NVIDIA CORPORATION COM 67066G104 1074486 5370 SH SOLE 0 0 5370 MARVELL TECHNOLOGY INC COM 573874104 219247 736 SH SOLE 0 0 736 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 3814387 24041 SH SOLE 0 0 24041 ISHARES TR 1 3 YR TREAS BD 464287457 1091160 13289 SH SOLE 0 0 13289 SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 756158 14876 SH SOLE 0 0 14876 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 3643177 31064 SH SOLE 0 0 31064 AMAZON COM INC COM 023135106 831807 3490 SH SOLE 0 0 3490 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 8765586 11738 SH SOLE 0 0 11738 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 1967659 23687 SH SOLE 0 0 23687 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 5028728 93802 SH SOLE 0 0 93802 MICROSOFT CORP COM 594918104 1730575 4639 SH SOLE 0 0 4639 SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 973468 21470 SH SOLE 0 0 21470 KLA CORP COM NEW 482480100 250419 830 SH SOLE 0 0 830 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 3650306 19707 SH SOLE 0 0 19707 ISHARES TR 3 7 YR TREAS BD 464288661 2293916 19531 SH SOLE 0 0 19531 SPDR GOLD TR GOLD SHS 78463V107 2017249 5476 SH SOLE 0 0 5476 SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 879281 16556 SH SOLE 0 0 16556 GE VERNOVA INC COM 36828A101 244371 208 SH SOLE 0 0 208 MICRON TECHNOLOGY INC COM 595112103 537899 466 SH SOLE 0 0 466 VERTIV HOLDINGS CO COM CL A 92537N108 246093 735 SH SOLE 0 0 735 ISHARES TR CORE US AGGBD ET 464287226 28793084 290898 SH SOLE 0 0 290898 APPLIED MATLS INC COM 038222105 254496 352 SH SOLE 0 0 352 ADVANCED MICRO DEVICES INC COM 007903107 248629 428 SH SOLE 0 0 428 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 14333886 75236 SH SOLE 0 0 75236 LAM RESEARCH CORP COM NEW 512807306 378297 873 SH SOLE 0 0 873 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 3624541 33833 SH SOLE 0 0 33833 ALPHABET INC CAP STK CL A 02079K305 415621 1163 SH SOLE 0 0 1163 SELECT SECTOR SPDR TR ST STR REAL ETF 81369Y860 900113 20443 SH SOLE 0 0 20443 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4617747 21703 SH SOLE 0 0 21703 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3192885 38124 SH SOLE 0 0 38124 ISHARES TR TRS FLT RT BD 46434V860 7001370 138285 SH SOLE 0 0 138285 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 212674 4166 SH SOLE 0 0 4166 TESLA INC COM 88160R101 477381 1135 SH SOLE 0 0 1135 APPLE INC COM 037833100 2139682 7395 SH SOLE 0 0 7395 ALPHABET INC CAP STK CL C 02079K107 2025735 5733 SH SOLE 0 0 5733 ELI LILLY & CO COM 532457108 475348 396 SH SOLE 0 0 396 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2160704 3146 SH SOLE 0 0 3146 INVESCO QQQ TR UNIT SER 1 46090E103 2412446 3276 SH SOLE 0 0 3276 VANGUARD INDEX FDS TOTAL STK MKT 922908769 323785 875 SH SOLE 0 0 875 CALAMOS ETF TR CALLMOS BIT STRU 12811T688 353478 15022 SH SOLE 0 0 15022 CALAMOS ETF TR BITCOIN STRUCTRD 12811T647 358804 14651 SH SOLE 0 0 14651 WESTERN DIGITAL CORP COM 958102105 277204 434 SH SOLE 0 0 434 ISHARES TR CORE INTL AGGR 46435G672 214342 4236 SH SOLE 0 0 4236 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 764596 1528 SH SOLE 0 0 1528 ISHARES TR CORE 80 20 ETF 464289859 230531 2362 SH SOLE 0 0 2362 ISHARES TR 7-10 YR TRSY BD 464287440 432941 4578 SH SOLE 0 0 4578 ISHARES TR RUS MID CAP ETF 464287499 215345 1952 SH SOLE 0 0 1952