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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 2,520 39,770 SH   SOLE   39,770 0 0
ALBEMARLE CORP COM 012653101 301 1,140 SH   SOLE   1,140 0 0
ALCOA CORP COM 013872106 475 14,110 SH   SOLE   14,110 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 813 5,800 SH   SOLE   5,800 0 0
ALPHABET INC CAP STK CL A 02079K305 7,628 79,750 SH   SOLE   79,750 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 1,932 52,840 SH   SOLE   52,840 0 0
AMAZON COM INC COM 023135106 6,809 60,260 SH   SOLE   60,260 0 0
AMERICAN ELEC PWR CO INC COM 025537101 3,628 41,970 SH   SOLE   41,970 0 0
AMERICAN EXPRESS CO COM 025816109 4,426 32,810 SH   SOLE   32,810 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,016 4,730 SH   SOLE   4,730 0 0
AMGEN INC COM 031162100 2,996 13,290 SH   SOLE   13,290 0 0
ANALOG DEVICES INC COM 032654105 596 4,280 SH   SOLE   4,280 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 789 16,960 SH   SOLE   16,960 0 0
APPLE INC COM 037833100 7,425 53,730 SH   SOLE   53,730 0 0
APPLIED MATLS INC COM 038222105 2,802 34,200 SH   SOLE   34,200 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 1,063 13,210 SH   SOLE   13,210 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 581 1,400 SH   SOLE   1,400 0 0
AT&T INC COM 00206R102 11,539 752,210 SH   SOLE   752,210 0 0
AVALONBAY CMNTYS INC COM 053484101 763 4,140 SH   SOLE   4,140 0 0
BARCLAYS PLC ADR 06738E204 7,083 1,106,667 SH   SOLE   1,106,667 0 0
BEST BUY INC COM 086516101 393 6,200 SH   SOLE   6,200 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,291 25,800 SH   SOLE   25,800 0 0
BK OF AMERICA CORP COM 060505104 10,857 359,490 SH   SOLE   359,490 0 0
BLACKSTONE INC COM 09260D107 9,094 108,650 SH   SOLE   108,650 0 0
BOEING CO COM 097023105 6,704 55,372 SH   SOLE   55,372 0 0
BOSTON PROPERTIES INC COM 101121101 807 10,760 SH   SOLE   10,760 0 0
BP PLC SPONSORED ADR 055622104 11,402 399,380 SH   SOLE   399,380 0 0
BROADCOM INC COM 11135F101 588 1,325 SH   SOLE   1,325 0 0
CANADIAN NATL RY CO COM 136375102 1,484 13,740 SH   SOLE   13,740 0 0
CANADIAN PAC RY LTD COM 13645T100 1,474 22,090 SH   SOLE   22,090 0 0
CATERPILLAR INC COM 149123101 6,043 36,830 SH   SOLE   36,830 0 0
CF INDS HLDGS INC COM 125269100 311 3,230 SH   SOLE   3,230 0 0
CHENIERE ENERGY INC COM NEW 16411R208 516 3,110 SH   SOLE   3,110 0 0
CHEVRON CORP NEW COM 166764100 12,328 85,810 SH   SOLE   85,810 0 0
CIGNA CORP NEW COM 125523100 508 1,830 SH   SOLE   1,830 0 0
CISCO SYS INC COM 17275R102 11,385 284,620 SH   SOLE   284,620 0 0
COCA COLA CO COM 191216100 1,916 34,210 SH   SOLE   34,210 0 0
COMCAST CORP NEW CL A 20030N101 386 13,170 SH   SOLE   13,170 0 0
CONOCOPHILLIPS COM 20825C104 644 6,290 SH   SOLE   6,290 0 0
CONSTELLATION ENERGY CORP COM 21037T109 500 6,010 SH   SOLE   6,010 0 0
CORTEVA INC COM 22052L104 299 5,240 SH   SOLE   5,240 0 0
COSTCO WHSL CORP NEW COM 22160K105 411 870 SH   SOLE   870 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 518 3,140 SH   SOLE   3,140 0 0
CROWN CASTLE INC COM 22822V101 504 3,490 SH   SOLE   3,490 0 0
CSX CORP COM 126408103 1,486 55,780 SH   SOLE   55,780 0 0
CVS HEALTH CORP COM 126650100 491 5,150 SH   SOLE   5,150 0 0
D R HORTON INC COM 23331A109 1,969 29,240 SH   SOLE   29,240 0 0
DANAHER CORPORATION COM 235851102 984 3,810 SH   SOLE   3,810 0 0
DEERE & CO COM 244199105 5,025 15,050 SH   SOLE   15,050 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,244 94,950 SH   SOLE   94,950 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 491 17,490 SH   SOLE   17,490 0 0
DEVON ENERGY CORP NEW COM 25179M103 525 8,730 SH   SOLE   8,730 0 0
DIAMONDBACK ENERGY INC COM 25278X109 576 4,780 SH   SOLE   4,780 0 0
DISNEY WALT CO COM 254687106 6,565 69,600 SH   SOLE   69,600 0 0
DOCUSIGN INC COM 256163106 518 9,680 SH   SOLE   9,680 0 0
DOORDASH INC CL A 25809K105 388 7,840 SH   SOLE   7,840 0 0
DOW INC COM 260557103 2,523 57,440 SH   SOLE   57,440 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,125 44,350 SH   SOLE   44,350 0 0
ENBRIDGE INC COM 29250N105 495 13,340 SH   SOLE   13,340 0 0
ENPHASE ENERGY INC COM 29355A107 505 1,820 SH   SOLE   1,820 0 0
EOG RES INC COM 26875P101 600 5,370 SH   SOLE   5,370 0 0
EQUINIX INC COM 29444U700 512 900 SH   SOLE   900 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 762 11,340 SH   SOLE   11,340 0 0
ETSY INC COM 29786A106 423 4,220 SH   SOLE   4,220 0 0
EXXON MOBIL CORP COM 30231G102 11,418 130,770 SH   SOLE   130,770 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 692 5,300 SH   SOLE   5,300 0 0
FIRST SOLAR INC COM 336433107 745 5,630 SH   SOLE   5,630 0 0
FORD MTR CO DEL COM 345370860 8,623 769,870 SH   SOLE   769,870 0 0
FORTINET INC COM 34959E109 511 10,400 SH   SOLE   10,400 0 0
FRANKLIN RESOURCES INC COM 354613101 683 31,720 SH   SOLE   31,720 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,297 47,460 SH   SOLE   47,460 0 0
GENERAC HLDGS INC COM 368736104 285 1,600 SH   SOLE   1,600 0 0
GENERAL ELECTRIC CO COM NEW 369604301 360 5,810 SH   SOLE   5,810 0 0
GENERAL MLS INC COM 370334104 2,021 26,380 SH   SOLE   26,380 0 0
GENERAL MTRS CO COM 37045V100 3,908 121,790 SH   SOLE   121,790 0 0
GILEAD SCIENCES INC COM 375558103 2,940 47,650 SH   SOLE   47,650 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 309 15,590 SH   SOLE   15,590 0 0
GLOBAL X FDS US INFR DEV ETF 37954Y673 947 41,080 SH   SOLE   41,080 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 289 4,370 SH   SOLE   4,370 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 587 12,140 SH   SOLE   12,140 0 0
GSK PLC SPONSORED ADR 37733W204 2,017 68,530 SH   SOLE   68,530 0 0
HOME DEPOT INC COM 437076102 207 750 SH   SOLE   750 0 0
HONDA MOTOR LTD AMERN SHS 438128308 814 37,710 SH   SOLE   37,710 0 0
HP INC COM 40434L105 3,988 160,050 SH   SOLE   160,050 0 0
ILLUMINA INC COM 452327109 506 2,650 SH   SOLE   2,650 0 0
INTEL CORP COM 458140100 1,506 58,450 SH   SOLE   58,450 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,177 26,740 SH   SOLE   26,740 0 0
INTERNATIONAL PAPER CO COM 460146103 291 9,180 SH   SOLE   9,180 0 0
INTUIT COM 461202103 596 1,540 SH   SOLE   1,540 0 0
IQVIA HLDGS INC COM 46266C105 485 2,680 SH   SOLE   2,680 0 0
ISHARES INC MSCI STH KOR ETF 464286772 2,462 51,990 SH   SOLE   51,990 0 0
ISHARES INC MSCI GBL ETF NEW 46434G848 663 19,480 SH   SOLE   19,480 0 0
ISHARES TR US HOME CONS ETF 464288752 1,194 22,950 SH   SOLE   22,950 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 356 18,670 SH   SOLE   18,670 0 0
ISHARES TR U.S. REAL ES ETF 464287739 2,646 32,500 SH   SOLE   32,500 0 0
JOHNSON & JOHNSON COM 478160104 8,491 51,980 SH   SOLE   51,980 0 0
JPMORGAN CHASE & CO COM 46625H100 9,710 92,920 SH   SOLE   92,920 0 0
KINDER MORGAN INC DEL COM 49456B101 510 30,670 SH   SOLE   30,670 0 0
KKR & CO INC COM 48251W104 802 18,650 SH   SOLE   18,650 0 0
KRAFT HEINZ CO COM 500754106 1,970 59,060 SH   SOLE   59,060 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 7,055 286,330 SH   SOLE   286,330 0 0
LENNAR CORP CL A 526057104 1,999 26,810 SH   SOLE   26,810 0 0
LILLY ELI & CO COM 532457108 5,332 16,490 SH   SOLE   16,490 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 4,740 2,648,260 SH   SOLE   2,648,260 0 0
LOWES COS INC COM 548661107 203 1,080 SH   SOLE   1,080 0 0
MACYS INC COM 55616P104 610 38,930 SH   SOLE   38,930 0 0
MARATHON PETE CORP COM 56585A102 578 5,820 SH   SOLE   5,820 0 0
MARTIN MARIETTA MATLS INC COM 573284106 509 1,580 SH   SOLE   1,580 0 0
MASTERCARD INCORPORATED CL A 57636Q104 998 3,510 SH   SOLE   3,510 0 0
MERCADOLIBRE INC COM 58733R102 207 250 SH   SOLE   250 0 0
MERCK & CO INC COM 58933Y105 8,451 98,130 SH   SOLE   98,130 0 0
MICRON TECHNOLOGY INC COM 595112103 608 12,130 SH   SOLE   12,130 0 0
MICROSOFT CORP COM 594918104 7,434 31,920 SH   SOLE   31,920 0 0
MOSAIC CO NEW COM 61945C103 301 6,230 SH   SOLE   6,230 0 0
NETAPP INC COM 64110D104 494 7,990 SH   SOLE   7,990 0 0
NETFLIX INC COM 64110L106 1,316 5,590 SH   SOLE   5,590 0 0
NEXTERA ENERGY INC COM 65339F101 5,405 68,930 SH   SOLE   68,930 0 0
NORDSTROM INC COM 655664100 600 35,840 SH   SOLE   35,840 0 0
NORFOLK SOUTHN CORP COM 655844108 1,474 7,030 SH   SOLE   7,030 0 0
NUCOR CORP COM 670346105 1,280 11,960 SH   SOLE   11,960 0 0
NUTRIEN LTD COM 67077M108 303 3,630 SH   SOLE   3,630 0 0
NVIDIA CORPORATION COM 67066G104 2,499 20,590 SH   SOLE   20,590 0 0
OCCIDENTAL PETE CORP COM 674599105 543 8,830 SH   SOLE   8,830 0 0
ON SEMICONDUCTOR CORP COM 682189105 602 9,660 SH   SOLE   9,660 0 0
ONEOK INC NEW COM 682680103 497 9,700 SH   SOLE   9,700 0 0
ORACLE CORP COM 68389X105 2,853 46,720 SH   SOLE   46,720 0 0
PALO ALTO NETWORKS INC COM 697435105 1,273 7,770 SH   SOLE   7,770 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 403 21,140 SH   SOLE   21,140 0 0
PAYPAL HLDGS INC COM 70450Y103 598 6,950 SH   SOLE   6,950 0 0
PFIZER INC COM 717081103 8,689 198,560 SH   SOLE   198,560 0 0
PHILLIPS 66 COM 718546104 524 6,490 SH   SOLE   6,490 0 0
PIONEER NAT RES CO COM 723787107 518 2,390 SH   SOLE   2,390 0 0
POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201 148 29,270 SH   SOLE   29,270 0 0
PROCTER AND GAMBLE CO COM 742718109 2,020 16,000 SH   SOLE   16,000 0 0
PROLOGIS INC. COM 74340W103 808 7,950 SH   SOLE   7,950 0 0
QUALCOMM INC COM 747525103 363 3,210 SH   SOLE   3,210 0 0
REALTY INCOME CORP COM 756109104 911 15,660 SH   SOLE   15,660 0 0
SALESFORCE INC COM 79466L302 3,720 25,860 SH   SOLE   25,860 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 507 1,780 SH   SOLE   1,780 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,405 21,450 SH   SOLE   21,450 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,966 27,300 SH   SOLE   27,300 0 0
SERVICENOW INC COM 81762P102 506 1,340 SH   SOLE   1,340 0 0
SHELL PLC SPON ADS 780259305 11,607 233,250 SH   SOLE   233,250 0 0
SHOPIFY INC CL A 82509L107 404 15,010 SH   SOLE   15,010 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,013 11,290 SH   SOLE   11,290 0 0
SNOWFLAKE INC CL A 833445109 755 4,440 SH   SOLE   4,440 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 396 6,180 SH   SOLE   6,180 0 0
SOUTHWEST AIRLS CO COM 844741108 487 15,780 SH   SOLE   15,780 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,052 13,260 SH   SOLE   13,260 0 0
SPDR SER TR S&P METALS MNG 78464A755 1,369 32,210 SH   SOLE   32,210 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 1,928 15,460 SH   SOLE   15,460 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 399 4,620 SH   SOLE   4,620 0 0
SUNRUN INC COM 86771W105 305 11,050 SH   SOLE   11,050 0 0
SVB FINANCIAL GROUP COM 78486Q101 702 2,090 SH   SOLE   2,090 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 258 3,770 SH   SOLE   3,770 0 0
TARGET CORP COM 87612E106 594 4,000 SH   SOLE   4,000 0 0
TESLA INC COM 88160R101 3,712 13,995 SH   SOLE   13,995 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 984 1,940 SH   SOLE   1,940 0 0
TOLL BROTHERS INC COM 889478103 2,012 47,910 SH   SOLE   47,910 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 2,082 44,750 SH   SOLE   44,750 0 0
TOYOTA MOTOR CORP ADS 892331307 964 7,400 SH   SOLE   7,400 0 0
TPG INC COM CL A 872657101 537 19,300 SH   SOLE   19,300 0 0
TRACTOR SUPPLY CO COM 892356106 305 1,640 SH   SOLE   1,640 0 0
UBER TECHNOLOGIES INC COM 90353T100 510 19,250 SH   SOLE   19,250 0 0
UNILEVER PLC SPON ADR NEW 904767704 2,003 45,690 SH   SOLE   45,690 0 0
UNION PAC CORP COM 907818108 5,408 27,760 SH   SOLE   27,760 0 0
UNITED AIRLS HLDGS INC COM 910047109 500 15,370 SH   SOLE   15,370 0 0
UNITED PARCEL SERVICE INC CL B 911312106 596 3,690 SH   SOLE   3,690 0 0
UNITED RENTALS INC COM 911363109 524 1,940 SH   SOLE   1,940 0 0
UNITED STATES STL CORP NEW COM 912909108 246 13,590 SH   SOLE   13,590 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,965 9,830 SH   SOLE   9,830 0 0
US BANCORP DEL COM NEW 902973304 3,209 79,580 SH   SOLE   79,580 0 0
VALERO ENERGY CORP COM 91913Y100 545 5,100 SH   SOLE   5,100 0 0
VISA INC COM CL A 92826C839 991 5,580 SH   SOLE   5,580 0 0
VULCAN MATLS CO COM 929160109 513 3,250 SH   SOLE   3,250 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 484 15,400 SH   SOLE   15,400 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 396 34,470 SH   SOLE   34,470 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,238 43,350 SH   SOLE   43,350 0 0
WILLIAMS COS INC COM 969457100 498 17,380 SH   SOLE   17,380 0 0
WORKDAY INC CL A 98138H101 408 2,680 SH   SOLE   2,680 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 395 13,790 SH   SOLE   13,790 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 401 5,450 SH   SOLE   5,450 0 0
ZSCALER INC COM 98980G102 526 3,200 SH   SOLE   3,200 0 0