| IISHARES TRLQD |
| 8.31% | 8.52% | $23.8M | 218,278 | $22.0M | 201,481 | +16,797+8.34% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 7.5% | 7.72% | $21.5M | 272,006 | $19.9M | 251,044 | +20,962+8.35% | Add |
| IISHARES 7-10YRIEF |
| 6.94% | 7.08% | $19.9M | 210,322 | $18.3M | 191,257 | +19,065+9.97% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 5.91% | 6.14% | $16.9M | 163,088 | $15.8M | 163,047 | +41+0.03% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 5.46% | 5.28% | $15.6M | 291,796 | $13.6M | 275,674 | +16,122+5.85% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 5.16% | 4.79% | $14.8M | 19,784 | $12.3M | 18,990 | +794+4.18% | Add |
| SSTATE STREETXLI |
| 4.88% | 4.46% | $14.0M | 75,461 | $11.5M | 71,042 | +4,419+6.22% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 4.83% | 3.7% | $13.8M | 72,597 | $9.5M | 71,746 | +851+1.19% | Add |
 ISHARES MBSACGL |
| 4.09% | 4.26% | $11.7M | 123,856 | $11.0M | 115,779 | +8,077+6.98% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.23% | 2.21% | $6.4M | 31,996 | $5.7M | 32,659 | -663-2.03% | Reduce |
 APPLE INCAAPL |
| 1.93% | 1.99% | $5.5M | 19,115 | $5.1M | 20,239 | -1,124-5.55% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.93% | 2.09% | $5.5M | 51,607 | $5.4M | 48,688 | +2,919+6.00% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 1.73% | 0.95% | $5.0M | 7,739 | $2.4M | 7,438 | +301+4.05% | Add |
| AAlphabet Inc Class CGOOG |
| 1.58% | 1.48% | $4.5M | 12,820 | $3.8M | 13,266 | -446-3.36% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 1.45% | 1.54% | $4.1M | 91,529 | $4.0M | 86,634 | +4,895+5.65% | Add |
 MICROSOFT CORPMSFT |
| 1.4% | 1.95% | $4.0M | 10,728 | $5.0M | 13,601 | -2,873-21.12% | Reduce |
 AMAZON COM INCAMZN |
| 1.3% | 1.37% | $3.7M | 15,595 | $3.5M | 16,970 | -1,375-8.10% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.22% | 1.01% | $3.5M | 40,525 | $2.6M | 5,973 | +34,552+578.47% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.19% | 1.02% | $3.4M | 14,374 | $2.6M | 12,257 | +2,117+17.27% | Add |
| AAMPLIFY ETF TRHACK |
| 1.15% | 0.84% | $3.3M | 31,270 | $2.2M | 28,948 | +2,322+8.02% | Add |
 BROADCOM INCAVGO |
| 1.09% | 1.1% | $3.1M | 8,293 | $2.8M | 9,128 | -835-9.15% | Reduce |
| SSELECT SECTOR SPDR TRXLP |
| 1.05% | 1.08% | $3.0M | 36,056 | $2.8M | 34,097 | +1,959+5.75% | Add |
 JPMORGAN CHASE & COJPM |
| 1.02% | 1.09% | $2.9M | 8,898 | $2.8M | 9,525 | -627-6.58% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.95% | 0.93% | $2.7M | 23,155 | $2.4M | 22,030 | +1,125+5.11% | Add |
 VANECK ETF TRUSTPPH |
| 0.94% | 0.95% | $2.7M | 24,721 | $2.4M | 23,509 | +1,212+5.16% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.9% | 0.88% | $2.6M | 58,763 | $2.3M | 55,753 | +3,010+5.40% | Add |
| TTIDAL TRUST IVETZ |
| 0.82% | 0.87% | $2.4M | 118,799 | $2.2M | 112,134 | +6,665+5.94% | Add |
 CATERPILLAR INCCAT |
| 0.78% | 0.63% | $2.2M | 2,106 | $1.6M | 2,282 | -176-7.71% | Reduce |
 ENTERGY CORP NEWETR |
| 0.72% | 0.84% | $2.1M | 17,951 | $2.2M | 19,274 | -1,323-6.86% | Reduce |
 MORGAN STANLEYMS |
| 0.71% | 0.66% | $2.0M | 9,717 | $1.7M | 10,416 | -699-6.71% | Reduce |
 VISA INCV |
| 0.68% | 0.71% | $1.9M | 5,638 | $1.8M | 6,051 | -413-6.83% | Reduce |
 ELI LILLY & COLLY |
| 0.67% | 0.65% | $1.9M | 1,604 | $1.7M | 1,819 | -215-11.82% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.61% | 0.64% | $1.7M | 3,466 | $1.7M | 3,458 | +8+0.23% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.6% | 0.59% | $1.7M | 10,915 | $1.5M | 10,397 | +518+4.98% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.58% | 0.2% | $1.7M | 1,450 | $515,206 | 1,525 | -75-4.92% | Reduce |
 TESLA INCTSLA |
| 0.58% | 0.54% | $1.7M | 3,975 | $1.4M | 3,751 | +224+5.97% | Add |
 EATON CORP PLCETN |
| 0.58% | 0.58% | $1.7M | 3,895 | $1.5M | 4,167 | -272-6.53% | Reduce |
 ABBVIE INCABBV |
| 0.58% | 0.59% | $1.7M | 6,582 | $1.5M | 7,027 | -445-6.33% | Reduce |
 STRYKER CORPORATIONSYK |
| 0.57% | 0.71% | $1.6M | 5,199 | $1.8M | 5,564 | -365-6.56% | Reduce |
 META PLATFORMS INCMETA |
| 0.55% | 0.58% | $1.6M | 2,813 | $1.5M | 2,611 | +202+7.74% | Add |
 LINDE PLCLIN |
| 0.55% | 0.63% | $1.6M | 3,022 | $1.6M | 3,255 | -233-7.16% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.51% | 0.32% | $1.5M | 32,335 | $835,326 | 35,083 | -2,748-7.83% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.51% | 0.6% | $1.4M | 2,819 | $1.5M | 3,085 | -266-8.62% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.49% | 0.66% | $1.4M | 1,492 | $1.7M | 1,697 | -205-12.08% | Reduce |
 HOME DEPOT INCHD |
| 0.48% | 0.55% | $1.4M | 3,923 | $1.4M | 4,298 | -375-8.72% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.46% | 0.63% | $1.3M | 9,630 | $1.6M | 9,614 | +16+0.17% | Add |
 WALMART INCWMT |
| 0.46% | 0.62% | $1.3M | 11,550 | $1.6M | 12,783 | -1,233-9.65% | Reduce |
| SSPDR SERIES TRUSTXHB |
| 0.43% | 0.4% | $1.2M | 10,659 | $1.0M | 10,475 | +184+1.76% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.43% | 0.59% | $1.2M | 14,012 | $1.5M | 16,424 | -2,412-14.69% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.42% | 0.18% | $1.2M | 2,079 | $474,195 | 2,331 | -252-10.81% | Reduce |
