| IISHARES TRIVV |
| 10.75% | 10.67% | $30.6M | 40,799 | $26.4M | 40,355 | +444+1.10% | Add |
| BBLACKROCK ETF TRUST IIBINC |
| 8.46% | 9.2% | $24.0M | 459,378 | $22.7M | 437,676 | +21,702+4.96% | Add |
| VVANGUARD INDEX FDSVOO |
| 7.54% | 6.93% | $21.4M | 29,094 | $17.1M | 29,667 | -573-1.93% | Reduce |
| IISHARES TRSGOV |
| 5.37% | 5.96% | $15.3M | 151,612 | $14.7M | 146,217 | +5,395+3.69% | Add |
| SSPDR SERIES TRUSTBIL |
| 5.36% | 5.98% | $15.2M | 166,251 | $14.8M | 161,200 | +5,051+3.13% | Add |
| VVANGUARD INDEX FDSVTV |
| 3.48% | 3.58% | $9.9M | 45,328 | $8.8M | 45,044 | +284+0.63% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 2.17% | 2.44% | $6.2M | 109,173 | $6.0M | 106,590 | +2,583+2.42% | Add |
| FFUNDSTRAT GRANNYGRNY |
| 2.04% | 1.98% | $5.8M | 209,283 | $4.9M | 205,405 | +3,878+1.89% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.72% | 1.49% | $4.9M | 25,710 | $3.7M | 27,708 | -1,998-7.21% | Reduce |
| FFIRST TRUSTCIBR |
| 1.65% | 1.33% | $4.7M | 52,138 | $3.3M | 52,406 | -268-0.51% | Reduce |
| SSTATE STREETXLI |
| 1.64% | 1.62% | $4.7M | 25,133 | $4.0M | 24,830 | +303+1.22% | Add |
 TESLA INCTSLA |
| 1.6% | 1.6% | $4.5M | 10,811 | $3.9M | 10,604 | +207+1.95% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 1.39% | 1.45% | $4.0M | 73,796 | $3.6M | 72,540 | +1,256+1.73% | Add |
 DEERE & CODE |
| 1.27% | 1.27% | $3.6M | 5,690 | $3.1M | 5,573 | +117+2.10% | Add |
 GE VERNOVA INCGEV |
| 1.22% | 1.2% | $3.5M | 2,956 | $3.0M | 3,408 | -452-13.26% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.19% | 1.08% | $3.4M | 5,827 | $2.7M | 13,141 | -7,314-55.66% | Reduce |
| SSTATE STREETSPYM |
| 1.18% | 1.14% | $3.4M | 38,253 | $2.8M | 36,810 | +1,443+3.92% | Add |
 KLA CORPKLAC |
| 1.18% | 1.05% | $3.3M | 11,101 | $2.6M | 1,767 | +9,334+528.24% | Add |
 CATERPILLAR INCCAT |
| 1.15% | 1.13% | $3.3M | 3,067 | $2.8M | 3,927 | -860-21.90% | Reduce |
 AMAZON COM INCAMZN |
| 1.15% | 1.16% | $3.3M | 13,662 | $2.9M | 13,720 | -58-0.42% | Reduce |
 ALPHABET INCGOOGL |
| 1.14% | 1.21% | $3.2M | 9,074 | $3.0M | 10,428 | -1,354-12.98% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.14% | 1.16% | $3.2M | 16,198 | $2.9M | 16,461 | -263-1.60% | Reduce |
 QUANTA SVCS INCPWR |
| 1.13% | 1.18% | $3.2M | 4,471 | $2.9M | 5,324 | -853-16.02% | Reduce |
 GE AEROSPACEGE |
| 1.13% | 1% | $3.2M | 8,601 | $2.5M | 8,714 | -113-1.30% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.13% | 1.09% | $3.2M | 13,018 | $2.7M | 12,959 | +59+0.46% | Add |
 APPLE INCAAPL |
| 1.11% | 1.2% | $3.2M | 10,907 | $3.0M | 11,654 | -747-6.41% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.11% | 1.02% | $3.2M | 18,573 | $2.5M | 20,465 | -1,892-9.25% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.09% | 1.13% | $3.1M | 9,453 | $2.8M | 9,505 | -52-0.55% | Reduce |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 1.08% | 1.05% | $3.1M | 32,052 | $2.6M | 35,937 | -3,885-10.81% | Reduce |
 EATON CORP PLCETN |
| 1.08% | 1.12% | $3.1M | 7,186 | $2.8M | 7,708 | -522-6.77% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.07% | 0.92% | $3.0M | 6,965 | $2.3M | 4,784 | +2,181+45.59% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.02% | 0.91% | $2.9M | 7,722 | $2.3M | 8,107 | -385-4.75% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1% | 1.1% | $2.9M | 9,736 | $2.7M | 9,352 | +384+4.11% | Add |
 UNION PAC CORPUNP |
| 1% | 0.98% | $2.8M | 10,469 | $2.4M | 9,948 | +521+5.24% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.99% | 1.12% | $2.8M | 2,793 | $2.8M | 3,272 | -479-14.64% | Reduce |
| BBANK NEW YORK MELLON CORPBK |
| 0.98% | 1.21% | $2.8M | 19,301 | $3.0M | 25,215 | -5,914-23.45% | Reduce |
 ONEOK INC NEWOKE |
| 0.98% | 1.12% | $2.8M | 31,991 | $2.8M | 30,504 | +1,487+4.87% | Add |
 PACKAGING CORP AMERPKG |
| 0.97% | 0.95% | $2.8M | 11,625 | $2.3M | 11,039 | +586+5.31% | Add |
 BROADCOM INCAVGO |
| 0.95% | 0.91% | $2.7M | 7,169 | $2.2M | 7,268 | -99-1.36% | Reduce |
 SERVICENOW INCNOW |
| 0.95% | — | $2.7M | 27,237 | $0 | 0 | +27,237 | New Buy |
 AMERICAN EXPRESS COAXP |
| 0.95% | 0.97% | $2.7M | 7,981 | $2.4M | 7,889 | +92+1.17% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.94% | 1.12% | $2.7M | 2,852 | $2.8M | 2,788 | +64+2.30% | Add |
 CF INDS HLDGS INCCF |
| 0.94% | — | $2.7M | 24,584 | $0 | 0 | +24,584 | New Buy |
 ELI LILLY & COLLY |
| 0.93% | — | $2.6M | 2,204 | $0 | 0 | +2,204 | New Buy |
 TJX COS INC NEWTJX |
| 0.93% | 1.11% | $2.6M | 17,387 | $2.7M | 17,123 | +264+1.54% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.92% | — | $2.6M | 6,302 | $0 | 0 | +6,302 | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 0.92% | 0.85% | $2.6M | 26,028 | $2.1M | 30,197 | -4,169-13.81% | Reduce |
 VISTRA CORPVST |
| 0.91% | 0.95% | $2.6M | 16,360 | $2.4M | 15,694 | +666+4.24% | Add |
 PHILIP MORRIS INTL INCPM |
| 0.9% | — | $2.6M | 14,181 | $0 | 0 | +14,181 | New Buy |
 MICROSOFT CORPMSFT |
| 0.9% | 0.98% | $2.6M | 6,845 | $2.4M | 6,549 | +296+4.52% | Add |
