The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 36,056,995 | 619,536 | SH | SOLE | 619,536 | 0 | 0 | ||
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 15,966,675 | 217,500 | SH | SOLE | 217,500 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 12,423,826 | 143,761 | SH | SOLE | 143,761 | 0 | 0 | ||
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 2,360,963 | 48,750 | SH | SOLE | 48,750 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 17,513,023 | 1,310,855 | SH | SOLE | 1,310,855 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | 38,859,007 | 244,920 | SH | SOLE | 244,920 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 47,321,285 | 236,500 | SH | SOLE | 236,500 | 0 | 0 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 49,670,518 | 233,447 | SH | SOLE | 233,447 | 0 | 0 | ||
| SPDR SERIES TRUST | ST STR SP REGBNK | 78464A698 | 17,049,333 | 227,780 | SH | SOLE | 227,780 | 0 | 0 | ||
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | 20,786,619 | 222,865 | SH | SOLE | 222,865 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 29,479,083 | 123,685 | SH | SOLE | 123,685 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 55,492,809 | 116,018 | SH | SOLE | 116,018 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 35,940,701 | 100,570 | SH | SOLE | 100,570 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 4,985,730 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 21,544,009 | 74,454 | SH | SOLE | 74,454 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 13,084,937 | 64,809 | SH | SOLE | 64,809 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 15,013,487 | 49,970 | SH | SOLE | 49,970 | 0 | 0 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 9,992,463 | 42,230 | SH | SOLE | 42,230 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 26,255,933 | 40,031 | SH | SOLE | 40,031 | 0 | 0 | ||
| ISHARES TR | MSCI USA MMENTM | 46432F396 | 10,000,351 | 29,170 | SH | SOLE | 29,170 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 5,375,760 | 14,231 | SH | SOLE | 14,231 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 4,731,329 | 11,249 | SH | SOLE | 11,249 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 12,767,856 | 240,404 | SH | SOLE | 240,404 | 0 | 0 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 642,497 | 19,300 | SH | SOLE | 19,300 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 6,275,353 | 17,035 | SH | SOLE | 17,035 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | 24,780,744 | 562,815 | SH | SOLE | 562,815 | 0 | 0 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 15,354,549 | 159,230 | SH | SOLE | 159,230 | 0 | 0 | ||
| SPDR SERIES TRUST | ST STR SP HOME | 78464A888 | 9,987,273 | 86,425 | SH | SOLE | 86,425 | 0 | 0 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 59,688 | 290 | SH | SOLE | 290 | 0 | 0 | ||