AGOX holdings: all 24 positions

1. SPYState Street SPDR S&P 500 ETF Trust
   55.12%
2. QQQInvesco QQQ Trust Series 1
   19.29%
3. XLKState Street Technology Select Sector SPDR ETF
   9.03%
4. VWOVanguard FTSE Emerging Markets ETF
   4.77%
5. XLBState Street Materials Select Sector SPDR ETF
   3.41%
6. IGFiShares Global Infrastructure ETF
   2.91%
7. XLVState Street Health Care Select Sector SPDR ETF
   2.63%
8. MTUMiShares MSCI USA Momentum Factor ETF
   2.37%
9. SMHVanEck Semiconductor ETF
   2.33%
10. HWMHowmet Aerospace Inc
    2.18%

1. Technology
   45.8%
2. Industrials
   10.3%
3. Health care
   9.9%
4. Financials
   8.1%
5. Communications
   8.0%
6. Consumer cyclical
   7.5%
7. Consumer defensive
   4.7%
8. Materials
   4.6%
9. Energy
   3.1%
10. Utilities
    2.5%
11. Real estate
    2.3%

107% of the weight read, book dated 2026-08-31