Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	5,985	$4.327M	1.1%	$723.03	—	COM	038222105
APH	AMPHENOL CORP	11,039	$1.946M	0.5%	$176.32	—	CL A	032095101
AMD	ADVANCED MICRO DEVICES INC	3,250	$1.888M	0.5%	$580.91	—	COM	007903107
SPYG	SPDR SERIES TRUST	3,460	$412K	0.1%	$118.99	—	STATE STREET SPD	78464A409
SPYV	SPDR SERIES TRUST	5,261	$320K	0.1%	$60.79	—	STATE STREET SPD	78464A508
SPY	STATE STR SPDR S&P 500 ETF T	380	$284K	0.1%	$746.49	—	TR UNIT	78462F103
ARM	ARM HOLDINGS PLC	751	$266K	0.1%	$354.57	—	SPONSORED ADS	042068205
VGK	VANGUARD INTL EQUITY INDEX F	2,533	$224K	0.1%	$88.52	—	FTSE EUROPE ETF	922042874
VUG	VANGUARD INDEX FDS	2,399	$207K	0.1%	$86.14	—	GROWTH ETF	922908736

Increased Positions (27)

AAPL APPLE INC 8.5%

Value $33.82M (+844.0%) Shares 116,876 (+728.0%) Est. Cost $282.73 Unrealized —

QQQ INVESCO QQQ TR 5.8%

Value $23.06M (+615.4%) Shares 31,320 (+460.7%) Est. Cost $696.59 Unrealized —

AMZN AMAZON COM INC 2.1%

Value $8.242M (+767.8%) Shares 34,580 (+658.3%) Est. Cost $233.92 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%

Value $5.856M (+1077.2%) Shares 11,702 (+1027.4%) Est. Cost $497.02 Unrealized —

NVDA NVIDIA CORPORATION 5.5%

Value $21.93M (+18.2%) Shares 109,580 (+3.0%) Est. Cost $139.61 Unrealized —

FDIS FIDELITY COVINGTON TRUST 3.7%

Value $14.85M (+12.8%) Shares 144,384 (+2.3%) Est. Cost $97.46 Unrealized —

FHLC FIDELITY COVINGTON TRUST 3.4%

Value $13.46M (+11.6%) Shares 174,197 (+1.6%) Est. Cost $65.76 Unrealized —

FNCL FIDELITY COVINGTON TRUST 2.8%

Value $10.96M (+11.5%) Shares 143,173 (+2.2%) Est. Cost $68.85 Unrealized —

FIDU FIDELITY COVINGTON TRUST 1.5%

Value $5.971M (+16.9%) Shares 59,946 (+1.5%) Est. Cost $71.11 Unrealized —

JPM JPMORGAN CHASE & CO 1.6%

Value $6.394M (+15.3%) Shares 19,534 (+3.6%) Est. Cost $232.41 Unrealized —

LLY ELI LILLY & CO 0.7%

Value $2.823M (+42.7%) Shares 2,353 (+9.4%) Est. Cost $853.62 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 8.5%

Value $33.71M (+2.4%) Shares 426,555 (+2.7%) Est. Cost $78.37 Unrealized —

PH PARKER-HANNIFIN CORP 1.4%

Value $5.693M (+10.4%) Shares 5,820 (+1.0%) Est. Cost $658.43 Unrealized —

VGT VANGUARD WORLD FD 1.5%

Value $6.099M (+7.5%) Shares 51,033 (+527.3%) Est. Cost $199.76 Unrealized —

GOOG ALPHABET INC 0.3%

Value $1.194M (+32.5%) Shares 3,379 (+7.6%) Est. Cost $188.44 Unrealized —

VUSB VANGUARD BD INDEX FDS 1.4%

Value $5.402M (+4.8%) Shares 108,520 (+4.8%) Est. Cost $49.80 Unrealized —

FSTA FIDELITY COVINGTON TRUST 1.9%

Value $7.732M (+2.8%) Shares 147,158 (+2.4%) Est. Cost $49.54 Unrealized —

TIP ISHARES TR 3.1%

Value $12.43M (+1.7%) Shares 113,620 (+2.6%) Est. Cost $107.49 Unrealized —

SCHZ SCHWAB STRATEGIC TR 1.2%

Value $4.89M (+3.2%) Shares 211,395 (+3.6%) Est. Cost $22.99 Unrealized —

TSLA TESLA INC 0.3%

Value $1.145M (+14.4%) Shares 2,722 (+1.1%) Est. Cost $323.46 Unrealized —

GEV GE VERNOVA INC 0.1%

Value $367K (+63.4%) Shares 312 (+21.4%) Est. Cost $814.17 Unrealized —

STIP ISHARES TR 1.6%

Value $6.212M (+1.7%) Shares 60,810 (+3.0%) Est. Cost $100.91 Unrealized —

ABBV ABBVIE INC 0.1%

Value $483K (+24.8%) Shares 1,918 (+7.9%) Est. Cost $184.87 Unrealized —

IVV ISHARES TR 0.1%

Value $464K (+21.1%) Shares 619 (+5.6%) Est. Cost $597.22 Unrealized —

SCHP SCHWAB STRATEGIC TR 0.4%

Value $1.649M (+0.9%) Shares 62,235 (+1.3%) Est. Cost $26.33 Unrealized —

VTIP VANGUARD MALVERN FDS 0.2%

Value $883K (+1.7%) Shares 17,580 (+1.1%) Est. Cost $48.85 Unrealized —

META META PLATFORMS INC 0.3%

Value $1.078M (+0.3%) Shares 1,914 (+1.9%) Est. Cost $736.52 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	116,876 (+728.0%)	$33.82M (+844.0%)	8.5%	$282.73	—	COM	037833100
QQQ	INVESCO QQQ TR	31,320 (+460.7%)	$23.06M (+615.4%)	5.8%	$696.59	—	UNIT SER 1	46090E103
AMZN	AMAZON COM INC	34,580 (+658.3%)	$8.242M (+767.8%)	2.1%	$233.92	—	COM	023135106
BRK/B	BERKSHIRE HATHAWAY INC DEL	11,702 (+1027.4%)	$5.856M (+1077.2%)	1.5%	$497.02	—	CL B NEW	084670702
NVDA	NVIDIA CORPORATION	109,580 (+3.0%)	$21.93M (+18.2%)	5.5%	$139.61	—	COM	67066G104
FDIS	FIDELITY COVINGTON TRUST	144,384 (+2.3%)	$14.85M (+12.8%)	3.7%	$97.46	—	MSCI CONSM DIS	316092204
FHLC	FIDELITY COVINGTON TRUST	174,197 (+1.6%)	$13.46M (+11.6%)	3.4%	$65.76	—	MSCI HLTH CARE I	316092600
FNCL	FIDELITY COVINGTON TRUST	143,173 (+2.2%)	$10.96M (+11.5%)	2.8%	$68.85	—	MSCI FINLS IDX	316092501
FIDU	FIDELITY COVINGTON TRUST	59,946 (+1.5%)	$5.971M (+16.9%)	1.5%	$71.11	—	MSCI INDL INDX	316092709
JPM	JPMORGAN CHASE & CO	19,534 (+3.6%)	$6.394M (+15.3%)	1.6%	$232.41	—	COM	46625H100
LLY	ELI LILLY & CO	2,353 (+9.4%)	$2.823M (+42.7%)	0.7%	$853.62	—	COM	532457108
VCSH	VANGUARD SCOTTSDALE FDS	426,555 (+2.7%)	$33.71M (+2.4%)	8.5%	$78.37	—	SHRT TRM CORP BD	92206C409
PH	PARKER-HANNIFIN CORP	5,820 (+1.0%)	$5.693M (+10.4%)	1.4%	$658.43	—	COM	701094104
VGT	VANGUARD WORLD FD	51,033 (+527.3%)	$6.099M (+7.5%)	1.5%	$199.76	—	INF TECH ETF	92204A702
GOOG	ALPHABET INC	3,379 (+7.6%)	$1.194M (+32.5%)	0.3%	$188.44	—	CAP STK CL C	02079K107
VUSB	VANGUARD BD INDEX FDS	108,520 (+4.8%)	$5.402M (+4.8%)	1.4%	$49.80	—	VANGUARD ULTRA	92203C303
FSTA	FIDELITY COVINGTON TRUST	147,158 (+2.4%)	$7.732M (+2.8%)	1.9%	$49.54	—	CONSMR STAPLES	316092303
TIP	ISHARES TR	113,620 (+2.6%)	$12.43M (+1.7%)	3.1%	$107.49	—	TIPS BD ETF	464287176
SCHZ	SCHWAB STRATEGIC TR	211,395 (+3.6%)	$4.89M (+3.2%)	1.2%	$22.99	—	US AGGREGATE B	808524839
TSLA	TESLA INC	2,722 (+1.1%)	$1.145M (+14.4%)	0.3%	$323.46	—	COM	88160R101
GEV	GE VERNOVA INC	312 (+21.4%)	$367K (+63.4%)	0.1%	$814.17	—	COM	36828A101
STIP	ISHARES TR	60,810 (+3.0%)	$6.212M (+1.7%)	1.6%	$100.91	—	0-5 YR TIPS ETF	46429B747
ABBV	ABBVIE INC	1,918 (+7.9%)	$483K (+24.8%)	0.1%	$184.87	—	COM	00287Y109
IVV	ISHARES TR	619 (+5.6%)	$464K (+21.1%)	0.1%	$597.22	—	CORE S&P500 ETF	464287200
SCHP	SCHWAB STRATEGIC TR	62,235 (+1.3%)	$1.649M (+0.9%)	0.4%	$26.33	—	US TIPS ETF	808524870
VTIP	VANGUARD MALVERN FDS	17,580 (+1.1%)	$883K (+1.7%)	0.2%	$48.85	—	STRM INFPROIDX	922020805
META	META PLATFORMS INC	1,914 (+1.9%)	$1.078M (+0.3%)	0.3%	$736.52	—	CL A	30303M102

Decreased Positions (13)

GOOGL ALPHABET INC 4.4%

Value $17.51M (+15.6%) Shares 48,993 (-7.0%) Est. Cost $174.14 Unrealized —

WMT WALMART INC 1.2%

Value $4.957M (-10.7%) Shares 43,769 (-2.0%) Est. Cost $98.30 Unrealized —

NFLX NETFLIX INC. 0.4%

Value $1.554M (-26.8%) Shares 21,767 (-1.5%) Est. Cost $105.15 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 0.3%

Value $1.325M (-23.4%) Shares 11,357 (-3.9%) Est. Cost $164.20 Unrealized —

HD HOME DEPOT INC 0.6%

Value $2.335M (-12.1%) Shares 6,622 (-18.0%) Est. Cost $397.26 Unrealized —

VDC VANGUARD WORLD FD 0.5%

Value $1.886M (-8.7%) Shares 8,365 (-9.1%) Est. Cost $211.53 Unrealized —

VFH VANGUARD WORLD FD 0.3%

Value $1.035M (-14.3%) Shares 7,863 (-21.4%) Est. Cost $118.14 Unrealized —

SYK STRYKER CORPORATION 0.4%

Value $1.455M (-7.6%) Shares 4,621 (-3.5%) Est. Cost $366.32 Unrealized —

FENY FIDELITY COVINGTON TRUST 0.1%

Value $214K (-27.4%) Shares 7,228 (-16.4%) Est. Cost $23.84 Unrealized —

VCR VANGUARD WORLD FD 0.6%

Value $2.395M (+3.2%) Shares 6,038 (-6.6%) Est. Cost $375.39 Unrealized —

VDE VANGUARD WORLD FD 0.1%

Value $251K (-21.0%) Shares 1,673 (-9.0%) Est. Cost $121.31 Unrealized —

VHT VANGUARD WORLD FD 0.8%

Value $3.32M (+1.2%) Shares 11,102 (-7.8%) Est. Cost $254.00 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.4%

Value $1.46M (+0.4%) Shares 3,512 (-34.6%) Est. Cost $552.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	48,993 (-7.0%)	$17.51M (+15.6%)	4.4%	$174.14	—	CAP STK CL A	02079K305
WMT	WALMART INC	43,769 (-2.0%)	$4.957M (-10.7%)	1.2%	$98.30	—	COM	931142103
NFLX	NETFLIX INC.	21,767 (-1.5%)	$1.554M (-26.8%)	0.4%	$105.15	—	COM	64110L106
PLTR	PALANTIR TECHNOLOGIES INC	11,357 (-3.9%)	$1.325M (-23.4%)	0.3%	$164.20	—	CL A	69608A108
HD	HOME DEPOT INC	6,622 (-18.0%)	$2.335M (-12.1%)	0.6%	$397.26	—	COM	437076102
VDC	VANGUARD WORLD FD	8,365 (-9.1%)	$1.886M (-8.7%)	0.5%	$211.53	—	CONSUM STP ETF	92204A207
VFH	VANGUARD WORLD FD	7,863 (-21.4%)	$1.035M (-14.3%)	0.3%	$118.14	—	FINANCIALS ETF	92204A405
SYK	STRYKER CORPORATION	4,621 (-3.5%)	$1.455M (-7.6%)	0.4%	$366.32	—	COM	863667101
FENY	FIDELITY COVINGTON TRUST	7,228 (-16.4%)	$214K (-27.4%)	0.1%	$23.84	—	MSCI ENERGY IDX	316092402
VCR	VANGUARD WORLD FD	6,038 (-6.6%)	$2.395M (+3.2%)	0.6%	$375.39	—	CONSUM DIS ETF	92204A108
VDE	VANGUARD WORLD FD	1,673 (-9.0%)	$251K (-21.0%)	0.1%	$121.31	—	ENERGY ETF	92204A306
VHT	VANGUARD WORLD FD	11,102 (-7.8%)	$3.32M (+1.2%)	0.8%	$254.00	—	HEALTH CAR ETF	92204A504
UNH	UNITEDHEALTH GROUP INC	3,512 (-34.6%)	$1.46M (+0.4%)	0.4%	$552.89	—	COM	91324P102

Unchanged Positions (16)

FTEC FIDELITY COVINGTON TRUST 6.3%

Value $25.25M Shares 88,406 Est. Cost $185.30 Unrealized —

IWY ISHARES TR 6.3%

Value $24.93M Shares 85,786 Est. Cost $234.97 Unrealized —

AVGO BROADCOM INC 2.4%

Value $9.363M Shares 24,786 Est. Cost $184.94 Unrealized —

GS GOLDMAN SACHS GROUP INC 0.9%

Value $3.501M Shares 3,462 Est. Cost $734.84 Unrealized —

IBB ISHARES TR 1.0%

Value $3.834M Shares 20,157 Est. Cost $132.21 Unrealized —

COST COSTCO WHOLESALE CORPORATION 1.9%

Value $7.46M Shares 7,976 Est. Cost $922.16 Unrealized —

VIS VANGUARD WORLD FD 0.6%

Value $2.441M Shares 6,774 Est. Cost $254.38 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 0.4%

Value $1.787M Shares 14,716 Est. Cost $89.94 Unrealized —

MA MASTERCARD INCORPORATED 1.9%

Value $7.529M Shares 14,659 Est. Cost $514.68 Unrealized —

MSFT MICROSOFT CORP 3.6%

Value $14.48M Shares 38,825 Est. Cost $422.42 Unrealized —

XSOE WISDOMTREE TR 0.3%

Value $1.19M Shares 24,202 Est. Cost $32.21 Unrealized —

VTI VANGUARD INDEX FDS 0.4%

Value $1.489M Shares 4,025 Est. Cost $289.68 Unrealized —

FCOM FIDELITY COVINGTON TRUST 1.8%

Value $7.346M Shares 105,722 Est. Cost $58.82 Unrealized —

NTES NETEASE COM INC 0.2%

Value $641K Shares 5,000 Est. Cost $89.21 Unrealized —

CVX CHEVRON CORPORATION 0.1%

Value $206K Shares 1,245 Est. Cost $171.87 Unrealized —

MPB MID PENN BANCORP INC 0.1%

Value $234K Shares 6,716 Est. Cost $29.22 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FTEC	FIDELITY COVINGTON TRUST	88,406	$25.25M	6.3%	$185.30	—	MSCI INFO TECH I	316092808
IWY	ISHARES TR	85,786	$24.93M	6.3%	$234.97	—	RUS TP200 GR ETF	464289438
AVGO	BROADCOM INC	24,786	$9.363M	2.4%	$184.94	—	COM	11135F101
GS	GOLDMAN SACHS GROUP INC	3,462	$3.501M	0.9%	$734.84	—	COM	38141G104
IBB	ISHARES TR	20,157	$3.834M	1.0%	$132.21	—	ISHARES BIOTECH	464287556
COST	COSTCO WHOLESALE CORPORATION	7,976	$7.46M	1.9%	$922.16	—	COM	22160K105
VIS	VANGUARD WORLD FD	6,774	$2.441M	0.6%	$254.38	—	INDUSTRIAL ETF	92204A603
VTWO	VANGUARD SCOTTSDALE FDS	14,716	$1.787M	0.4%	$89.94	—	VNG RUS2000IDX	92206C664
MA	MASTERCARD INCORPORATED	14,659	$7.529M	1.9%	$514.68	—	CL A	57636Q104
MSFT	MICROSOFT CORP	38,825	$14.48M	3.6%	$422.42	—	COM	594918104
XSOE	WISDOMTREE TR	24,202	$1.19M	0.3%	$32.21	—	EM EX ST-OWNED	97717X578
VTI	VANGUARD INDEX FDS	4,025	$1.489M	0.4%	$289.68	—	TOTAL STK MKT	922908769
FCOM	FIDELITY COVINGTON TRUST	105,722	$7.346M	1.8%	$58.82	—	MSCI COMMNTN SVC	316092873
NTES	NETEASE COM INC	5,000	$641K	0.2%	$89.21	—	SPONSORED ADS	64110W102
CVX	CHEVRON CORPORATION	1,245	$206K	0.1%	$171.87	—	COM	166764100
MPB	MID PENN BANCORP INC	6,716	$234K	0.1%	$29.22	—	COM	59540G107