#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ALPHABET INC CAP STK CL C	GOOG	74,967	$23.5M	6.09%
2	VANECK GOLD MINERS ETF	92189F106	250,389	$21.5M	5.56%
3	ALERIAN MLP ETF	00162Q452	392,396	$18.5M	4.78%
4	MICROSOFT CORP COM	MSFT	37,349	$18.1M	4.68%
5	SPDR GOLD SHARES	GLD	44,176	$17.5M	4.53%
6	CHENIERE ENERGY INC COM NEW	LNG	86,286	$16.8M	4.34%
7	NVIDIA CORPORATION COM	NVDA	87,333	$16.3M	4.22%
8	MICRON TECHNOLOGY INC COM	MU	55,665	$15.9M	4.11%
9	STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF	78468R663	161,112	$14.7M	3.81%
10	WILLIAMS COS INC COM	969457100	233,833	$14.1M	3.64%
11	CAMECO CORP COM	CCJ	153,047	$14.0M	3.63%
12	AGNC INVT CORP COM	00123Q104	1,253,847	$13.4M	3.48%
13	ORACLE CORP COM	ORCL-PD	61,965	$12.1M	3.13%
14	GLOBAL X COPPER MINERS ETF	37954Y830	156,889	$11.3M	2.92%
15	CACI INTL INC CL A	127190304	20,734	$11.0M	2.86%
16	EATON CORP	ETN	34,327	$10.9M	2.83%
17	ICICI BANK LIMITED ADR	IBN	343,892	$10.2M	2.65%
18	MEDTRONIC PLC SHS	MDT	105,899	$10.2M	2.63%
19	ENTERGY CORP NEW COM	ENO	103,364	$9.6M	2.47%
20	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	GEHC	111,288	$9.1M	2.36%