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
ABBVIE INC COM 00287Y109   5,058,408 28,466 SH   SOLE   0 0 28,466
ALPHABET INC CAP STK CL A 02079K305   5,329,931 28,156 SH   SOLE   0 0 28,156
AMERICAN EXPRESS CO COM 025816109   6,045,612 20,370 SH   SOLE   0 0 20,370
AMPHENOL CORP NEW CL A 032095101   4,206,725 60,572 SH   SOLE   0 0 60,572
ARISTA NETWORKS INC COM SHS 040413205   6,735,367 60,937 SH   SOLE   0 0 60,937
AT&T INC COM 00206R102   4,614,978 202,678 SH   SOLE   0 0 202,678
AXON ENTERPRISE INC COM 05464C101   7,410,576 12,469 SH   SOLE   0 0 12,469
BANK NEW YORK MELLON CORP COM 064058100   5,307,570 69,082 SH   SOLE   0 0 69,082
BERKLEY W R CORP COM 084423102   3,121,515 53,341 SH   SOLE   0 0 53,341
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   12,913,493 28,489 SH   SOLE   0 0 28,489
BROADCOM INC COM 11135F101   6,555,508 28,276 SH   SOLE   0 0 28,276
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   4,056,281 17,941 SH   SOLE   0 0 17,941
BROWN & BROWN INC COM 115236101   4,119,466 40,379 SH   SOLE   0 0 40,379
CAPITAL ONE FINL CORP COM 14040H105   4,096,367 22,972 SH   SOLE   0 0 22,972
CARNIVAL CORP UNIT 99/99/9999 143658300   5,727,787 229,847 SH   SOLE   0 0 229,847
CBRE GROUP INC CL A 12504L109   7,017,582 53,451 SH   SOLE   0 0 53,451
CITIZENS FINL GROUP INC COM 174610105   6,694,449 152,981 SH   SOLE   0 0 152,981
CONSTELLATION ENERGY CORP COM 21037T109   4,522,298 20,215 SH   SOLE   0 0 20,215
COSTCO WHSL CORP NEW COM 22160K105   5,822,896 6,355 SH   SOLE   0 0 6,355
CUMMINS INC COM 231021106   3,646,705 10,461 SH   SOLE   0 0 10,461
DAVITA INC COM 23918K108   4,140,142 27,684 SH   SOLE   0 0 27,684
DIGITAL RLTY TR INC COM 253868103   3,976,448 22,424 SH   SOLE   0 0 22,424
DISCOVER FINL SVCS COM 254709108   4,143,488 23,919 SH   SOLE   0 0 23,919
EATON CORP PLC SHS G29183103   3,611,409 10,882 SH   SOLE   0 0 10,882
ENTERGY CORP NEW COM 29364G103   6,483,520 85,512 SH   SOLE   0 0 85,512
FAIR ISAAC CORP COM 303250104   5,676,141 2,851 SH   SOLE   0 0 2,851
GARMIN LTD SHS H2906T109   6,134,997 29,744 SH   SOLE   0 0 29,744
GENERAL MTRS CO COM 37045V100   4,214,829 79,122 SH   SOLE   0 0 79,122
GODADDY INC CL A 380237107   6,366,169 32,255 SH   SOLE   0 0 32,255
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   5,658,639 435,615 SH   SOLE   0 0 435,615
ISHARES GOLD TR ISHARES NEW 464285204   6,839,707 138,148 SH   SOLE   0 0 138,148
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107   1,695,600 77,887 SH   SOLE   0 0 77,887
ISHARES TR CORE S&P500 ETF 464287200   31,514,984 53,535 SH   SOLE   0 0 53,535
ISHARES TR MSCI USA MIN VOL 46429B697   230,232 2,593 SH   SOLE   0 0 2,593
ISHARES TR SHORT TREAS BD 464288679   3,897,564 35,397 SH   SOLE   0 0 35,397
ISHARES TR RUS MID CAP ETF 464287499   14,331,320 162,119 SH   SOLE   0 0 162,119
ISHARES TR RUSSELL 2000 ETF 464287655   15,124,932 68,451 SH   SOLE   0 0 68,451
ISHARES TR MSCI EAFE ETF 464287465   15,170,239 200,638 SH   SOLE   0 0 200,638
ISHARES TR 7-10 YR TRSY BD 464287440   41,145,982 445,062 SH   SOLE   0 0 445,062
JPMORGAN CHASE & CO. COM 46625H100   7,093,738 29,593 SH   SOLE   0 0 29,593
KKR & CO INC COM 48251W104   6,223,461 42,076 SH   SOLE   0 0 42,076
META PLATFORMS INC CL A 30303M102   4,612,648 7,878 SH   SOLE   0 0 7,878
MOODYS CORP COM 615369105   3,821,043 8,072 SH   SOLE   0 0 8,072
MOTOROLA SOLUTIONS INC COM NEW 620076307   6,810,035 14,733 SH   SOLE   0 0 14,733
NETFLIX INC COM 64110L106   6,409,482 7,191 SH   SOLE   0 0 7,191
NRG ENERGY INC COM NEW 629377508   5,633,788 62,445 SH   SOLE   0 0 62,445
NVIDIA CORPORATION COM 67066G104   6,108,315 45,486 SH   SOLE   0 0 45,486
NVR INC COM 62944T105   4,694,689 574 SH   SOLE   0 0 574
ONEOK INC NEW COM 682680103   6,314,558 62,894 SH   SOLE   0 0 62,894
PALANTIR TECHNOLOGIES INC CL A 69608A108   8,295,023 109,679 SH   SOLE   0 0 109,679
PARKER-HANNIFIN CORP COM 701094104   5,263,148 8,275 SH   SOLE   0 0 8,275
PAYPAL HLDGS INC COM 70450Y103   5,660,241 66,318 SH   SOLE   0 0 66,318
PROGRESSIVE CORP COM 743315103   4,226,960 17,641 SH   SOLE   0 0 17,641
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   4,542,520 53,764 SH   SOLE   0 0 53,764
RESMED INC COM 761152107   4,829,018 21,116 SH   SOLE   0 0 21,116
ROYAL CARIBBEAN GROUP COM V7780T103   6,156,655 26,688 SH   SOLE   0 0 26,688
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   3,334,242 38,631 SH   SOLE   0 0 38,631
SIMON PPTY GROUP INC NEW COM 828806109   5,634,367 32,718 SH   SOLE   0 0 32,718
SPDR GOLD TR GOLD SHS 78463V107   1,032,927 4,266 SH   SOLE   0 0 4,266
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,662,841 28,431 SH   SOLE   0 0 28,431
SPDR SER TR DJ REIT ETF 78464A607   12,877,602 130,261 SH   SOLE   0 0 130,261
SYNCHRONY FINANCIAL COM 87165B103   6,914,700 106,380 SH   SOLE   0 0 106,380
TAPESTRY INC COM 876030107   8,549,214 130,862 SH   SOLE   0 0 130,862
TARGA RES CORP COM 87612G101   4,539,791 25,433 SH   SOLE   0 0 25,433
TESLA INC COM 88160R101   6,267,597 15,520 SH   SOLE   0 0 15,520
TRANE TECHNOLOGIES PLC SHS G8994E103   4,579,201 12,398 SH   SOLE   0 0 12,398
TRAVELERS COMPANIES INC COM 89417E109   5,273,564 21,892 SH   SOLE   0 0 21,892
UBER TECHNOLOGIES INC COM 90353T100   4,076,667 67,584 SH   SOLE   0 0 67,584
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   285,569 530 SH   SOLE   0 0 530
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,065,409 23,186 SH   SOLE   0 0 23,186
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   16,799,014 381,449 SH   SOLE   0 0 381,449
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,544,920 32,307 SH   SOLE   0 0 32,307
VENTAS INC COM 92276F100   5,655,089 96,028 SH   SOLE   0 0 96,028
VERTEX PHARMACEUTICALS INC COM 92532F100   4,060,827 10,084 SH   SOLE   0 0 10,084
VISTRA CORP COM 92840M102   3,701,258 26,846 SH   SOLE   0 0 26,846
WELLTOWER INC COM 95040Q104   6,478,194 51,402 SH   SOLE   0 0 51,402