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
3M CO COM 88579Y101   2,707,794 22,580 SH   SOLE   22,580 0 0
ABBVIE INC COM 00287Y109   2,676,262 16,560 SH   SOLE   16,560 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,003,984 30,940 SH   SOLE   30,940 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   501,105 3,440 SH   SOLE   3,440 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,946,432 44,800 SH   SOLE   44,800 0 0
ALPHABET INC CAP STK CL A 02079K305   3,994,172 45,270 SH   SOLE   45,270 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   2,015,426 52,940 SH   SOLE   52,940 0 0
AMAZON COM INC COM 023135106   3,012,240 35,860 SH   SOLE   35,860 0 0
AMERICAN EXPRESS CO COM 025816109   1,004,700 6,800 SH   SOLE   6,800 0 0
AMGEN INC COM 031162100   2,689,434 10,240 SH   SOLE   10,240 0 0
APPLE INC COM 037833100   4,009,640 30,860 SH   SOLE   30,860 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   746,514 8,040 SH   SOLE   8,040 0 0
AT&T INC COM 00206R102   4,684,609 254,460 SH   SOLE   254,460 0 0
BANK AMERICA CORP COM 060505104   6,721,042 202,930 SH   SOLE   202,930 0 0
BARCLAYS PLC ADR 06738E204   6,704,490 859,550 SH   SOLE   859,550 0 0
BEST BUY INC COM 086516101   3,655,170 45,570 SH   SOLE   45,570 0 0
BHP GROUP LTD SPONSORED ADS 088606108   754,528 12,160 SH   SOLE   12,160 0 0
BLACKSTONE INC COM 09260D107   2,011,291 27,110 SH   SOLE   27,110 0 0
BLOCK INC CL A 852234103   504,605 8,030 SH   SOLE   8,030 0 0
BOEING CO COM 097023105   6,072,821 31,880 SH   SOLE   31,880 0 0
BOSTON PROPERTIES INC COM 101121101   502,119 7,430 SH   SOLE   7,430 0 0
BP PLC SPONSORED ADR 055622104   7,741,885 221,640 SH   SOLE   221,640 0 0
BROADCOM INC COM 11135F101   2,695,007 4,820 SH   SOLE   4,820 0 0
CANADIAN NATL RY CO COM 136375102   468,387 3,940 SH   SOLE   3,940 0 0
CANADIAN PAC RY LTD COM 13645T100   469,917 6,300 SH   SOLE   6,300 0 0
CARLYLE GROUP INC COM 14316J108   990,091 33,180 SH   SOLE   33,180 0 0
CATERPILLAR INC COM 149123101   3,689,224 15,400 SH   SOLE   15,400 0 0
CHEVRON CORP NEW COM 166764100   9,782,205 54,500 SH   SOLE   54,500 0 0
CIGNA CORP NEW COM 125523100   997,333 3,010 SH   SOLE   3,010 0 0
CISCO SYS INC COM 17275R102   6,700,566 140,650 SH   SOLE   140,650 0 0
COCA COLA CO COM 191216100   2,688,795 42,270 SH   SOLE   42,270 0 0
CONOCOPHILLIPS COM 20825C104   507,400 4,300 SH   SOLE   4,300 0 0
CSX CORP COM 126408103   434,959 14,040 SH   SOLE   14,040 0 0
CVS HEALTH CORP COM 126650100   997,133 10,700 SH   SOLE   10,700 0 0
D R HORTON INC COM 23331A109   759,473 8,520 SH   SOLE   8,520 0 0
DANAHER CORPORATION COM 235851102   496,335 1,870 SH   SOLE   1,870 0 0
DEERE & CO COM 244199105   986,148 2,300 SH   SOLE   2,300 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,730,938 67,900 SH   SOLE   67,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,005,516 30,600 SH   SOLE   30,600 0 0
DISNEY WALT CO COM 254687106   2,984,328 34,350 SH   SOLE   34,350 0 0
DOCUSIGN INC COM 256163106   507,093 9,150 SH   SOLE   9,150 0 0
DOORDASH INC CL A 25809K105   503,822 10,320 SH   SOLE   10,320 0 0
DOW INC COM 260557103   2,683,268 53,250 SH   SOLE   53,250 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   2,675,680 25,980 SH   SOLE   25,980 0 0
ENPHASE ENERGY INC COM 29355A107   498,125 1,880 SH   SOLE   1,880 0 0
EOG RES INC COM 26875P101   503,833 3,890 SH   SOLE   3,890 0 0
ETSY INC COM 29786A106   972,614 8,120 SH   SOLE   8,120 0 0
EXXON MOBIL CORP COM 30231G102   8,806,352 79,840 SH   SOLE   79,840 0 0
FEDEX CORP COM 31428X106   980,312 5,660 SH   SOLE   5,660 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   994,622 8,160 SH   SOLE   8,160 0 0
FIRST SOLAR INC COM 336433107   504,792 3,370 SH   SOLE   3,370 0 0
FORD MTR CO DEL COM 345370860   6,826,926 587,010 SH   SOLE   587,010 0 0
FRANKLIN RESOURCES INC COM 354613101   2,676,779 101,470 SH   SOLE   101,470 0 0
FREEPORT-MCMORAN INC CL B 35671D857   728,080 19,160 SH   SOLE   19,160 0 0
GENERAC HLDGS INC COM 368736104   985,461 9,790 SH   SOLE   9,790 0 0
GENERAL ELECTRIC CO COM NEW 369604301   785,574 12,010 SH   SOLE   12,010 0 0
GENERAL MLS INC COM 370334104   2,675,654 31,910 SH   SOLE   31,910 0 0
GENERAL MTRS CO COM 37045V100   3,018,181 89,720 SH   SOLE   89,720 0 0
GILEAD SCIENCES INC COM 375558103   2,725,738 31,750 SH   SOLE   31,750 0 0
GLOBAL X FDS US INFR DEV ETF 37954Y673   247,682 9,350 SH   SOLE   9,350 0 0
HP INC COM 40434L105   2,673,296 99,490 SH   SOLE   99,490 0 0
INTEL CORP COM 458140100   2,023,217 76,550 SH   SOLE   76,550 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,681,137 19,030 SH   SOLE   19,030 0 0
ISHARES INC MSCI GBL ETF NEW 46434G848   300,120 7,320 SH   SOLE   7,320 0 0
ISHARES TR U.S. REAL ES ETF 464287739   1,241,803 14,750 SH   SOLE   14,750 0 0
ISHARES TR US HOME CONS ETF 464288752   247,874 4,090 SH   SOLE   4,090 0 0
ISHARES TR CORE US AGGBD ET 464287226   37,229,612 383,850 SH   SOLE   383,850 0 0
JOHNSON & JOHNSON COM 478160104   6,177,451 34,970 SH   SOLE   34,970 0 0
JPMORGAN CHASE & CO COM 46625H100   7,768,413 57,930 SH   SOLE   57,930 0 0
KKR & CO INC COM 48251W104   995,245 21,440 SH   SOLE   21,440 0 0
KRAFT HEINZ CO COM 500754106   2,707,622 66,510 SH   SOLE   66,510 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,963,000 65,000 SH   SOLE   65,000 0 0
LENNAR CORP CL A 526057104   740,290 8,180 SH   SOLE   8,180 0 0
LILLY ELI & CO COM 532457108   3,958,389 10,820 SH   SOLE   10,820 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   6,654,648 3,024,840 SH   SOLE   3,024,840 0 0
MACYS INC COM 55616P104   1,011,850 49,000 SH   SOLE   49,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   294,034 870 SH   SOLE   870 0 0
MERCK & CO INC COM 58933Y105   6,690,285 60,300 SH   SOLE   60,300 0 0
MICRON TECHNOLOGY INC COM 595112103   1,989,204 39,800 SH   SOLE   39,800 0 0
MICROSOFT CORP COM 594918104   3,990,605 16,640 SH   SOLE   16,640 0 0
MODERNA INC COM 60770K107   501,140 2,790 SH   SOLE   2,790 0 0
MONDELEZ INTL INC CL A 609207105   2,687,995 40,330 SH   SOLE   40,330 0 0
NETFLIX INC COM 64110L106   1,014,387 3,440 SH   SOLE   3,440 0 0
NEXTERA ENERGY INC COM 65339F101   3,673,384 43,940 SH   SOLE   43,940 0 0
NORDSTROM INC COM 655664100   1,006,975 62,390 SH   SOLE   62,390 0 0
NORFOLK SOUTHN CORP COM 655844108   438,628 1,780 SH   SOLE   1,780 0 0
NUCOR CORP COM 670346105   673,549 5,110 SH   SOLE   5,110 0 0
NVIDIA CORPORATION COM 67066G104   2,005,041 13,720 SH   SOLE   13,720 0 0
OCCIDENTAL PETE CORP COM 674599105   503,920 8,000 SH   SOLE   8,000 0 0
ORACLE CORP COM 68389X105   2,027,969 24,810 SH   SOLE   24,810 0 0
PALO ALTO NETWORKS INC COM 697435105   992,129 7,110 SH   SOLE   7,110 0 0
PAYPAL HLDGS INC COM 70450Y103   509,935 7,160 SH   SOLE   7,160 0 0
PFIZER INC COM 717081103   6,186,718 120,740 SH   SOLE   120,740 0 0
PIONEER NAT RES CO COM 723787107   502,458 2,200 SH   SOLE   2,200 0 0
PROCTER AND GAMBLE CO COM 742718109   2,679,581 17,680 SH   SOLE   17,680 0 0
REALTY INCOME CORP COM 756109104   496,023 7,820 SH   SOLE   7,820 0 0
SALESFORCE INC COM 79466L302   2,006,087 15,130 SH   SOLE   15,130 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,009,186 22,970 SH   SOLE   22,970 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,014,495 14,390 SH   SOLE   14,390 0 0
SHELL PLC SPON ADS 780259305   7,745,200 136,000 SH   SOLE   136,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   501,640 4,270 SH   SOLE   4,270 0 0
SNOWFLAKE INC CL A 833445109   506,696 3,530 SH   SOLE   3,530 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   996,980 13,070 SH   SOLE   13,070 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,003,470 12,090 SH   SOLE   12,090 0 0
SPDR SER TR S&P METALS MNG 78464A755   723,739 14,530 SH   SOLE   14,530 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   1,005,512 7,400 SH   SOLE   7,400 0 0
SVB FINANCIAL GROUP COM 78486Q101   982,698 4,270 SH   SOLE   4,270 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,969,516 26,440 SH   SOLE   26,440 0 0
TESLA INC COM 88160R101   2,076,815 16,860 SH   SOLE   16,860 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   495,621 900 SH   SOLE   900 0 0
TOLL BROTHERS INC COM 889478103   733,824 14,700 SH   SOLE   14,700 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,675,027 43,090 SH   SOLE   43,090 0 0
TRACTOR SUPPLY CO COM 892356106   303,710 1,350 SH   SOLE   1,350 0 0
UBER TECHNOLOGIES INC COM 90353T100   496,826 20,090 SH   SOLE   20,090 0 0
UNION PAC CORP COM 907818108   3,166,100 15,290 SH   SOLE   15,290 0 0
UNITED AIRLS HLDGS INC COM 910047109   994,149 26,370 SH   SOLE   26,370 0 0
UNITED PARCEL SERVICE INC CL B 911312106   2,668,444 15,350 SH   SOLE   15,350 0 0
UNITED RENTALS INC COM 911363109   248,794 700 SH   SOLE   700 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,002,040 1,890 SH   SOLE   1,890 0 0
US BANCORP DEL COM NEW 902973304   2,716,031 62,280 SH   SOLE   62,280 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   6,716,518 170,470 SH   SOLE   170,470 0 0
VISA INC COM CL A 92826C839   999,326 4,810 SH   SOLE   4,810 0 0
VULCAN MATLS CO COM 929160109   486,806 2,780 SH   SOLE   2,780 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   3,652,687 97,770 SH   SOLE   97,770 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   503,308 7,430 SH   SOLE   7,430 0 0