S SELECT SECTOR SPDR TR XLK
14.87% 12.88% $70.8M 381,176 $57.1M 386,056 -4,880 -1.26% Reduce S SELECT SECTOR SPDR TR XLF
5.88% 5.84% $28.0M 510,470 $25.9M 500,018 +10,452 +2.09% Add V VANGUARD BD INDEX FDS BSV
4.9% 5.3% $23.3M 300,301 $23.5M 299,303 +998 +0.33% Add S STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF XLV
4.87% 4.81% $23.2M 145,176 $21.3M 143,292 +1,884 +1.31% Add V VANGUARD WORLD FD VOX
4.51% 4.94% $21.5M 113,728 $21.9M 112,783 +945 +0.84% Add S STATE STREET XLI
4.49% 4.58% $21.4M 116,480 $20.3M 117,215 -735 -0.63% Reduce S SSGA ACTIVE ETF TR WIP
4.16% 4.56% $19.8M 504,610 $20.2M 506,805 -2,195 -0.43% Reduce S SELECT SECTOR SPDR TR XLC
3.27% 3.42% $15.6M 131,700 $15.2M 130,188 +1,512 +1.16% Add I ISHARES TR AGG
2.54% 2.75% $12.1M 122,587 $12.2M 122,049 +538 +0.44% Add S STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF SPTS
2.43% 2.65% $11.6M 399,816 $11.7M 402,586 -2,770 -0.69% Reduce I INVESCO EXCHANGE TRADED FD T XLG
2.27% 2.28% $10.8M 176,958 $10.1M 172,963 +3,995 +2.31% Add APPLE INC AAPL
2.16% 2.05% $10.3M 34,966 $9.1M 35,125 -159 -0.45% Reduce S STATE STREET SPYM
1.93% 1.9% $9.2M 104,481 $8.4M 102,945 +1,536 +1.49% Add S Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf SPSB
1.89% 2.05% $9.0M 300,726 $9.1M 301,618 -892 -0.30% Reduce V VANGUARD WORLD FD VDC
1.73% 1.82% $8.2M 36,451 $8.0M 35,939 +512 +1.42% Add S SELECT SECTOR SPDR TR XLE
1.66% 1.9% $7.9M 149,552 $8.4M 150,537 -985 -0.65% Reduce ALPHABET INC GOOGL
1.54% 1.52% $7.3M 20,322 $6.8M 20,297 +25 +0.12% Add D DELL TECHNOLOGIES INC CLASS C DELL
1.5% 1.13% $7.2M 16,828 $5.0M 27,233 -10,405 -38.21% Reduce PALO ALTO PANW
1.33% 0.65% $6.3M 18,032 $2.9M 17,875 +157 +0.88% Add VISA INC V
1.3% 1.08% $6.2M 17,640 $4.8M 15,360 +2,280 +14.84% Add CISCO SYS INC CSCO
1.19% 1.14% $5.7M 48,296 $5.0M 60,964 -12,668 -20.78% Reduce NETFLIX INC NFLX
1.18% 1.39% $5.6M 75,961 $6.1M 57,787 +18,174 +31.45% Add BROADCOM INC AVGO
1.16% 1.31% $5.5M 14,999 $5.8M 15,199 -200 -1.32% Reduce V VANGUARD WORLD FD VAW
1.13% 1.25% $5.4M 23,442 $5.5M 23,376 +66 +0.28% Add MICROSOFT CORP MSFT
1.09% 1.19% $5.2M 13,520 $5.3M 13,431 +89 +0.66% Add S SELECT SECTOR SPDR TR XLU
1.05% 1.15% $5.0M 111,554 $5.1M 109,802 +1,752 +1.60% Add AMAZON COM INC AMZN
1.04% 1.17% $5.0M 20,557 $5.2M 20,843 -286 -1.37% Reduce MORGAN STANLEY MS
1% 0.94% $4.7M 22,369 $4.1M 22,620 -251 -1.11% Reduce LAM RESEARCH CORP LRCX
0.89% 0.82% $4.2M 10,768 $3.6M 13,281 -2,513 -18.92% Reduce UBER TECHNOLOGIES INC UBER
0.83% 0.9% $4.0M 54,556 $4.0M 54,492 +64 +0.12% Add B BANK OF AMER CORP BAC
0.79% 0.77% $3.8M 64,614 $3.4M 64,366 +248 +0.39% Add ELI LILLY & CO LLY
0.79% 0.64% $3.8M 3,155 $2.8M 3,065 +90 +2.94% Add RTX CORPORATION RTX
0.79% 0.89% $3.7M 19,528 $3.9M 19,417 +111 +0.57% Add BLACKROCK INC COM BLK
0.7% 0.73% $3.3M 3,401 $3.2M 3,071 +330 +10.75% Add N NASDAQ INC NDAQ
0.69% 0.6% $3.3M 39,647 $2.7M 30,809 +8,838 +28.69% Add TRAVELERS COS TRV
0.66% 0.63% $3.1M 9,382 $2.8M 9,289 +93 +1.00% Add PEPSICO INC PEP
0.64% 0.72% $3.0M 21,445 $3.2M 20,628 +817 +3.96% Add NVIDIA CORPORATION NVDA
0.63% 0.66% $3.0M 15,154 $2.9M 14,914 +240 +1.61% Add PROCTER & GAMBLE CO PG
0.63% 0.65% $3.0M 20,233 $2.9M 19,981 +252 +1.26% Add META PLATFORMS INC META
0.59% 0.68% $2.8M 4,580 $3.0M 4,518 +62 +1.37% Add CHEVRON CORPORATION CVX
0.56% 0.67% $2.7M 16,135 $3.0M 15,924 +211 +1.33% Add ELEVANCE HEALTH INC FORMERLY ELV
0.52% 0.42% $2.5M 5,992 $1.9M 5,981 +11 +0.18% Add ABBVIE INC ABBV
0.5% 0.45% $2.4M 9,523 $2.0M 9,473 +50 +0.53% Add HOME DEPOT INC HD
0.49% 0.51% $2.4M 6,700 $2.3M 6,628 +72 +1.09% Add EOG RES INC EOG
0.46% 0.52% $2.2M 17,183 $2.3M 17,178 +5 +0.03% Add UNITED RENTALS INC URI
0.46% 0.31% $2.2M 1,981 $1.4M 1,809 +172 +9.51% Add MICRON TECHNOLOGY INC MU
0.45% 0.22% $2.1M 2,078 $969,051 2,081 -3 -0.14% Reduce ARISTA NETWORKS INC ANET
0.44% 0.44% $2.1M 12,621 $1.9M 12,604 +17 +0.13% Add CATERPILLAR INC CAT
0.44% 0.5% $2.1M 2,100 $2.2M 2,789 -689 -24.70% Reduce NUVEEN S&P 500 DYNAMIC OVERW SPXX
0.43% 0.43% $2.0M 108,498 $1.9M 109,192 -694 -0.64% Reduce 
