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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HLDGS INC COM CL A 00827B106   818 11,835 SH   SOLE   11,835 0 0
ALLSTATE CORP COM 020002101   18,051 89,669 SH   SOLE   89,669 0 0
AMAZON COM INC COM 023135106   335 1,525 SH   SOLE   1,525 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   751 10,950 SH   SOLE   10,950 0 0
AMERICAN ELEC PWR INC COM 025537101   13,515 130,257 SH   SOLE   130,257 0 0
APPLE INC COM 037833100   454 2,215 SH   SOLE   2,215 0 0
APPLIED MATLS INC COM 038222105   11,756 64,216 SH   SOLE   64,216 0 0
BAKER HUGHES COMPANY CL A 05722G100   349 9,100 SH   SOLE   9,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   7,914 170,971 SH   SOLE   170,971 0 0
CHEVRON CORP NEW COM 166764100   17,794 124,271 SH   SOLE   124,271 0 0
CISCO SYS INC COM 17275R102   13,298 191,663 SH   SOLE   191,663 0 0
CONAGRA BRANDS INC COM 205887102   10,552 515,468 SH   SOLE   515,468 0 0
COSTCO WHSL CORP NEW COM 22160K105   247 250 SH   SOLE   250 0 0
CONOCOPHILLIPS COM 20825C104   771 8,587 SH   SOLE   8,587 0 0
CVS HEALTH CORP COM 126650100   9,855 142,869 SH   SOLE   142,869 0 0
D R HORTON INC COM 23331A109   8,028 62,270 SH   SOLE   62,270 0 0
FEDEX CORP COM 31428X106   14,362 63,182 SH   SOLE   63,182 0 0
FOX CORP CL B COM 35137L204   14,410 279,108 SH   SOLE   279,108 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769   267 6,700 SH   SOLE   6,700 0 0
GILEAD SCIENCES INC COM 375558103   687 6,200 SH   SOLE   6,200 0 0
HP INC COM 40434L105   8,126 332,221 SH   SOLE   332,221 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,131 3,863 SH   SOLE   3,863 0 0
ISHARES INC MSCI GERMANY ETF 464286806   661 15,630 SH   SOLE   15,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764   494 7,820 SH   SOLE   7,820 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   540 7,205 SH   SOLE   7,205 0 0
ISHARES TR CORE S&P MCP ETF 464287507   208 3,350 SH   SOLE   3,350 0 0
ISHARES TR MSCI EAFE ETF 464287465   313 3,500 SH   SOLE   3,500 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,301 17,110 SH   SOLE   17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,983 3,194 SH   SOLE   3,194 0 0
ISHARES TR CORE S&P SCP ETF 464287804   412 3,770 SH   SOLE   3,770 0 0
LEAR CORP COM NEW 521865204   7,963 83,835 SH   SOLE   83,835 0 0
MEDTRONIC PLC SHS G5960L103   15,514 177,970 SH   SOLE   177,970 0 0
META PLATFORMS INC CL A 30303M102   21,566 29,219 SH   SOLE   29,219 0 0
MICROSOFT CORP COM 594918104   425 855 SH   SOLE   855 0 0
MUELLER INDS INC COM 624756102   13,732 172,790 SH   SOLE   172,790 0 0
NETFLIX INC COM 64110L106   209 156 SH   SOLE   156 0 0
NEWMONT CORP COM 651639106   19,547 335,505 SH   SOLE   335,505 0 0
ORACLE CORP COM 68389X105   24,991 114,305 SH   SOLE   114,305 0 0
PAYPAL HLDGS INC COM 70450Y103   16,737 225,205 SH   SOLE   225,205 0 0
PHILLIPS 66 COM 718546104   16,242 136,142 SH   SOLE   136,142 0 0
QORVO INC COM 74736K101   13,336 157,062 SH   SOLE   157,062 0 0
RTX CORPORATION COM 75513E101   22,195 151,999 SH   SOLE   151,999 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,715 6,013 SH   SOLE   6,013 0 0
UNITED RENTALS INC COM 911363109   22,448 29,796 SH   SOLE   29,796 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   286 11,750 SH   SOLE   11,750 0 0
VALMONT INDS INC COM 920253101   11,598 35,514 SH   SOLE   35,514 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,117 22,580 SH   SOLE   22,580 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,738 22,427 SH   SOLE   22,427 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   332 500 SH   SOLE   500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769   1,159 3,815 SH   SOLE   3,815 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866   298 3,630 SH   SOLE   3,630 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   10,060 232,491 SH   SOLE   232,491 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   4,578 90,990 SH   SOLE   90,990 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,118 35,190 SH   SOLE   35,190 0 0