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   874 11,965 SH   SOLE   11,965 0 0
ALLSTATE CORP COM 020002101   19,656 91,574 SH   SOLE   91,574 0 0
ALPHABET INC CAP STK CL A 02079K305   260 1,070 SH   SOLE   1,070 0 0
AMAZON COM INC COM 023135106   250 1,140 SH   SOLE   1,140 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   822 10,950 SH   SOLE   10,950 0 0
AMERICAN ELEC PWR INC COM 025537101   14,626 130,012 SH   SOLE   130,012 0 0
APPLE INC COM 037833100   539 2,115 SH   SOLE   2,115 0 0
APPLIED MATLS INC COM 038222105   19,133 93,451 SH   SOLE   93,451 0 0
BAKER HUGHES COMPANY CL A 05722G100   443 9,100 SH   SOLE   9,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   7,812 173,215 SH   SOLE   173,215 0 0
CHEVRON CORP NEW COM 166764100   19,278 124,141 SH   SOLE   124,141 0 0
CISCO SYS INC COM 17275R102   15,787 230,733 SH   SOLE   230,733 0 0
CONAGRA BRANDS INC COM 205887102   16,348 892,829 SH   SOLE   892,829 0 0
COSTCO WHSL CORP NEW COM 22160K105   231 250 SH   SOLE   250 0 0
CONOCOPHILLIPS COM 20825C104   812 8,585 SH   SOLE   8,585 0 0
CVS HEALTH CORP COM 126650100   10,921 144,854 SH   SOLE   144,854 0 0
D R HORTON INC COM 23331A109   10,855 64,050 SH   SOLE   64,050 0 0
FEDEX CORP COM 31428X106   15,281 64,804 SH   SOLE   64,804 0 0
FOX CORP CL B COM 35137L204   16,497 287,963 SH   SOLE   287,963 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769   250 6,700 SH   SOLE   6,700 0 0
GILEAD SCIENCES INC COM 375558103   688 6,200 SH   SOLE   6,200 0 0
HP INC COM 40434L105   9,103 334,316 SH   SOLE   334,316 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,322 3,868 SH   SOLE   3,868 0 0
ISHARES INC MSCI GERMANY ETF 464286806   692 16,630 SH   SOLE   16,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764   528 7,820 SH   SOLE   7,820 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   578 7,205 SH   SOLE   7,205 0 0
ISHARES TR CORE S&P MCP ETF 464287507   219 3,350 SH   SOLE   3,350 0 0
ISHARES TR CORE MSCI INTL 46435G326   1,372 17,110 SH   SOLE   17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200   2,138 3,194 SH   SOLE   3,194 0 0
ISHARES TR CORE S&P SCP ETF 464287804   448 3,770 SH   SOLE   3,770 0 0
LEAR CORP COM NEW 521865204   8,678 86,250 SH   SOLE   86,250 0 0
MEDTRONIC PLC SHS G5960L103   17,025 178,761 SH   SOLE   178,761 0 0
META PLATFORMS INC CL A 30303M102   21,525 29,311 SH   SOLE   29,311 0 0
MICROSOFT CORP COM 594918104   397 767 SH   SOLE   767 0 0
MUELLER INDS INC COM 624756102   17,321 171,310 SH   SOLE   171,310 0 0
NEWMONT CORP COM 651639106   28,292 335,575 SH   SOLE   335,575 0 0
ORACLE CORP COM 68389X105   21,743 77,310 SH   SOLE   77,310 0 0
PAYPAL HLDGS INC COM 70450Y103   15,241 227,275 SH   SOLE   227,275 0 0
PHILLIPS 66 COM 718546104   18,568 136,507 SH   SOLE   136,507 0 0
QORVO INC COM 74736K101   14,132 155,155 SH   SOLE   155,155 0 0
RTX CORPORATION COM 75513E101   25,219 150,716 SH   SOLE   150,716 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,074 6,116 SH   SOLE   6,116 0 0
UNITED RENTALS INC COM 911363109   28,369 29,716 SH   SOLE   29,716 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109   282 11,750 SH   SOLE   11,750 0 0
VALMONT INDS INC COM 920253101   13,844 35,705 SH   SOLE   35,705 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,223 22,580 SH   SOLE   22,580 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   1,790 22,427 SH   SOLE   22,427 0 0
VANGUARD INTL EQUITY INDEX FD TT WRLD ST ETF 922042742   582 4,220 SH   SOLE   4,220 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702   373 500 SH   SOLE   500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769   1,257 3,831 SH   SOLE   3,831 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866   319 3,630 SH   SOLE   3,630 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   10,231 232,796 SH   SOLE   232,796 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527   4,909 97,650 SH   SOLE   97,650 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604   1,180 35,045 SH   SOLE   35,045 0 0