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Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	1.01%
ABNB Airbnb, Inc.	Communication Services	1.01%
ADBE Adobe Inc	Technology	1.01%
ADI Analog Devices, Inc.	Technology	1.01%
ADP Automatic Data Processing, Inc.	Industrials	1.01%
ADSK Autodesk, Inc.	Technology	1.01%
AEP American Electric Power Company, Inc.	Utilities	1.01%
AMAT Applied Materials, Inc.	Technology	1.01%
AMD Advanced Micro Devices, Inc.	Technology	1.01%
AMGN Amgen Inc.	Healthcare	1.01%
AMZN Amazon.com, Inc	Consumer Cyclical	1.01%
ANSS		1.01%
ASML ASML Holding N.V.	Technology	1.01%
AVGO Broadcom Inc.	Technology	1.01%
AZN AstraZeneca PLC	Healthcare	1.01%
BIIB Biogen Inc.	Healthcare	1.01%
BKNG Booking Holdings Inc.	Consumer Cyclical	1.01%
BKR Baker Hughes Company	Energy	1.01%
CCEP Coca-Cola European Partners plc	Consumer Defensive	1.01%
CDNS Cadence Design Systems, Inc.	Technology	1.01%
CDW CDW Corporation	Technology	1.01%
CEG Constellation Energy Corp	Utilities	1.01%
CHTR Charter Communications, Inc.	Communication Services	1.01%
CMCSA Comcast Corporation	Communication Services	1.01%
COST Costco Wholesale Corporation	Consumer Defensive	1.01%
CPRT Copart, Inc.	Industrials	1.01%
CRWD CrowdStrike Holdings, Inc.	Technology	1.01%
CSCO Cisco Systems, Inc.	Technology	1.01%
CSGP CoStar Group, Inc.	Real Estate	1.01%
CSX CSX Corporation	Industrials	1.01%
CTAS Cintas Corporation	Industrials	1.01%
CTSH Cognizant Technology Solutions Corporation	Technology	1.01%
DASH DoorDash, Inc.	Communication Services	1.01%
DDOG Datadog, Inc.	Technology	1.01%
DLTR Dollar Tree, Inc.	Consumer Defensive	1.01%
DXCM DexCom, Inc.	Healthcare	1.01%
EA Electronic Arts Inc.	Communication Services	1.01%
EXC Exelon Corporation	Utilities	1.01%
FANG Diamondback Energy, Inc.	Energy	1.01%
FAST Fastenal Company	Industrials	1.01%
FTNT Fortinet, Inc.	Technology	1.01%
GEHC GE HealthCare Technologies Inc.	Healthcare	1.01%
GFS GLOBALFOUNDRIES Inc.	Technology	1.01%
GILD Gilead Sciences, Inc.	Healthcare	1.01%
GOOG Alphabet Inc	Communication Services	1.01%
GOOGL Alphabet Inc Class A	Communication Services	1.01%
HON Honeywell International Inc	Industrials	1.01%
IDXX IDEXX Laboratories, Inc.	Healthcare	1.01%
ILMN Illumina, Inc.	Healthcare	1.01%
INTC Intel Corporation	Technology	1.01%
INTU Intuit Inc.	Technology	1.01%
ISRG Intuitive Surgical, Inc.	Healthcare	1.01%
KDP Keurig Dr Pepper Inc.	Consumer Defensive	1.01%
KHC The Kraft Heinz Company	Consumer Defensive	1.01%
KLAC KLA Corporation	Technology	1.01%
LRCX Lam Research Corporation	Technology	1.01%
LULU Lululemon Athletica Inc.	Consumer Cyclical	1.01%
MAR Marriott International, Inc.	Consumer Cyclical	1.01%
MCHP Microchip Technology Incorporated	Technology	1.01%
MDB MongoDB, Inc.	Technology	1.01%
MDLZ Mondelez International, Inc.	Consumer Defensive	1.01%
MELI MercadoLibre, Inc.	Consumer Cyclical	1.01%
META Meta Platforms, Inc.	Communication Services	1.01%
MNST Monster Beverage Corporation	Consumer Defensive	1.01%
MRNA Moderna, Inc.	Healthcare	1.01%
MRVL Marvell Technology Group Ltd.	Technology	1.01%
MSFT Microsoft Corporation	Technology	1.01%
MU Micron Technology, Inc.	Technology	1.01%
NFLX Netflix, Inc.	Communication Services	1.01%
NVDA NVIDIA Corporation	Technology	1.01%
NXPI NXP Semiconductors N.V.	Technology	1.01%
ODFL Old Dominion Freight Line, Inc.	Industrials	1.01%
ON ON Semiconductor Corporation	Technology	1.01%
ORLY O'Reilly Automotive, Inc.	Consumer Cyclical	1.01%
PANW Palo Alto Networks, Inc.	Technology	1.01%
PAYX Paychex, Inc.	Industrials	1.01%
PCAR PACCAR Inc	Industrials	1.01%
PDD Pinduoduo Inc.	Consumer Cyclical	1.01%
PEP PepsiCo, Inc.	Consumer Defensive	1.01%
PYPL PayPal Holdings, Inc.	Financial Services	1.01%
QCOM QUALCOMM Incorporated	Technology	1.01%
REGN Regeneron Pharmaceuticals, Inc.	Healthcare	1.01%
ROP Roper Technologies, Inc.	Industrials	1.01%
ROST Ross Stores, Inc.	Consumer Cyclical	1.01%
SBUX Starbucks Corporation	Consumer Cyclical	1.01%
SIRI Sirius XM Holdings Inc.	Communication Services	1.01%
SNPS Synopsys, Inc.	Technology	1.01%
SPLK		1.01%
TEAM Atlassian Corporation Plc	Technology	1.01%
TMUS T-Mobile US, Inc.	Communication Services	1.01%
TTD The Trade Desk, Inc.	Technology	1.01%
TTWO Take-Two Interactive Software, Inc.	Communication Services	1.01%
TXN Texas Instruments Incorporated	Technology	1.01%
VRSK Verisk Analytics, Inc.	Industrials	1.01%
VRTX Vertex Pharmaceuticals Incorporated	Healthcare	1.01%
WBD Warner Bros. Discovery, Inc.	Communication Services	1.01%
WDAY Workday, Inc.	Technology	1.01%
XEL Xcel Energy Inc.	Utilities	1.01%
ZS Zscaler, Inc.	Technology	1.01%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: ANSS, SPLK.