ALPHABET INC CAP STK CL A 02079K305 887726 2580 SH SOLE 0 0 2580 ALPHABET INC CAP STK CL C 02079K107 327110 960 SH SOLE 0 0 960 AMAZON COM INC COM 023135106 696374 2795 SH SOLE 0 0 2795 APPLE INC COM 037833100 3932300 11808 SH SOLE 0 0 11808 BLACKSTONE MORTGAGE TRUST IN COM CL A 09257W100 227852 19900 SH SOLE 0 0 19900 BROADCOM INC COM 11135F101 256369 730 SH SOLE 0 0 730 CHIMERA INVT CORP COM SHS 16934Q802 339419 35616 SH SOLE 0 0 35616 DOXIMITY INC CL A 26622P107 566800 20000 SH SOLE 0 0 20000 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1869516 6137 SH SOLE 0 0 6137 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 3168129 48104 SH SOLE 0 0 48104 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3213217 15447 SH SOLE 0 0 15447 INVESCO QQQ TR UNIT SER 1 46090E103 53393995 72176 SH SOLE 0 0 72176 ISHARES TR 0-3 MTH TREASURY 46436E718 17053647 169385 SH SOLE 0 0 169385 ISHARES TR CORE S&P500 ETF 464287200 6630581 8658 SH SOLE 0 0 8658 ISHARES TR RUS 2000 GRW ETF 464287648 790890 2216 SH SOLE 0 0 2216 ISHARES TR RUSSELL 2000 ETF 464287655 300955 1083 SH SOLE 0 0 1083 ISHARES TR S&P 500 GRWT ETF 464287309 387516 2724 SH SOLE 0 0 2724 ISHARES TR TRUST ISHARE 0-1 464288679 200341 1816 SH SOLE 0 0 1816 ISHARES TR U.S. FINLS ETF 464287788 2245293 17868 SH SOLE 0 0 17868 ISHARES TR US HLTHCARE ETF 464287762 1496320 20910 SH SOLE 0 0 20910 ISHARES TR US INDUSTRIALS 464287754 1350423 8805 SH SOLE 0 0 8805 ISHARES U S ETF TR SHOR MAT MUN ETF 46431W838 202093 4072 SH SOLE 0 0 4072 LAM RESEARCH CORP COM NEW 512807306 788424 2400 SH SOLE 0 0 2400 META PLATFORMS INC CL A 30303M102 485145 669 SH SOLE 0 0 669 NVIDIA CORPORATION COM 67066G104 2222137 9730 SH SOLE 0 0 9730 PROSHARES TR PSHS ULT S&P 500 74347R107 514628 7423 SH SOLE 0 0 7423 ROBLOX CORP CL A 771049103 1056115 24926 SH SOLE 0 0 24926 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 5569313 33068 SH SOLE 0 0 33068 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 3989224 36652 SH SOLE 0 0 36652 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 3384947 63389 SH SOLE 0 0 63389 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 5586510 33456 SH SOLE 0 0 33456 SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 2047331 25401 SH SOLE 0 0 25401 SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 212524 1915 SH SOLE 0 0 1915 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 14911902 76178 SH SOLE 0 0 76178 STARWOOD PPTY TR INC COM 85571B105 367740 27240 SH SOLE 0 0 27240 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 19292973 25298 SH SOLE 0 0 25298 TWILIO INC CL A 90138F102 333404 1140 SH SOLE 0 0 1140 UBER TECHNOLOGIES INC COM 90353T100 251774 3675 SH SOLE 0 0 3675 VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 23900537 265237 SH SOLE 0 0 265237 VANGUARD INDEX FDS MRNGSTR LRG CAP 922908637 24652034 70064 SH SOLE 0 0 70064 VANGUARD INDEX FDS MRNGSTR MD CP GR 922908538 507962 1739 SH SOLE 0 0 1739 VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 603834 7700 SH SOLE 0 0 7700 VANGUARD INDEX FDS MRNGSTR SM CP GR 922908595 821057 2430 SH SOLE 0 0 2430 VANGUARD INDEX FDS MRNGSTR SML CAP 922908751 1382198 4859 SH SOLE 0 0 4859 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 3155230 8431 SH SOLE 0 0 8431 VANGUARD INDEX FDS MRNGSTR VAL ETF 922908744 3297165 15259 SH SOLE 0 0 15259 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1036572 1479 SH SOLE 0 0 1479 VANGUARD WORLD FD FINANCIALS ETF 92204A405 800054 6150 SH SOLE 0 0 6150 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 520508 1624 SH SOLE 0 0 1624