S STATE STREET SPYM
5.43% 4.98% $393.2M 4.5M $321.3M 4.2M +276,367 +6.58% Add NVIDIA CORPORATION NVDA
2.65% 2% $192.1M 960,223 $129.3M 741,546 +218,677 +29.49% Add D DOUBLELINE MORTGAGE ETF DMBS
2.09% 2.35% $151.2M 3.1M $151.6M 3.1M +10,649 +0.35% Add APPLE INC AAPL
2% 1.94% $145.3M 502,015 $125.2M 493,268 +8,747 +1.77% Add AMAZON COM INC AMZN
1.96% 1.99% $142.3M 597,018 $128.4M 616,689 -19,671 -3.19% Reduce AVANTIS INTL AVDE
1.78% 1.86% $129.0M 1.4M $120.0M 1.4M +30,844 +2.18% Add A Alphabet Inc Class C GOOG
1.68% 1.63% $122.0M 345,387 $105.1M 366,358 -20,971 -5.72% Reduce J JANUS DETROIT STR TR JMBS
1.67% 1.64% $121.0M 2.7M $106.0M 2.3M +341,852 +14.57% Add W WORLD GOLD TR GLDM
1.66% 2.34% $120.5M 1.5M $150.9M 1.6M -110,542 -6.79% Reduce A AIM ETF PRODUCTS TRUST ALLIANZIM US EQUITY BUFFER15 UNCAPPED SE SEPU
1.65% 1.46% $119.9M 3.9M $94.3M 3.4M +489,340 +14.53% Add MICROSOFT CORP MSFT
1.57% 1.83% $113.7M 304,934 $118.3M 319,595 -14,661 -4.59% Reduce S SPDR INDEX SHS FDS SPDW
1.55% 1.6% $112.4M 2.2M $103.4M 2.3M -34,671 -1.53% Reduce C COLUMBIA ETF TR I RECS
1.44% 1.4% $104.4M 2.4M $90.4M 2.3M +90,999 +3.92% Add A AMERICAN CENTY ETF TR AVEM
1.37% 1.43% $99.5M 1.0M $92.1M 1.1M -112,032 -9.80% Reduce I ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF IETC
1.27% 0.99% $92.1M 858,000 $64.0M 724,457 +133,543 +18.43% Add B BONDBLOXX ETF TRUST XTEN
1.2% 0.61% $86.8M 1.9M $39.4M 858,750 +1.0M +121.80% Add META PLATFORMS INC META
1.14% 1.25% $82.7M 146,879 $80.8M 141,275 +5,604 +3.97% Add I INVESCO NASDAQ 100 ETF QQQM
1.14% 1.03% $82.6M 272,631 $66.3M 279,062 -6,431 -2.30% Reduce BROADCOM INC AVGO
1.07% 0.91% $77.6M 205,399 $58.4M 188,817 +16,582 +8.78% Add GOLDMAN SACHS GROUP INC GS
0.99% 0.92% $71.5M 70,680 $59.3M 70,105 +575 +0.82% Add B BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF XSVN
0.97% 0.79% $70.0M 1.5M $50.9M 1.1M +414,200 +38.84% Add JPMORGAN CHASE & CO JPM
0.93% 0.88% $67.4M 205,948 $56.9M 193,602 +12,346 +6.38% Add J JANUS HENDERSON JAAA
0.92% 1.1% $66.9M 1.3M $70.9M 1.4M -81,580 -5.80% Reduce MORGAN STANLEY MS
0.92% 0.84% $66.6M 318,659 $53.9M 327,515 -8,856 -2.70% Reduce LAM RESEARCH CORP LRCX
0.9% 0.48% $65.1M 150,167 $30.7M 143,796 +6,371 +4.43% Add P PIMCO ETF TR PRFD
0.86% 0.88% $62.2M 1.2M $56.9M 1.1M +89,201 +7.95% Add A AMERICAN CENTY ETF TR AVUS
0.85% 0.62% $61.9M 483,502 $39.8M 357,756 +125,746 +35.15% Add D DOUBLELINE ETF TRUST DABS
0.85% 0.98% $61.3M 1.2M $63.0M 1.2M -32,260 -2.60% Reduce PALO ALTO PANW
0.82% 0.45% $59.8M 175,216 $28.8M 179,381 -4,165 -2.32% Reduce S STATE STREET SPAB
0.82% 1.47% $59.6M 2.3M $94.8M 3.7M -1.4M -36.84% Reduce UNITEDHEALTH GROUP INC UNH
0.8% 0.64% $58.1M 139,811 $41.1M 151,888 -12,077 -7.95% Reduce N NEOS ETF TRUST SPYI
0.79% 0.79% $57.4M 1.1M $51.2M 1.0M +44,174 +4.26% Add A AIM ETF PRODUCTS TRUST FEBT
0.78% 0.79% $56.7M 1.4M $51.0M 1.4M +16,116 +1.18% Add S SELECT SECTOR SPDR TR XLF
0.78% 0.7% $56.2M 1.0M $45.2M 915,406 +132,533 +14.48% Add B BONDBLOXX ETF TRUST BBBS
0.75% 0.88% $54.4M 1.1M $56.5M 1.1M -38,383 -3.47% Reduce CHEVRON CORPORATION CVX
0.74% 0.99% $53.9M 324,903 $63.8M 308,434 +16,469 +5.34% Add I INVESCO ACTIVELY MANAGED EXC GSY
0.72% 0.85% $51.9M 1.0M $55.1M 1.1M -65,876 -5.99% Reduce A ANGEL OAK ULTRASHORT INCOME ETF UYLD
0.72% 0.85% $51.8M 1.0M $55.0M 1.1M -61,325 -5.69% Reduce I ISHARES TR MUB
0.7% 0.6% $51.1M 474,766 $38.5M 362,236 +112,530 +31.07% Add TARGET CORP COM TGT
0.69% 0.8% $49.9M 381,676 $51.7M 426,200 -44,524 -10.45% Reduce I INNOVATOR ETFS TRUST
0.69% 0.68% $49.7M 1.5M $44.2M 1.6M -97,278 -6.24% Reduce EATON CORP PLC ETN
0.68% 0.61% $49.6M 116,294 $39.5M 110,546 +5,748 +5.20% Add VISA INC V
0.65% 0.59% $47.0M 136,912 $37.9M 125,524 +11,388 +9.07% Add S STATE STREET SPIB
0.64% 0.01% $46.1M 1.4M $554,986 16,547 +1.4M +8,222.37% Add COCA COLA CO KO
0.63% 0.66% $45.8M 563,140 $42.9M 563,727 -587 -0.10% Reduce UNITED RENTALS INC URI
0.62% 0.41% $44.8M 39,514 $26.7M 36,648 +2,866 +7.82% Add T TCW ETF TRUST CORE PLUS BOND FIXT
0.61% — $44.3M 1.2M $0 0 +1.2M New Buy I ISHARES TR IVV
0.61% 0.57% $44.0M 58,690 $36.7M 56,204 +2,486 +4.42% Add WALMART INC WMT
0.61% 0.74% $43.9M 387,784 $47.6M 383,098 +4,686 +1.22% Add F FIRST TRUST ENHANCED SHORT MATURITY ETF FTSM
0.6% 0.61% $43.8M 733,976 $39.6M 662,925 +71,051 +10.72% Add 
