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
AT&T INC COM 00206R102   1,258,500 75,000 SH   SOLE   0 0 75,000
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104   1,925,293 97,582 SH   SOLE   0 0 97,582
ADOBE INC COM 00724F101   6,712,347 11,251 SH   SOLE   0 0 11,251
ADVANCED MICRO DEVICES INC COM 007903107   1,933,282 13,115 SH   SOLE   0 0 13,115
AIR PRODS & CHEMS INC COM 009158106   915,861 3,345 SH   SOLE   0 0 3,345
ALBEMARLE CORP COM 012653101   365,534 2,530 SH   SOLE   0 0 2,530
ALPHABET INC CAP STK CL C 02079K107   4,759,065 33,769 SH   SOLE   0 0 33,769
ALPHABET INC CAP STK CL A 02079K305   12,004,400 85,936 SH   SOLE   0 0 85,936
AMAZON COM INC COM 023135106   17,517,770 115,294 SH   SOLE   0 0 115,294
AMERICAN WTR WKS CO INC NEW COM 030420103   640,152 4,850 SH   SOLE   0 0 4,850
AMETEK INC COM 031100100   1,294,387 7,850 SH   SOLE   0 0 7,850
ANALOG DEVICES INC COM 032654105   221,593 1,116 SH   SOLE   0 0 1,116
APPLE INC COM 037833100   15,256,847 79,244 SH   SOLE   0 0 79,244
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   294,601 826 SH   SOLE   0 0 826
BRISTOL-MYERS SQUIBB CO COM 110122108   442,292 8,620 SH   SOLE   0 0 8,620
CATERPILLAR INC COM 149123101   2,333,723 7,893 SH   SOLE   0 0 7,893
CISCO SYS INC COM 17275R102   8,971,594 177,585 SH   SOLE   0 0 177,585
CONOCOPHILLIPS COM 20825C104   2,775,698 23,914 SH   SOLE   0 0 23,914
CUMMINS INC COM 231021106   2,482,903 10,364 SH   SOLE   0 0 10,364
DISNEY WALT CO COM 254687106   1,551,634 17,185 SH   SOLE   0 0 17,185
EMERSON ELEC CO COM 291011104   9,743,053 100,093 SH   SOLE   0 0 100,093
EXXON MOBIL CORP COM 30231G102   12,682,063 126,846 SH   SOLE   0 0 126,846
META PLATFORMS INC CL A 30303M102   2,647,621 7,480 SH   SOLE   0 0 7,480
GLOBAL X FDS GLOBAL X COPPER 37954Y830   615,750 16,420 SH   SOLE   0 0 16,420
HOME DEPOT INC COM 437076102   1,644,033 4,744 SH   SOLE   0 0 4,744
INTEL CORP COM 458140100   497,475 9,900 SH   SOLE   0 0 9,900
ISHARES TR MSCI EMG MKT ETF 464287234   4,046,171 100,626 SH   SOLE   0 0 100,626
ISHARES TR 7-10 YR TRSY BD 464287440   19,281,277 200,034 SH   SOLE   0 0 200,034
ISHARES TR ISHARES SEMICDTR 464287523   1,440,250 2,500 SH   SOLE   0 0 2,500
ISHARES TR 3 7 YR TREAS BD 464288661   13,990,241 119,442 SH   SOLE   0 0 119,442
JPMORGAN CHASE & CO COM 46625H100   3,880,321 22,812 SH   SOLE   0 0 22,812
KRAFT HEINZ CO COM 500754106   1,479,200 40,000 SH   SOLE   0 0 40,000
LAUDER ESTEE COS INC CL A 518439104   403,358 2,758 SH   SOLE   0 0 2,758
MASTERCARD INCORPORATED CL A 57636Q104   3,855,650 9,040 SH   SOLE   0 0 9,040
MCDONALDS CORP COM 580135101   8,131,490 27,424 SH   SOLE   0 0 27,424
MERCK & CO INC COM 58933Y105   5,693,460 52,224 SH   SOLE   0 0 52,224
METLIFE INC COM 59156R108   1,606,959 24,300 SH   SOLE   0 0 24,300
MICROSOFT CORP COM 594918104   25,179,262 66,959 SH   SOLE   0 0 66,959
MODERNA INC COM 60770K107   6,631,624 66,683 SH   SOLE   0 0 66,683
NETFLIX INC COM 64110L106   5,174,428 10,625 SH   SOLE   0 0 10,625
NIKE INC CL B 654106103   9,026,184 83,137 SH   SOLE   0 0 83,137
NVIDIA CORPORATION COM 67066G104   15,505,338 31,310 SH   SOLE   0 0 31,310
PACCAR INC COM 693718108   2,609,989 26,728 SH   SOLE   0 0 26,728
PEPSICO INC COM 713448108   3,458,622 20,364 SH   SOLE   0 0 20,364
PFIZER INC COM 717081103   408,098 14,175 SH   SOLE   0 0 14,175
PROCTER AND GAMBLE CO COM 742718109   7,998,446 54,582 SH   SOLE   0 0 54,582
QUALCOMM INC COM 747525103   3,602,444 24,908 SH   SOLE   0 0 24,908
S&P GLOBAL INC COM 78409V104   3,147,956 7,146 SH   SOLE   0 0 7,146
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,828,251 29,087 SH   SOLE   0 0 29,087
SPDR S&P 500 ETF TR TR UNIT 78462F103   145,300 38,000 SH Call SOLE   0 0 38,000
SPDR SER TR S&P OILGAS EXP 78468R556   684,700 5,000 SH   SOLE   0 0 5,000
SALESFORCE INC COM 79466L302   6,708,754 25,495 SH   SOLE   0 0 25,495
SELECT SECTOR SPDR TR ENERGY 81369Y506   479,565 5,720 SH   SOLE   0 0 5,720
TESLA INC COM 88160R101   1,214,322 4,887 SH   SOLE   0 0 4,887
UNITED RENTALS INC COM 911363109   2,752,416 4,800 SH   SOLE   0 0 4,800
UNITEDHEALTH GROUP INC COM 91324P102   3,748,993 7,121 SH   SOLE   0 0 7,121
VISA INC COM CL A 92826C839   10,807,649 41,512 SH   SOLE   0 0 41,512
WALMART INC COM 931142103   1,499,252 9,510 SH   SOLE   0 0 9,510
WARNER BROS DISCOVERY INC COM SER A 934423104   206,479 18,144 SH   SOLE   0 0 18,144