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
ALPHABET INC CAP STK CL A 02079K305 1,099,985 3,078 SH SOLE 0 0 3,078
ALPHABET INC CAP STK CL C 02079K107 389,250 1,102 SH SOLE 0 0 1,102
AMAZON COM INC COM 023135106 1,531,335 6,425 SH SOLE 0 0 6,425
APPLE INC COM 037833100 2,985,681 10,318 SH SOLE 0 0 10,318
CATERPILLAR INC COM 149123101 987,162 927 SH SOLE 0 0 927
CINTAS CORP COM 172908105 708,213 4,164 SH SOLE 0 0 4,164
COMFORT SYS USA INC COM 199908104 834,401 421 SH SOLE 0 0 421
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 6,044,116 227,137 SH SOLE 0 0 227,137
FUNDRISE INNOVATION FD LLC COM SHS 360852107 299,999 3,471 SH SOLE 0 0 3,471
GE VERNOVA INC COM 36828A101 1,019,778 868 SH SOLE 0 0 868
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 4,241,837 54,188 SH SOLE 0 0 54,188
GLOBAL X FDS US INFR DEV ETF 37954Y673 6,619,250 112,343 SH SOLE 0 0 112,343
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 2,303,646 52,715 SH SOLE 0 0 52,715
GLOBAL X FDS GLOBAL X COPPER 37954Y830 4,185,321 54,376 SH SOLE 0 0 54,376
HUMANA INC COM 444859102 863,556 2,174 SH SOLE 0 0 2,174
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 855,777 9,832 SH SOLE 0 0 9,832
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 12,752,089 215,589 SH SOLE 0 0 215,589
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1,612,163 79,144 SH SOLE 0 0 79,144
INVESCO QQQ TR UNIT SER 1 46090E103 2,153,970 2,925 SH SOLE 0 0 2,925
ISHARES INC MSCI STH KOR ETF 464286772 11,077,445 54,866 SH SOLE 0 0 54,866
ISHARES SILVER TR ISHARES 46428Q109 2,800,545 52,376 SH SOLE 0 0 52,376
ISHARES TR NATIONAL MUN ETF 464288414 382,697 3,556 SH SOLE 0 0 3,556
ISHARES TR SHRT NAT MUN ETF 464288158 1,811,268 17,012 SH SOLE 0 0 17,012
ISHARES TR 0-5 YR TIPS ETF 46429B747 4,868,026 47,651 SH SOLE 0 0 47,651
ISHARES TR 1 3 YR TREAS BD 464287457 10,243,058 124,748 SH SOLE 0 0 124,748
ISHARES TR ISHARES SEMICDTR 464287523 9,608,837 14,996 SH SOLE 0 0 14,996
ISHARES TR LATN AMER 40 ETF 464287390 6,345,574 188,017 SH SOLE 0 0 188,017
ISHARES TR IBOXX HI YD ETF 464288513 2,258,433 28,241 SH SOLE 0 0 28,241
ISHARES TR FLTG RATE NT ETF 46429B655 5,246,715 102,776 SH SOLE 0 0 102,776
ISHARES TR JPMORGAN USD EMG 464288281 2,065,938 21,422 SH SOLE 0 0 21,422
ISHARES TR TRUST ISHARE 0-1 464288679 418,778 3,795 SH SOLE 0 0 3,795
ISHARES TR CORE S&P500 ETF 464287200 1,138,313 1,520 SH SOLE 0 0 1,520
JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1,652,386 32,727 SH SOLE 0 0 32,727
KRANESHARES TRUST CSI CHI INTERNET 500767306 5,755,026 235,187 SH SOLE 0 0 235,187
META PLATFORMS INC CL A 30303M102 231,084 410 SH SOLE 0 0 410
MICRON TECHNOLOGY INC COM 595112103 914,198 792 SH SOLE 0 0 792
MODERNA INC COM 60770K107 975,938 13,936 SH SOLE 0 0 13,936
NEBIUS GROUP N.V. SHS CLASS A N97284108 252,143 913 SH SOLE 0 0 913
NUCOR CORP COM 670346105 852,242 3,826 SH SOLE 0 0 3,826
NVIDIA CORPORATION COM 67066G104 1,485,753 7,425 SH SOLE 0 0 7,425
PURECYCLE TECHNOLOGIES INC COM 74623V103 276,218 34,059 SH SOLE 0 0 34,059
REKOR SYSTEMS INC COM 759419104 18,206 26,200 SH SOLE 0 0 26,200
SANDISK CORP COM 80004C200 854,922 376 SH SOLE 0 0 376
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 9,786,633 184,271 SH SOLE 0 0 184,271
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 9,275,085 48,683 SH SOLE 0 0 48,683
SPDR GOLD TR GOLD SHS 78463V107 16,129,887 43,786 SH SOLE 0 0 43,786
SPDR SERIES TRUST ST STR SP BIOT 78464A870 15,925,647 100,636 SH SOLE 0 0 100,636
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 3,166,070 34,549 SH SOLE 0 0 34,549
SPDR SERIES TRUST ST STR CONV ETF 78464A359 2,595,443 24,072 SH SOLE 0 0 24,072
STEEL DYNAMICS INC COM 858119100 835,464 3,641 SH SOLE 0 0 3,641
T1 ENERGY INC COM NEW 35834F104 214,400 22,616 SH SOLE 0 0 22,616
VANECK ETF TRUST RARE EAR STR ETF 92189H805 2,875,188 32,488 SH SOLE 0 0 32,488
VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1,589,662 54,366 SH SOLE 0 0 54,366
VANECK ETF TRUST JP MRGAN EM LOC 92189H300 2,847,588 111,408 SH SOLE 0 0 111,408
VANECK ETF TRUST OIL SERVICES ETF 92189H607 6,329,346 17,013 SH SOLE 0 0 17,013
VANECK MERK GOLD ETF GOLD SHS 921078101 244,236 6,329 SH SOLE 0 0 6,329
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22,887,943 33,325 SH SOLE 0 0 33,325
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 588,053 10,104 SH SOLE 0 0 10,104
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 349,724 1,478 SH SOLE 0 0 1,478
VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 412,534 4,072 SH SOLE 0 0 4,072
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 211,995 1,297 SH SOLE 0 0 1,297
WESTERN DIGITAL CORP COM 958102105 749,219 1,173 SH SOLE 0 0 1,173