 MERCK & CO INCMRK |
| 13.94% | 14.83% | $14.8M | 115,340 | $13.9M | 115,409 | -69-0.06% | Reduce |
 CHEVRON CORPORATIONCVX |
| 6.59% | 9.26% | $7.0M | 42,280 | $8.7M | 41,887 | +393+0.94% | Add |
| SSPDR SERIES TRUSTBIL |
| 4.27% | 7.97% | $4.5M | 49,557 | $7.5M | 81,391 | -31,834-39.11% | Reduce |
| CCIGNA GROUPLIBD |
| 3.03% | 3.33% | $3.2M | 11,681 | $3.1M | 11,696 | -15-0.13% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.63% | 2.5% | $2.8M | 3,739 | $2.3M | 3,600 | +139+3.86% | Add |
 APPLE INCAAPL |
| 2.33% | 2.08% | $2.5M | 8,565 | $1.9M | 7,656 | +909+11.87% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.17% | 1.83% | $2.3M | 11,546 | $1.7M | 9,842 | +1,704+17.31% | Add |
 AMAZON COM INCAMZN |
| 2.13% | 2.17% | $2.3M | 9,487 | $2.0M | 9,745 | -258-2.65% | Reduce |
 ALPHABET INCGOOGL |
| 1.74% | 1.45% | $1.9M | 5,189 | $1.4M | 4,737 | +452+9.54% | Add |
 MICROSOFT CORPMSFT |
| 1.69% | 1.89% | $1.8M | 4,815 | $1.8M | 4,779 | +36+0.75% | Add |
 BROADCOM INCAVGO |
| 1.55% | 1.34% | $1.6M | 4,365 | $1.3M | 4,054 | +311+7.67% | Add |
| IISHARES TRIVV |
| 1.45% | 1.45% | $1.5M | 2,052 | $1.4M | 2,082 | -30-1.44% | Reduce |
| SSTATE STREETSPYM |
| 1.42% | — | $1.5M | 17,193 | $0 | 0 | +17,193 | New Buy |
| SSPDR SERIES TRUSTSPYG |
| 1.39% | 1.03% | $1.5M | 12,452 | $966,176 | 9,868 | +2,584+26.19% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.38% | — | $1.5M | 3,977 | $0 | 0 | +3,977 | New Buy |
| SSPDR INDEX SHS FDSSPDW |
| 1.38% | 1.05% | $1.5M | 29,148 | $982,754 | 21,528 | +7,620+35.40% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.36% | 1.61% | $1.4M | 5,699 | $1.5M | 6,161 | -462-7.50% | Reduce |
| IISHARES 7-10YRIEF |
| 1.3% | 1.53% | $1.4M | 14,669 | $1.4M | 14,993 | -324-2.16% | Reduce |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 1.11% | 1.06% | $1.2M | 40,135 | $989,808 | 31,919 | +8,216+25.74% | Add |
| FFRANKLIN TEMPLETON ETF TRFLJP |
| 1.09% | — | $1.2M | 29,185 | $0 | 0 | +29,185 | New Buy |
 TESLA INCTSLA |
| 0.92% | 0.76% | $976,212 | 2,321 | $709,671 | 1,909 | +412+21.58% | Add |
| IISHARES TRGJS |
| 0.9% | 0.39% | $961,316 | 42,200 | $361,657 | 15,786 | +26,414+167.33% | Add |
| VVANGUARD FTSEVEA |
| 0.89% | 0.25% | $948,837 | 13,317 | $233,572 | 3,645 | +9,672+265.35% | Add |
| SSPDR SERIES TRUSTSPMB |
| 0.89% | 0.4% | $942,508 | 42,246 | $374,204 | 16,713 | +25,533+152.77% | Add |
 META PLATFORMS INCMETA |
| 0.88% | 0.87% | $934,548 | 1,659 | $814,189 | 1,423 | +236+16.58% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.86% | 0.28% | $915,461 | 1,243 | $264,872 | 459 | +784+170.81% | Add |
| SSTATE STREETSPYV |
| 0.85% | 0.66% | $907,777 | 14,933 | $620,683 | 10,970 | +3,963+36.13% | Add |
| WWORLD GOLD TRGLD |
| 0.84% | 1.14% | $896,254 | 11,285 | $1.1M | 11,513 | -228-1.98% | Reduce |
| IISHARES TRSHYG |
| 0.84% | 0.43% | $895,572 | 21,117 | $407,107 | 9,622 | +11,495+119.47% | Add |
| VVANGUARD STAR FDSVXUS |
| 0.72% | 0.77% | $760,262 | 8,893 | $722,058 | 9,364 | -471-5.03% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 0.71% | 0.72% | $756,656 | 4,821 | $671,544 | 4,855 | -34-0.70% | Reduce |
| DDIREXION SHARES ETF TRUSTSPXL |
| 0.71% | 0.53% | $755,169 | 2,790 | $491,623 | 2,659 | +131+4.93% | Add |
| IISHARES COREIJH |
| 0.71% | 0.7% | $749,966 | 9,726 | $656,734 | 9,725 | +1+0.01% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.7% | 0.33% | $748,148 | 9,052 | $311,802 | 3,768 | +5,284+140.23% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.7% | 1.02% | $743,744 | 17,566 | $952,495 | 18,974 | -1,408-7.42% | Reduce |
| VVANGUARD TOTALBND |
| 0.67% | — | $710,462 | 9,678 | $0 | 0 | +9,678 | New Buy |
| SSPDR SERIES TRUSTSPTL |
| 0.65% | 0.31% | $694,046 | 26,460 | $293,456 | 11,158 | +15,302+137.14% | Add |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.76% | $693,234 | 1,962 | $714,855 | 2,492 | -530-21.27% | Reduce |
 VISA INCV |
| 0.6% | 0.75% | $638,491 | 1,861 | $705,428 | 2,334 | -473-20.27% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.6% | 0.88% | $635,836 | 1,238 | $822,940 | 1,647 | -409-24.83% | Reduce |
| SSPDR INDEX SHS FDSSPEM |
| 0.58% | 0.55% | $619,289 | 11,960 | $511,554 | 10,905 | +1,055+9.67% | Add |
 CISCO SYS INCCSCO |
| 0.55% | 0.51% | $580,722 | 4,944 | $479,041 | 6,174 | -1,230-19.92% | Reduce |
 PHILIP MORRIS INTL INCPM |
| 0.54% | 0.71% | $579,274 | 3,202 | $662,683 | 4,008 | -806-20.11% | Reduce |
 GE AEROSPACEGE |
| 0.53% | 0.37% | $564,706 | 1,511 | $341,943 | 1,205 | +306+25.39% | Add |
 BOEING COBA |
| 0.53% | 0.51% | $563,038 | 2,601 | $475,682 | 2,390 | +211+8.83% | Add |
 JPMORGAN CHASE & COJPM |
| 0.53% | 0.55% | $561,698 | 1,716 | $513,309 | 1,745 | -29-1.66% | Reduce |
 WELLS FARGO CO NEWWFC |
| 0.53% | 0.58% | $559,458 | 6,770 | $547,626 | 6,879 | -109-1.58% | Reduce |
 SALESFORCE INCCRM |
| 0.52% | 0.61% | $547,683 | 3,496 | $572,704 | 3,068 | +428+13.95% | Add |
 JD COM INCJD |
| 0.51% | 0.67% | $541,170 | 21,239 | $622,685 | 21,058 | +181+0.86% | Add |
 US BANCORPUSB |
| 0.51% | 0.5% | $538,406 | 8,914 | $463,877 | 8,919 | -5-0.06% | Reduce |
