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
ABBVIE INC COM COM 00287Y109   12,901 79,826 SH   SOLE   79,826 0 0
ALPHABET INC CAP STK CL A COM 02079K305   21,567 244,445 SH   SOLE   244,445 0 0
ALPHABET INC CAP STK CL C COM 02079K107   229 2,581 SH   SOLE   2,581 0 0
AMAZON COM INC COM COM 023135106   2,428 28,899 SH   SOLE   28,899 0 0
AMDOCS LTD SHS COM G02602103   1,888 20,775 SH   SOLE   20,775 0 0
AMERICAN EXPRESS CO COM COM 025816109   10,274 69,538 SH   SOLE   69,538 0 0
APACHE CORP COM COM 03743Q108   5,958 127,631 SH   SOLE   127,631 0 0
APPLE INC COM COM 037833100   29,629 228,035 SH   SOLE   228,035 0 0
ARCHER DANIELS MIDLAND CO COM COM 039483102   19,111 205,828 SH   SOLE   205,828 0 0
AT&T INC COM COM 00206R102   3,509 190,624 SH   SOLE   190,624 0 0
ATMOS ENERGY CORP COM COM 049560105   5,787 51,636 SH   SOLE   51,636 0 0
BERKLEY W R CORP COM COM 084423102   6,114 84,250 SH   SOLE   84,250 0 0
BOSTON SCIENTIFIC CORP COM 101137107   8,800 190,194 SH   SOLE   190,194 0 0
BRISTOL-MYERS SQUIBB CO COM COM 110122108   4,198 58,342 SH   SOLE   58,342 0 0
BROADCOM INC COM COM 11135F101   31,372 56,108 SH   SOLE   56,108 0 0
CARDINAL HEALTH INC COM COM 14149Y108   10,592 137,787 SH   SOLE   137,787 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104   5,948 144,186 SH   SOLE   144,186 0 0
CATERPILLAR INC COM 149123101   5,271 22,002 SH   SOLE   22,002 0 0
CENTENE CORP DEL COM COM 15135B101   6,396 77,990 SH   SOLE   77,990 0 0
CF INDS HLDGS INC COM COM 125269100   14,318 168,048 SH   SOLE   168,048 0 0
CHEVRON CORP NEW COM COM 166764100   37,712 210,107 SH   SOLE   210,107 0 0
CHIPOTLE MEXICAN GRILL INC CL COM 169656105   13,350 9,622 SH   SOLE   9,622 0 0
CHUBB LIMITED COM COM H1467J104   8,077 36,612 SH   SOLE   36,612 0 0
COMERICA INC COM COM 200340107   9,329 139,550 SH   SOLE   139,550 0 0
COMMERCIAL METALS CO COM COM 201723103   5,352 110,806 SH   SOLE   110,806 0 0
CONAGRA BRANDS INC COM COM 205887102   3,156 81,550 SH   SOLE   81,550 0 0
COSTCO WHSL CORP NEW COM COM 22160K105   8,919 19,538 SH   SOLE   19,538 0 0
COTERRA ENERGY INC COM COM 127097103   3,480 141,633 SH   SOLE   141,633 0 0
CSX CORP COM COM 126408103   2,434 78,552 SH   SOLE   78,552 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109   9,550 69,817 SH   SOLE   69,817 0 0
ELEVANCE HEALTH INC COM COM 036752103   13,562 26,439 SH   SOLE   26,439 0 0
EOG RES INC COM COM 26875P101   9,561 73,820 SH   SOLE   73,820 0 0
EXTRA SPACE STORAGE COM COM 30225T102   8,434 57,304 SH   SOLE   57,304 0 0
EXXON MOBIL CORP COM COM 30231G102   27,091 245,616 SH   SOLE   245,616 0 0
FIRST TR MORNINGSTAR DIV LEADR COM 336917109   12,876 352,178 SH   SOLE   352,178 0 0
FIRSTENERGY CORP COM COM 337932107   7,950 189,564 SH   SOLE   189,564 0 0
GENERAL DYNAMICS CORP COM COM 369550108   14,222 57,322 SH   SOLE   57,322 0 0
GENERAL MLS INC COM COM 370334104   27,048 322,574 SH   SOLE   322,574 0 0
GENUINE PARTS CO COM COM 372460105   13,126 75,652 SH   SOLE   75,652 0 0
HF SINCLAIR CORP COM COM 403949100   13,978 269,370 SH   SOLE   269,370 0 0
HOME DEPOT INC COM COM 437076102   27,224 86,192 SH   SOLE   86,192 0 0
HUMANA INC COM 444859102   8,061 15,738 SH   SOLE   15,738 0 0
IDEX CORP COM COM 45167R104   5,807 25,431 SH   SOLE   25,431 0 0
INGERSOLL RAND INC COM COM 45687V106   18,116 346,713 SH   SOLE   346,713 0 0
INVESCO EXCHANGE TRADED FD TR COM 46137V357   18,809 133,164 SH   SOLE   133,164 0 0
INVESCO QQQ TR UNIT SER 1 COM 46090E103   2,576 9,676 SH   SOLE   9,676 0 0
ISHARES NASDAQ BIOTEC COM 464287556   5,480 41,737 SH   SOLE   41,737 0 0
ISHARES RUSSELL 2000 VALUE COM 464287630   11,934 86,062 SH   SOLE   86,062 0 0
ISHARES RUSSELL MID CAP VALUE COM 464287473   12,774 121,262 SH   SOLE   121,262 0 0
ISHARES TR CORE S&P500 ETF COM 464287200   344,554 896,786 SH   SOLE   896,786 0 0
ISHARES TR GL CLEAN ENE ETF COM 464288224   2,247 113,182 SH   SOLE   113,182 0 0
ISHARES TR RUS 1000 ETF COM 464287622   171,801 816,078 SH   SOLE   816,078 0 0
ISHARES TR RUS 1000 VAL ETF COM 464287598   12,959 85,451 SH   SOLE   85,451 0 0
JOHNSON & JOHNSON COM COM 478160104   3,696 20,921 SH   SOLE   20,921 0 0
JPMORGAN CHASE & CO COM COM 46625H100   3,889 29,000 SH   SOLE   29,000 0 0
KINDER MORGAN INC DEL COM 49456B101   9,393 519,511 SH   SOLE   519,511 0 0
KRAFT HEINZ CO COM COM 500754106   7,909 194,265 SH   SOLE   194,265 0 0
KULICKE & SOFFA INDS INC COM COM 501242101   2,203 49,769 SH   SOLE   49,769 0 0
LAMB WESTON HLDGS INC COM COM 513272104   1,717 19,218 SH   SOLE   19,218 0 0
LILLY ELI & CO COM COM 532457108   13,012 35,567 SH   SOLE   35,567 0 0
LOCKHEED MARTIN CORP COM COM 539830109   3,621 7,443 SH   SOLE   7,443 0 0
LOWES COS INC COM COM 548661107   2,412 12,108 SH   SOLE   12,108 0 0
MARATHON PETE CORP COM COM 56585A102   17,163 147,462 SH   SOLE   147,462 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,705 34,474 SH   SOLE   34,474 0 0
MCDONALDS CORP COM COM 580135101   8,255 31,323 SH   SOLE   31,323 0 0
MERCK & CO INC COM COM 58933Y105   11,561 104,204 SH   SOLE   104,204 0 0
MICROSOFT CORP COM COM 594918104   25,750 107,374 SH   SOLE   107,374 0 0
MOLSON COORS BEVERAGE CO CL B COM 60871R209   16,325 316,864 SH   SOLE   316,864 0 0
NASDAQ INC COM COM 631103108   9,784 159,475 SH   SOLE   159,475 0 0
NEWMONT MINING CORP COM COM 651639106   1,980 41,953 SH   SOLE   41,953 0 0
NORTHROP GRUMMAN CORP COM COM 666807102   16,290 29,856 SH   SOLE   29,856 0 0
O REILLY AUTOMOTIVE INC COM 67103H107   3,578 4,239 SH   SOLE   4,239 0 0
OCCIDENTAL PETE CORP COM COM 674599105   4,045 64,213 SH   SOLE   64,213 0 0
OGE ENERGY CORP COM COM 670837103   10,778 272,521 SH   SOLE   272,521 0 0
OLD REP INTL CORP COM COM 680223104   9,432 390,563 SH   SOLE   390,563 0 0
ONEOK INC NEW COM COM 682680103   20,890 317,968 SH   SOLE   317,968 0 0
PARSONS CORPORATION COM COM 70202L102   3,274 70,790 SH   SOLE   70,790 0 0
PEPSICO INC COM COM 713448108   11,486 63,579 SH   SOLE   63,579 0 0
PFIZER INC COM COM 717081103   18,789 366,695 SH   SOLE   366,695 0 0
PHILIP MORRIS INTL INC COM 718172109   9,852 97,345 SH   SOLE   97,345 0 0
PIONEER NAT RES CO COM COM 723787107   15,229 66,679 SH   SOLE   66,679 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251v102   9,133 108,836 SH   SOLE   108,836 0 0
PRUDENTIAL FINL INC COM COM 744320102   5,719 57,501 SH   SOLE   57,501 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106   5,656 92,309 SH   SOLE   92,309 0 0
QUALCOMM INC COM COM 747525103   2,070 18,829 SH   SOLE   18,829 0 0
QUANTA SVCS INC COM COM 74762E102   2,005 14,072 SH   SOLE   14,072 0 0
SCHWAB CHARLES CORP NEW COM COM 808513105   14,548 174,725 SH   SOLE   174,725 0 0
SELECT SECTOR SPDR TR ENERGY COM 81369Y506   186,603 2,133,341 SH   SOLE   2,133,341 0 0
SELECT SECTOR SPDR TR FINANCIA COM 81369Y605   281,478 8,230,348 SH   SOLE   8,230,348 0 0
SELECT SECTOR SPDR TR SBI CONS COM 81369Y407   47,713 369,409 SH   SOLE   369,409 0 0
SELECT SECTOR SPDR TR SBI CONS COM 81369Y308   161,162 2,161,791 SH   SOLE   2,161,791 0 0
SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209   325,670 2,397,273 SH   SOLE   2,397,273 0 0
SELECT SECTOR SPDR TR SBI INT- COM 81369Y704   149,271 1,519,916 SH   SOLE   1,519,916 0 0
SELECT SECTOR SPDR TR TECHNOLO COM 81369Y803   448,028 3,600,356 SH   SOLE   3,600,356 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107   2,426 98,354 SH   SOLE   98,354 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102   1,129 12,393 SH   SOLE   12,393 0 0
SOUTHERN CO COM COM 842587107   6,970 97,611 SH   SOLE   97,611 0 0
SPDR DOW JONES INDL AVERAGE ET COM 78467X109   189,027 570,511 SH   SOLE   570,511 0 0
SPDR S&P 500 ETF TR TR UNIT COM 78462F103   297,644 778,295 SH   SOLE   778,295 0 0
SPDR SER TR PRTFLO S&P500 GW COM 78464A409   815 16,080 SH   SOLE   16,080 0 0
SPDR SERIES TRUST PORTFOLIO LR COM 78464A854   2,081 46,263 SH   SOLE   46,263 0 0
STAR BULK CARR CORP SHS NEW COM Y8162K204   3,677 191,214 SH   SOLE   191,214 0 0
STARBUCKS CORP COM 855244109   2,621 26,418 SH   SOLE   26,418 0 0
SYSCO CORP COM COM 871829107   10,142 132,667 SH   SOLE   132,667 0 0
TARGET CORP COM COM 87612E106   2,480 16,638 SH   SOLE   16,638 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102   11,243 20,416 SH   SOLE   20,416 0 0
TRITON INTL LTD CL A COM G9078F107   9,104 132,366 SH   SOLE   132,366 0 0
U S SILICA HLDGS INC COM COM 90346E103   1,719 137,517 SH   SOLE   137,517 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102   16,759 31,610 SH   SOLE   31,610 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100   16,839 132,737 SH   SOLE   132,737 0 0
VANGUARD INDEX FDS VALUE ETF COM 922908744   548,300 3,906,105 SH   SOLE   3,906,105 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104   4,333 109,979 SH   SOLE   109,979 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100   16,466 57,018 SH   SOLE   57,018 0 0
VICI PPTYS INC COM COM 925652109   11,005 339,648 SH   SOLE   339,648 0 0
WELLS FARGO CO NEW COM COM 949746101   12,193 295,299 SH   SOLE   295,299 0 0
WILLIAMS COS INC COM COM 969457100   8,045 244,531 SH   SOLE   244,531 0 0