Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VGT	VANGUARD WORLD FD	27,848	$19.43M	15.5%	$752.45	—	INF TECH ETF	92204A702
SOXX	ISHARES TR	54,255	$17.83M	14.2%	$301.15	—	ISHARES SEMICDTR	464287523
KBWP	INVESCO EXCH TRADED FD TR II	91,046	$10.83M	8.6%	$127.30	—	KBW PPTY CASUT	46138E586
XLY	SELECT SECTOR SPDR TR	90,783	$9.894M	7.9%	$119.27	—	STATE STREET CON	81369Y407
AIRR	FIRST TR EXCHANGE TRADED FD	86,859	$9.622M	7.7%	$98.53	—	RBA INDL ETF	33738R704
FCOM	FIDELITY COVINGTON TRUST	126,022	$8.585M	6.8%	$73.15	—	MSCI COMMNTN SVC	316092873
IHI	ISHARES TR	141,001	$7.522M	6.0%	$62.15	—	U.S. MED DVC ETF	464288810
VDC	VANGUARD WORLD FD	22,315	$5.012M	4.0%	$212.17	—	CONSUM STP ETF	92204A207
NVDA	NVIDIA CORPORATION	23,576	$4.112M	3.3%	$186.21	+0.2%	COM	67066G104
VOO	VANGUARD INDEX FDS	6,095	$3.642M	2.9%	$627.13	—	S&P 500 ETF SHS	922908363
DFIV	DIMENSIONAL ETF TRUST	63,787	$3.367M	2.7%	$52.78	—	INTERNATNAL VAL	25434V807
PIZ	INVESCO EXCH TRADED FD TR II	64,576	$3.198M	2.5%	$49.52	—	DORSEY WRGT DVLP	46138E875
RSPU	INVESCO EXCHANGE TRADED FD T	36,756	$2.981M	2.4%	$75.06	—	S&P500 EQL UTL	46137V274
IWL	ISHARES TR	12,894	$2.069M	1.6%	$170.63	—	RUS TOP 200 ETF	464289446
IWY	ISHARES TR	6,110	$1.52M	1.2%	$276.95	—	RUS TP200 GR ETF	464289438
PAAA	PGIM ETF TR	29,141	$1.491M	1.2%	$51.26	—	AAA CLO ETF	69344A834
IYW	ISHARES TR	6,257	$1.135M	0.9%	$199.68	—	U.S. TECH ETF	464287721
FIW	FIRST TR EXCHANGE-TRADED FD	10,894	$1.124M	0.9%	$108.64	—	WTR ETF	33733B100
XOM	EXXON MOBIL CORP	6,403	$1.086M	0.9%	$115.49	+20.1%	COM	30231G102
XLP	SELECT SECTOR SPDR TR	11,533	$945K	0.8%	$77.68	—	STATE STREET CON	81369Y308
AMD	ADVANCED MICRO DEVICES INC	4,510	$917K	0.7%	$224.27	-1.1%	COM	007903107
FTCS	FIRST TR EXCHANGE-TRADED FD	8,650	$802K	0.6%	$92.51	—	CAP STRENGTH ETF	33733E104
IYC	ISHARES TR	7,555	$732K	0.6%	$103.13	—	US CONSUM DISCRE	464287580
AVGO	BROADCOM INC	2,144	$664K	0.5%	$334.17	0.0%	COM	11135F101
RSPS	INVESCO EXCHANGE TRADED FD T	21,370	$630K	0.5%	$29.03	—	S&P500 EQL STP	46137V373
FXO	FIRST TR EXCHANGE-TRADED FD	11,152	$627K	0.5%	$60.35	—	FINLS ALPHADEX	33734X135
XLI	SELECT SECTOR SPDR TR	3,368	$545K	0.4%	$155.12	—	STATE STREET IND	81369Y704
AAPL	APPLE INC	2,139	$543K	0.4%	$268.34	-2.1%	COM	037833100
FDN	FIRST TR EXCHANGE-TRADED FD	2,144	$502K	0.4%	$269.18	—	DJ INTERNT IDX	33733E302
DKS	DICKS SPORTING GOODS INC	2,300	$456K	0.4%	$216.73	-4.1%	COM	253393102
ILCG	ISHARES TR	4,281	$409K	0.3%	$104.04	—	MORNINGSTAR GRWT	464287119
IGPT	INVESCO EXCHANGE TRADED FD T	6,890	$400K	0.3%	$59.47	—	AI AND NEXT GEN	46137V639
SPY	STATE STR SPDR S&P 500 ETF T	599	$390K	0.3%	$681.18	—	TR UNIT	78462F103
IBIT	ISHARES BITCOIN TRUST ETF	9,943	$382K	0.3%	$49.49	—	SHS BEN INT	46438F101
FTC	FIRST TR EXCHANGE-TRADED ALP	1,990	$307K	0.2%	$159.88	—	COM SHS	33735K108
IBB	ISHARES TR	1,478	$250K	0.2%	$168.77	—	ISHARES BIOTECH	464287556
V	VISA INC	809	$245K	0.2%	$340.38	-3.3%	COM CL A	92826C839
IYF	ISHARES TR	2,041	$240K	0.2%	$128.93	—	U.S. FINLS ETF	464287788
GLD	SPDR GOLD TR	547	$235K	0.2%	$396.31	—	GOLD SHS	78463V107
FXL	FIRST TR EXCHANGE-TRADED FD	1,437	$228K	0.2%	$168.28	—	TECH ALPHADEX	33734X176
PNQI	INVESCO EXCHANGE TRADED FD T	5,103	$228K	0.2%	$53.95	—	NASDAQ INTERNT	46137V530
IYT	ISHARES TR	2,686	$200K	0.2%	$74.51	—	US TRSPRTION	464287192
CRGY	CRESCENT ENERGY COMPANY	12,145	$164K	0.1%	$9.32	0.0%	CL A COM	44952J104