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
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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
ABBOTT LABS COM 002824100 BBG001S5N9M6 210,111 1,927 SH   SOLE   0 0 1,927
AFLAC INC COM 001055102 BBG001S5NGJ4 407,456 5,837 SH   SOLE   0 0 5,837
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 241,794 2,020 SH   SOLE   0 0 2,020
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 234,682 1,940 SH   SOLE   0 0 1,940
AMAZON COM INC COM 023135106 BBG001S5PQL7 870,006 6,674 SH   SOLE   0 0 6,674
AMETEK INC COM 031100100 BBG001S5NN54 872,177 5,388 SH   SOLE   0 0 5,388
APPLE INC COM 037833100 BBG001S5N8V8 1,405,793 7,247 SH   SOLE   0 0 7,247
AT&T INC COM 00206R102 BBG001S5VWH2 176,977 11,096 SH   SOLE   0 0 11,096
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 239,041 701 SH   SOLE   0 0 701
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 556,533 4,806 SH   SOLE   0 0 4,806
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 282,508 769 SH   SOLE   0 0 769
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 483,350 11,633 SH   SOLE   0 0 11,633
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 836,560 1,554 SH   SOLE   0 0 1,554
CSX CORP COM 126408103 BBG001S5Q7Q3 1,062,129 31,147 SH   SOLE   0 0 31,147
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 507,382 10,496 SH   SOLE   0 0 10,496
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 501,547 3,818 SH   SOLE   0 0 3,818
EATON CORP PLC SHS G29183103 BBG001S5QZ45 878,807 4,370 SH   SOLE   0 0 4,370
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 383,526 3,576 SH   SOLE   0 0 3,576
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 658,897 16,472 SH   SOLE   0 0 16,472
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 922,694 3,040 SH   SOLE   0 0 3,040
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 9,946,891 122,680 SH   SOLE   0 0 122,680
ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 5,362,677 55,514 SH   SOLE   0 0 55,514
ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 8,985,883 174,789 SH   SOLE   0 0 174,789
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 757,767 4,578 SH   SOLE   0 0 4,578
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 624,134 7,084 SH   SOLE   0 0 7,084
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 664,159 10,524 SH   SOLE   0 0 10,524
MICROSOFT CORP COM 594918104 BBG001S5TD05 272,490 800 SH   SOLE   0 0 800
NETFLIX INC COM 64110L106 BBG001SF6L46 334,772 760 SH   SOLE   0 0 760
NIKE INC CL B 654106103 BBG001S6NTK2 681,380 6,174 SH   SOLE   0 0 6,174
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,227,479 2,902 SH   SOLE   0 0 2,902
PIMCO ETF TR INTER MUN BD ACT 72201R866 BBG001SF6Y39 14,020,894 270,465 SH   SOLE   0 0 270,465
PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 17,063,630 344,511 SH   SOLE   0 0 344,511
PIMCO ETF TR ULTRA SHORT GOVT 72201R577 BBG01GZF4M26 530,548 5,297 SH   SOLE   0 0 5,297
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 820,723 5,409 SH   SOLE   0 0 5,409
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 562,093 1,926 SH   SOLE   0 0 1,926
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 9,092,084 139,706 SH   SOLE   0 0 139,706
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 8,172,111 100,679 SH   SOLE   0 0 100,679
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 21,280,228 125,318 SH   SOLE   0 0 125,318
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 10,314,709 139,068 SH   SOLE   0 0 139,068
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 19,789,507 149,096 SH   SOLE   0 0 149,096
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 BBG001S7T232 24,808,895 231,167 SH   SOLE   0 0 231,167
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 8,351,092 127,614 SH   SOLE   0 0 127,614
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 8,994,386 108,536 SH   SOLE   0 0 108,536
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 28,373,988 163,200 SH   SOLE   0 0 163,200
SOUTHERN CO COM 842587107 BBG001S5W777 223,144 3,176 SH   SOLE   0 0 3,176
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 4,682,083 26,264 SH   SOLE   0 0 26,264
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 14,529,138 158,235 SH   SOLE   0 0 158,235
TESLA INC COM 88160R101 BBG001SQKGD7 754,945 2,884 SH   SOLE   0 0 2,884
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 788,010 1,510 SH   SOLE   0 0 1,510
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 672,091 3,749 SH   SOLE   0 0 3,749
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 655,085 20,338 SH   SOLE   0 0 20,338
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 720,315 21,496 SH   SOLE   0 0 21,496