The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CHEVRON CORP NEW | COM | 166764100 | 852,444 | 4,846 | SH | SOLE | 0 | 0 | 4,846 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 510,244 | 1,060 | SH | SOLE | 0 | 0 | 1,060 | |||
EXXON MOBIL CORP | COM | 30231G102 | 1,346,866 | 12,198 | SH | SOLE | 0 | 0 | 12,198 | |||
ISHARES TR | TIPS BD ETF | 464287176 | 540,535 | 5,010 | SH | SOLE | 0 | 0 | 5,010 | |||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 1,174,665 | 11,200 | SH | SOLE | 0 | 0 | 11,200 | |||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | 2,792,807 | 28,391 | SH | SOLE | 0 | 0 | 28,391 | |||
ISHARES TR | TRS FLT RT BD | 46434V860 | 6,520,222 | 129,241 | SH | SOLE | 0 | 0 | 129,241 | |||
SPDR GOLD TR | GOLD SHS | 78463V107 | 297,494 | 1,707 | SH | SOLE | 0 | 0 | 1,707 | |||
SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | 82889N855 | 936,432 | 14,890 | SH | SOLE | 0 | 0 | 14,890 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,307,970 | 8,425 | SH | SOLE | 0 | 0 | 8,425 | |||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 968,598 | 13,178 | SH | SOLE | 0 | 0 | 13,178 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,622,414 | 4,494 | SH | SOLE | 0 | 0 | 4,494 | |||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | 10,348,620 | 205,636 | SH | SOLE | 0 | 0 | 205,636 |