| SSELECT SECTOR SPDR TRXLK |
| 12.55% | 8.76% | $64.6M | 339,185 | $41.7M | 313,469 | +25,716+8.20% | Add |
| PPimco Active Bond ETFBOND |
| 11.46% | 14.32% | $59.0M | 639,932 | $68.1M | 738,218 | -98,286-13.31% | Reduce |
| PPIMCO ETF TRPYLD |
| 9.51% | 9% | $49.0M | 1.8M | $42.8M | 1.6M | +212,156+12.98% | Add |
| PPGIM ULTRAPULS |
| 6.47% | 7.14% | $33.3M | 672,130 | $34.0M | 686,116 | -13,986-2.04% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 3.57% | 3.55% | $18.4M | 342,991 | $16.9M | 342,356 | +635+0.19% | Add |
| IISHARES TRSGOV |
| 3.23% | 3.82% | $16.6M | 165,037 | $18.2M | 180,610 | -15,573-8.62% | Reduce |
| FFranklin Templeton ETF TrustDIVI |
| 2.96% | 3.01% | $15.3M | 357,350 | $14.3M | 360,114 | -2,764-0.77% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 2.44% | 2.61% | $12.6M | 117,281 | $12.4M | 112,187 | +5,094+4.54% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.29% | 2.21% | $11.8M | 74,387 | $10.5M | 71,623 | +2,764+3.86% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 2.19% | 2.36% | $11.3M | 96,398 | $11.2M | 102,892 | -6,494-6.31% | Reduce |
| SSTATE STREETXLI |
| 1.96% | 1.83% | $10.1M | 54,477 | $8.7M | 53,706 | +771+1.44% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 1.88% | 2.64% | $9.7M | 182,273 | $12.5M | 204,699 | -22,426-10.96% | Reduce |
 ALPHABET INCGOOGL |
| 1.81% | 1.59% | $9.3M | 26,131 | $7.6M | 26,296 | -165-0.63% | Reduce |
| IISHARES TRIXN |
| 1.6% | 1.97% | $8.2M | 57,026 | $9.4M | 93,864 | -36,838-39.25% | Reduce |
 APPLE INCAAPL |
| 1.39% | 1.29% | $7.2M | 24,833 | $6.1M | 24,181 | +652+2.70% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.36% | 0.54% | $7.0M | 44,374 | $2.6M | 17,446 | +26,928+154.35% | Add |
| VVANGUARD SMALLVBR |
| 1.26% | 1.21% | $6.5M | 26,660 | $5.8M | 26,595 | +65+0.24% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 1.26% | 1.3% | $6.5M | 77,924 | $6.2M | 75,639 | +2,285+3.02% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.14% | 0.87% | $5.9M | 12,259 | $4.2M | 12,287 | -28-0.23% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 1.09% | 0.36% | $5.6M | 22,154 | $1.7M | 11,300 | +10,854+96.05% | Add |
 MICROSOFT CORPMSFT |
| 1.09% | 1.1% | $5.6M | 15,050 | $5.2M | 14,079 | +971+6.90% | Add |
| VVANGUARD MIDVO |
| 1.04% | 1.02% | $5.4M | 66,595 | $4.9M | 16,905 | +49,690+293.94% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.04% | 1.07% | $5.4M | 10,696 | $5.1M | 10,643 | +53+0.50% | Add |
| IISHARES COREIJR |
| 1.02% | 0.93% | $5.3M | 35,408 | $4.4M | 35,694 | -286-0.80% | Reduce |
 AMGEN INC COMAMGN |
| 1.01% | 1.06% | $5.2M | 14,355 | $5.1M | 14,353 | +2+0.01% | Add |
 VISA INCV |
| 0.96% | 0.93% | $4.9M | 14,385 | $4.4M | 14,564 | -179-1.23% | Reduce |
 MERCK & CO INCMRK |
| 0.96% | 1.03% | $4.9M | 38,353 | $4.9M | 40,562 | -2,209-5.45% | Reduce |
| VVANGUARD WORLD FDVAW |
| 0.93% | 1.02% | $4.8M | 20,839 | $4.8M | 21,438 | -599-2.79% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.9% | 1.02% | $4.7M | 102,625 | $4.9M | 105,764 | -3,139-2.97% | Reduce |
 GE AEROSPACEGE |
| 0.88% | 0.73% | $4.5M | 12,072 | $3.5M | 12,245 | -173-1.41% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.87% | 0.82% | $4.5M | 22,369 | $3.9M | 22,244 | +125+0.56% | Add |
 META PLATFORMS INCMETA |
| 0.85% | 0.67% | $4.4M | 7,764 | $3.2M | 5,584 | +2,180+39.04% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.82% | 1.03% | $4.2M | 4,506 | $4.9M | 4,937 | -431-8.73% | Reduce |
 AMAZON COM INCAMZN |
| 0.79% | 0.75% | $4.0M | 16,988 | $3.6M | 17,056 | -68-0.40% | Reduce |
 UNION PAC CORPUNP |
| 0.77% | 0.88% | $4.0M | 14,663 | $4.2M | 17,201 | -2,538-14.75% | Reduce |
| SSELECT SECTOR SPDR TRXLRE |
| 0.71% | 0.8% | $3.7M | 83,091 | $3.8M | 93,273 | -10,182-10.92% | Reduce |
| SSTATE STREETSPYM |
| 0.71% | 0.72% | $3.6M | 41,439 | $3.4M | 44,737 | -3,298-7.37% | Reduce |
 PALO ALTOPANW |
| 0.7% | — | $3.6M | 10,555 | $0 | 0 | +10,555 | New Buy |
| IISHARES TRIOO |
| 0.68% | 0.66% | $3.5M | 25,731 | $3.1M | 25,982 | -251-0.97% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.66% | 1.13% | $3.4M | 14,125 | $5.4M | 19,027 | -4,902-25.76% | Reduce |
 FORTINET INCFTNT |
| 0.63% | — | $3.2M | 21,102 | $0 | 0 | +21,102 | New Buy |
 SALESFORCE INCCRM |
| 0.55% | 0.71% | $2.8M | 18,088 | $3.4M | 18,032 | +56+0.31% | Add |
| SSPDR SERIES TRUSTBIL |
| 0.53% | 0.56% | $2.7M | 29,917 | $2.7M | 29,140 | +777+2.67% | Add |
 T-MOBILE US INC COMTMUS |
| 0.52% | 0.57% | $2.7M | 16,115 | $2.7M | 12,982 | +3,133+24.13% | Add |
 FEDEX CORPFDX |
| 0.51% | 1% | $2.6M | 8,446 | $4.8M | 13,358 | -4,912-36.77% | Reduce |
 WALMART INCWMT |
| 0.5% | 1.11% | $2.6M | 22,541 | $5.3M | 42,662 | -20,121-47.16% | Reduce |
| VVANGUARD INDEX FDSVBK |
| 0.49% | 0.45% | $2.5M | 6,916 | $2.1M | 7,061 | -145-2.05% | Reduce |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.44% | — | $2.3M | 35,346 | $0 | 0 | +35,346 | New Buy |
 PEPSICO INCPEP |
| 0.4% | 0.64% | $2.0M | 15,121 | $3.0M | 19,640 | -4,519-23.01% | Reduce |
 BROADCOM INCAVGO |
| 0.4% | — | $2.0M | 5,387 | $0 | 0 | +5,387 | New Buy |
