| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 8.12% | 8.27% | $120.6M | 1.4M | $101.1M | 275,168 | +1.1M+398.48% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 7.23% | 8.1% | $107.3M | 2.0M | $99.1M | 2.0M | -4,392-0.22% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.87% | 6.22% | $87.2M | 435,928 | $76.1M | 436,183 | -255-0.06% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 5.15% | 1.95% | $76.5M | 66,285 | $23.9M | 70,744 | -4,459-6.30% | Reduce |
| VVANGUARD FTSEVEA |
| 4.23% | 4.59% | $62.8M | 881,443 | $56.1M | 876,046 | +5,397+0.62% | Add |
 ALPHABET INCGOOGL |
| 4.06% | 3.99% | $60.3M | 168,644 | $48.8M | 169,643 | -999-0.59% | Reduce |
| VVANGUARD WORLD FDMGV |
| 4.03% | 4.35% | $59.8M | 366,159 | $53.3M | 367,428 | -1,269-0.35% | Reduce |
 APPLE INCAAPL |
| 4% | 4.27% | $59.4M | 205,446 | $52.2M | 205,631 | -185-0.09% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 3.56% | 3.04% | $52.8M | 277,210 | $37.1M | 279,460 | -2,250-0.81% | Reduce |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 3.14% | 3.12% | $46.6M | 564,186 | $38.1M | 93,517 | +470,669+503.30% | Add |
 MICROSOFT CORPMSFT |
| 3.07% | 3.7% | $45.5M | 122,032 | $45.3M | 122,243 | -211-0.17% | Reduce |
 AMAZON COM INCAMZN |
| 2.73% | 2.89% | $40.6M | 170,176 | $35.3M | 169,551 | +625+0.37% | Add |
 VANECK ETF TRUSTSMH |
| 2.09% | 1.45% | $31.1M | 47,428 | $17.7M | 46,188 | +1,240+2.68% | Add |
 BROADCOM INCAVGO |
| 1.94% | 1.93% | $28.8M | 76,224 | $23.7M | 76,438 | -214-0.28% | Reduce |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.78% | 2.04% | $26.4M | 120,521 | $25.0M | 122,450 | -1,929-1.58% | Reduce |
 META PLATFORMS INCMETA |
| 1.72% | 2.12% | $25.6M | 45,459 | $25.9M | 45,300 | +159+0.35% | Add |
 APPLIED MATLS INCAMAT |
| 1.71% | 0.98% | $25.3M | 35,047 | $12.0M | 35,013 | +34+0.10% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.52% | 0.65% | $22.6M | 38,821 | $7.9M | 38,879 | -58-0.15% | Reduce |
| CCAPITAL GROUP NEW GEOGRAPHYCGNG |
| 1.3% | 1.29% | $19.3M | 513,997 | $15.8M | 501,303 | +12,694+2.53% | Add |
| VVANGUARD FSTEVWO |
| 1.24% | 1.37% | $18.5M | 309,371 | $16.8M | 309,923 | -552-0.18% | Reduce |
 AMPHENOL CORPAPH |
| 1.08% | 0.94% | $16.0M | 90,614 | $11.4M | 90,548 | +66+0.07% | Add |
 GE AEROSPACEGE |
| 1.07% | 0.99% | $15.9M | 42,677 | $12.1M | 42,786 | -109-0.25% | Reduce |
 GE VERNOVA INCGEV |
| 1.06% | 0.95% | $15.7M | 13,343 | $11.6M | 13,343 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLY |
| 1.05% | 1.33% | $15.7M | 146,232 | $16.3M | 146,688 | -456-0.31% | Reduce |
 TESLA INCTSLA |
| 1% | 1.08% | $14.8M | 35,192 | $13.2M | 35,410 | -218-0.62% | Reduce |
 ELI LILLY & COLLY |
| 0.91% | 0.85% | $13.5M | 11,273 | $10.3M | 11,251 | +22+0.20% | Add |
| VVANGUARD MIDVO |
| 0.85% | 0.92% | $12.7M | 157,232 | $11.3M | 39,273 | +117,959+300.36% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.85% | 0.67% | $12.7M | 30,468 | $8.3M | 30,498 | -30-0.10% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 0.85% | 0.98% | $12.6M | 48,381 | $12.0M | 48,405 | -24-0.05% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.82% | 0.94% | $12.2M | 104,323 | $11.5M | 105,898 | -1,575-1.49% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.82% | 0.91% | $12.1M | 76,536 | $11.2M | 76,285 | +251+0.33% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.81% | 1.05% | $12.0M | 12,832 | $12.8M | 12,828 | +4+0.03% | Add |
| VVANGUARD INDEX FDSVB |
| 0.79% | 0.84% | $11.7M | 38,608 | $10.3M | 39,215 | -607-1.55% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.65% | 0.35% | $9.6M | 31,822 | $4.3M | 31,458 | +364+1.16% | Add |
 HOME DEPOT INCHD |
| 0.65% | 0.73% | $9.6M | 27,194 | $8.9M | 27,132 | +62+0.23% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.64% | 0.74% | $9.5M | 37,247 | $9.1M | 37,203 | +44+0.12% | Add |
 COHERENT CORPCOHR |
| 0.6% | 0.44% | $8.9M | 22,610 | $5.4M | 22,621 | -11-0.05% | Reduce |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.57% | 0.56% | $8.5M | 53,888 | $6.9M | 53,840 | +48+0.09% | Add |
 TJX COS INC NEWTJX |
| 0.56% | 0.72% | $8.3M | 54,846 | $8.8M | 54,866 | -20-0.04% | Reduce |
 CATERPILLAR INCCAT |
| 0.55% | 0.45% | $8.2M | 7,719 | $5.5M | 7,729 | -10-0.13% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.54% | 0.81% | $8.0M | 58,260 | $9.9M | 58,351 | -91-0.16% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.53% | 0.33% | $7.8M | 10,222 | $4.0M | 10,233 | -11-0.11% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.51% | $7.7M | 21,655 | $6.2M | 21,768 | -113-0.52% | Reduce |
| FFASTENAL CO COMFAST |
| 0.51% | 0.6% | $7.6M | 158,834 | $7.4M | 158,722 | +112+0.07% | Add |
 VISA INCV |
| 0.51% | 0.54% | $7.5M | 21,946 | $6.6M | 21,934 | +12+0.05% | Add |
 AMETEK INC COMAME |
| 0.5% | 0.54% | $7.5M | 30,980 | $6.6M | 30,974 | +6+0.02% | Add |
 CISCO SYS INCCSCO |
| 0.5% | 0.4% | $7.4M | 62,621 | $4.9M | 62,709 | -88-0.14% | Reduce |
| SSTATE STREETXLI |
| 0.43% | 0.46% | $6.3M | 34,207 | $5.6M | 34,497 | -290-0.84% | Reduce |
 MARRIOTT INTL INC NEWMAR |
| 0.42% | 0.45% | $6.2M | 16,711 | $5.5M | 16,697 | +14+0.08% | Add |
 EOG RES INCEOG |
| 0.41% | 0.56% | $6.1M | 47,300 | $6.8M | 47,312 | -12-0.03% | Reduce |
