| SSELECT SECTOR SPDR TRXLK |
| 7.36% | 5.66% | $99.8M | 523,647 | $70.8M | 532,646 | -8,999-1.69% | Reduce |
| IISHARES TRIEFA |
| 3.51% | 3.48% | $47.5M | 492,115 | $43.6M | 481,065 | +11,050+2.30% | Add |
| VVANGUARD FTSEVEA |
| 3.4% | 3.26% | $46.0M | 646,109 | $40.8M | 635,928 | +10,181+1.60% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.36% | 1.94% | $32.0M | 159,997 | $24.3M | 139,179 | +20,818+14.96% | Add |
 GE AEROSPACEGE |
| 2.28% | 1.95% | $30.9M | 82,627 | $24.4M | 85,871 | -3,244-3.78% | Reduce |
 AMAZON COM INCAMZN |
| 2.14% | 2.07% | $29.0M | 121,771 | $25.9M | 124,121 | -2,350-1.89% | Reduce |
| SSCHWAB STRATEGIC TRSCHR |
| 2.03% | 2.14% | $27.5M | 1.1M | $26.8M | 1.1M | +38,284+3.56% | Add |
 MICROSOFT CORPMSFT |
| 1.99% | 2.12% | $26.9M | 72,151 | $26.6M | 71,726 | +425+0.59% | Add |
| VVANGUARD INTL EQUITY INDEX FVSS |
| 1.93% | 2.1% | $26.2M | 169,612 | $26.2M | 179,696 | -10,084-5.61% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.89% | 2% | $25.6M | 238,547 | $25.0M | 225,735 | +12,812+5.68% | Add |
| IISHARES TRAGG |
| 1.85% | 1.99% | $25.1M | 253,257 | $24.9M | 250,337 | +2,920+1.17% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 1.84% | 1.21% | $25.0M | 38,965 | $15.2M | 46,186 | -7,221-15.63% | Reduce |
 APPLE INCAAPL |
| 1.78% | 1.8% | $24.1M | 83,390 | $22.5M | 88,720 | -5,330-6.01% | Reduce |
 HCA HEALTHCARE INCHCA |
| 1.76% | 2.24% | $23.9M | 61,188 | $28.0M | 59,229 | +1,959+3.31% | Add |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.72% | 1.72% | $23.3M | 965,268 | $21.5M | 886,900 | +78,368+8.84% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.65% | 1.66% | $22.4M | 420,932 | $20.7M | 338,402 | +82,530+24.39% | Add |
| AAlphabet Inc Class CGOOG |
| 1.48% | 1.32% | $20.0M | 56,638 | $16.5M | 57,535 | -897-1.56% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.46% | 1.35% | $19.7M | 41,350 | $16.8M | 49,839 | -8,489-17.03% | Reduce |
 VISA INCV |
| 1.44% | 1.42% | $19.5M | 56,757 | $17.8M | 58,800 | -2,043-3.47% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.4% | 1.61% | $19.0M | 57,981 | $20.1M | 68,220 | -10,239-15.01% | Reduce |
 ALPHABET INCGOOGL |
| 1.4% | 1.2% | $18.9M | 52,960 | $15.0M | 52,280 | +680+1.30% | Add |
| VVANGUARD TOTALBND |
| 1.38% | 1.44% | $18.7M | 255,361 | $18.0M | 244,835 | +10,526+4.30% | Add |
 ISHARES MBSACGL |
| 1.37% | 1.57% | $18.5M | 196,122 | $19.6M | 206,612 | -10,490-5.08% | Reduce |
 UNION PAC CORPUNP |
| 1.32% | 1.3% | $17.9M | 65,735 | $16.2M | 66,928 | -1,193-1.78% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 1.29% | 1.6% | $17.4M | 241,470 | $20.0M | 277,943 | -36,473-13.12% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 1.2% | 1.6% | $16.3M | 195,993 | $19.9M | 243,323 | -47,330-19.45% | Reduce |
| IISHARES TRICSH |
| 1.15% | 0.98% | $15.6M | 307,503 | $12.2M | 241,649 | +65,854+27.25% | Add |
 AUTOZONE INCAZO |
| 1.14% | 1.02% | $15.5M | 4,855 | $12.7M | 3,770 | +1,085+28.78% | Add |
| WWELLS FARGO & COWFC |
| 1.13% | 1.2% | $15.3M | 13,266 | $15.0M | 12,990 | +276+2.12% | Add |
 COCA COLA COKO |
| 1.1% | 1.23% | $14.9M | 183,348 | $15.4M | 202,320 | -18,972-9.38% | Reduce |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.09% | 1.26% | $14.8M | 29,760 | $15.7M | 35,233 | -5,473-15.53% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.06% | 0.11% | $14.4M | 90,677 | $1.3M | 9,105 | +81,572+895.90% | Add |
| QQUALCOMM INCQCOM |
| 1.05% | 0.78% | $14.2M | 77,022 | $9.8M | 75,863 | +1,159+1.53% | Add |
| IISHARES TRSTIP |
| 1.03% | 1.12% | $14.0M | 137,035 | $14.0M | 135,121 | +1,914+1.42% | Add |
 AMERICAN EXPRESS COAXP |
| 0.99% | 1.35% | $13.5M | 39,797 | $16.8M | 55,598 | -15,801-28.42% | Reduce |
| IISHARES TRMCHI |
| 0.96% | 1.15% | $13.0M | 254,150 | $14.4M | 256,115 | -1,965-0.77% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.95% | 1.11% | $12.9M | 239,948 | $13.9M | 280,937 | -40,989-14.59% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.93% | 1.04% | $12.7M | 279,459 | $13.0M | 282,550 | -3,091-1.09% | Reduce |
 WASTE MGMT INC DELWM |
| 0.9% | 1.07% | $12.3M | 55,006 | $13.4M | 58,394 | -3,388-5.80% | Reduce |
| IISHARES TRIUSB |
| 0.9% | 0.92% | $12.2M | 263,589 | $11.6M | 250,223 | +13,366+5.34% | Add |
 VANECK ETF TRUSTSMH |
| 0.89% | 0.65% | $12.1M | 18,457 | $8.1M | 21,197 | -2,740-12.93% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.89% | 0.91% | $12.1M | 125,384 | $11.3M | 127,600 | -2,216-1.74% | Reduce |
| CCRH PLCCRH |
| 0.86% | 0.98% | $11.7M | 109,124 | $12.3M | 117,095 | -7,971-6.81% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.85% | 0.84% | $11.5M | 52,725 | $10.5M | 52,953 | -228-0.43% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.83% | 0.78% | $11.2M | 136,116 | $9.7M | 128,047 | +8,069+6.30% | Add |
 WESCO INTL INCWCC |
| 0.8% | 0.71% | $10.8M | 31,279 | $8.9M | 32,377 | -1,098-3.39% | Reduce |
 META PLATFORMS INCMETA |
| 0.77% | 0.85% | $10.5M | 18,615 | $10.6M | 18,484 | +131+0.71% | Add |
| VVANGUARD BD INDEX FDSBIV |
| 0.75% | 0.8% | $10.2M | 132,346 | $10.0M | 130,043 | +2,303+1.77% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.74% | 1.04% | $10.0M | 156,388 | $13.0M | 182,097 | -25,709-14.12% | Reduce |
| IISHARES TRIGIB |
| 0.73% | 0.86% | $9.9M | 187,129 | $10.8M | 202,131 | -15,002-7.42% | Reduce |
