ISHARES TR US HLTHCARE ETF 464287762 1401179 20910 SH SOLE 0 0 20910 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 5218169 32889 SH SOLE 0 0 32889 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1879929 6205 SH SOLE 0 0 6205 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 6135033 33121 SH SOLE 0 0 33121 ALPHABET INC CAP STK CL C 02079K107 339197 960 SH SOLE 0 0 960 ISHARES TR CORE S&P500 ETF 464287200 6473671 8644 SH SOLE 0 0 8644 AMAZON COM INC COM 023135106 666160 2795 SH SOLE 0 0 2795 VANGUARD INDEX FDS SMALL CP ETF 922908751 1472712 4859 SH SOLE 0 0 4859 LAM RESEARCH CORP COM NEW 512807306 1039992 2400 SH SOLE 0 0 2400 BLACKSTONE MORTGAGE TRUST IN COM CL A 09257W100 337300 19900 SH SOLE 0 0 19900 INVESCO QQQ TR UNIT SER 1 46090E103 53539307 72704 SH SOLE 0 0 72704 APPLE INC COM 037833100 3416763 11808 SH SOLE 0 0 11808 DOXIMITY INC CL A 26622P107 414800 20000 SH SOLE 0 0 20000 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 532656 1739 SH SOLE 0 0 1739 ROBLOX CORP CL A 771049103 1355476 24926 SH SOLE 0 0 24926 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 585257 1624 SH SOLE 0 0 1624 CHIMERA INVT CORP COM SHS 16934Q802 435855 32673 SH SOLE 0 0 32673 ISHARES TR 0-3 MTH TREASURY 46436E718 15083595 149832 SH SOLE 0 0 149832 ISHARES TR RUS 2000 GRW ETF 464287648 873015 2216 SH SOLE 0 0 2216 NVIDIA CORPORATION COM 67066G104 1946876 9730 SH SOLE 0 0 9730 STARWOOD PPTY TR INC COM 85571B105 446191 27240 SH SOLE 0 0 27240 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3119673 8431 SH SOLE 0 0 8431 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 18575820 24875 SH SOLE 0 0 24875 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3164246 14872 SH SOLE 0 0 14872 VANGUARD WORLD FD FINANCIALS ETF 92204A405 809340 6150 SH SOLE 0 0 6150 ISHARES TR S&P 500 GRWT ETF 464287309 374632 2724 SH SOLE 0 0 2724 TWILIO INC CL A 90138F102 235216 1140 SH SOLE 0 0 1140 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 210848 1968 SH SOLE 0 0 1968 ISHARES TR U.S. FINLS ETF 464287788 2278349 17868 SH SOLE 0 0 17868 VANGUARD INDEX FDS MID CAP ETF 922908629 620389 7700 SH SOLE 0 0 7700 VANGUARD INDEX FDS LARGE CAP ETF 922908637 24138600 70189 SH SOLE 0 0 70189 VANGUARD INDEX FDS GROWTH ETF 922908736 22806832 264765 SH SOLE 0 0 264765 VANGUARD INDEX FDS SML CP GRW ETF 922908595 888792 2430 SH SOLE 0 0 2430 BROADCOM INC COM 11135F101 275758 730 SH SOLE 0 0 730 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 2068786 24904 SH SOLE 0 0 24904 UBER TECHNOLOGIES INC COM 90353T100 265188 3675 SH SOLE 0 0 3675 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 3320631 61941 SH SOLE 0 0 61941 ISHARES TR RUSSELL 2000 ETF 464287655 325387 1083 SH SOLE 0 0 1083 VANGUARD INDEX FDS VALUE ETF 922908744 3325394 15259 SH SOLE 0 0 15259 META PLATFORMS INC CL A 30303M102 376841 669 SH SOLE 0 0 669 ALPHABET INC CAP STK CL A 02079K305 922015 2580 SH SOLE 0 0 2580 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 14522063 76223 SH SOLE 0 0 76223 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 3102708 48104 SH SOLE 0 0 48104 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 4302602 36687 SH SOLE 0 0 36687 ISHARES TR US INDUSTRIALS 464287754 1467353 8805 SH SOLE 0 0 8805 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 788458 1148 SH SOLE 0 0 1148