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
ABBVIE INC COM 00287Y109 278,469 1,065 SH SOLE 0 0 1,065
ADVANCED MICRO DEVICES INC COM 007903107 573,603 938 SH SOLE 0 0 938
AGNICO EAGLE MINES LTD COM 008474108 1,444,785 7,883 SH SOLE 0 0 7,883
ALBEMARLE CORP COM 012653101 1,110,418 10,497 SH SOLE 0 0 10,497
AMAZON COM INC COM 023135106 291,621 1,170 SH SOLE 0 0 1,170
APPLE INC COM 037833100 908,879 2,729 SH SOLE 0 0 2,729
B2GOLD CORP COM 11777Q209 1,800,842 344,989 SH SOLE 0 0 344,989
BARRICK MNG CORP COM SHS 06849F108 1,518,140 37,328 SH SOLE 0 0 37,328
BHP BILLITON LIMITED SPONSORED ADS 088606108 1,611,419 18,994 SH SOLE 0 0 18,994
VALE S A SPONSORED ADS 91912E105 962,527 71,777 SH SOLE 0 0 71,777
CVS HEALTH CORP COM 126650100 314,825 3,674 SH SOLE 0 0 3,674
CAL MAINE FOODS INC COM NEW 128030202 834,003 12,254 SH SOLE 0 0 12,254
CANADIAN NAT RES LTD MED TER COM 136385101 1,180,886 25,088 SH SOLE 0 0 25,088
DEVON ENERGY CORP NEW COM 25179M103 1,079,248 23,442 SH SOLE 0 0 23,442
DIAMONDBACK ENERGY INC COM 25278X109 1,051,758 5,722 SH SOLE 0 0 5,722
EOG RES INC COM 26875P101 1,264,499 9,179 SH SOLE 0 0 9,179
META PLATFORMS INC CL A 30303M102 883,626 1,218 SH SOLE 0 0 1,218
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 103,561 20,070 SH SOLE 0 0 20,070
GLOBAL X FDS GLOBAL X COPPER 37954Y830 7,640,364 90,205 SH SOLE 0 0 90,205
HELMERICH & PAYNE INC COM 423452101 1,685,073 45,371 SH SOLE 0 0 45,371
HF SINCLAIR CORP COM 403949100 1,929,348 17,978 SH SOLE 0 0 17,978
ICL GROUP LTD SHS M53213100 656,899 130,856 SH SOLE 0 0 130,856
INVESCO DB MULTI-SECTOR COMM OIL FD 46140H403 302,276 12,727 SH SOLE 0 0 12,727
ISHARES TR MSCI EMG MKT ETF 464287234 228,561 3,422 SH SOLE 0 0 3,422
ISHARES TR CORE 80 20 ETF 464289859 239,284 2,460 SH SOLE 0 0 2,460
ISHARES SILVER TR ISHARES 46428Q109 26,395,596 484,234 SH SOLE 0 0 484,234
ISHARES TR CORE S&P TTL STK 464287150 1,326,468 7,977 SH SOLE 0 0 7,977
ISHARES TR 7-10 YR TRSY BD 464287440 14,107,136 157,957 SH SOLE 0 0 157,957
ISHARES TR 20 YR TR BD ETF 464287432 12,821,028 164,837 SH SOLE 0 0 164,837
JOHN HANCOCK EXCHANGE TRADED MORTGAGE BACKED 47804J792 339,621 16,336 SH SOLE 0 0 16,336
J P MORGAN EXCHANGE TRADED F MORTGAGE BACKED 46654Q575 502,391 10,393 SH SOLE 0 0 10,393
KINROSS GOLD CORP COM 496902404 1,156,287 48,019 SH SOLE 0 0 48,019
MATADOR RES CO COM 576485205 1,564,229 30,326 SH SOLE 0 0 30,326
MICRON TECHNOLOGY INC COM 595112103 217,526 204 SH SOLE 0 0 204
MOSAIC CO COM 61945C103 1,294,185 59,778 SH SOLE 0 0 59,778
NEWMONT CORP COM 651639106 1,713,406 14,855 SH SOLE 0 0 14,855
NUTRIEN LTD COM 67077M108 1,406,230 20,018 SH SOLE 0 0 20,018
NVIDIA CORPORATION COM 67066G104 1,232,644 5,397 SH SOLE 0 0 5,397
PAN AMERN SILVER CORP COM 697900108 1,334,339 29,320 SH SOLE 0 0 29,320
RIO TINTO PLC SPONSORED ADR 767204100 1,684,661 17,890 SH SOLE 0 0 17,890
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 237,446 311 SH SOLE 0 0 311
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 263,685 9,599 SH SOLE 0 0 9,599
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 494,302 16,477 SH SOLE 0 0 16,477
SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 7,569,280 227,237 SH SOLE 0 0 227,237
SELECT SECTOR SPDR TR ST STR ENERG ETF 81369Y506 42,121,185 684,897 SH SOLE 0 0 684,897
SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 789,653 4,034 SH SOLE 0 0 4,034
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 1,174,892 115,073 SH SOLE 0 0 115,073
SOUTHERN COPPER CORP COM 84265V105 816,981 4,032 SH SOLE 0 0 4,032
SPDR GOLD TR GOLD SHS 78463V107 17,245,709 45,283 SH SOLE 0 0 45,283
SPDR INDEX SHS FDS ST STR NAT ETF 78463X541 6,600,866 89,237 SH SOLE 0 0 89,237
SPDR SERIES TRUST SP O&G EXPL PRO 78468R556 32,429,171 180,835 SH SOLE 0 0 180,835
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 85208R101 8,568,250 206,265 SH SOLE 0 0 206,265
SSR MINING IN COM 784730103 1,809,498 54,307 SH SOLE 0 0 54,307
TENARIS S A SPONSORED ADS 88031M109 1,461,292 26,482 SH SOLE 0 0 26,482
TESLA INC COM 88160R101 229,143 646 SH SOLE 0 0 646
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3,991,051 67,291 SH SOLE 0 0 67,291
VANGUARD WORLD FD EXTENDED DUR 921910709 9,274,177 167,253 SH SOLE 0 0 167,253
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 285,322 4,041 SH SOLE 0 0 4,041
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5,396,356 65,040 SH SOLE 0 0 65,040
VANGUARD INDEX FDS MRNGSTR MD CP VA 922908512 233,825 1,196 SH SOLE 0 0 1,196
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 813,186 1,160 SH SOLE 0 0 1,160
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 343,184 917 SH SOLE 0 0 917