USA stock portfolio 17/07

Asset Allocation

Position	Category/Sector	Target Weight
ABBNY ABB Ltd	Industrials	1.56%
AGX Argan, Inc.	Industrials	1.56%
ANET Arista Networks, Inc.	Technology	1.56%
ANF Abercrombie & Fitch Co.	Consumer Cyclical	1.56%
AVGO Broadcom Inc.	Technology	1.56%
AZZ AZZ Inc.	Industrials	1.56%
BHE Benchmark Electronics, Inc.	Technology	1.56%
CAMT Camtek Ltd	Technology	1.56%
CRAI CRA International, Inc.	Industrials	1.56%
CSL Carlisle Companies Incorporated	Industrials	1.56%
CSW CSW Industrials Inc	Industrials	1.56%
DELL Dell Technologies Inc.	Technology	1.56%
DSCSY Disco Corp ADR	Technology	1.56%
DY Dycom Industries, Inc.	Industrials	1.56%
EMBJ Embraer S.A	Industrials	1.56%
EME EMCOR Group, Inc.	Industrials	1.56%
ETN Eaton Corporation plc	Industrials	1.56%
FANG Diamondback Energy, Inc.	Energy	1.56%
FINMY Leonardo SpA ADR	Industrials	1.56%
FIX Comfort Systems USA, Inc.	Industrials	1.56%
GBTC Grayscale Bitcoin Trust (BTC)	Financial Services	1.56%
GDDY GoDaddy Inc.	Technology	1.56%
GE General Electric Company	Industrials	1.56%
GHM Graham Corporation	Industrials	1.56%
GOGL Golden Ocean Group Limited	Industrials	1.56%
HTHIY Hitachi Ltd ADR	Industrials	1.56%
HWM Howmet Aerospace Inc.	Industrials	1.56%
KEX Kirby Corporation	Industrials	1.56%
KKR KKR & Co. Inc.	Financial Services	1.56%
KLAC KLA Corporation	Technology	1.56%
MCBC Macatawa Bank Corporation	Financial Services	1.56%
MLR Miller Industries, Inc.	Consumer Cyclical	1.56%
MMYT MakeMyTrip Limited	Consumer Cyclical	1.56%
NGS Natural Gas Services Group, Inc.	Energy	1.56%
NRG NRG Energy, Inc.	Utilities	1.56%
NTAP NetApp, Inc.	Technology	1.56%
NVMI Nova Ltd	Technology	1.56%
OPXS Optex Systems Holdings Inc. Common Stock	Industrials	1.56%
OSG Octave Specialty Group, Inc	Financial Services	1.56%
PPC Pilgrim's Pride Corporation	Consumer Defensive	1.56%
PRIM Primoris Services Corporation	Industrials	1.56%
PRYMY Prysmian SPA ADR	Industrials	1.56%
RNMBY Rheinmetall AG ADR	Industrials	1.56%
ROAD Construction Partners, Inc.	Industrials	1.56%
RYCEY Rolls-Royce Holdings plc	Industrials	1.56%
SFM Sprouts Farmers Market, Inc.	Consumer Defensive	1.56%
SKYW SkyWest, Inc.	Industrials	1.56%
SMFG Sumitomo Mitsui Financial Group, Inc.	Financial Services	1.56%
SREDY		1.56%
STRL Sterling Construction Company, Inc.	Industrials	1.56%
TEVA Teva Pharmaceutical Industries Limited	Healthcare	1.56%
TKC Turkcell Iletisim Hizmetleri A.S.	Communication Services	1.56%
TPL Texas Pacific Land Corporation	Energy	1.56%
TRGP Targa Resources Corp.	Energy	1.56%
TT Trane Technologies plc	Industrials	1.56%
TXRH Texas Roadhouse, Inc.	Consumer Cyclical	1.56%
VCTR Victory Capital Holdings, Inc.	Financial Services	1.56%
VECO Veeco Instruments Inc.	Technology	1.56%
VIST Vista Oil & Gas, S.A.B. de C.V.	Energy	1.56%
VNOM Viper Energy Partners LP	Energy	1.56%
WES Western Midstream Partners, LP	Energy	1.56%
WIRE Encore Wire Corporation	Industrials	1.56%
WRTBY Wartsila Oyj Abp ADR	Industrials	1.56%
WSM Williams-Sonoma, Inc.	Consumer Cyclical	1.56%

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: SREDY.