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   4,594,774 21,930 SH   SOLE   0 0 21,930
AMERICAN EXPRESS CO COM 025816109   4,234,578 15,739 SH   SOLE   0 0 15,739
AMERIPRISE FINL INC COM 03076C106   3,451,704 7,130 SH   SOLE   0 0 7,130
AMPHENOL CORP NEW CL A 032095101   3,055,773 46,589 SH   SOLE   0 0 46,589
AT&T INC COM 00206R102   4,419,118 156,263 SH   SOLE   0 0 156,263
AXON ENTERPRISE INC COM 05464C101   5,061,743 9,624 SH   SOLE   0 0 9,624
BANK NEW YORK MELLON CORP COM 064058100   4,463,310 53,217 SH   SOLE   0 0 53,217
BERKLEY W R CORP COM 084423102   2,926,811 41,130 SH   SOLE   0 0 41,130
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   13,328,880 25,027 SH   SOLE   0 0 25,027
BLACKROCK INC COM 09290D101   4,347,183 4,593 SH   SOLE   0 0 4,593
BROWN & BROWN INC COM 115236101   3,875,184 31,151 SH   SOLE   0 0 31,151
CAPITAL ONE FINL CORP COM 14040H105   3,168,590 17,672 SH   SOLE   0 0 17,672
CARNIVAL CORP UNIT 99/99/9999 143658300   3,538,445 181,180 SH   SOLE   0 0 181,180
CBOE GLOBAL MKTS INC COM 12503M108   4,599,118 20,324 SH   SOLE   0 0 20,324
CBRE GROUP INC CL A 12504L109   5,398,860 41,282 SH   SOLE   0 0 41,282
CF INDS HLDGS INC COM 125269100   3,172,499 40,595 SH   SOLE   0 0 40,595
CITIZENS FINL GROUP INC COM 174610105   4,840,606 118,150 SH   SOLE   0 0 118,150
CONSTELLATION ENERGY CORP COM 21037T109   3,168,414 15,714 SH   SOLE   0 0 15,714
CORNING INC COM 219350105   5,020,418 109,664 SH   SOLE   0 0 109,664
COSTCO WHSL CORP NEW COM 22160K105   4,634,322 4,900 SH   SOLE   0 0 4,900
CUMMINS INC COM 231021106   2,523,505 8,051 SH   SOLE   0 0 8,051
DAVITA INC COM 23918K108   3,265,604 21,348 SH   SOLE   0 0 21,348
DECKERS OUTDOOR CORP COM 243537107   2,013,027 18,004 SH   SOLE   0 0 18,004
DISCOVER FINL SVCS COM 254709108   3,140,027 18,395 SH   SOLE   0 0 18,395
EBAY INC. COM 278642103   5,342,339 78,877 SH   SOLE   0 0 78,877
ENTERGY CORP NEW COM 29364G103   5,658,156 66,185 SH   SOLE   0 0 66,185
EXELON CORP COM 30161N101   4,635,740 100,602 SH   SOLE   0 0 100,602
FISERV INC COM 337738108   2,997,767 13,575 SH   SOLE   0 0 13,575
GARMIN LTD SHS H2906T109   4,985,522 22,961 SH   SOLE   0 0 22,961
GODADDY INC CL A 380237107   4,489,990 24,925 SH   SOLE   0 0 24,925
INTUITIVE SURGICAL INC COM NEW 46120E602   4,287,057 8,656 SH   SOLE   0 0 8,656
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   5,916,633 434,089 SH   SOLE   0 0 434,089
ISHARES GOLD TR ISHARES NEW 464285204   7,461,742 126,556 SH   SOLE   0 0 126,556
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107   1,610,636 70,735 SH   SOLE   0 0 70,735
ISHARES TR SHORT TREAS BD 464288679   3,871,623 35,050 SH   SOLE   0 0 35,050
ISHARES TR MSCI USA MIN VOL 46429B697   242,860 2,593 SH   SOLE   0 0 2,593
ISHARES TR CORE S&P500 ETF 464287200   2,317,276 4,124 SH   SOLE   0 0 4,124
ISHARES TR 7-10 YR TRSY BD 464287440   42,347,141 444,030 SH   SOLE   0 0 444,030
ISHARES TR RUSSELL 2000 ETF 464287655   14,116,112 70,761 SH   SOLE   0 0 70,761
ISHARES TR MSCI EAFE ETF 464287465   15,348,649 187,797 SH   SOLE   0 0 187,797
ISHARES TR RUS MID CAP ETF 464287499   13,776,916 161,948 SH   SOLE   0 0 161,948
JABIL INC COM 466313103   3,844,794 28,256 SH   SOLE   0 0 28,256
JPMORGAN CHASE & CO. COM 46625H100   5,602,897 22,841 SH   SOLE   0 0 22,841
KINDER MORGAN INC DEL COM 49456B101   5,656,500 198,265 SH   SOLE   0 0 198,265
KKR & CO INC COM 48251W104   3,750,851 32,444 SH   SOLE   0 0 32,444
META PLATFORMS INC CL A 30303M102   3,508,880 6,088 SH   SOLE   0 0 6,088
MOODYS CORP COM 615369105   2,892,866 6,212 SH   SOLE   0 0 6,212
MOTOROLA SOLUTIONS INC COM NEW 620076307   4,976,148 11,366 SH   SOLE   0 0 11,366
NETFLIX INC COM 64110L106   5,182,069 5,557 SH   SOLE   0 0 5,557
NISOURCE INC COM 65473P105   4,276,521 106,673 SH   SOLE   0 0 106,673
NRG ENERGY INC COM NEW 629377508   4,608,809 48,280 SH   SOLE   0 0 48,280
NVIDIA CORPORATION COM 67066G104   3,813,025 35,182 SH   SOLE   0 0 35,182
PALANTIR TECHNOLOGIES INC CL A 69608A108   7,182,102 85,096 SH   SOLE   0 0 85,096
PARKER-HANNIFIN CORP COM 701094104   3,866,534 6,361 SH   SOLE   0 0 6,361
PAYPAL HLDGS INC COM 70450Y103   3,327,424 50,995 SH   SOLE   0 0 50,995
PROGRESSIVE CORP COM 743315103   3,853,747 13,617 SH   SOLE   0 0 13,617
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   3,403,846 41,359 SH   SOLE   0 0 41,359
RESMED INC COM 761152107   3,665,096 16,373 SH   SOLE   0 0 16,373
SIMON PPTY GROUP INC NEW COM 828806109   4,186,212 25,206 SH   SOLE   0 0 25,206
SPDR GOLD TR GOLD SHS 78463V107   893,810 3,102 SH   SOLE   0 0 3,102
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,736,200 28,131 SH   SOLE   0 0 28,131
SPDR SER TR DJ REIT ETF 78464A607   12,497,644 126,086 SH   SOLE   0 0 126,086
SYNCHRONY FINANCIAL COM 87165B103   4,338,274 81,947 SH   SOLE   0 0 81,947
TAPESTRY INC COM 876030107   7,128,097 101,237 SH   SOLE   0 0 101,237
TARGA RES CORP COM 87612G101   3,935,026 19,629 SH   SOLE   0 0 19,629
TRANE TECHNOLOGIES PLC SHS G8994E103   3,226,346 9,576 SH   SOLE   0 0 9,576
TRAVELERS COMPANIES INC COM 89417E109   4,473,341 16,915 SH   SOLE   0 0 16,915
UNITED AIRLS HLDGS INC COM 910047109   3,919,347 56,761 SH   SOLE   0 0 56,761
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   272,372 530 SH   SOLE   0 0 530
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   2,516,287 27,792 SH   SOLE   0 0 27,792
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   16,945,389 374,401 SH   SOLE   0 0 374,401
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   1,741,588 34,263 SH   SOLE   0 0 34,263
VENTAS INC COM 92276F100   5,087,896 73,995 SH   SOLE   0 0 73,995
VISTRA CORP COM 92840M102   2,433,357 20,720 SH   SOLE   0 0 20,720
WELLTOWER INC COM 95040Q104   6,084,122 39,711 SH   SOLE   0 0 39,711
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   2,507,155 8,873 SH   SOLE   0 0 8,873