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
ACTIVISION BLIZZARD INC COM 00507V109   22,501,107 293,940 SH   SOLE   293,940 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   25,073,504 74,506 SH   SOLE   74,506 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,765,112 27,252 SH   SOLE   27,252 0 0
ALPHABET INC CAP STK CL A 02079K305   122,025,619 1,383,040 SH   SOLE   1,383,040 0 0
AMAZON COM INC COM 023135106   55,522,488 660,982 SH   SOLE   660,982 0 0
AMERICAN TOWER CORP NEW COM 03027X100   300,206 1,417 SH   SOLE   1,417 0 0
ANALOG DEVICES INC COM 032654105   66,667,861 406,437 SH   SOLE   406,437 0 0
APPLE INC COM 037833100   72,030,723 554,381 SH   SOLE   554,381 0 0
APPLIED MATLS INC COM 038222105   12,562,020 129,000 SH   SOLE   129,000 0 0
APTIV PLC SHS G6095L109   65,617,815 704,583 SH   SOLE   704,583 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   34,849,938 63,781 SH   SOLE   63,781 0 0
AVALONBAY CMNTYS INC COM 053484101   6,430,919 39,815 SH   SOLE   39,815 0 0
BANK AMERICA CORP COM 060505104   11,083,409 334,644 SH   SOLE   334,644 0 0
BP PLC SPONSORED ADR 055622104   18,395,885 526,650 SH   SOLE   3,159,900 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   42,836,656 595,367 SH   SOLE   595,367 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   34,345,314 213,803 SH   SOLE   213,803 0 0
CISCO SYS INC COM 17275R102   23,114,595 485,193 SH   SOLE   485,193 0 0
COSTCO WHSL CORP NEW COM 22160K105   46,858,812 102,648 SH   SOLE   102,648 0 0
CVS HEALTH CORP COM 126650100   36,586,767 392,604 SH   SOLE   392,604 0 0
DIGITAL RLTY TR INC COM 253868103   14,947,048 149,068 SH   SOLE   149,068 0 0
DISNEY WALT CO COM 254687106   65,106,134 749,380 SH   SOLE   749,380 0 0
EOG RES INC COM 26875P101   22,937,992 177,100 SH   SOLE   177,100 0 0
EQUINIX INC COM 29444U700   34,398,900 52,515 SH   SOLE   52,515 0 0
EXTRA SPACE STORAGE INC COM 30225T102   13,868,624 94,229 SH   SOLE   94,229 0 0
FREEPORT-MCMORAN INC CL B 35671D857   16,540,754 435,283 SH   SOLE   435,283 0 0
GILEAD SCIENCES INC COM 375558103   4,962,817 57,808 SH   SOLE   57,808 0 0
GLOBAL X FDS RBTCS ARTFL INTE 37954Y715   887,760 43,200 SH   SOLE   0 0 43,200
GOLDMAN SACHS GROUP INC COM 38141G104   21,841,028 63,606 SH   SOLE   63,606 0 0
HOST HOTELS & RESORTS INC COM 44107P104   3,762,313 234,412 SH   SOLE   234,412 0 0
ILLUMINA INC COM 452327109   17,569,360 86,891 SH   SOLE   86,891 0 0
INTEL CORP COM 458140100   41,710,954 1,578,167 SH   SOLE   1,578,167 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   27,474,604 103,541 SH   SOLE   103,541 0 0
INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628   16,976,682 328,878 SH   SOLE   328,878 0 0
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563   16,784,597 811,242 SH   SOLE   811,242 0 0
IQVIA HLDGS INC COM 46266C105   14,671,968 71,609 SH   SOLE   71,609 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   4,396,955 80,767 SH   SOLE   80,767 0 0
ISHARES TR 20 YR TR BD ETF 464287432   400,697,041 4,024,679 SH   SOLE   4,024,679 0 0
ISHARES TR CORE DIV GRWTH 46434V621   35,396,600 707,932 SH   SOLE   707,932 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   4,658,795 234,700 SH   SOLE   234,700 0 0
ISHARES TR IBOXX HI YD ETF 464288513   94,588,927 1,284,652 SH   SOLE   1,284,652 0 0
JOHNSON & JOHNSON COM 478160104   26,859,986 152,052 SH   SOLE   152,052 0 0
JPMORGAN CHASE & CO COM 46625H100   15,286,059 113,990 SH   SOLE   113,990 0 0
KKR REAL ESTATE FIN TR INC COM 48251K100   48,860,000 3,500,000 SH   SOLE   3,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101   9,714,384 537,300 SH   SOLE   537,300 0 0
LAUDER ESTEE COS INC CL A 518439104   6,320,354 25,474 SH   SOLE   25,474 0 0
LULULEMON ATHLETICA INC COM 550021109   16,673,857 52,044 SH   SOLE   52,044 0 0
MARVELL TECHNOLOGY INC COM 573874104   28,563,063 771,141 SH   SOLE   771,141 0 0
MASTERCARD INCORPORATED CL A 57636Q104   71,164,335 204,654 SH   SOLE   204,654 0 0
MEDTRONIC PLC SHS G5960L103   5,476,618 70,466 SH   SOLE   70,466 0 0
META PLATFORMS INC CL A 30303M102   31,470,113 261,510 SH   SOLE   261,510 0 0
MICRON TECHNOLOGY INC COM 595112103   38,337,959 767,066 SH   SOLE   767,066 0 0
MICROSOFT CORP COM 594918104   147,289,290 614,166 SH   SOLE   614,166 0 0
NATIONAL RETAIL PROPERTIES I COM 637417106   8,263,844 180,591 SH   SOLE   180,591 0 0
NETFLIX INC COM 64110L106   15,720,053 53,310 SH   SOLE   53,310 0 0
NEWMONT CORP COM 651639106   38,222,560 809,800 SH   SOLE   809,800 0 0
NIKE INC CL B 654106103   57,217,071 488,993 SH   SOLE   488,993 0 0
NVIDIA CORPORATION COM 67066G104   29,830,974 204,126 SH   SOLE   204,126 0 0
NUVEEN NASDAQ 100 DYNAMIC OV COM SHS 670699107   17,315,344 847,545 SH   SOLE   0 0 847,545
NXP SEMICONDUCTORS N V COM N6596X109   83,725,400 529,807 SH   SOLE   529,807 0 0
PAYPAL HLDGS INC COM 70450Y103   51,872,446 728,341 SH   SOLE   728,341 0 0
PROCTER AND GAMBLE CO COM 742718109   24,991,486 164,895 SH   SOLE   164,895 0 0
PROLOGIS INC. COM 74340W103   9,435,163 83,697 SH   SOLE   83,697 0 0
PUBLIC STORAGE COM 74460D109   41,206,423 147,066 SH   SOLE   147,066 0 0
QUALCOMM INC COM 747525103   47,099,285 428,409 SH   SOLE   428,409 0 0
RITHM CAPITAL CORP COM NEW 64828T201   47,844,631 5,856,136 SH   SOLE   5,856,136 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   19,359,902 391,663 SH   SOLE   391,663 0 0
S&P GLOBAL INC COM 78409V104   12,843,609 38,346 SH   SOLE   38,346 0 0
SALESFORCE INC COM 79466L302   44,329,345 334,334 SH   SOLE   334,334 0 0
SCHLUMBERGER LTD COM STK 806857108   1,471,754 27,530 SH   SOLE   27,530 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,554,124 29,200 SH   SOLE   29,200 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   29,181,531 214,807 SH   SOLE   214,807 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   19,414,880 156,018 SH   SOLE   156,018 0 0
SERVICENOW INC COM 81762P102   76,638,286 197,384 SH   SOLE   197,384 0 0
SHELL PLC SPON ADS 780259305   31,681,855 556,310 SH   SOLE   1,112,620 0 0
SIMON PPTY GROUP INC NEW COM 828806109   34,023,853 289,614 SH   SOLE   289,614 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   9,364,701 102,762 SH   SOLE   102,762 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622   30,380,940 337,566 SH   SOLE   337,566 0 0
SPDR SER TR PORTFOLIO LN TSR 78464A664   318,078,807 10,956,900 SH   SOLE   10,956,900 0 0
SPDR SER TR S&P BIOTECH 78464A870   7,162,236 86,292 SH   SOLE   86,292 0 0
SPDR SER TR S&P DIVID ETF 78464A763   1,166,025 9,320 SH   SOLE   9,320 0 0
SYNOPSYS INC COM 871607107   35,148,720 110,084 SH   SOLE   110,084 0 0
TESLA INC COM 88160R101   31,106,522 252,529 SH   SOLE   252,529 0 0
TEXAS INSTRS INC COM 882508104   47,621,691 288,232 SH   SOLE   288,232 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,047,021 7,349 SH   SOLE   7,349 0 0
TPG RE FIN TR INC COM 87266M107   22,978,277 3,384,135 SH   SOLE   3,384,135 0 0
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847   188,772,870 3,063,500 SH   SOLE   0 0 3,063,500
VERIZON COMMUNICATIONS INC COM 92343V104   72,327,526 1,835,724 SH   SOLE   1,835,724 0 0
VISA INC COM CL A 92826C839   86,776,989 417,679 SH   SOLE   417,679 0 0
WOLFSPEED INC COM 977852102   41,620,005 602,839 SH   SOLE   602,839 0 0
YUM CHINA HLDGS INC COM 98850P109   2,774,172 49,300 SH   SOLE   49,300 0 0