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
ANTERO RESOURCES CORP COM 03674X106   115,214 3,076 SH   SOLE   0 0 3,076
ANTERO RESOURCES CORP COM 03674X106   186,100 5,000 SH   SOLE   5,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   544,845 762 SH   SOLE   0 0 762
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   664,538 1,414 SH   SOLE   0 0 1,414
BHP GROUP LTD SPONSORED ADS 088606108   604,079 12,395 SH   SOLE   0 0 12,395
CAMECO CORP COM 13321L108   1,419,564 29,209 SH   SOLE   29,209 0 0
CAMECO CORP COM 13321L108   1,177,381 23,652 SH   SOLE   0 0 23,652
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   1,840,456 89,840 SH   SOLE   0 0 89,840
ETFS GOLD TR PHYSCL GOLD SHS 00326A104   4,402,152 167,183 SH   SOLE   0 0 167,183
FLEXSHARES TR MORNSTAR UPSTR 33939L407   4,772,634 125,767 SH   SOLE   0 0 125,767
FREEPORT-MCMORAN INC CL B 35671D857   852,056 23,434 SH   SOLE   0 0 23,434
INTEL CORP COM 458140100   24,309 1,228 SH   SOLE   0 0 1,228
INVESCO DB US DLR INDEX TR BULLISH FD 46141D203   1,865,226 63,594 SH   SOLE   63,594 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508   24,309 1,228 SH   SOLE   0 0 1,228
ISHARES INC CORE MSCI EMKT 46434G103   4,792,857 106,566 SH   SOLE   0 0 106,566
ISHARES TR 0-3 MNTH TREASRY 46436E718   53,099,551 527,619 SH   SOLE   0 0 527,619
ISHARES TR TIPS BD ETF 464287176   2,545,064 23,617 SH   SOLE   0 0 23,617
ISHARES TR 20 YR TR BD ETF 464287432   5,794,893 65,783 SH   SOLE   0 0 65,783
JOBY AVIATION INC CALL G65163900   487,800 60,000 SH Call SOLE   0 0 60,000
MICROSOFT CORP COM 594918104   708,292 1,592 SH   SOLE   0 0 1,592
PEABODY ENERGY CORP COM 704551100   211,524 11,584 SH   SOLE   0 0 11,584
PIMCO ETF TR 15+ YR US TIPS 72201R304   11,333,597 213,171 SH   SOLE   0 0 213,171
RANGE RES CORP COM 75281A109   1,183,859 31,654 SH   SOLE   31,654 0 0
RANGE RES CORP COM 75281A109   1,099,436 29,383 SH   SOLE   0 0 29,383
RIO TINTO PLC SPONSORED ADR 767204100   86,840 1,455 SH   SOLE   0 0 1,455
SANDRIDGE ENERGY INC COM NEW 80007P869   271,916 22,622 SH   SOLE   0 0 22,622
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   252,630 9,000 SH   SOLE   0 0 9,000
SPDR GOLD TR CALL 78463V907   2,446,523 10,100 SH Call SOLE   10,100 0 0
SPDR SER TR BLOOMBERG SHT TE 78468R408   3,717,941 185,720 SH   SOLE   0 0 185,720
VALERO ENERGY CORP COM 91913Y100   828,570 5,998 SH   SOLE   5,998 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,133,638 7,131 SH   SOLE   0 0 7,131
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   3,702,788 74,208 SH   SOLE   0 0 74,208
VANGUARD WORLD FD ENERGY ETF 92204A306   2,562,187 20,330 SH   SOLE   20,330 0 0
VANGUARD WORLD FD ENERGY ETF 92204A306   9,452 75 SH   SOLE   0 0 75
VITAL ENERGY INC COM 516806205   1,129,103 33,425 SH   SOLE   33,425 0 0
VITAL ENERGY INC COM 516806205   1,055,722 31,401 SH   SOLE   0 0 31,401
WEATHERFORD INTL PLC ORD SHS G48833118   613,783 9,273 SH   SOLE   9,273 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   592,697 8,953 SH   SOLE   0 0 8,953
WISDOMTREE TR EMER MKT HIGH FD 97717W315   3,671,473 89,029 SH   SOLE   0 0 89,029
WISDOMTREE TR EMG MKTS SMCAP 97717W281   3,451,802 70,943 SH   SOLE   0 0 70,943