| SSTATE STREETSPYM |
| 4.67% | 4.28% | $8.2M | 93,773 | $6.8M | 89,351 | +4,422+4.95% | Add |
 APPLE INCAAPL |
| 4.65% | 4.36% | $8.2M | 28,340 | $7.0M | 27,479 | +861+3.13% | Add |
| VVANGUARD INDEX FDSVTV |
| 4.16% | 4.17% | $7.3M | 33,676 | $6.7M | 33,952 | -276-0.81% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 4.06% | 3.8% | $7.2M | 83,175 | $6.1M | 13,893 | +69,282+498.68% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.76% | 2.64% | $4.9M | 24,306 | $4.2M | 24,190 | +116+0.48% | Add |
 ALPHABET INCGOOGL |
| 2.4% | 2.19% | $4.2M | 11,822 | $3.5M | 12,187 | -365-2.99% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.97% | 2.09% | $3.5M | 5,068 | $3.3M | 5,604 | -536-9.56% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 1.82% | 2.31% | $3.2M | 63,574 | $3.7M | 80,956 | -17,382-21.47% | Reduce |
| IISHARES TRHYG |
| 1.79% | 1.92% | $3.2M | 39,400 | $3.1M | 38,628 | +772+2.00% | Add |
| SSPDR INDEX SHS FDSSPEM |
| 1.78% | 1.71% | $3.1M | 60,590 | $2.7M | 58,170 | +2,420+4.16% | Add |
| VVANGUARD FTSEVEA |
| 1.69% | 1.76% | $3.0M | 41,799 | $2.8M | 44,004 | -2,205-5.01% | Reduce |
| IISHARES TRIEUR |
| 1.61% | 1.66% | $2.8M | 37,657 | $2.7M | 37,850 | -193-0.51% | Reduce |
| IISHARES INCIEMG |
| 1.54% | 1.48% | $2.7M | 32,678 | $2.4M | 34,000 | -1,322-3.89% | Reduce |
 MICROSOFT CORPMSFT |
| 1.53% | 1.62% | $2.7M | 7,217 | $2.6M | 6,992 | +225+3.22% | Add |
 AMAZON COM INCAMZN |
| 1.42% | 1.27% | $2.5M | 10,504 | $2.0M | 9,726 | +778+8.00% | Add |
| VVANGUARD INDEX FDSVBK |
| 1.29% | 1.16% | $2.3M | 6,204 | $1.9M | 6,159 | +45+0.73% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.27% | 0.51% | $2.2M | 3,851 | $808,637 | 3,975 | -124-3.12% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.11% | 1.01% | $2.0M | 5,983 | $1.6M | 5,492 | +491+8.94% | Add |
| VVANGUARD SMALLVBR |
| 1.09% | 1.02% | $1.9M | 7,944 | $1.6M | 7,512 | +432+5.75% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.94% | 0.58% | $1.7M | 18,832 | $921,540 | 2,508 | +16,324+650.88% | Add |
| IISHARES TRSHYG |
| 0.92% | 1.01% | $1.6M | 38,069 | $1.6M | 38,238 | -169-0.44% | Reduce |
 BROADCOM INCAVGO |
| 0.88% | 0.74% | $1.5M | 4,100 | $1.2M | 3,833 | +267+6.97% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.87% | 0.13% | $1.5M | 1,322 | $208,449 | 617 | +705+114.26% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.86% | 0.94% | $1.5M | 2,031 | $1.5M | 2,303 | -272-11.81% | Reduce |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.85% | 0.89% | $1.5M | 18,257 | $1.4M | 18,651 | -394-2.11% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.79% | 0.81% | $1.4M | 4,617 | $1.3M | 4,918 | -301-6.12% | Reduce |
| SSTATE STREETSPSM |
| 0.79% | 0.78% | $1.4M | 24,239 | $1.2M | 25,638 | -1,399-5.46% | Reduce |
| SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.69% | 0.53% | $1.2M | 12,546 | $840,421 | 8,780 | +3,766+42.89% | Add |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 0.69% | 0.58% | $1.2M | 8,969 | $933,343 | 7,965 | +1,004+12.61% | Add |
| VVANGUARD WORLD FDMGV |
| 0.66% | 0.42% | $1.2M | 7,115 | $670,104 | 4,623 | +2,492+53.90% | Add |
| SSTATE STREETSPMD |
| 0.65% | 0.65% | $1.1M | 16,908 | $1.0M | 17,645 | -737-4.18% | Reduce |
 HOME DEPOT INCHD |
| 0.61% | 0.64% | $1.1M | 3,051 | $1.0M | 3,104 | -53-1.71% | Reduce |
 META PLATFORMS INCMETA |
| 0.61% | 0.66% | $1.1M | 1,907 | $1.1M | 1,851 | +56+3.03% | Add |
| IISHARES TRIUSB |
| 0.61% | 0.66% | $1.1M | 23,222 | $1.1M | 22,910 | +312+1.36% | Add |
 PALO ALTOPANW |
| 0.6% | 0.3% | $1.1M | 3,083 | $486,409 | 3,035 | +48+1.58% | Add |
| VVANGUARD FSTEVWO |
| 0.57% | 0.61% | $1.0M | 16,917 | $972,738 | 17,997 | -1,080-6.00% | Reduce |
 TESLA INCTSLA |
| 0.57% | 0.55% | $1.0M | 2,399 | $876,594 | 2,358 | +41+1.74% | Add |
| SSPDR SERIES TRUSTSPTL |
| 0.56% | 0.55% | $990,587 | 37,766 | $885,967 | 33,687 | +4,079+12.11% | Add |
 KLA CORPKLAC |
| 0.56% | 0.29% | $979,657 | 3,247 | $463,833 | 315 | +2,932+930.79% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.55% | 0.57% | $966,637 | 23,992 | $915,733 | 22,814 | +1,178+5.16% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.54% | 0.63% | $958,855 | 1,025 | $1.0M | 1,017 | +8+0.79% | Add |
| SSTATE STREETXLI |
| 0.54% | 0.26% | $955,050 | 5,156 | $421,472 | 2,606 | +2,550+97.85% | Add |
 WALMART INCWMT |
| 0.52% | 0.65% | $924,998 | 8,167 | $1.0M | 8,320 | -153-1.84% | Reduce |
 MCDONALDS CORPMCD |
| 0.51% | 0.66% | $902,840 | 3,340 | $1.1M | 3,397 | -57-1.68% | Reduce |
| SSPDR SERIES TRUSTCERY |
| 0.51% | 0.61% | $896,457 | 26,816 | $977,345 | 27,734 | -918-3.31% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.5% | 0.53% | $885,323 | 8,264 | $847,636 | 7,646 | +618+8.08% | Add |
 ELI LILLY & COLLY |
| 0.5% | 0.41% | $879,172 | 733 | $658,596 | 716 | +17+2.37% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.47% | — | $836,535 | 15,751 | $0 | 0 | +15,751 | New Buy |
| VVANGUARD INDEX FDSVNQ |
| 0.47% | 0.49% | $822,925 | 8,535 | $778,880 | 8,782 | -247-2.81% | Reduce |
 T-MOBILE US INC COMTMUS |
| 0.46% | 0.64% | $816,678 | 4,869 | $1.0M | 4,879 | -10-0.20% | Reduce |
