S SELECT SECTOR SPDR TR XLK
80.81% 63% $339.2M 1.8M $203.8M 1.5M +247,127 +16.12% Add V VANGUARD INTL EQUITY INDEX F VT
12.31% 12% $51.7M 329,142 $38.8M 280,584 +48,558 +17.31% Add V VANGUARD INDEX FDS VOO
5.88% 9.33% $24.7M 35,927 $30.2M 50,493 -14,566 -28.85% Reduce S SELECT SECTOR SPDR TR XLC
0.38% 8.92% $1.6M 14,798 $28.9M 260,298 -245,500 -94.31% Reduce PALO ALTO PANW
0.13% 0.08% $531,991 1,560 $250,099 1,560 0 0.00% Unchanged OLD DOMINION FREIGHT LINE IN ODFL
0.07% 0.09% $279,414 1,290 $293,100 1,500 -210 -14.00% Reduce FERRARI N V COM RACE
0.07% 0.08% $279,218 750 $253,838 750 0 0.00% Unchanged BOOKING HOLDINGS INC COM BKNG
0.06% 0.1% $271,816 1,525 $307,353 73 +1,452 +1,989.04% Add S&P GLOBAL INC SPGI
0.06% 0.09% $243,541 598 $276,471 650 -52 -8.00% Reduce SERVICE CORP INTL SCI
0.06% 0.08% $232,438 3,060 $268,158 3,250 -190 -5.85% Reduce EAGLE MATLS INC EXP
0.05% — $225,000 1,000 $0 0 +1,000 New Buy UNITEDHEALTH GROUP INC UNH
0.05% — $207,815 500 $0 0 +500 New Buy F FIVE BELOW INC FIVE
0.05% 0.09% $202,264 1,125 $285,600 1,250 -125 -10.00% Reduce P PYXIS ONCOLOGY INC COMMON STOCK PYXS
0.03% 0.02% $146,680 48,731 $71,147 48,731 0 0.00% Unchanged 
