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TRENDTOWEALTH MONTHLY REBALANCE

Rebalance for month-end April 30, 2026

Monthly Rebalance — April 30, 2026

Performance as of April 24, 2026.

Performance — Models

Each model row is followed by its benchmark (italic, indented). The "Trade Next" column flags models rebalancing at the next month-end.

Model	WTD	MTD	QTD	YTD	1Y	Trade Next
Equity Top 10	+2.32%	+10.17%	+10.17%	+46.46%	+105.87%	YES
S&P 500	+0.54%	+12.59%	+12.59%	+3.42%	+30.79%	—
Equity Top 3 / Top 5 Sectors	+3.57%	+9.56%	+9.56%	+13.55%	+50.62%	YES
S&P 500	+0.54%	+12.59%	+12.59%	+3.42%	+30.79%	—
Diversified Model	+0.26%	+1.70%	+1.70%	+0.32%	+8.21%	YES
US Core Fixed Income (AGG)	-0.26%	+1.41%	+1.41%	-0.13%	+4.45%	—

Sector legend:Information TechnologyIndustrialsEnergyMaterialsHealth Care

Equity Model · last invested portfolio · as of April 30, 2026

RISK ON · 10 positions going into next month · 14 changed at this rebalance.

#	Ticker	Company	Sector / Asset	Today	Rebalance	Action
1	ALB	Albemarle Corporation	Materials	5.0%	10.0%	BUY
2	APA	APA Corporation	Energy	5.0%	10.0%	BUY
3	FIX	Comfort Systems USA, Inc.	Industrials	5.0%	10.0%	BUY
4	GEV	GE Vernova Inc.	Industrials	—	10.0%	BUY
5	INTC	Intel Corporation	Information Technology	—	10.0%	BUY
6	MRNA	Moderna, Inc.	Health Care	5.0%	10.0%	BUY
7	SNDK	Sandisk Corporation	Information Technology	5.0%	10.0%	BUY
8	STX	Seagate Technology Holdings plc	Information Technology	—	10.0%	BUY
9	TER	Teradyne, Inc.	Information Technology	5.0%	10.0%	BUY
10	WDC	Western Digital Corporation	Information Technology	5.0%	10.0%	BUY
11	BIL	1-3M T-Bill ETF	Cash	50.0%	—	SELL
12	GLW	Corning Incorporated	Information Technology	5.0%	—	SELL
13	MU	Micron Technology, Inc.	Information Technology	5.0%	—	SELL
14	TPL	Texas Pacific Land Corporation	Energy	5.0%	—	SELL

Fixed Income Alternative · last invested portfolio · as of April 30, 2026

5 of 7 ON · 7% cash · 6 positions going into next month · 4 changed at this rebalance.

#	Ticker	Company	Sector / Asset	Today	Rebalance	Action
1	HYG	iShares iBoxx $ High Yield Corporate Bond ETF	High Yield	—	50.0%	BUY