Tom's Optimizer Top 40

Asset Allocation

Position	Category/Sector	Target Weight
ABT Abbott Laboratories	Healthcare	2.44%
ADBE Adobe Inc	Technology	2.44%
AKREX Akre Focus Fund Retail Class	Large Cap Growth Equities	2.44%
AMT American Tower Corporation	Real Estate	2.44%
AWK American Water Works Company, Inc.	Utilities	2.44%
CDNS Cadence Design Systems, Inc.	Technology	2.44%
COST Costco Wholesale Corporation	Consumer Defensive	2.44%
DHR Danaher Corporation	Healthcare	2.44%
EXPO Exponent, Inc.	Industrials	2.44%
FTEC Fidelity MSCI Information Technology Index ETF	Technology Equities	2.44%
IGM iShares Expanded Tech Sector ETF	Technology Equities	2.44%
IGV iShares Expanded Tech-Software Sector ET	Technology Equities	2.44%
IHI iShares U.S. Medical Devices ETF	Health & Biotech Equities	2.44%
INTU Intuit Inc.	Technology	2.44%
IWY iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	2.44%
JGLTX Janus Henderson VIT Global Technology and Innovation Portfolio	Technology Equities	2.44%
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio	Global Equities	2.44%
MGGPX Morgan Stanley Global Opportunity Portfolio Class A	Global Equities	2.44%
MSCI MSCI Inc.	Financial Services	2.44%
MSFT Microsoft Corporation	Technology	2.44%
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares	Large Cap Growth Equities	2.44%
NDXKX		2.44%
NEE NextEra Energy, Inc.	Utilities	2.44%
NOW ServiceNow, Inc	Technology	2.44%
PLD Prologis, Inc.	Real Estate	2.44%
POOL Pool Corporation	Consumer Cyclical	2.44%
PRMTX T. Rowe Price Communications & Technology Fund	Communications Equities	2.44%
PYPL PayPal Holdings, Inc.	Financial Services	2.44%
QQQ Invesco QQQ ETF	Large Cap Growth Equities	2.44%
QTEC First Trust NASDAQ-100 Technology Sector Index Fund	Technology Equities	2.44%
RTH VanEck Vectors Retail ETF	Consumer Discretionary Equities	2.44%
SNPS Synopsys, Inc.	Technology	2.44%
STE STERIS plc	Healthcare	2.44%
TMO Thermo Fisher Scientific Inc.	Healthcare	2.44%
USNQX USAA Nasdaq 100 Index Fund	Large Cap Growth Equities	2.44%
VEEV Veeva Systems Inc.	Healthcare	2.44%
VGT Vanguard Information Technology ETF	Technology Equities	2.44%
VITAX Vanguard Information Technology Index Fund Admiral Shares	Technology Equities	2.44%
VONG Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	2.44%
XLK State Street Technology Select Sector SPDR ETF	Technology Equities	2.44%
ZTS Zoetis Inc.	Healthcare	2.44%

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: NDXKX.