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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 14,772 106,527 SH   SOLE   0 0 106,527
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 12,304 101,594 SH   SOLE   0 0 101,594
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 11,889 268,004 SH   SOLE   0 0 268,004
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 11,570 97,404 SH   SOLE   0 0 97,404
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 10,306 179,428 SH   SOLE   0 0 179,428
MICROSOFT CORP COM 594918104 8,974 38,533 SH   SOLE   0 0 38,533
GALLAGHER ARTHUR J & CO COM 363576109 6,415 37,467 SH   SOLE   0 0 37,467
BROADCOM INC COM 11135F101 6,058 13,643 SH   SOLE   0 0 13,643
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 5,817 121,466 SH   SOLE   0 0 121,466
HOME DEPOT INC COM 437076102 5,292 19,178 SH   SOLE   0 0 19,178
JPMORGAN CHASE & CO COM 46625H100 5,282 50,544 SH   SOLE   0 0 50,544
SILICON LABORATORIES INC COM 826919102 4,668 37,819 SH   SOLE   0 0 37,819
AMAZON COM INC COM 023135106 4,524 40,039 SH   SOLE   0 0 40,039
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,486 20,027 SH   SOLE   0 0 20,027
DEVON ENERGY CORP NEW COM 25179M103 4,317 71,790 SH   SOLE   0 0 71,790
UNION PAC CORP COM 907818108 4,257 21,853 SH   SOLE   0 0 21,853
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4,250 63,685 SH   SOLE   0 0 63,685
ALPHABET INC CAP STK CL A 02079K305 4,202 43,931 SH   SOLE   0 0 43,931
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4,186 29,388 SH   SOLE   0 0 29,388
MERCK & CO INC COM 58933Y105 4,169 48,407 SH   SOLE   0 0 48,407
JOHNSON & JOHNSON COM 478160104 4,065 24,883 SH   SOLE   0 0 24,883
CHUBB LIMITED COM H1467J104 3,989 21,931 SH   SOLE   0 0 21,931
EATON CORP PLC SHS G29183103 3,932 29,484 SH   SOLE   0 0 29,484
MARATHON PETE CORP COM 56585A102 3,931 39,575 SH   SOLE   0 0 39,575
UNITEDHEALTH GROUP INC COM 91324P102 3,860 7,643 SH   SOLE   0 0 7,643
WALMART INC COM 931142103 3,369 25,977 SH   SOLE   0 0 25,977
CME GROUP INC COM 12572Q105 3,216 18,158 SH   SOLE   0 0 18,158
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,957 45,137 SH   SOLE   0 0 45,137
PIONEER NAT RES CO COM 723787107 2,879 13,298 SH   SOLE   0 0 13,298
AIR PRODS & CHEMS INC COM 009158106 2,816 12,099 SH   SOLE   0 0 12,099
EXXON MOBIL CORP COM 30231G102 2,761 31,624 SH   SOLE   0 0 31,624
CISCO SYS INC COM 17275R102 2,641 66,036 SH   SOLE   0 0 66,036
VISA INC COM CL A 92826C839 2,420 13,624 SH   SOLE   0 0 13,624
EDWARDS LIFESCIENCES CORP COM 28176E108 2,417 29,248 SH   SOLE   0 0 29,248
COMCAST CORP NEW CL A 20030N101 2,303 78,517 SH   SOLE   0 0 78,517
IQVIA HLDGS INC COM 46266C105 2,260 12,476 SH   SOLE   0 0 12,476
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,229 12,421 SH   SOLE   0 0 12,421
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,208 24,436 SH   SOLE   0 0 24,436
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,200 13,979 SH   SOLE   0 0 13,979
DARDEN RESTAURANTS INC COM 237194105 2,144 16,969 SH   SOLE   0 0 16,969
TRANE TECHNOLOGIES PLC SHS G8994E103 2,076 14,338 SH   SOLE   0 0 14,338
L3HARRIS TECHNOLOGIES INC COM 502431109 2,054 9,881 SH   SOLE   0 0 9,881
VERIZON COMMUNICATIONS INC COM 92343V104 2,038 53,682 SH   SOLE   0 0 53,682
MEDTRONIC PLC SHS G5960L103 2,035 25,205 SH   SOLE   0 0 25,205
SALESFORCE INC COM 79466L302 1,954 13,586 SH   SOLE   0 0 13,586
ISHARES TR CORE MSCI EURO 46434V738 1,725 43,631 SH   SOLE   0 0 43,631
BEST BUY INC COM 086516101 1,661 26,222 SH   SOLE   0 0 26,222
NXP SEMICONDUCTORS N V COM N6596X109 1,639 11,113 SH   SOLE   0 0 11,113
LAUDER ESTEE COS INC CL A 518439104 1,560 7,226 SH   SOLE   0 0 7,226
NVIDIA CORPORATION COM 67066G104 1,511 12,445 SH   SOLE   0 0 12,445
TJX COS INC NEW COM 872540109 1,469 23,650 SH   SOLE   0 0 23,650
COCA COLA CO COM 191216100 1,427 25,469 SH   SOLE   0 0 25,469
S&P GLOBAL INC COM 78409V104 1,355 4,437 SH   SOLE   0 0 4,437
TEXAS INSTRS INC COM 882508104 1,343 8,675 SH   SOLE   0 0 8,675
CHEVRON CORP NEW COM 166764100 1,320 9,185 SH   SOLE   0 0 9,185
STERIS PLC SHS USD G8473T100 1,227 7,377 SH   SOLE   0 0 7,377
CHENIERE ENERGY INC COM NEW 16411R208 1,112 6,705 SH   SOLE   0 0 6,705
ALLSTATE CORP COM 020002101 1,038 8,335 SH   SOLE   0 0 8,335
RAYMOND JAMES FINL INC COM 754730109 848 8,576 SH   SOLE   0 0 8,576
ISHARES TR CORE S&P500 ETF 464287200 831 2,316 SH   SOLE   0 0 2,316
ISHARES TR GRWT ALLOCAT ETF 464289867 807 18,018 SH   SOLE   0 0 18,018
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 714 64,748 SH   SOLE   0 0 64,748
ISHARES TR CONSER ALLOC ETF 464289883 709 21,729 SH   SOLE   0 0 21,729
VISTRA CORP COM 92840M102 628 29,897 SH   SOLE   0 0 29,897
ENTERPRISE PRODS PARTNERS L COM 293792107 621 26,098 SH   SOLE   0 0 26,098
INTEL CORP COM 458140100 610 23,671 SH   SOLE   0 0 23,671
ALPHABET INC CAP STK CL C 02079K107 604 6,280 SH   SOLE   0 0 6,280
PROCTER AND GAMBLE CO COM 742718109 581 4,603 SH   SOLE   0 0 4,603
CONOCOPHILLIPS COM 20825C104 492 4,806 SH   SOLE   0 0 4,806
HALLIBURTON CO COM 406216101 464 18,828 SH   SOLE   0 0 18,828
WP CAREY INC COM 92936U109 449 6,430 SH   SOLE   0 0 6,430
KIMBELL RTY PARTNERS LP UNIT 49435R102 440 25,907 SH   SOLE   0 0 25,907
SHELL PLC SPON ADS 780259305 437 8,777 SH   SOLE   0 0 8,777
CBTX INC COM 12481V104 411 14,040 SH   SOLE   0 0 14,040
SPDR S&P 500 ETF TR TR UNIT 78462F103 386 1,081 SH   SOLE   0 0 1,081
ARISTA NETWORKS INC COM 040413106 374 3,312 SH   SOLE   0 0 3,312
TESLA INC COM 88160R101 349 1,314 SH   SOLE   0 0 1,314
CADENCE BANK COM 12740C103 342 13,455 SH   SOLE   0 0 13,455
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 319 2,503 SH   SOLE   0 0 2,503
MEDICAL PPTYS TRUST INC COM 58463J304 297 25,000 SH   SOLE   0 0 25,000
SELECT SECTOR SPDR TR ENERGY 81369Y506 296 4,112 SH   SOLE   0 0 4,112
THIRD COAST BANCSHARES INC COM 88422P109 294 17,203 SH   SOLE   0 0 17,203
HUMANA INC COM 444859102 273 563 SH   SOLE   0 0 563
VANGUARD INDEX FDS VALUE ETF 922908744 265 2,150 SH   SOLE   0 0 2,150
AT&T INC COM 00206R102 259 16,891 SH   SOLE   0 0 16,891
ABBVIE INC COM 00287Y109 257 1,913 SH   SOLE   0 0 1,913
BOEING CO COM 097023105 245 2,027 SH   SOLE   0 0 2,027
META PLATFORMS INC CL A 30303M102 235 1,734 SH   SOLE   0 0 1,734
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 228 7,962 SH   SOLE   0 0 7,962
DIAMONDBACK ENERGY INC COM 25278X109 211 1,749 SH   SOLE   0 0 1,749
OPEN LENDING CORP COM CL A 68373J104 150 18,597 SH   SOLE   0 0 18,597