M | 88,301 | -13,122-14.86% | Reduce |
 KIMBERLY-CLARK CORPKMB |
| 0.65% | 0.62% | $7.8M | 70,843 | $6.5M | 67,852 | +2,991+4.41% | Add |
 AMAZON COM INCAMZN |
| 0.65% | 0.65% | $7.8M | 32,556 | $6.9M | 32,967 | -411-1.25% | Reduce |
