| SSELECT SECTOR SPDR TRXLK |
| 29.65% | 25.62% | $93.6M | 491,428 | $67.8M | 509,816 | -18,388-3.61% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 9.35% | 10.13% | $29.5M | 551,026 | $26.8M | 542,839 | +8,187+1.51% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 9.16% | 7.63% | $28.9M | 571,842 | $20.2M | 398,526 | +173,316+43.49% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 7.91% | 8.37% | $25.0M | 213,105 | $22.1M | 203,086 | +10,019+4.93% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 7.89% | 8.84% | $24.9M | 232,536 | $23.4M | 210,773 | +21,763+10.33% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 7.68% | 7.87% | $24.2M | 152,784 | $20.8M | 141,966 | +10,818+7.62% | Add |
| SSTATE STREETXLI |
| 6.5% | 6.6% | $20.5M | 110,817 | $17.4M | 107,889 | +2,928+2.71% | Add |
| SSELECT SECTOR SPDR TRXLP |
| 3.66% | 3.77% | $11.6M | 139,248 | $10.0M | 121,581 | +17,667+14.53% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 3.19% | 3.58% | $10.1M | 127,426 | $9.5M | 119,518 | +7,908+6.62% | Add |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 3.16% | 3.22% | $10.0M | 154,990 | $8.5M | 146,752 | +8,238+5.61% | Add |
| SSELECT SECTOR SPDR TRXLU |
| 2.31% | 2.65% | $7.3M | 160,802 | $7.0M | 152,895 | +7,907+5.17% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 2.26% | 2.57% | $7.1M | 134,485 | $6.8M | 110,873 | +23,612+21.30% | Add |
 APPLE INCAAPL |
| 1.47% | 1.54% | $4.6M | 16,063 | $4.1M | 16,054 | +9+0.06% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.14% | 1.19% | $3.6M | 18,066 | $3.1M | 18,000 | +66+0.37% | Add |
 MICROSOFT CORPMSFT |
| 0.6% | 0.72% | $1.9M | 5,105 | $1.9M | 5,143 | -38-0.74% | Reduce |
 AMAZON COM INCAMZN |
| 0.52% | 0.54% | $1.6M | 6,897 | $1.4M | 6,809 | +88+1.29% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.34% | 0.35% | $1.1M | 3,837 | $930,037 | 3,837 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.32% | 0.37% | $995,776 | 1,990 | $972,776 | 2,030 | -40-1.97% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.28% | 0.13% | $899,830 | 1,549 | $343,593 | 1,689 | -140-8.29% | Reduce |
 ELI LILLY & COLLY |
| 0.28% | 0.26% | $896,817 | 748 | $686,684 | 747 | +1+0.13% | Add |
 JPMORGAN CHASE & COJPM |
| 0.23% | 0.26% | $721,826 | 2,205 | $686,907 | 2,335 | -130-5.57% | Reduce |
 BROADCOM INCAVGO |
| 0.19% | 0.18% | $587,334 | 1,555 | $480,403 | 1,552 | +3+0.19% | Add |
| JJ P MORGAN EXCHANGE TRADED FJMST |
| 0.17% | 1.51% | $547,292 | 10,731 | $4.0M | 78,389 | -67,658-86.31% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.17% | $542,779 | 1,536 | $440,406 | 1,535 | +1+0.07% | Add |
 META PLATFORMS INCMETA |
| 0.17% | 0.2% | $524,741 | 932 | $537,050 | 939 | -7-0.75% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.16% | 0.13% | $495,207 | 1,191 | $339,449 | 1,254 | -63-5.02% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.14% | 0.16% | $452,494 | 1,782 | $433,968 | 1,775 | +7+0.39% | Add |
 WALMART INCWMT |
| 0.14% | 0.18% | $433,662 | 3,829 | $473,945 | 3,814 | +15+0.39% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.13% | 0.12% | $408,249 | 554 | $328,061 | 568 | -14-2.46% | Reduce |
 CHUBB LIMITEDCB |
| 0.12% | 0.13% | $374,226 | 1,098 | $356,900 | 1,095 | +3+0.27% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 0.11% | 0.14% | $358,916 | 8,152 | $368,873 | 9,034 | -882-9.76% | Reduce |
| IISHARES TRIVV |
| 0.11% | 0.18% | $342,077 | 457 | $488,549 | 748 | -291-38.90% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.1% | 0.08% | $303,209 | 2,537 | $221,055 | 317 | +2,220+700.32% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.09% | 0.1% | $281,552 | 795 | $271,547 | 791 | +4+0.51% | Add |
 AUTOMATIC DATA PROCESSING INADP |
| 0.09% | 0.1% | $279,696 | 1,249 | $251,617 | 1,238 | +11+0.89% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.08% | 0.12% | $248,860 | 266 | $318,976 | 320 | -54-16.88% | Reduce |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.07% | 0.11% | $228,346 | 4,492 | $282,637 | 5,656 | -1,164-20.58% | Reduce |
 HOME DEPOT INCHD |
| 0.07% | — | $206,677 | 586 | $0 | 0 | +586 | New Buy |
