| VVANGUARD WORLD FDVGT |
| 9.7% | 6.79% | $18.1M | 151,829 | $11.5M | 16,432 | +135,397+823.98% | Add |
| IINVESCO NASDAQ 100 ETFQQQM |
| 6.43% | 5.68% | $12.0M | 39,674 | $9.6M | 40,367 | -693-1.72% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 5.14% | 4.37% | $9.6M | 48,008 | $7.4M | 42,334 | +5,674+13.40% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 4.85% | 3.26% | $9.1M | 14,168 | $5.5M | 16,753 | -2,585-15.43% | Reduce |
 APPLE INCAAPL |
| 3.66% | 3.09% | $6.8M | 23,664 | $5.2M | 20,567 | +3,097+15.06% | Add |
| IISHARES TRIVV |
| 3.57% | 3.55% | $6.7M | 8,930 | $6.0M | 9,184 | -254-2.77% | Reduce |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 3.44% | 4.18% | $6.4M | 126,733 | $7.1M | 138,984 | -12,251-8.81% | Reduce |
| VVANGUARD WORLD FDVFH |
| 3.16% | 3.12% | $5.9M | 44,949 | $5.3M | 43,619 | +1,330+3.05% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 2.29% | 2.28% | $4.3M | 39,973 | $3.8M | 34,685 | +5,288+15.25% | Add |
 MICROSOFT CORPMSFT |
| 2.24% | 2.13% | $4.2M | 11,220 | $3.6M | 9,709 | +1,511+15.56% | Add |
| SSTATE STREETXLI |
| 2.2% | 1.62% | $4.1M | 22,191 | $2.7M | 16,934 | +5,257+31.04% | Add |
| VVANGUARD WORLD FDVCR |
| 2.16% | 2.09% | $4.0M | 10,201 | $3.5M | 9,811 | +390+3.98% | Add |
 AMAZON COM INCAMZN |
| 1.99% | 1.67% | $3.7M | 15,658 | $2.8M | 13,550 | +2,108+15.56% | Add |
| IISHARES 7-10YRIEF |
| 1.93% | — | $3.6M | 38,236 | $0 | 0 | +38,236 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 1.88% | 0.6% | $3.5M | 3,009 | $1.0M | 2,984 | +25+0.84% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.86% | 1.22% | $3.5M | 18,214 | $2.1M | 15,448 | +2,766+17.91% | Add |
 ALPHABET INCGOOGL |
| 1.76% | 1.32% | $3.3M | 9,193 | $2.2M | 7,729 | +1,464+18.94% | Add |
 BROADCOM INCAVGO |
| 1.75% | 1.37% | $3.3M | 8,681 | $2.3M | 7,480 | +1,201+16.06% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.55% | 0.61% | $2.9M | 4,928 | $1.0M | 5,103 | -175-3.43% | Reduce |
| IINVESCO S&P MIDCAP MOMENTUM ETFXMMO |
| 1.48% | 0.57% | $2.8M | 16,299 | $968,444 | 6,678 | +9,621+144.07% | Add |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.13% | $2.7M | 7,591 | $1.9M | 6,626 | +965+14.56% | Add |
 ELI LILLY & COLLY |
| 1.42% | 1.19% | $2.7M | 2,213 | $2.0M | 2,176 | +37+1.70% | Add |
| VVANGUARD HEALTHVHT |
| 1.18% | 1.23% | $2.2M | 7,371 | $2.1M | 7,630 | -259-3.39% | Reduce |
 TESLA INCTSLA |
| 1.15% | 1% | $2.1M | 5,111 | $1.7M | 4,532 | +579+12.78% | Add |
| IISHARES TRAGG |
| 1.14% | 3.02% | $2.1M | 21,472 | $5.1M | 51,418 | -29,946-58.24% | Reduce |
 META PLATFORMS INCMETA |
| 1.09% | 1.06% | $2.0M | 3,611 | $1.8M | 3,130 | +481+15.37% | Add |
 INTEL CORPINTC |
| 0.99% | 0.34% | $1.9M | 13,279 | $571,933 | 12,960 | +319+2.46% | Add |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.9% | 0.92% | $1.7M | 23,124 | $1.5M | 22,074 | +1,050+4.76% | Add |
 APPLIED MATLS INCAMAT |
| 0.87% | 0.46% | $1.6M | 2,260 | $780,307 | 2,283 | -23-1.01% | Reduce |
| HHBT FINL INC. COMHBT |
| 0.87% | 0.53% | $1.6M | 50,630 | $901,399 | 33,735 | +16,895+50.08% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.84% | 1.13% | $1.6M | 13,521 | $1.9M | 13,022 | +499+3.83% | Add |
 LAM RESEARCH CORPLRCX |
| 0.79% | 0.44% | $1.5M | 3,416 | $749,306 | 3,507 | -91-2.59% | Reduce |
| FFIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.78% | — | $1.5M | 29,324 | $0 | 0 | +29,324 | New Buy |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 0.78% | — | $1.5M | 28,823 | $0 | 0 | +28,823 | New Buy |
| VVANGUARD WORLD FDVPU |
| 0.77% | 0.85% | $1.4M | 7,363 | $1.4M | 7,220 | +143+1.98% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.76% | 0.55% | $1.4M | 8,993 | $932,886 | 6,363 | +2,630+41.33% | Add |
| SSTATE STREETSPYM |
| 0.71% | 0.47% | $1.3M | 15,094 | $799,997 | 10,452 | +4,642+44.41% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.7% | 0.52% | $1.3M | 2,629 | $882,207 | 1,841 | +788+42.80% | Add |
 CATERPILLAR INCCAT |
| 0.66% | 0.44% | $1.2M | 1,153 | $746,110 | 1,053 | +100+9.50% | Add |
 WALMART INCWMT |
| 0.63% | 0.7% | $1.2M | 10,469 | $1.2M | 9,567 | +902+9.43% | Add |
 JPMORGAN CHASE & COJPM |
| 0.59% | 0.53% | $1.1M | 3,358 | $894,835 | 3,042 | +316+10.39% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 0.58% | 0.66% | $1.1M | 21,295 | $1.1M | 22,188 | -893-4.02% | Reduce |
 KLA CORPKLAC |
| 0.55% | 0.3% | $1.0M | 3,432 | $505,037 | 343 | +3,089+900.58% | Add |
| CCOMFORT SYS USA INCFIX |
| 0.53% | 0.45% | $988,993 | 540 | $763,960 | 554 | -14-2.53% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.49% | 0.52% | $920,502 | 984 | $874,866 | 878 | +106+12.07% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 0.48% | 0.67% | $905,267 | 17,045 | $1.1M | 18,360 | -1,315-7.16% | Reduce |
 CISCO SYS INCCSCO |
| 0.48% | 0.37% | $891,052 | 7,586 | $624,367 | 8,047 | -461-5.73% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.47% | 0.51% | $875,145 | 6,401 | $858,299 | 5,059 | +1,342+26.53% | Add |
 VISA INCV |
| 0.44% | 0.34% | $827,889 | 2,413 | $573,659 | 1,898 | +515+27.13% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.41% | 0.35% | $764,991 | 3,012 | $583,011 | 2,385 | +627+26.29% | Add |
