60-40 (upd 11/24/25)

Asset Allocation

Position	Category/Sector	Target Weight
USD=X USD Cash		23.80%
BSMR Invesco BulletShares 2027 Municipal Bond ETF	Municipal Bonds	5%
BSMS Invesco BulletShares 2028 Municipal Bond ETF	Municipal Bonds	5%
BSMT Invesco BulletShares 2029 Municipal Bond ETF	Municipal Bonds	5%
BSMU Invesco BulletShares 2030 Municipal Bond ETF	Municipal Bonds	5%
CLS Celestica Inc.	Technology	4.30%
FLMI Franklin Liberty Federal Intermediate Tax-Free Bond Opportunities ETF	Municipal Bonds	3.50%
NVDA NVIDIA Corporation	Technology	2.90%
GOOG Alphabet Inc	Communication Services	2.75%
AVDE Avantis International Equity ETF	Foreign Large Cap Equities	2.40%
AVGO Broadcom Inc.	Technology	2.40%
FSLR First Solar, Inc.	Technology	2.20%
COR Cencora Inc.	Healthcare	1.80%
MCK McKesson Corporation	Healthcare	1.80%
FIX Comfort Systems USA, Inc.	Industrials	1.70%
HWM Howmet Aerospace Inc.	Industrials	1.70%
AZN AstraZeneca PLC	Healthcare	1.50%
CW Curtiss-Wright Corporation	Industrials	1.50%
GE General Electric Company	Industrials	1.50%
JPM JPMorgan Chase & Co.	Financial Services	1.50%
MSFT Microsoft Corporation	Technology	1.50%
PLTR Palantir Technologies Inc.	Technology	1.50%
LIF Life360, Inc.	Technology	1.45%
DCI Donaldson Company, Inc.	Industrials	1.20%
FERG Ferguson plc	Industrials	1.20%
FLEX Flex Ltd.	Technology	1.20%
META Meta Platforms, Inc.	Communication Services	1.20%
NFLX Netflix, Inc.	Communication Services	1.20%
GS The Goldman Sachs Group, Inc.	Financial Services	1.15%
HII Huntington Ingalls Industries, Inc	Industrials	1.15%
APH Amphenol Corporation	Technology	1%
BOOT Boot Barn Holdings, Inc.	Consumer Cyclical	1%
CRDO Credo Technology Group Holding Ltd	Technology	1%
EXAS		1%
LRCX Lam Research Corporation	Technology	1%
MU Micron Technology, Inc.	Technology	1%
NVO Novo Nordisk A/S	Healthcare	1%
PAHC Phibro Animal Health Corporation	Healthcare	1%
PWR Quanta Services, Inc.	Industrials	1%
QBTS D-Wave Quantum Inc	Technology	1%

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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: EXAS.