The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ISHARES TR US HLTHCARE ETF 464287762 1,401,179 20,910 SH SOLE 0 0 20,910
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 5,218,169 32,889 SH SOLE 0 0 32,889
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1,879,929 6,205 SH SOLE 0 0 6,205
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 6,135,033 33,121 SH SOLE 0 0 33,121
ALPHABET INC CAP STK CL C 02079K107 339,197 960 SH SOLE 0 0 960
ISHARES TR CORE S&P500 ETF 464287200 6,473,671 8,644 SH SOLE 0 0 8,644
AMAZON COM INC COM 023135106 666,160 2,795 SH SOLE 0 0 2,795
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,472,712 4,859 SH SOLE 0 0 4,859
LAM RESEARCH CORP COM NEW 512807306 1,039,992 2,400 SH SOLE 0 0 2,400
BLACKSTONE MORTGAGE TRUST IN COM CL A 09257W100 337,300 19,900 SH SOLE 0 0 19,900
INVESCO QQQ TR UNIT SER 1 46090E103 53,539,307 72,704 SH SOLE 0 0 72,704
APPLE INC COM 037833100 3,416,763 11,808 SH SOLE 0 0 11,808
DOXIMITY INC CL A 26622P107 414,800 20,000 SH SOLE 0 0 20,000
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 532,656 1,739 SH SOLE 0 0 1,739
ROBLOX CORP CL A 771049103 1,355,476 24,926 SH SOLE 0 0 24,926
VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 585,257 1,624 SH SOLE 0 0 1,624
CHIMERA INVT CORP COM SHS 16934Q802 435,855 32,673 SH SOLE 0 0 32,673
ISHARES TR 0-3 MTH TREASURY 46436E718 15,083,595 149,832 SH SOLE 0 0 149,832
ISHARES TR RUS 2000 GRW ETF 464287648 873,015 2,216 SH SOLE 0 0 2,216
NVIDIA CORPORATION COM 67066G104 1,946,876 9,730 SH SOLE 0 0 9,730
STARWOOD PPTY TR INC COM 85571B105 446,191 27,240 SH SOLE 0 0 27,240
VANGUARD INDEX FDS TOTAL STK MKT 922908769 3,119,673 8,431 SH SOLE 0 0 8,431
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 18,575,820 24,875 SH SOLE 0 0 24,875
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3,164,246 14,872 SH SOLE 0 0 14,872
VANGUARD WORLD FD FINANCIALS ETF 92204A405 809,340 6,150 SH SOLE 0 0 6,150
ISHARES TR S&P 500 GRWT ETF 464287309 374,632 2,724 SH SOLE 0 0 2,724
TWILIO INC CL A 90138F102 235,216 1,140 SH SOLE 0 0 1,140
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 210,848 1,968 SH SOLE 0 0 1,968
ISHARES TR U.S. FINLS ETF 464287788 2,278,349 17,868 SH SOLE 0 0 17,868
VANGUARD INDEX FDS MID CAP ETF 922908629 620,389 7,700 SH SOLE 0 0 7,700
VANGUARD INDEX FDS LARGE CAP ETF 922908637 24,138,600 70,189 SH SOLE 0 0 70,189
VANGUARD INDEX FDS GROWTH ETF 922908736 22,806,832 264,765 SH SOLE 0 0 264,765
VANGUARD INDEX FDS SML CP GRW ETF 922908595 888,792 2,430 SH SOLE 0 0 2,430
BROADCOM INC COM 11135F101 275,758 730 SH SOLE 0 0 730
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 2,068,786 24,904 SH SOLE 0 0 24,904
UBER TECHNOLOGIES INC COM 90353T100 265,188 3,675 SH SOLE 0 0 3,675
SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 3,320,631 61,941 SH SOLE 0 0 61,941
ISHARES TR RUSSELL 2000 ETF 464287655 325,387 1,083 SH SOLE 0 0 1,083
VANGUARD INDEX FDS VALUE ETF 922908744 3,325,394 15,259 SH SOLE 0 0 15,259
META PLATFORMS INC CL A 30303M102 376,841 669 SH SOLE 0 0 669
ALPHABET INC CAP STK CL A 02079K305 922,015 2,580 SH SOLE 0 0 2,580
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 14,522,063 76,223 SH SOLE 0 0 76,223
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 3,102,708 48,104 SH SOLE 0 0 48,104
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 4,302,602 36,687 SH SOLE 0 0 36,687
ISHARES TR US INDUSTRIALS 464287754 1,467,353 8,805 SH SOLE 0 0 8,805
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 788,458 1,148 SH SOLE 0 0 1,148