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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFLAC INC COM 001055102 BBG001S5NGJ4 450,417 5,869 SH   SOLE   0 0 5,869
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 264,337 2,020 SH   SOLE   0 0 2,020
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 255,789 1,940 SH   SOLE   0 0 1,940
AMAZON COM INC COM 023135106 BBG001S5PQL7 858,043 6,750 SH   SOLE   0 0 6,750
AMETEK INC COM 031100100 BBG001S5NN54 797,532 5,397 SH   SOLE   0 0 5,397
APPLE INC COM 037833100 BBG001S5N8V8 1,242,884 7,259 SH   SOLE   0 0 7,259
AT&T INC COM 00206R102 BBG001S5VWH2 166,694 11,098 SH   SOLE   0 0 11,098
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 245,911 702 SH   SOLE   0 0 702
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 606,754 4,834 SH   SOLE   0 0 4,834
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 338,222 769 SH   SOLE   0 0 769
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 518,193 11,687 SH   SOLE   0 0 11,687
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 879,429 1,557 SH   SOLE   0 0 1,557
CSX CORP COM 126408103 BBG001S5Q7Q3 960,138 31,224 SH   SOLE   0 0 31,224
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 506,999 10,629 SH   SOLE   0 0 10,629
DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSZN7 594,727 3,840 SH   SOLE   0 0 3,840
EATON CORP PLC SHS G29183103 BBG001S5QZ45 932,034 4,370 SH   SOLE   0 0 4,370
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 418,114 3,556 SH   SOLE   0 0 3,556
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 616,394 16,530 SH   SOLE   0 0 16,530
HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 733,706 2,983 SH   SOLE   0 0 2,983
ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 1,866,907 23,057 SH   SOLE   0 0 23,057
ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 2,084,154 22,755 SH   SOLE   0 0 22,755
ISHARES TR CRE U S REIT ETF 464288521 BBG001ST7G55 8,833,392 187,227 SH   SOLE   0 0 187,227
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 717,505 4,607 SH   SOLE   0 0 4,607
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 555,133 7,084 SH   SOLE   0 0 7,084
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 714,303 10,500 SH   SOLE   0 0 10,500
MICROSOFT CORP COM 594918104 BBG001S5TD05 252,905 801 SH   SOLE   0 0 801
NETFLIX INC COM 64110L106 BBG001SF6L46 273,005 723 SH   SOLE   0 0 723
NIKE INC CL B 654106103 BBG001S6NTK2 592,295 6,194 SH   SOLE   0 0 6,194
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,057,200 2,430 SH   SOLE   0 0 2,430
PIMCO ETF TR INTER MUN BD ACT 72201R866 BBG001SF6Y39 14,531,148 290,217 SH   SOLE   0 0 290,217
PIMCO ETF TR SHTRM MUN BD ACT 72201R874 BBG001T6Q6C7 17,582,600 359,195 SH   SOLE   0 0 359,195
PIMCO ETF TR ULTRA SHORT GOVT 72201R577 BBG01GZF4M26 537,616 5,339 SH   SOLE   0 0 5,339
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 849,266 5,822 SH   SOLE   0 0 5,822
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 513,223 1,948 SH   SOLE   0 0 1,948
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 10,836,172 165,261 SH   SOLE   0 0 165,261
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 8,289,519 91,708 SH   SOLE   0 0 91,708
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 22,792,653 224,824 SH   SOLE   0 0 224,824
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 16,118,769 100,129 SH   SOLE   0 0 100,129
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 10,783,749 156,718 SH   SOLE   0 0 156,718
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 20,360,570 158,153 SH   SOLE   0 0 158,153
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 8,500,093 144,241 SH   SOLE   0 0 144,241
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 8,912,324 113,461 SH   SOLE   0 0 113,461
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 19,995,630 121,977 SH   SOLE   0 0 121,977
SOUTHERN CO COM 842587107 BBG001S5W777 205,753 3,179 SH   SOLE   0 0 3,179
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 5,945,372 34,677 SH   SOLE   0 0 34,677
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 2,941,658 32,037 SH   SOLE   0 0 32,037
TESLA INC COM 88160R101 BBG001SQKGD7 817,969 3,269 SH   SOLE   0 0 3,269
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 764,972 1,511 SH   SOLE   0 0 1,511
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 590,011 3,785 SH   SOLE   0 0 3,785
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 5,595,344 97,141 SH   SOLE   0 0 97,141
VONTIER CORPORATION COM 928881101 BBG00RRGSKH2 629,352 20,354 SH   SOLE   0 0 20,354
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 681,264 22,220 SH   SOLE   0 0 22,220