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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON.COM INC Stock 023135106 5,499,009 25,044 SH SOLE 0 0 25,044
AMERICAN EXPRESS CO COM Stock 025816109 3,608,683 11,316 SH SOLE 0 0 11,316
AMGEN INC Stock 031162100 27,921 100 SH SOLE 0 0 100
APPLE INC Stock 037833100 349,610 1,704 SH SOLE 0 0 1,704
BAIDU COM ADR ADR 056752108 4,288 50 SH SOLE 0 0 50
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 4,521,029 9,307 SH SOLE 0 0 9,307
CATERPILLAR INC COM Stock 149123101 5,625,808 14,498 SH SOLE 0 0 14,498
CHEVRON CORP NEW COM Stock 166764100 3,729,572 26,040 SH SOLE 0 0 26,040
COLGATE PALMOLIVE CO COM Stock 194162103 4,137,439 45,569 SH SOLE 0 0 45,569
COMCAST CORP NEW CL A Stock 20030N101 2,947,210 82,616 SH SOLE 0 0 82,616
DANAHER CORPORATION COM Stock 235851102 4,310,707 21,815 SH SOLE 0 0 21,815
DISNEY WALT CO COM Stock 254687106 66,469 536 SH SOLE 0 0 536
EXXON MOBIL CORP COM Stock 30231G102 4,440,580 41,169 SH SOLE 0 0 41,169
FAIRLEAD TACTICAL SECTOR ETF ETF 14064D550 9,484 336 SH SOLE 0 0 336
FREEPORT MCMORAN COPPER Stock 35671D857 1,805,717 41,623 SH SOLE 0 0 41,623
GE AEROSPACE COM NEW Stock 369604301 3,603 14 SH SOLE 0 0 14
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 36266G107 296 4 SH SOLE 0 0 4
GE VERNOVA INC COM Stock 36828A101 1,058 2 SH SOLE 0 0 2
GENERAL MOTORS CORP Stock 37045V100 4,921 100 SH SOLE 0 0 100
GOOGLE INC Stock 02079K305 5,204,046 29,512 SH SOLE 0 0 29,512
IMGP DBI MANAGED FUTURES STRATEGY ETF ETF 53700T827 5,599,773 217,648 SH SOLE 0 0 217,648
INTUITIVE SURGICAL INC COM NEW Stock 46120E602 16,846 31 SH SOLE 0 0 31
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 18,901 104 SH SOLE 0 0 104
ISHARES 0-3 MONTH TREASURY BOND ETF ETF 46436E718 14,468,549 143,694 SH SOLE 0 0 143,694
ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 12,399,876 120,498 SH SOLE 0 0 120,498
ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 127,439 1,538 SH SOLE 0 0 1,538
ISHARES BITCOIN TRUST ETF ETF 46438F101 1,347,232 22,010 SH SOLE 0 0 22,010
ISHARES CORE MSCI EAFE ETF ETF 46432F842 11,143,207 133,497 SH SOLE 0 0 133,497
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ETF 46435G326 20,683 272 SH SOLE 0 0 272
ISHARES GOLD TRUST ETF 464285204 4,187,078 67,180 SH SOLE 0 0 67,180
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST ETF 46436F103 68,355 2,072 SH SOLE 0 0 2,072
ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764 20,710 328 SH SOLE 0 0 328
ISHARES U.S. TREASURY BOND ETF ETF 46429B267 127,861 5,564 SH SOLE 0 0 5,564
JPMORGAN CHASE & CO. COM Stock 46625H100 2,997,905 10,346 SH SOLE 0 0 10,346
KIMBERLY-CLARK CORP COM Stock 494368103 3,650,162 28,325 SH SOLE 0 0 28,325
MASTERCARD INC Stock 57636Q104 3,982,925 7,096 SH SOLE 0 0 7,096
NETFLIX COM INC Stock 64110L106 4,604,206 3,440 SH SOLE 0 0 3,440
NEWMONT CORP COM Stock 651639106 4,025,956 69,195 SH SOLE 0 0 69,195
OREILLY AUTOMOTIVE INC COM Stock 67103H107 5,122,714 56,866 SH SOLE 0 0 56,866
PACER TRENDPILOT INTERNATIONAL ETF ETF 69374H683 13,113 452 SH SOLE 0 0 452
PACER TRENDPILOT US LARGE CAP ETF ETF 69374H105 11,430,525 225,249 SH SOLE 0 0 225,249
RAYMOND JAMES FINL INC Stock 754730109 231,129 1,507 SH SOLE 0 0 1,507
ROYAL CARRIBBEAN CRUISES LTD Stock V7780T103 141,226 451 SH SOLE 0 0 451
SEALSQ CORP ORD SHS Stock G79483106 2,620 650 SH SOLE 0 0 650
SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF 82889N699 5,231,708 195,651 SH SOLE 0 0 195,651
SMI 3FOURTEEN FULL-CYCLE TREND ETF ETF 26923N512 9,257 348 SH SOLE 0 0 348
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 267,033 2,911 SH SOLE 0 0 2,911
SPDR DOW JONES INDUSTRIAL ETF ETF 78467X109 22,033 50 SH SOLE 0 0 50
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST ETF 98149E303 9,697 148 SH SOLE 0 0 148
SPDR GOLD SHARES ETF 78463V107 4,095,777 13,444 SH SOLE 0 0 13,444
SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 845,312 11,629 SH SOLE 0 0 11,629
STARBUCKS CORP Stock 855244109 18,876 206 SH SOLE 0 0 206
TEXAS INSTRS INC COM Stock 882508104 5,642,170 27,179 SH SOLE 0 0 27,179
TJX COS INC NEW COM Stock 872540109 3,969,305 32,144 SH SOLE 0 0 32,144
UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 9,251,572 113,315 SH SOLE 0 0 113,315
VANECK JUNIOR GOLD MINERS ETF ETF 92189F791 2,947,680 43,673 SH SOLE 0 0 43,673
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 11,942,754 209,517 SH SOLE 0 0 209,517
VANGUARD MEGA CAP GROWTH ETF ETF 921910816 9,035,436 24,681 SH SOLE 0 0 24,681
VANGUARD S&P 500 ETF ETF 922908363 109,062 192 SH SOLE 0 0 192
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 19,391,884 385,767 SH SOLE 0 0 385,767
VANGUARD SHORT-TERM TREASURY ETF ETF 92206C102 11,061,538 188,190 SH SOLE 0 0 188,190
VULCAN MATLS CO COM Stock 929160109 4,680,813 17,942 SH SOLE 0 0 17,942
WALMART INC COM Stock 931142103 2,638,677 26,995 SH SOLE 0 0 26,995