#	Issuer	Ticker	Shares	Value	% of Portfolio
1	ISHARES SILVER	SLV	139,020	$9.0M	8.39%
2	SPDR GOLD	GLD	15,958	$6.3M	5.92%
3	FIRST MAJESTIC	AG	308,161	$5.1M	4.81%
4	PHILIP MORRIS	718172109	31,381	$5.0M	4.72%
5	ISHARES TR 20 YR TR BD ETF	464287432	55,930	$4.9M	4.57%
6	PAN AMERICAN	697900108	93,599	$4.8M	4.54%
7	VANGUARD SHORT	92206C102	81,015	$4.8M	4.46%
8	NEWMONT CORP	NEMCL	45,038	$4.5M	4.21%
9	WHEATON PRECIOUS	WPM	31,589	$3.7M	3.48%
10	ALTRIA GROUP	MO	63,746	$3.7M	3.44%
11	EXXON MOBIL	XOM	27,029	$3.3M	3.05%
12	CAMECO CORP	CCJ	35,371	$3.2M	3.03%
13	MARATHON PETROLEUM	MARA	17,346	$2.8M	2.64%
14	CATERPILLAR INC	CAT	4,677	$2.7M	2.51%
15	GOLDMAN SACHS	GSCE	2,955	$2.6M	2.43%
16	RTX CORP	RTX	12,992	$2.4M	2.23%
17	AMERICAN EXPRESS	AXP	6,236	$2.3M	2.16%
18	JPMORGAN CHASE	VYLD	7,114	$2.3M	2.15%
19	WILLIAMS COS	969457100	35,737	$2.1M	2.01%
20	LOCKHEED MARTIN	LMT	4,335	$2.1M	1.96%