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   13,025,439 81,731 SH   SOLE   81,731 0 0
ACADEMY SPORTS & OUTDOORS INC COM 00402L107   1,852,121 28,385 SH   SOLE   28,385 0 0
ADOBE INC COM 00724F101   9,153,780 23,753 SH   SOLE   23,753 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,687,209 149,854 SH   SOLE   149,854 0 0
ALASKA AIR GROUP INC COM COM 011659109   1,751,494 41,742 SH   SOLE   41,742 0 0
ALPHABET INC CAP STK CL A COM 02079K305   23,454,964 226,116 SH   SOLE   226,116 0 0
ALPHABET INC CAP STK CL C COM 02079K107   268,565 2,582 SH   SOLE   2,582 0 0
ALTRIA GROUP INC COM COM 02209S103   9,420,352 211,124 SH   SOLE   211,124 0 0
AMAZON COM INC COM COM 023135106   2,863,018 27,718 SH   SOLE   27,718 0 0
AMDOCS LTD SHS COM G02602103   1,532,559 15,959 SH   SOLE   15,959 0 0
APACHE CORP COM COM 03743Q108   4,443,419 123,223 SH   SOLE   123,223 0 0
APPLE INC COM COM 037833100   35,081,679 212,745 SH   SOLE   212,745 0 0
APPLIED MATERIALS INC COM 038222105   10,326,853 84,074 SH   SOLE   84,074 0 0
AT&T INC COM COM 00206R102   4,110,551 213,535 SH   SOLE   213,535 0 0
ATMOS ENERGY CORP COM COM 049560105   5,375,499 47,842 SH   SOLE   47,842 0 0
BERKLEY W R CORP COM COM 084423102   4,846,919 77,850 SH   SOLE   77,850 0 0
BERKSHIRE HATHAWAY INC DE CL COM 084670702   12,063,029 39,068 SH   SOLE   39,068 0 0
BOSTON SCIENTIFIC CORP COM 101137107   9,401,109 187,909 SH   SOLE   187,909 0 0
BROADCOM INC COM COM 11135F101   34,559,663 53,870 SH   SOLE   53,870 0 0
CARDINAL HEALTH INC COM COM 14149Y108   10,155,633 134,512 SH   SOLE   134,512 0 0
CARRIER GLOBAL CORPORATION COM COM 14448C104   6,632,142 144,965 SH   SOLE   144,965 0 0
CATERPILLAR INC COM COM 149123101   4,958,391 21,668 SH   SOLE   21,668 0 0
CHEVRON CORP NEW COM COM 166764100   33,628,347 206,107 SH   SOLE   206,107 0 0
CHIPOTLE MEXICAN GRILL INC CL COM 169656105   16,054,185 9,398 SH   SOLE   9,398 0 0
CHUBB LIMITED COM COM H1467J104   7,189,500 37,025 SH   SOLE   37,025 0 0
COMERICA INC COM COM 200340107   6,362,340 146,530 SH   SOLE   146,530 0 0
COMMERCIAL METALS CO COM COM 201723103   3,986,875 81,531 SH   SOLE   81,531 0 0
CONAGRA BRANDS INC COM COM 205887102   8,086,152 215,286 SH   SOLE   215,286 0 0
COTERRA ENERGY INC COM COM 127097103   2,580,440 105,152 SH   SOLE   105,152 0 0
CSX CORP COM COM 126408103   2,191,030 73,181 SH   SOLE   73,181 0 0
DIAMONDBACK ENERGY INC COM COM 25278X109   9,464,800 70,021 SH   SOLE   70,021 0 0
ELEVANCE HEALTH INC COM COM 036752103   11,913,061 25,909 SH   SOLE   25,909 0 0
EOG RES INC COM COM 26875P101   7,936,236 69,233 SH   SOLE   69,233 0 0
EXTRA SPACE STORAGE COM COM 30225T102   9,988,016 61,302 SH   SOLE   61,302 0 0
EXXON MOBIL CORP COM COM 30231G102   24,115,386 219,911 SH   SOLE   219,911 0 0
FEDEX CORP COM COM 31428X106   11,398,674 49,887 SH   SOLE   49,887 0 0
FIRST TR MORNINGSTAR DIV LEADR COM 336917109   13,155,128 370,567 SH   SOLE   370,567 0 0
FIRSTENERGY CORP COM COM 337932107   8,000,385 199,710 SH   SOLE   199,710 0 0
GENERAL DYNAMICS CORP COM COM 369550108   12,755,474 55,894 SH   SOLE   55,894 0 0
GENERAL MLS INC COM COM 370334104   11,590,039 135,619 SH   SOLE   135,619 0 0
GENUINE PARTS CO COM COM 372460105   12,351,305 73,823 SH   SOLE   73,823 0 0
HF SINCLAIR CORP COM COM 403949100   12,445,972 257,254 SH   SOLE   257,254 0 0
HOME DEPOT INC COM COM 437076102   25,176,193 85,308 SH   SOLE   85,308 0 0
HUMANA INC COM COM 444859102   7,596,240 15,648 SH   SOLE   15,648 0 0
IDEX CORP COM COM 45167R104   5,830,299 25,236 SH   SOLE   25,236 0 0
INGERSOLL RAND INC COM COM 45687V106   18,403,735 316,324 SH   SOLE   316,324 0 0
INVESCO EXCHANGE TRADED FD TR COM 46137V357   17,349,365 119,965 SH   SOLE   119,965 0 0
INVESCO QQQ TR UNIT SER 1 COM 46090E103   2,886,506 8,994 SH   SOLE   8,994 0 0
ISHARES NASDAQ BIOTEC COM 464287556   4,057,466 31,414 SH   SOLE   31,414 0 0
ISHARES RUSSELL 2000 VALUE COM 464287630   11,475,273 83,749 SH   SOLE   83,749 0 0
ISHARES RUSSELL MID CAP VALUE COM 464287473   12,481,716 117,530 SH   SOLE   117,530 0 0
ISHARES TR CORE S&P500 ETF COM 464287200   367,354,396 893,632 SH   SOLE   893,632 0 0
ISHARES TR GL CLEAN ENE ETF COM 464288224   2,089,943 105,659 SH   SOLE   105,659 0 0
ISHARES TR MSCI EAFE ETF COM 464287465   188,493,438 2,635,535 SH   SOLE   2,635,535 0 0
ISHARES TR MSCI EMG MKT ETF COM 464287234   10,980,810 278,277 SH   SOLE   278,277 0 0
ISHARES TR RUS 1000 ETF COM 464287622   183,229,592 813,522 SH   SOLE   813,522 0 0
ISHARES TR RUS 1000 GRW ETF COM 464287614   197,531,891 808,464 SH   SOLE   808,464 0 0
ISHARES TR RUS 1000 VAL ETF COM 464287598   12,613,505 82,842 SH   SOLE   82,842 0 0
ISHARES TR RUSSELL 2000 ETF COM 464287655   160,534,879 899,859 SH   SOLE   899,859 0 0
ISHARES TR S&P 500 VAL ETF COM 464287408   14,610,239 96,272 SH   SOLE   96,272 0 0
JOHNSON & JOHNSON COM COM 478160104   2,361,911 15,238 SH   SOLE   15,238 0 0
JPMORGAN CHASE & CO COM COM 46625H100   3,871,598 29,711 SH   SOLE   29,711 0 0
KINDER MORGAN INC DEL COM 49456B101   9,567,706 546,414 SH   SOLE   546,414 0 0
KRAFT HEINZ CO COM COM 500754106   7,388,694 191,070 SH   SOLE   191,070 0 0
KROGER CO COM COM 501044101   4,459,466 90,327 SH   SOLE   90,327 0 0
KULICKE & SOFFA INDS INC COM COM 501242101   2,435,933 46,231 SH   SOLE   46,231 0 0
LAMB WESTON HLDGS INC COM COM 513272104   12,054,611 115,333 SH   SOLE   115,333 0 0
LOCKHEED MARTIN CORP COM COM 539830109   2,620,660 5,544 SH   SOLE   5,544 0 0
LOWES COS INC COM COM 548661107   2,239,390 11,199 SH   SOLE   11,199 0 0
MARATHON PETE CORP COM COM 56585A102   16,014,021 118,772 SH   SOLE   118,772 0 0
MARSH & MCLENNAN COS INC COM 571748102   5,627,370 33,788 SH   SOLE   33,788 0 0
MCDONALDS CORP COM COM 580135101   9,378,145 33,540 SH   SOLE   33,540 0 0
MERCK & CO INC COM COM 58933Y105   11,501,666 108,109 SH   SOLE   108,109 0 0
MICROSOFT CORP COM COM 594918104   28,570,738 99,101 SH   SOLE   99,101 0 0
MOLSON COORS BEVERAGE CO CL B COM 60871R209   15,852,151 306,737 SH   SOLE   306,737 0 0
NASDAQ INC COM COM 631103108   8,283,460 151,517 SH   SOLE   151,517 0 0
NETAPP INC COM COM 64110D104   6,585,681 103,143 SH   SOLE   103,143 0 0
NEW YORK CMNTY BANCORP INC COM COM 649445103   12,320,432 1,362,880 SH   SOLE   1,362,880 0 0
NEWMONT MINING CORP COM COM 651639106   5,463,995 111,465 SH   SOLE   111,465 0 0
NORTHROP GRUMMAN CORP COM COM 666807102   2,306,859 4,996 SH   SOLE   4,996 0 0
NVIDIA CORPORATION COM COM 67066G104   14,449,274 52,019 SH   SOLE   52,019 0 0
OLD REP INTL CORP COM COM 680223104   9,694,467 388,245 SH   SOLE   388,245 0 0
ONEOK INC NEW COM COM 682680103   20,270,582 319,021 SH   SOLE   319,021 0 0
OREILLY AUTOMOTIVE INC COM COM 67103H107   2,709,095 3,191 SH   SOLE   3,191 0 0
PARSONS CORPORATION COM COM 70202L102   3,089,431 69,053 SH   SOLE   69,053 0 0
PAYPAL HLDGS INC COM COM 70450Y103   3,832,563 50,468 SH   SOLE   50,468 0 0
PEPSICO INC COM COM 713448108   17,464,263 95,800 SH   SOLE   95,800 0 0
PFIZER INC COM COM 717081103   1,365,644 33,472 SH   SOLE   33,472 0 0
PHILIP MORRIS INTL INC COM COM 718172109   9,855,679 101,344 SH   SOLE   101,344 0 0
PIONEER NAT RES CO COM COM 723787107   13,833,646 67,732 SH   SOLE   67,732 0 0
PRINCIPAL FINANCIAL GROUP INC COM 74251v102   8,452,455 113,731 SH   SOLE   113,731 0 0
PRUDENTIAL FINL INC COM COM 744320102   4,877,406 58,949 SH   SOLE   58,949 0 0
PUBLIC SVC ENTERPRISE GRP INC COM 744573106   6,210,308 99,444 SH   SOLE   99,444 0 0
QUALCOMM INC COM COM 747525103   1,857,131 14,557 SH   SOLE   14,557 0 0
QUANTA SVCS INC COM COM 74762E102   1,817,395 10,906 SH   SOLE   10,906 0 0
SCHWAB CHARLES CORP COM COM 808513105   8,633,866 164,831 SH   SOLE   164,831 0 0
SELECT SECTOR SPDR TR COMMUNIC COM 81369Y852   164,042,980 2,829,791 SH   SOLE   2,829,791 0 0
SELECT SECTOR SPDR TR ENERGY COM 81369Y506   182,307,433 2,200,983 SH   SOLE   2,200,983 0 0
SELECT SECTOR SPDR TR FINANCIA COM 81369Y605   155,739,483 4,844,152 SH   SOLE   4,844,152 0 0
SELECT SECTOR SPDR TR SBI CONS COM 81369Y407   57,822,829 386,671 SH   SOLE   386,671 0 0
SELECT SECTOR SPDR TR SBI CONS COM 81369Y308   142,338,023 1,905,207 SH   SOLE   1,905,207 0 0
SELECT SECTOR SPDR TR SBI HEAL COM 81369Y209   323,929,549 2,502,159 SH   SOLE   2,502,159 0 0
SELECT SECTOR SPDR TR SBI INT- COM 81369Y704   159,634,491 1,577,728 SH   SOLE   1,577,728 0 0
SELECT SECTOR SPDR TR SBI MATE COM 81369Y100   55,833,688 692,210 SH   SOLE   692,210 0 0
SELECT SECTOR SPDR TR TECHNOLO COM 81369Y803   624,645,775 4,136,453 SH   SOLE   4,136,453 0 0
SHOPIFY INC CL A COM 82509L107   2,253,132 46,999 SH   SOLE   46,999 0 0
SKYWORKS SOLUTIONS INC COM COM 83088M102   1,615,748 13,695 SH   SOLE   13,695 0 0
SOUTHERN CO COM COM 842587107   6,775,653 97,379 SH   SOLE   97,379 0 0
SPDR DOW JONES INDL AVERAGE ET COM 78467X109   187,060,095 562,384 SH   SOLE   562,384 0 0
SPDR S&P 500 ETF TR TR UNIT COM 78462F103   159,566,890 389,767 SH   SOLE   389,767 0 0
SPDR SER TR PORTFOLIO S&P500 COM 78464A854   846,670 17,584 SH   SOLE   17,584 0 0
SPDR SER TR PRTFLO S&P500 GW COM 78464A409   1,010,762 18,258 SH   SOLE   18,258 0 0
STAR BULK CARR CORP SHS NEW COM Y8162K204   4,436,846 210,078 SH   SOLE   210,078 0 0
STARBUCKS CORP COM 855244109   4,553,836 43,732 SH   SOLE   43,732 0 0
SYSCO CORP COM COM 871829107   10,593,859 137,173 SH   SOLE   137,173 0 0
TARGET CORP COM COM 87612E106   2,515,908 15,190 SH   SOLE   15,190 0 0
THERMO FISHER SCIENTIFIC INC C COM 883556102   11,545,343 20,031 SH   SOLE   20,031 0 0
TRANSDIGM GROUP INC COM COM 893641100   8,110,520 11,004 SH   SOLE   11,004 0 0
TRITON INTL LTD CL A COM G9078F107   8,759,131 138,550 SH   SOLE   138,550 0 0
U S SILICA HLDGS INC COM COM 90346E103   1,258,416 105,395 SH   SOLE   105,395 0 0
UNITEDHEALTH GROUP INC COM COM 91324P102   11,747,936 24,859 SH   SOLE   24,859 0 0
VALERO ENERGY CORP NEW COM COM 91913Y100   18,781,628 134,539 SH   SOLE   134,539 0 0
VANGUARD INDEX FDS VALUE ETF COM 922908744   535,648,682 3,878,421 SH   SOLE   3,878,421 0 0
VERIZON COMMUNICATIONS INC COM COM 92343V104   5,004,267 128,677 SH   SOLE   128,677 0 0
VERTEX PHARMACEUTICALS INC COM COM 92532F100   16,685,464 52,958 SH   SOLE   52,958 0 0
VICI PPTYS INC COM COM 925652109   11,449,436 350,994 SH   SOLE   350,994 0 0
WELLS FARGO CO NEW COM COM 949746101   10,848,172 290,213 SH   SOLE   290,213 0 0
WILLIAMS COS INC COM COM 969457100   7,259,936 243,133 SH   SOLE   243,133 0 0