 APPLE INCAAPL |
| 3.61% | 3.51% | $16.2M | 56,117 | $14.1M | 55,378 | +739+1.33% | Add |
| TTIDAL TRUST ISPUS |
| 3.38% | 3.2% | $15.2M | 264,321 | $12.8M | 266,378 | -2,057-0.77% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.19% | 3.12% | $14.3M | 71,576 | $12.5M | 71,798 | -222-0.31% | Reduce |
| VVANGUARD WORLD FDVGT |
| 3.1% | 2.57% | $13.9M | 116,557 | $10.3M | 14,759 | +101,798+689.74% | Add |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 2.74% | 2.75% | $12.3M | 159,326 | $11.0M | 156,622 | +2,704+1.73% | Add |
| IINVESCO QQQ TRVOO |
| 2.56% | 2.31% | $11.5M | 15,628 | $9.3M | 16,030 | -402-2.51% | Reduce |
| VVANGUARD WORLD FDVCR |
| 2.48% | 2.48% | $11.1M | 28,055 | $9.9M | 27,656 | +399+1.44% | Add |
| VVANGUARD WORLD FDVAW |
| 2.17% | 2.34% | $9.7M | 42,550 | $9.4M | 41,618 | +932+2.24% | Add |
| VVANGUARD WORLD FDVIS |
| 2.06% | 2.01% | $9.3M | 25,757 | $8.1M | 25,831 | -74-0.29% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 2.06% | 0.77% | $9.2M | 31,029 | $3.1M | 31,328 | -299-0.95% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.99% | 1.95% | $9.0M | 13,049 | $7.8M | 13,066 | -17-0.13% | Reduce |
 AMAZON COM INCAMZN |
| 1.97% | 1.94% | $8.9M | 37,143 | $7.8M | 37,348 | -205-0.55% | Reduce |
| CCARPENTER TECHNOLOGY CORPCRS |
| 1.86% | 1.32% | $8.3M | 13,531 | $5.3M | 13,456 | +75+0.56% | Add |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.56% | $7.7M | 21,692 | $6.3M | 21,863 | -171-0.78% | Reduce |
 ALPHABET INCGOOGL |
| 1.6% | 1.51% | $7.2M | 20,102 | $6.1M | 21,078 | -976-4.63% | Reduce |
 LAM RESEARCH CORPLRCX |
| 1.58% | 0.96% | $7.1M | 16,351 | $3.9M | 18,075 | -1,724-9.54% | Reduce |
 BROADCOM INCAVGO |
| 1.47% | 1.51% | $6.6M | 17,527 | $6.1M | 19,551 | -2,024-10.35% | Reduce |
| VVANGUARD WORLD FDVDE |
| 1.36% | 1.74% | $6.1M | 40,677 | $7.0M | 40,291 | +386+0.96% | Add |
 CUMMINS INCCMI |
| 1.28% | 1.08% | $5.7M | 8,037 | $4.3M | 8,066 | -29-0.36% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.21% | 1.28% | $5.5M | 21,481 | $5.1M | 20,919 | +562+2.69% | Add |
| VVANGUARD WORLD FDVDC |
| 1.19% | 1.32% | $5.3M | 23,706 | $5.3M | 23,528 | +178+0.76% | Add |
 MERCK & CO INCMRK |
| 1.18% | 1.19% | $5.3M | 41,350 | $4.8M | 39,683 | +1,667+4.20% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.17% | 1.1% | $5.2M | 18,651 | $4.4M | 18,265 | +386+2.11% | Add |
 ASML HLDG NVASML |
| 1.08% | 0.81% | $4.9M | 2,440 | $3.2M | 2,460 | -20-0.81% | Reduce |
 MICROSOFT CORPMSFT |
| 1.03% | 1.16% | $4.6M | 12,461 | $4.7M | 12,599 | -138-1.10% | Reduce |
 SOUTHERN COPPER CORPSCCO |
| 1.01% | 1.12% | $4.5M | 26,045 | $4.5M | 25,997 | +48+0.18% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.01% | 0.78% | $4.5M | 9,499 | $3.1M | 9,247 | +252+2.73% | Add |
 EXXON MOBIL CORPXOM |
| 1.01% | 1.37% | $4.5M | 33,079 | $5.5M | 32,418 | +661+2.04% | Add |
 APPLIED MATLS INCAMAT |
| 0.96% | 0.5% | $4.3M | 5,959 | $2.0M | 5,831 | +128+2.20% | Add |
 CISCO SYS INCCSCO |
| 0.95% | 0.69% | $4.3M | 36,261 | $2.8M | 35,605 | +656+1.84% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.92% | 0.95% | $4.1M | 4,207 | $3.8M | 4,233 | -26-0.61% | Reduce |
 ELI LILLY & COLLY |
| 0.91% | 0.78% | $4.1M | 3,421 | $3.1M | 3,396 | +25+0.74% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.9% | 0.98% | $4.1M | 7,903 | $3.9M | 7,892 | +11+0.14% | Add |
| DDIMENSIONAL ETF TRUSTDFEM |
| 0.89% | 0.83% | $4.0M | 97,977 | $3.3M | 96,688 | +1,289+1.33% | Add |
 ROSS STORES INC COMROST |
| 0.88% | 1.01% | $3.9M | 18,549 | $4.0M | 18,636 | -87-0.47% | Reduce |
 NEWMONT CORPNEM |
| 0.87% | 1.13% | $3.9M | 41,735 | $4.5M | 41,905 | -170-0.41% | Reduce |
 3M CO COMMMM |
| 0.85% | 0.82% | $3.8M | 23,570 | $3.3M | 22,663 | +907+4.00% | Add |
| VVANGUARD WORLD FDVPU |
| 0.84% | 0.91% | $3.8M | 19,381 | $3.7M | 18,490 | +891+4.82% | Add |
 BORGWARNER INCBWA |
| 0.84% | 0.77% | $3.8M | 56,856 | $3.1M | 56,877 | -21-0.04% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.84% | 0.42% | $3.8M | 12,464 | $1.7M | 12,570 | -106-0.84% | Reduce |
 WALMART INCWMT |
| 0.82% | 1.01% | $3.7M | 32,439 | $4.0M | 32,524 | -85-0.26% | Reduce |
 CORTEVA INC COMCTVA |
| 0.8% | 0.89% | $3.6M | 42,276 | $3.5M | 42,379 | -103-0.24% | Reduce |
 CVS HEALTH CORPCVS |
| 0.7% | 0.54% | $3.2M | 30,462 | $2.2M | 30,206 | +256+0.85% | Add |
| EEVERPURE INC CL AEVPR |
| 0.69% | 0.57% | $3.1M | 39,174 | $2.3M | 38,983 | +191+0.49% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.68% | 0.64% | $3.1M | 11,452 | $2.6M | 11,218 | +234+2.09% | Add |
| QQUALCOMM INCQCOM |
| 0.68% | 0.53% | $3.1M | 16,604 | $2.1M | 16,568 | +36+0.22% | Add |
 CSX CORPCSX |
| 0.67% | 0.65% | $3.0M | 63,666 | $2.6M | 63,822 | -156-0.24% | Reduce |
 ARISTA NETWORKS INCANET |
| 0.67% | 0.54% | $3.0M | 17,603 | $2.1M | 17,509 | +94+0.54% | Add |
| VVANGUARD MIDVO |
| 0.66% | 0.66% | $3.0M | 36,710 | $2.6M | 9,156 | +27,554+300.94% | Add |
 TESLA INCTSLA |
| 0.65% | 0.61% | $2.9M | 6,998 | $2.5M | 6,627 | +371+5.60% | Add |
