| IISHARES TRSGOV |
| 15.82% | 15.62% | $33.9M | 336,373 | $33.7M | 335,197 | +1,176+0.35% | Add |
| IISHARES GOLD TRIAU |
| 11.79% | 13.58% | $25.2M | 334,134 | $29.4M | 332,931 | +1,203+0.36% | Add |
| SSPDR GOLD TRGLD |
| 11.68% | 13.58% | $25.0M | 67,886 | $29.3M | 68,178 | -292-0.43% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 9.67% | 9.61% | $20.7M | 252,127 | $20.8M | 251,457 | +670+0.27% | Add |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 8.22% | 8.02% | $17.6M | 723,418 | $17.3M | 722,589 | +829+0.11% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 6.24% | 4.5% | $13.4M | 171,537 | $9.7M | 168,719 | +2,818+1.67% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 4.32% | 4.14% | $9.3M | 18,459 | $8.9M | 18,200 | +259+1.42% | Add |
| IISHARES TRSHV |
| 3.96% | 3.95% | $8.5M | 76,742 | $8.5M | 77,279 | -537-0.69% | Reduce |
 MARTIN MARIETTA MATLS INCMLM |
| 3.68% | 3.65% | $7.9M | 13,665 | $7.9M | 13,402 | +263+1.96% | Add |
| VVANECK ETF TRUSTGDX |
| 3.15% | 3.85% | $6.7M | 89,239 | $8.3M | 90,648 | -1,409-1.55% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 2.6% | 2.09% | $5.6M | 23,581 | $4.5M | 22,897 | +684+2.99% | Add |
| IISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETFIEO |
| 2.48% | 2.7% | $5.3M | 48,339 | $5.8M | 46,648 | +1,691+3.63% | Add |
 D R HORTON INCDHI |
| 2.47% | 1.99% | $5.3M | 32,406 | $4.3M | 31,356 | +1,050+3.35% | Add |
 VALERO ENERGY CORP COMVLO |
| 2.46% | 2.28% | $5.3M | 20,222 | $4.9M | 19,968 | +254+1.27% | Add |
| HHF SINCLAIR CORPDINO |
| 2.43% | 2.13% | $5.2M | 74,608 | $4.6M | 73,713 | +895+1.21% | Add |
| IISHARES TRITB |
| 2.38% | 1.98% | $5.1M | 48,770 | $4.3M | 47,168 | +1,602+3.40% | Add |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 2.22% | 2.1% | $4.8M | 93,676 | $4.5M | 90,724 | +2,952+3.25% | Add |
 MARATHON PETE CORPMPC |
| 2.2% | 2.04% | $4.7M | 18,411 | $4.4M | 18,084 | +327+1.81% | Add |
 PHILLIPS 66PSX |
| 1.97% | 2.06% | $4.2M | 24,917 | $4.5M | 24,429 | +488+2.00% | Add |
 APPLIED MATLS INCAMAT |
| 0.15% | — | $310,890 | 430 | $0 | 0 | +430 | New Buy |
 WALMART INCWMT |
| 0.13% | 0.14% | $282,244 | 2,492 | $306,723 | 2,468 | +24+0.97% | Add |
