I ISHARES RUSSELL IWF
4.53% 4.4% $9.1M 73,190 $7.8M 18,395 +54,795 +297.88% Add I ISHARES CORE IJR
4.5% 4.29% $9.0M 60,819 $7.7M 61,577 -758 -1.23% Reduce NVIDIA CORPORATION NVDA
3.95% 4.02% $7.9M 39,598 $7.2M 41,071 -1,473 -3.59% Reduce APPLE INC AAPL
3.9% 3.98% $7.8M 27,046 $7.1M 27,929 -883 -3.16% Reduce ROYAL BK CDA COM RY
3.71% 3.2% $7.4M 35,957 $5.7M 35,227 +730 +2.07% Add I ISHARES TR AGG
3.58% 4.12% $7.2M 72,592 $7.3M 74,026 -1,434 -1.94% Reduce A Alphabet Inc Class C GOOG
3.55% 3.41% $7.1M 20,149 $6.1M 21,215 -1,066 -5.02% Reduce PALO ALTO PANW
3.11% 1.74% $6.2M 18,312 $3.1M 19,316 -1,004 -5.20% Reduce V VANGUARD SCOTTSDALE FDS VCIT
2.88% 3.3% $5.8M 69,887 $5.9M 71,075 -1,188 -1.67% Reduce J JPMORGAN ULTRA-SHORT INCOME ETF JPST
2.65% 1.19% $5.3M 105,201 $2.1M 41,822 +63,379 +151.54% Add AMAZON COM INC AMZN
2.52% 2.57% $5.0M 21,182 $4.6M 21,976 -794 -3.61% Reduce I ISHARES U.S. TECHNOLOGY ETF IYW
2.49% 2.04% $5.0M 19,807 $3.6M 20,074 -267 -1.33% Reduce JPMORGAN CHASE & CO JPM
2.45% 2.56% $4.9M 14,986 $4.6M 15,533 -547 -3.52% Reduce ABBVIE INC ABBV
2.34% 2.37% $4.7M 18,646 $4.2M 19,425 -779 -4.01% Reduce MICROSOFT CORP MSFT
2.25% 2.61% $4.5M 12,103 $4.6M 12,544 -441 -3.52% Reduce I ISHARES CORE IJH
2.09% 2.07% $4.2M 54,372 $3.7M 54,761 -389 -0.71% Reduce I ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF USHY
2.05% 2.35% $4.1M 110,966 $4.2M 113,590 -2,624 -2.31% Reduce BROADCOM INC AVGO
2.04% 2.04% $4.1M 10,816 $3.6M 11,752 -936 -7.96% Reduce VISA INC V
1.79% 1.84% $3.6M 10,437 $3.3M 10,821 -384 -3.55% Reduce I ISHARES MSCI EAFE ETF EFA
1.7% 1.81% $3.4M 32,796 $3.2M 33,261 -465 -1.40% Reduce COSTCO WHOLESALE CORPORATION COST
1.69% 2.13% $3.4M 3,625 $3.8M 3,801 -176 -4.63% Reduce CATERPILLAR INC CAT
1.65% 1.33% $3.3M 3,113 $2.4M 3,358 -245 -7.30% Reduce I INVESCO EXCHANGE TRADED FD T RSP
1.61% 1.65% $3.2M 15,154 $2.9M 15,344 -190 -1.24% Reduce NUCOR CORP NUE
1.57% 1.39% $3.1M 14,097 $2.5M 14,666 -569 -3.88% Reduce MERCK & CO INC MRK
1.54% 1.69% $3.1M 24,081 $3.0M 25,086 -1,005 -4.01% Reduce DUKE ENERGY CORP NEW DUK
1.51% 1.78% $3.0M 23,961 $3.2M 24,203 -242 -1.00% Reduce I ISHARES 1-3 YEAR TREASURY BOND ETF SHY
1.41% 1.62% $2.8M 34,374 $2.9M 34,971 -597 -1.71% Reduce AMGEN INC COM AMGN
1.38% 1.56% $2.8M 7,631 $2.8M 7,895 -264 -3.34% Reduce I ISHARES TR DGRO
1.36% 1.43% $2.7M 35,966 $2.5M 36,280 -314 -0.87% Reduce HOME DEPOT INC HD
1.34% 1.46% $2.7M 7,629 $2.6M 7,909 -280 -3.54% Reduce ADVANCED MICRO DEVICES INC AMD
1.34% 0.53% $2.7M 4,620 $939,847 4,620 0 0.00% Unchanged I ISHARES U.S. ENERGY ETF IYE
1.29% 1.68% $2.6M 45,886 $3.0M 46,335 -449 -0.97% Reduce TESLA INC TSLA
1.28% 1.29% $2.6M 6,101 $2.3M 6,198 -97 -1.57% Reduce I ISHARES TR IVV
1.17% 1.16% $2.4M 3,139 $2.1M 3,164 -25 -0.79% Reduce CISCO SYS INC CSCO
1.16% 0.87% $2.3M 19,853 $1.5M 19,873 -20 -0.10% Reduce QUANTA SVCS INC PWR
1.08% 0.95% $2.2M 3,011 $1.7M 3,078 -67 -2.18% Reduce GE AEROSPACE GE
1.08% 0.93% $2.2M 5,771 $1.7M 5,867 -96 -1.64% Reduce I ISHARES U.S. BASIC MATERIALS ETF IYM
1.05% 1.17% $2.1M 11,680 $2.1M 11,829 -149 -1.26% Reduce PHILLIPS 66 PSX
1.02% 1.29% $2.0M 12,076 $2.3M 12,645 -569 -4.50% Reduce S SELECT SECTOR SPDR TR XLF
0.95% 1% $1.9M 35,674 $1.8M 36,130 -456 -1.26% Reduce CSX CORP CSX
0.94% 0.93% $1.9M 39,637 $1.7M 40,238 -601 -1.49% Reduce COCA COLA CO KO
0.92% 0.98% $1.8M 22,648 $1.7M 22,974 -326 -1.42% Reduce META PLATFORMS INC META
0.88% 1.02% $1.8M 3,142 $1.8M 3,191 -49 -1.54% Reduce F FUNDSTRAT GRANNY GRNY
0.83% 0.82% $1.7M 60,544 $1.5M 61,156 -612 -1.00% Reduce SEAGATE TECHNOLOGY HLDNGS PL STX
0.77% 0.35% $1.5M 1,600 $626,816 1,600 0 0.00% Unchanged S STATE STREET XLI
0.71% 0.71% $1.4M 7,724 $1.3M 7,835 -111 -1.42% Reduce I ISHARES ETHEREUM TR ETHA
0.71% 1.08% $1.4M 120,056 $1.9M 121,367 -1,311 -1.08% Reduce WASTE MGMT INC DEL WM
0.67% 0.8% $1.3M 5,990 $1.4M 6,218 -228 -3.67% Reduce S SELECT SECTOR SPDR TR XLU
0.64% 0.74% $1.3M 28,409 $1.3M 28,738 -329 -1.14% Reduce PALANTIR TECHNOLOGIES INC PLTR
0.57% 0.87% $1.2M 9,871 $1.6M 10,623 -752 -7.08% Reduce 
