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
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
AFFIRM HLDGS INC COM CL A 00827B106 818 11,835 SH SOLE 11,835 0 0
ALLSTATE CORP COM 020002101 18,051 89,669 SH SOLE 89,669 0 0
AMAZON COM INC COM 023135106 335 1,525 SH SOLE 1,525 0 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 751 10,950 SH SOLE 10,950 0 0
AMERICAN ELEC PWR INC COM 025537101 13,515 130,257 SH SOLE 130,257 0 0
APPLE INC COM 037833100 454 2,215 SH SOLE 2,215 0 0
APPLIED MATLS INC COM 038222105 11,756 64,216 SH SOLE 64,216 0 0
BAKER HUGHES COMPANY CL A 05722G100 349 9,100 SH SOLE 9,100 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,914 170,971 SH SOLE 170,971 0 0
CHEVRON CORP NEW COM 166764100 17,794 124,271 SH SOLE 124,271 0 0
CISCO SYS INC COM 17275R102 13,298 191,663 SH SOLE 191,663 0 0
CONAGRA BRANDS INC COM 205887102 10,552 515,468 SH SOLE 515,468 0 0
COSTCO WHSL CORP NEW COM 22160K105 247 250 SH SOLE 250 0 0
CONOCOPHILLIPS COM 20825C104 771 8,587 SH SOLE 8,587 0 0
CVS HEALTH CORP COM 126650100 9,855 142,869 SH SOLE 142,869 0 0
D R HORTON INC COM 23331A109 8,028 62,270 SH SOLE 62,270 0 0
FEDEX CORP COM 31428X106 14,362 63,182 SH SOLE 63,182 0 0
FOX CORP CL B COM 35137L204 14,410 279,108 SH SOLE 279,108 0 0
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769 267 6,700 SH SOLE 6,700 0 0
GILEAD SCIENCES INC COM 375558103 687 6,200 SH SOLE 6,200 0 0
HP INC COM 40434L105 8,126 332,221 SH SOLE 332,221 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,131 3,863 SH SOLE 3,863 0 0
ISHARES INC MSCI GERMANY ETF 464286806 661 15,630 SH SOLE 15,630 0 0
ISHARES INC MSCI EMRG CHN 46434G764 494 7,820 SH SOLE 7,820 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 540 7,205 SH SOLE 7,205 0 0
ISHARES TR CORE S&P MCP ETF 464287507 208 3,350 SH SOLE 3,350 0 0
ISHARES TR MSCI EAFE ETF 464287465 313 3,500 SH SOLE 3,500 0 0
ISHARES TR CORE MSCI INTL 46435G326 1,301 17,110 SH SOLE 17,110 0 0
ISHARES TR CORE S&P500 ETF 464287200 1,983 3,194 SH SOLE 3,194 0 0
ISHARES TR CORE S&P SCP ETF 464287804 412 3,770 SH SOLE 3,770 0 0
LEAR CORP COM NEW 521865204 7,963 83,835 SH SOLE 83,835 0 0
MEDTRONIC PLC SHS G5960L103 15,514 177,970 SH SOLE 177,970 0 0
META PLATFORMS INC CL A 30303M102 21,566 29,219 SH SOLE 29,219 0 0
MICROSOFT CORP COM 594918104 425 855 SH SOLE 855 0 0
MUELLER INDS INC COM 624756102 13,732 172,790 SH SOLE 172,790 0 0
NETFLIX INC COM 64110L106 209 156 SH SOLE 156 0 0
NEWMONT CORP COM 651639106 19,547 335,505 SH SOLE 335,505 0 0
ORACLE CORP COM 68389X105 24,991 114,305 SH SOLE 114,305 0 0
PAYPAL HLDGS INC COM 70450Y103 16,737 225,205 SH SOLE 225,205 0 0
PHILLIPS 66 COM 718546104 16,242 136,142 SH SOLE 136,142 0 0
QORVO INC COM 74736K101 13,336 157,062 SH SOLE 157,062 0 0
RTX CORPORATION COM 75513E101 22,195 151,999 SH SOLE 151,999 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,715 6,013 SH SOLE 6,013 0 0
UNITED RENTALS INC COM 911363109 22,448 29,796 SH SOLE 29,796 0 0
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 286 11,750 SH SOLE 11,750 0 0
VALMONT INDS INC COM 920253101 11,598 35,514 SH SOLE 35,514 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,117 22,580 SH SOLE 22,580 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1,738 22,427 SH SOLE 22,427 0 0
VANGUARD WORLD FD INF TECH ETF 92204A702 332 500 SH SOLE 500 0 0
VANGUARD INDEX FUNDS TOTAL STK MKT 922908769 1,159 3,815 SH SOLE 3,815 0 0
VANGUARD INTERNATIONAL EQUITY FTSE PACIFIC ETF 922042866 298 3,630 SH SOLE 3,630 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,060 232,491 SH SOLE 232,491 0 0
WISDOMTREE TR FLOATNG RAT TREA 97717Y527 4,578 90,990 SH SOLE 90,990 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 1,118 35,190 SH SOLE 35,190 0 0