 APPLE INCAAPL |
| 15.59% | 15.37% | $45.7M | 157,905 | $40.5M | 159,600 | -1,695-1.06% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 8.39% | 8.26% | $24.6M | 122,919 | $21.8M | 124,819 | -1,900-1.52% | Reduce |
 MICROSOFT CORPMSFT |
| 4.45% | 5% | $13.0M | 34,948 | $13.2M | 35,559 | -611-1.72% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 4.25% | 3.43% | $12.5M | 65,396 | $9.0M | 68,080 | -2,684-3.94% | Reduce |
 AMAZON COM INCAMZN |
| 3.34% | 3.31% | $9.8M | 41,044 | $8.7M | 41,831 | -787-1.88% | Reduce |
 META PLATFORMS INCMETA |
| 2.4% | 2.81% | $7.0M | 12,467 | $7.4M | 12,945 | -478-3.69% | Reduce |
 JPMORGAN CHASE & COJPM |
| 2.23% | 2.31% | $6.5M | 19,973 | $6.1M | 20,734 | -761-3.67% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.13% | 1.96% | $6.2M | 17,645 | $5.2M | 18,025 | -380-2.11% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 2.11% | 0.83% | $6.2M | 10,640 | $2.2M | 10,725 | -85-0.79% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 1.92% | 2.01% | $5.6M | 104,731 | $5.3M | 107,144 | -2,413-2.25% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 1.46% | 1.39% | $4.3M | 135,169 | $3.7M | 119,654 | +15,515+12.97% | Add |
 TESLA INCTSLA |
| 1.45% | 1.43% | $4.3M | 10,122 | $3.8M | 10,114 | +8+0.08% | Add |
 ALPHABET INCGOOGL |
| 1.43% | 1.37% | $4.2M | 11,739 | $3.6M | 12,592 | -853-6.77% | Reduce |
| SSTATE STREETXLI |
| 1.32% | 1.34% | $3.9M | 20,943 | $3.5M | 21,842 | -899-4.12% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 1.16% | 1.58% | $3.4M | 64,112 | $4.2M | 67,864 | -3,752-5.53% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.14% | 0.64% | $3.3M | 4,381 | $1.7M | 4,336 | +45+1.04% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.13% | 1.26% | $3.3M | 13,095 | $3.3M | 13,551 | -456-3.37% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.11% | 1.17% | $3.2M | 20,430 | $3.1M | 20,984 | -554-2.64% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 1.03% | 1.29% | $3.0M | 28,058 | $3.4M | 30,762 | -2,704-8.79% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.99% | 0.45% | $2.9M | 2,996 | $1.2M | 2,996 | 00.00% | Unchanged |
 WALMART INCWMT |
| 0.97% | 1.36% | $2.9M | 25,227 | $3.6M | 28,851 | -3,624-12.56% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.96% | 0.33% | $2.8M | 2,441 | $856,822 | 2,536 | -95-3.75% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.94% | 0.9% | $2.8M | 4,015 | $2.4M | 3,990 | +25+0.63% | Add |
 HOME DEPOT INCHD |
| 0.93% | 0.99% | $2.7M | 7,732 | $2.6M | 7,942 | -210-2.64% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.93% | 1.01% | $2.7M | 23,137 | $2.7M | 24,482 | -1,345-5.49% | Reduce |
| SSELECT SECTOR SPDR TRXLU |
| 0.92% | 1.09% | $2.7M | 59,660 | $2.9M | 62,372 | -2,712-4.35% | Reduce |
 BROADCOM INCAVGO |
| 0.89% | 0.81% | $2.6M | 6,919 | $2.1M | 6,928 | -9-0.13% | Reduce |
 VISA INCV |
| 0.86% | 0.84% | $2.5M | 7,338 | $2.2M | 7,308 | +30+0.41% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.84% | 0.85% | $2.5M | 2,436 | $2.2M | 2,632 | -196-7.45% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.79% | 0.86% | $2.3M | 4,633 | $2.3M | 4,737 | -104-2.20% | Reduce |
| IISHARES TRIVV |
| 0.77% | 0.75% | $2.2M | 3,000 | $2.0M | 3,029 | -29-0.96% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.76% | 0.63% | $2.2M | 18,692 | $1.7M | 2,382 | +16,310+684.72% | Add |
 MORGAN STANLEYMS |
| 0.75% | 0.67% | $2.2M | 10,526 | $1.8M | 10,710 | -184-1.72% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.75% | 0.86% | $2.2M | 43,136 | $2.3M | 45,431 | -2,295-5.05% | Reduce |
 ELI LILLY & COLLY |
| 0.73% | 0.61% | $2.1M | 1,791 | $1.6M | 1,755 | +36+2.05% | Add |
 PROCTER & GAMBLE COPG |
| 0.72% | 0.89% | $2.1M | 14,473 | $2.4M | 16,295 | -1,822-11.18% | Reduce |
 CATERPILLAR INCCAT |
| 0.71% | 0.53% | $2.1M | 1,947 | $1.4M | 1,953 | -6-0.31% | Reduce |
 NETFLIX INCNFLX |
| 0.67% | 0.99% | $2.0M | 27,456 | $2.6M | 27,231 | +225+0.83% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 0.66% | 0.75% | $1.9M | 23,410 | $2.0M | 24,174 | -764-3.16% | Reduce |
 CISCO SYS INCCSCO |
| 0.64% | 0.5% | $1.9M | 15,860 | $1.3M | 16,878 | -1,018-6.03% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.63% | 0.74% | $1.8M | 1,959 | $2.0M | 1,962 | -3-0.15% | Reduce |
 FEDEX CORPFDX |
| 0.62% | 0.8% | $1.8M | 5,800 | $2.1M | 5,953 | -153-2.57% | Reduce |
 MCDONALDS CORPMCD |
| 0.6% | 0.8% | $1.8M | 6,532 | $2.1M | 6,745 | -213-3.16% | Reduce |
 VERIZON COMMUNICATIONS INCVZ |
| 0.6% | 0.81% | $1.8M | 41,352 | $2.1M | 42,674 | -1,322-3.10% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.57% | 0.58% | $1.7M | 15,505 | $1.5M | 15,624 | -119-0.76% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 0.56% | 0.67% | $1.6M | 17,802 | $1.8M | 18,807 | -1,005-5.34% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.53% | 0.38% | $1.5M | 3,712 | $1.0M | 3,743 | -31-0.83% | Reduce |
 PIMCO CORPORATE & INCOMEPTY |
| 0.49% | 0.59% | $1.4M | 119,172 | $1.6M | 128,967 | -9,795-7.59% | Reduce |
 BOEING COBA |
| 0.48% | 0.49% | $1.4M | 6,475 | $1.3M | 6,463 | +12+0.19% | Add |
 ABBVIE INCABBV |
| 0.48% | 0.46% | $1.4M | 5,542 | $1.2M | 5,551 | -9-0.16% | Reduce |
