The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NVIDIA Corporation COM 67066G104   45,017,498 241,277 SH   SOLE   241,277 0 0
Apple Inc. COM 037833100   26,397,855 103,671 SH   SOLE   103,671 0 0
Amazon Com Inc. COM 023135106   22,066,126 100,497 SH   SOLE   100,497 0 0
Sector Spdr Industrial Fund ETF 81369Y704   21,859,579 141,734 SH   SOLE   141,734 0 0
Alphabet Inc. Class A CAP STK CL A 02079K305   18,710,386 76,966 SH   SOLE   76,966 0 0
Microsoft COM 594918104   16,580,751 32,012 SH   SOLE   32,012 0 0
Netflix Inc. COM 64110L106   15,686,669 13,084 SH   SOLE   13,084 0 0
Meta Platforms, Inc. CL A 30303M102   15,560,815 21,189 SH   SOLE   21,189 0 0
PowerShares QQQ Trust ETF 46090E103   14,653,839 24,408 SH   SOLE   24,408 0 0
J. P. Morgan COM 46625H100   11,961,782 37,922 SH   SOLE   37,922 0 0
Bank Of America Corp. COM 060505104   10,876,773 210,831 SH   SOLE   210,831 0 0
Eaton Corp PLC SHS G29183103   9,536,366 25,481 SH   SOLE   25,481 0 0
Sector Spdr Technology Fund ETF 81369Y803   8,870,160 31,470 SH   SOLE   31,470 0 0
UnitedHealth Group COM 91324P102   8,717,591 25,246 SH   SOLE   25,246 0 0
The Energy Spyder ETF 81369Y506   8,257,821 92,431 SH   SOLE   92,431 0 0
Visa, Inc. COM CL A 92826C839   7,855,161 23,010 SH   SOLE   23,010 0 0
S&P PHLX Semiconducter Index ETF 464287523   6,229,819 22,978 SH   SOLE   22,978 0 0
Marriott Intl Inc Class A CL A 571903202   5,583,063 21,437 SH   SOLE   21,437 0 0
Costco Wholesale Corp. COM 22160K105   4,558,141 4,924 SH   SOLE   4,924 0 0
Consumer Staples Select Sect. SPDR ETF 81369Y308   4,402,548 56,176 SH   SOLE   56,176 0 0
Eli Lilly & Co. COM 532457108   4,391,834 5,756 SH   SOLE   5,756 0 0
iShares Nasdaq Biotechnology ETF 464287556   4,119,174 28,532 SH   SOLE   28,532 0 0
Salesforce COM 79466L302   4,116,696 17,370 SH   SOLE   17,370 0 0
D.R. Horton, Inc. COM 23331A109   3,974,248 23,451 SH   SOLE   23,451 0 0
iShares Dow Jones US Pharmaceuticals ETF 464288836   3,753,429 51,729 SH   SOLE   51,729 0 0
Royal Caribbean Cruises Ltd. COM V7780T103   3,270,747 10,108 SH   SOLE   10,108 0 0
iShares Dow Jones US Medical Devices ETF 464288810   2,670,584 44,450 SH   SOLE   44,450 0 0
iShares High Yield Corp Bond Fund ETF 464288513   1,349,784 16,625 SH   SOLE   16,625 0 0
iShares Barclays MBS Fixed-Rate ETF 464288588   814,960 8,565 SH   SOLE   8,565 0 0
PCM Fund Inc. COM 69323T101   666,835 99,379 SH   SOLE   99,379 0 0
Alphabet Inc. Class C CAP STK CL C 02079K107   664,161 2,727 SH   SOLE   2,727 0 0
Oracle COM 68389X105   518,326 1,843 SH   SOLE   1,843 0 0
iShares Dow Jones US Energy Sector ETF 464287796   388,381 8,173 SH   SOLE   8,173 0 0
Qualcomm Inc. COM 747525103   294,727 1,772 SH   SOLE   1,772 0 0
Procter & Gamble COM 742718109   241,691 1,573 SH   SOLE   1,573 0 0
General Mills, Inc. COM 370334104   167,697 3,326 SH   SOLE   3,326 0 0
Chevron Corp. COM 166764100   135,102 870 SH   SOLE   870 0 0
Schlumberger Ltd. COM STK 806857108   111,324 3,239 SH   SOLE   3,239 0 0
Sector Spdr Consumer Disc. Fund ETF 81369Y407   6,950 29 SH   SOLE   29 0 0