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
B2GOLD CORP COM 11777Q209 1,120,876 310,492 SH SOLE 0 0 310,492
BARRICK MNG CORP COM SHS 06849F108 1,111,621 53,392 SH SOLE 0 0 53,392
CHEWY INC CL A 16679L109 232,151 5,447 SH SOLE 0 0 5,447
EVERSOURCE ENERGY COM 30040W108 224,035 3,521 SH SOLE 0 0 3,521
META PLATFORMS INC CL A 30303M102 1,486,629 2,014 SH SOLE 0 0 2,014
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 124,908 17,205 SH SOLE 0 0 17,205
ICL GROUP LTD SHS M53213100 602,956 87,900 SH SOLE 0 0 87,900
INVESCO DB MULTI-SECTOR COMM OIL FD 46140H403 141,949 10,737 SH SOLE 0 0 10,737
ISHARES SILVER TR ISHARES 46428Q109 23,759,362 724,150 SH SOLE 0 0 724,150
J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED 46654Q575 1,857,181 37,003 SH SOLE 0 0 37,003
MOSAIC CO NEW COM 61945C103 916,888 25,134 SH SOLE 0 0 25,134
NUTRIEN LTD COM 67077M108 810,817 13,922 SH SOLE 0 0 13,922
NVIDIA CORPORATION COM 67066G104 710,781 4,499 SH SOLE 0 0 4,499
SELECT SECTOR SPDR TR ENERGY 81369Y506 7,016,675 82,734 SH SOLE 0 0 82,734
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 395,119 1,560 SH SOLE 0 0 1,560
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 828,452 114,744 SH SOLE 0 0 114,744
SOUTHERN COPPER CORP COM 84265V105 349,846 3,458 SH SOLE 0 0 3,458
SPDR GOLD TR GOLD SHS 78463V107 11,212,867 36,784 SH SOLE 0 0 36,784
SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 4,369,249 80,554 SH SOLE 0 0 80,554
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 3,211,194 25,526 SH SOLE 0 0 25,526
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 8,082,693 268,528 SH SOLE 0 0 268,528
TENARIS S A SPONSORED ADS 88031M109 771,113 20,618 SH SOLE 0 0 20,618
VALE S A SPONSORED ADS 91912E105 396,304 40,814 SH SOLE 0 0 40,814
BOSTON SCIENTIFIC CORP COM 101137107 632,645 5,890 SH SOLE 0 0 5,890
CVS HEALTH CORP COM 126650100 317,239 4,599 SH SOLE 0 0 4,599
CAL MAINE FOODS INC COM NEW 128030202 331,967 3,332 SH SOLE 0 0 3,332
CANADIAN NAT RES LTD COM 136385101 580,586 18,490 SH SOLE 0 0 18,490
COTERRA ENERGY INC COM 127097103 358,163 14,112 SH SOLE 0 0 14,112
HELMERICH & PAYNE INC COM 423452101 601,852 39,700 SH SOLE 0 0 39,700
HF SINCLAIR CORP COM 403949100 766,964 18,670 SH SOLE 0 0 18,670
ISHARES TR MSCI EMG MKT ETF 464287234 760,379 15,762 SH SOLE 0 0 15,762
ISHARES TR CORE S&P TTL STK 464287150 601,750 4,456 SH SOLE 0 0 4,456
ISHARES TR 7-10 YR TRSY BD 464287440 11,752,128 122,712 SH SOLE 0 0 122,712
ISHARES TR 20 YR TR BD ETF 464287432 42,226,566 478,488 SH SOLE 0 0 478,488
KINROSS GOLD CORP COM 496902404 713,541 45,652 SH SOLE 0 0 45,652
NEWMONT CORP COM 651639106 1,056,170 18,129 SH SOLE 0 0 18,129
PAN AMERN SILVER CORP COM 697900108 1,242,756 43,759 SH SOLE 0 0 43,759
RIO TINTO PLC SPONSORED ADR 767204100 830,444 14,237 SH SOLE 0 0 14,237
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 322,486 13,195 SH SOLE 0 0 13,195
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5,267,261 190,360 SH SOLE 0 0 190,360
SSR MINING IN COM 784730103 677,755 53,085 SH SOLE 0 0 53,085
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,112,419 62,928 SH SOLE 0 0 62,928
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 249,818 4,382 SH SOLE 0 0 4,382
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4,622,233 68,763 SH SOLE 0 0 68,763
VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1,046,003 6,360 SH SOLE 0 0 6,360
VANGUARD INDEX FDS TOTAL STK MKT 922908769 613,517 2,019 SH SOLE 0 0 2,019
ALBEMARLE CORP COM 012653101 305,781 4,879 SH SOLE 0 0 4,879
AMAZON COM INC COM 023135106 281,579 1,283 SH SOLE 0 0 1,283
APPLE INC COM 037833100 440,327 2,146 SH SOLE 0 0 2,146
BHP GROUP LTD SPONSORED ADS 088606108 736,162 15,308 SH SOLE 0 0 15,308
AGNICO EAGLE MINES LTD COM 008474108 1,003,531 8,438 SH SOLE 0 0 8,438