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
ABBOTT LABS COM 002824100 263,670 1,969 SH SOLE 1,969 0 0
AFLAC INC COM 001055102 654,095 5,856 SH SOLE 5,856 0 0
ALPHABET INC CAP STK CL A 02079K305 530,430 2,182 SH SOLE 2,182 0 0
ALPHABET INC CAP STK CL C 02079K107 861,767 3,538 SH SOLE 3,538 0 0
AMAZON COM INC COM 023135106 1,091,015 4,969 SH SOLE 4,969 0 0
AMETEK INC COM 031100100 896,979 4,771 SH SOLE 4,771 0 0
APPLE INC COM 037833100 1,689,724 6,636 SH SOLE 6,636 0 0
AT&T INC COM 00206R102 311,076 11,015 SH SOLE 11,015 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 377,558 751 SH SOLE 751 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,012,402 1,094 SH SOLE 1,094 0 0
CSX CORP COM 126408103 1,168,622 32,910 SH SOLE 32,910 0 0
DATADOG INC CL A COM 23804L103 863,798 6,066 SH SOLE 6,066 0 0
EATON CORP PLC SHS G29183103 1,327,839 3,548 SH SOLE 3,548 0 0
ECOLAB INC COM 278865100 669,806 2,446 SH SOLE 2,446 0 0
ELI LILLY & CO COM 532457108 251,915 330 SH SOLE 330 0 0
EXELON CORP COM 30161N101 212,967 4,732 SH SOLE 4,732 0 0
EXXON MOBIL CORP COM 30231G102 400,939 3,556 SH SOLE 3,556 0 0
FREEPORT-MCMORAN INC CL B 35671D857 561,578 14,319 SH SOLE 14,319 0 0
HCA HEALTHCARE INC COM 40412C101 1,036,550 2,432 SH SOLE 2,432 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 352,418 1,249 SH SOLE 1,249 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 627,594 7,565 SH SOLE 7,565 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 1,796,634 18,626 SH SOLE 18,626 0 0
ISHARES TR CRE U S REIT ETF 464288521 12,291,599 209,326 SH SOLE 209,326 0 0
JOHNSON & JOHNSON COM 478160104 684,577 3,692 SH SOLE 3,692 0 0
MEDTRONIC PLC SHS G5960L103 604,716 6,349 SH SOLE 6,349 0 0
META PLATFORMS INC CL A 30303M102 351,613 479 SH SOLE 479 0 0
MICRON TECHNOLOGY INC COM 595112103 925,389 5,531 SH SOLE 5,531 0 0
MICROSOFT CORP COM 594918104 417,848 807 SH SOLE 807 0 0
NETFLIX INC COM 64110L106 473,573 395 SH SOLE 395 0 0
NVIDIA CORPORATION COM 67066G104 2,095,120 11,229 SH SOLE 11,229 0 0
PHILLIPS 66 COM 718546104 553,998 4,073 SH SOLE 4,073 0 0
PIMCO ETF TR INTER MUN BD ACT 72201R866 1,173,085 22,438 SH SOLE 22,438 0 0
PIMCO ETF TR SHTRM MUN BD ACT 72201R874 20,145,739 398,373 SH SOLE 398,373 0 0
PIMCO ETF TR ULTRA SHORT GOVT 72201R577 606,314 5,992 SH SOLE 5,992 0 0
PROCTER AND GAMBLE CO COM 742718109 991,242 6,451 SH SOLE 6,451 0 0
PUBLIC STORAGE OPER CO COM 74460D109 608,496 2,107 SH SOLE 2,107 0 0
RALPH LAUREN CORP CL A 751212101 735,423 2,345 SH SOLE 2,345 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 10,547,659 89,108 SH SOLE 89,108 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 9,089,652 101,742 SH SOLE 101,742 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 35,117,301 227,694 SH SOLE 227,694 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 24,576,313 102,555 SH SOLE 102,555 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 14,518,368 185,254 SH SOLE 185,254 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 24,506,397 176,090 SH SOLE 176,090 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 13,724,034 157,368 SH SOLE 157,368 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 11,101,122 123,869 SH SOLE 123,869 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 31,619,124 112,180 SH SOLE 112,180 0 0
SIMON PPTY GROUP INC NEW COM 828806109 213,790 1,139 SH SOLE 1,139 0 0
SOUTHERN CO COM 842587107 303,082 3,198 SH SOLE 3,198 0 0
SPDR GOLD TR GOLD SHS 78463V107 9,791,777 27,546 SH SOLE 27,546 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 247,819 372 SH SOLE 372 0 0
SPDR SERIES TRUST BLOOMBERG 1-3 MO 78468R663 4,814,535 52,474 SH SOLE 52,474 0 0
TESLA INC COM 88160R101 1,204,302 2,708 SH SOLE 2,708 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 746,516 1,539 SH SOLE 1,539 0 0
UBER TECHNOLOGIES INC COM 90353T100 346,422 3,536 SH SOLE 3,536 0 0
VALERO ENERGY CORP COM 91913Y100 663,228 3,895 SH SOLE 3,895 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 7,851,790 133,420 SH SOLE 133,420 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 593,385 23,936 SH SOLE 23,936 0 0
XYLEM INC COM 98419M100 781,610 5,299 SH SOLE 5,299 0 0