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
AFLAC INC COM 001055102 654,692 5,857 SH SOLE 5,857 0 0
ALPHABET INC CAP STK CL A 02079K305 993,625 2,888 SH SOLE 2,888 0 0
ALPHABET INC CAP STK CL C 02079K107 1,201,285 3,526 SH SOLE 3,526 0 0
AMAZON COM INC COM 023135106 1,249,206 5,014 SH SOLE 5,014 0 0
AMETEK INC COM 031100100 1,115,974 4,505 SH SOLE 4,505 0 0
APPLE INC COM 037833100 1,965,211 5,901 SH SOLE 5,901 0 0
AT&T INC COM 00206R102 272,066 11,150 SH SOLE 11,150 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 373,960 751 SH SOLE 751 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 989,240 1,087 SH SOLE 1,087 0 0
CSX CORP COM 126408103 1,443,874 31,044 SH SOLE 31,044 0 0
DATADOG INC CL A COM 23804L103 1,193,438 4,358 SH SOLE 4,358 0 0
EATON CORP PLC SHS G29183103 1,526,330 3,552 SH SOLE 3,552 0 0
ECOLAB INC COM 278865100 536,934 1,955 SH SOLE 1,955 0 0
ELI LILLY & CO COM 532457108 395,740 342 SH SOLE 342 0 0
ENTERGY CORP NEW COM 29364G103 216,276 2,179 SH SOLE 2,179 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 582,375 3,578 SH SOLE 3,578 0 0
FREEPORT MCMORAN INC CL B 35671D857 211,561 3,022 SH SOLE 3,022 0 0
HCA HEALTHCARE INC COM 40412C101 211,227 495 SH SOLE 495 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 263,131 1,196 SH SOLE 1,196 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 469,103 5,777 SH SOLE 5,777 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 3,162,838 35,414 SH SOLE 35,414 0 0
ISHARES TR CRE U S REIT ETF 464288521 14,486,796 235,252 SH SOLE 235,252 0 0
JOHNSON & JOHNSON COM 478160104 861,376 3,254 SH SOLE 3,254 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,380,804 3,793 SH SOLE 3,793 0 0
LAM RESEARCH CORP COM NEW 512807306 309,125 941 SH SOLE 941 0 0
MICROSOFT CORP COM 594918104 416,121 811 SH SOLE 811 0 0
NETFLIX INC. COM 64110L106 232,258 3,338 SH SOLE 3,338 0 0
NVIDIA CORPORATION COM 67066G104 2,487,831 10,893 SH SOLE 10,893 0 0
PARKER-HANNIFIN CORP COM 701094104 291,403 305 SH SOLE 305 0 0
PHILLIPS 66 COM 718546104 908,049 3,557 SH SOLE 3,557 0 0
PIMCO ETF TR INTER MUN BD ACT 72201R866 429,306 8,640 SH SOLE 8,640 0 0
PIMCO ETF TR SHTRM MUN BD ACT 72201R874 20,968,698 424,382 SH SOLE 424,382 0 0
PIMCO ETF TR ULTR SH GO AC FD 72201R577 27,110,563 268,661 SH SOLE 268,661 0 0
PROCTER & GAMBLE CO COM 742718109 1,044,231 7,188 SH SOLE 7,188 0 0
PUBLIC STORAGE COM 74460D109 616,484 2,180 SH SOLE 2,180 0 0
RALPH LAUREN CORP CL A 751212101 730,830 2,058 SH SOLE 2,058 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 30,460,716 180,862 SH SOLE 180,862 0 0
SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 22,463,331 206,389 SH SOLE 206,389 0 0
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 10,880,944 176,926 SH SOLE 176,926 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 36,923,569 221,126 SH SOLE 221,126 0 0
SELECT SECTOR SPDR TR ST STR MATER ETF 81369Y100 14,018,825 287,861 SH SOLE 287,861 0 0
SELECT SECTOR SPDR TR ST STR STAPL ETF 81369Y308 16,910,881 209,812 SH SOLE 209,812 0 0
SELECT SECTOR SPDR TR ST STR SVC ETF 81369Y852 10,172,615 91,670 SH SOLE 91,670 0 0
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 39,124,221 199,868 SH SOLE 199,868 0 0
SELECT SECTOR SPDR TR ST STR UTIL ETF 81369Y886 13,272,037 336,512 SH SOLE 336,512 0 0
SIMON PPTY GROUP INC NEW COM 828806109 248,275 1,237 SH SOLE 1,237 0 0
SOUTHERN CO COM 842587107 267,936 3,232 SH SOLE 3,232 0 0
SPDR GOLD TR GOLD SHS 78463V107 8,232,618 21,617 SH SOLE 21,617 0 0
SPDR SERIES TRUST ST STR BLO 1 ETF 78468R663 13,019,492 142,072 SH SOLE 142,072 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 342,454 449 SH SOLE 449 0 0
STEEL DYNAMICS INC COM 858119100 667,917 3,014 SH SOLE 3,014 0 0
TESLA INC COM 88160R101 886,670 2,499 SH SOLE 2,499 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 989,205 1,465 SH SOLE 1,465 0 0
VALERO ENERGY CORP COM 91913Y100 1,298,349 3,350 SH SOLE 3,350 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 8,620,579 149,767 SH SOLE 149,767 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 978,178 1,871 SH SOLE 1,871 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 632,912 1,707 SH SOLE 1,707 0 0
WEYERHAEUSER CO COM NEW 962166104 494,727 25,970 SH SOLE 25,970 0 0
XYLEM INC COM 98419M100 656,724 6,485 SH SOLE 6,485 0 0