Breakdown by Sector

AGOX Holdings List

No.	Symbol	Name	% Weight	Shares
1	XLK	State Street Technology Select Sector SPDR ETF	13.56%	305,000
2	SMH	VanEck Semiconductor ETF	9.00%	64,686
3	XLV	State Street Health Care Select Sector SPDR ETF	6.14%	154,689
4	XLC	State Street Communication Services Select Sector SPDR ETF	4.97%	155,982
5	VWO	Vanguard FTSE Emerging Markets ETF	4.84%	300,000
6	KLAC	KLA Corporation	4.58%	9,736
7	TSLA	Tesla, Inc.	3.12%	28,961
8	n/a	Wdc 270115c0027000	2.81%	500
9	GLD	SPDR Gold Shares	2.68%	23,549
10	n/a	Qqq 260821c0058500	2.49%	1,500
11	NVDA	NVIDIA Corporation	2.36%	43,411
12	n/a	Cash	2.34%	n/a
13	n/a	Qqq 260618c0066000	2.33%	2,938
14	IGF	iShares Global Infrastructure ETF	2.22%	119,864
15	EFV	iShares MSCI EAFE Value ETF	2.09%	100,000
16	HWM	Howmet Aerospace Inc.	1.82%	27,618
17	n/a	Qqq 260918p0063500	1.67%	3,000
18	n/a	Iwm 260618c0025000	1.64%	2,000
19	LRCX	Lam Research Corporation	1.63%	23,026
20	n/a	Smh 260717c0039500	1.61%	500
21	n/a	Qqq 260821c0064000	1.58%	1,000
22	MSFT	Microsoft Corporation	1.56%	13,773
23	MTUM	iShares MSCI USA Momentum Factor ETF	1.56%	20,000
24	PAVE	Global X U.S. Infrastructure Development ETF	1.54%	100,000
25	VGK	Vanguard FTSE Europe ETF	1.53%	65,285

Showing 25 of 253 holdings

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As of May 4, 2026