| IISHARES RUSSELLIWM |
| 6.49% | 6% | $13.4M | 44,565 | $9.5M | 47,478 | -2,913-6.14% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 6.14% | 6.47% | $12.7M | 18,003 | $10.2M | 19,154 | -1,151-6.01% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.48% | 4.45% | $11.3M | 56,479 | $7.0M | 64,890 | -8,411-12.96% | Reduce |
 APPLE INCAAPL |
| 4.51% | 4.43% | $9.3M | 32,175 | $7.0M | 31,483 | +692+2.20% | Add |
| SSPDR SERIES TRUSTSDY |
| 4.24% | 5.07% | $8.7M | 57,496 | $8.0M | 59,010 | -1,514-2.57% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 4.01% | 2.99% | $8.3M | 43,444 | $4.7M | 22,895 | +20,549+89.75% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.95% | 4.27% | $8.2M | 10,923 | $6.7M | 12,055 | -1,132-9.39% | Reduce |
 MICROSOFT CORPMSFT |
| 2.58% | 3.2% | $5.3M | 14,281 | $5.1M | 13,455 | +826+6.14% | Add |
| IISHARES TRILCG |
| 2.57% | 2.11% | $5.3M | 45,287 | $3.3M | 41,135 | +4,152+10.09% | Add |
| IISHARES TRIVV |
| 2.42% | 2.29% | $5.0M | 6,669 | $3.6M | 6,439 | +230+3.57% | Add |
 TEXAS INSTRS INCTXN |
| 2.38% | 1.8% | $4.9M | 16,494 | $2.8M | 15,793 | +701+4.44% | Add |
 UDR INC COMUDR |
| 2.14% | 3.17% | $4.4M | 110,713 | $5.0M | 110,713 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.83% | 1.53% | $3.8M | 14,904 | $2.4M | 14,599 | +305+2.09% | Add |
 EXXON MOBIL CORPXOM |
| 1.8% | 2.15% | $3.7M | 27,205 | $3.4M | 28,516 | -1,311-4.60% | Reduce |
| IISHARES TRIEFA |
| 1.78% | 1.76% | $3.7M | 37,955 | $2.8M | 36,825 | +1,130+3.07% | Add |
| IISHARES TREFAV |
| 1.61% | 1.87% | $3.3M | 37,774 | $3.0M | 37,994 | -220-0.58% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 1.59% | 1.93% | $3.3M | 61,069 | $3.0M | 61,034 | +35+0.06% | Add |
| SSTATE STREETSPYM |
| 1.58% | 0.86% | $3.3M | 37,177 | $1.4M | 20,655 | +16,522+79.99% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.56% | 2.1% | $3.2M | 3,445 | $3.3M | 3,507 | -62-1.77% | Reduce |
 HOME DEPOT INCHD |
| 1.53% | 2.04% | $3.2M | 8,942 | $3.2M | 8,770 | +172+1.96% | Add |
 ABBVIE INCABBV |
| 1.44% | 1.51% | $3.0M | 11,827 | $2.4M | 11,402 | +425+3.73% | Add |
| IISHARES COREIJH |
| 1.41% | 1.23% | $2.9M | 37,774 | $1.9M | 33,159 | +4,615+13.92% | Add |
 VISA INCV |
| 1.32% | 1.63% | $2.7M | 7,912 | $2.6M | 7,328 | +584+7.97% | Add |
| IISHARES INCIEMG |
| 1.21% | 1.06% | $2.5M | 30,193 | $1.7M | 31,127 | -934-3.00% | Reduce |
 RTX CORPORATIONRTX |
| 1.21% | 1.07% | $2.5M | 13,139 | $1.7M | 12,779 | +360+2.82% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.15% | 1.42% | $2.4M | 8,086 | $2.2M | 7,579 | +507+6.69% | Add |
 JPMORGAN CHASE & COJPM |
| 1.13% | 1.04% | $2.3M | 7,096 | $1.6M | 6,706 | +390+5.82% | Add |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.08% | 1.42% | $2.2M | 5,070 | $2.2M | 1,690 | +3,380+200.00% | Add |
 QUANTA SVCS INCPWR |
| 1.07% | 0.48% | $2.2M | 3,065 | $751,102 | 2,955 | +110+3.72% | Add |
 VALERO ENERGY CORP COMVLO |
| 1.03% | 0.73% | $2.1M | 8,132 | $1.1M | 8,697 | -565-6.50% | Reduce |
 UNION PAC CORPUNP |
| 0.97% | 1.05% | $2.0M | 7,330 | $1.7M | 7,012 | +318+4.54% | Add |
 TRAVELERS COSTRV |
| 0.96% | 0.96% | $2.0M | 6,024 | $1.5M | 5,709 | +315+5.52% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.9% | 0.93% | $1.9M | 21,106 | $1.5M | 20,691 | +415+2.01% | Add |
| VVANGUARD WORLD FDVOX |
| 0.87% | 0.88% | $1.8M | 9,740 | $1.4M | 9,365 | +375+4.00% | Add |
| IISHARES COREIJR |
| 0.85% | 0.75% | $1.8M | 11,887 | $1.2M | 11,332 | +555+4.90% | Add |
 CUMMINS INCCMI |
| 0.85% | 0.49% | $1.8M | 2,464 | $772,316 | 2,464 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.85% | 0.73% | $1.7M | 7,325 | $1.1M | 6,020 | +1,305+21.68% | Add |
 STRYKER CORPORATIONSYK |
| 0.8% | 1.14% | $1.6M | 5,219 | $1.8M | 4,848 | +371+7.65% | Add |
 CHEVRON CORPORATIONCVX |
| 0.76% | 1% | $1.6M | 9,417 | $1.6M | 9,422 | -5-0.05% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.33% | $1.5M | 4,313 | $519,465 | 3,325 | +988+29.71% | Add |
 WALMART INCWMT |
| 0.74% | 0.46% | $1.5M | 13,454 | $734,276 | 8,364 | +5,090+60.86% | Add |
 PROCTER & GAMBLE COPG |
| 0.72% | 1.01% | $1.5M | 10,179 | $1.6M | 9,374 | +805+8.59% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 0.66% | 0.72% | $1.4M | 11,530 | $1.1M | 5,725 | +5,805+101.40% | Add |
| VVANGUARD INDEX FDSVB |
| 0.65% | 0.55% | $1.3M | 4,432 | $867,264 | 3,911 | +521+13.32% | Add |
 PHILLIPS 66PSX |
| 0.55% | 0.55% | $1.1M | 6,692 | $862,755 | 6,987 | -295-4.22% | Reduce |
| SSELECT SECTOR SPDR TRXLRE |
| 0.53% | 0.61% | $1.1M | 24,982 | $970,502 | 23,190 | +1,792+7.73% | Add |
| EENERGY TRANSFER L PET |
| 0.47% | 0.6% | $979,709 | 51,240 | $945,116 | 50,840 | +400+0.79% | Add |
 PILGRIMS PRIDE CORP NEWPPC |
| 0.46% | 1.17% | $955,740 | 34,000 | $1.9M | 34,000 | 00.00% | Unchanged |
 PEPSICO INCPEP |
| 0.45% | 0.62% | $923,428 | 6,820 | $979,108 | 6,530 | +290+4.44% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.43% | 0.36% | $883,680 | 1,200 | $562,704 | 1,200 | 00.00% | Unchanged |
