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G2004J103 BBG000BF6LY3 389523 15873 SH SOLE 15873 0 0 CATERPILLAR INC COM 149123101 BBG000BF0K17 891869 1100 SH SOLE 1100 0 0 CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 3018299 82019 SH SOLE 82019 0 0 CF INDUSTRIES HOLD COM 125269100 BBG000BWJFZ4 576000 5000 SH SOLE 5000 0 0 CHARLES SCHWAB CORP (THE) COM 808513105 BBG000BSLZY7 14252251 145818 SH SOLE 145818 0 0 CHEVRON CORPORATION COM 166764100 BBG000K4ND22 26549546 130011 SH SOLE 130011 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG000QX74T1 6170152 193119 SH SOLE 193119 0 0 CINTAS CORP COM 172908105 BBG000H3YXF8 9856772 50532 SH SOLE 50532 0 0 CISCO SYS INC COM 17275R102 BBG000C3J3C9 4502745 42000 SH SOLE 42000 0 0 CITIGROUP INC COM NEW 172967424 BBG000FY4S11 7158561 55287 SH SOLE 55287 0 0 CME GROUP INC COM 12572Q105 BBG000BHLYP4 14998093 57249 SH SOLE 57249 0 0 CMS ENERGY CORP COM 125896100 BBG000BFVXX0 3050801 48364 SH SOLE 48364 0 0 COCA COLA CO COM 191216100 BBG000BMX289 20632257 239687 SH SOLE 239687 0 0 COLGATE 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532457108 BBG000BNBDC2 70971816 61337 SH SOLE 61337 0 0 EOG RES INC COM 26875P101 BBG000BZ9223 7302520 53009 SH SOLE 53009 0 0 EQUINIX INC COM 29444U700 BBG000MBDGM6 1929083 1907 SH SOLE 1907 0 0 ETSY INC COM 29786A106 BBG000N7MXL8 9478001 132578 SH SOLE 132578 0 0 EVERPURE INC CL A 74624M102 BBG00212PVZ5 31701072 242400 SH SOLE 242400 0 0 EXPEDIA GROUP INC COM NEW 30212P303 BBG000QY3XZ2 15682825 59549 SH SOLE 59549 0 0 EXTRA SPACE STORAGE INC COM 30225T102 BBG000PV27K3 287349 2185 SH SOLE 2185 0 0 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 BBG023CY9MM1 6803764 41805 SH SOLE 41805 0 0 FERRARI N V COM N3167Y103 BBG009PH3Q86 10361728 26335 SH SOLE 26335 0 0 FERROVIAL NV ORD SHS N3168P101 BBG01H0DF657 2052745 38039 SH SOLE 38039 0 0 FIRST SOLAR INC COM 336433107 BBG000BFL116 867392 4952 SH SOLE 4952 0 0 FIRST TR EXCHANGE TRADED FD RBA INDL ETF 33738R704 BBG0063G4FW4 3097200 30000 SH SOLE 30000 0 0 FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE 33733E831 BBG01B34YSW8 473450 11381 SH SOLE 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38141G104 BBG000C6CFJ5 2796518 3106 SH SOLE 3106 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 BBG011768M53 1232505 396304 SH SOLE 396304 0 0 HALLIBURTON CO COM 406216101 BBG000BKTFN2 1741432 54762 SH SOLE 54762 0 0 HARBOR ETF TRUST ARES SYSTEMATIC 41151J109 BBG011S2KC93 1871528 42400 SH SOLE 42400 0 0 HCA HEALTHCARE INC COM 40412C101 BBG000QW7VC1 4220885 9891 SH SOLE 9891 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 3604224 161335 SH SOLE 161335 0 0 HOME DEPOT INC COM 437076102 BBG000BKZB36 1082484 3805 SH SOLE 3805 0 0 HONEYWELL AEROSPACE INC COM 43849R105 BBG020QYV152 3655742 23590 SH SOLE 23590 0 0 HONEYWELL INTL INC COM 438516205 BBG000H556T9 340035 1612 SH SOLE 1612 0 0 HP INC COM 40434L105 BBG000KHWT55 6328319 202312 SH SOLE 202312 0 0 HUMANA INC COM 444859102 BBG000BLKK03 15771433 41333 SH SOLE 41333 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 BBG001KJ2HM9 282827 1059 SH SOLE 1059 0 0 ICICI BK LTD ADR 45104G104 3315835 120357 SH SOLE 120357 0 0 IDACORP INC COM 451107106 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450056106 BBG001J19V24 2114303 18602 SH SOLE 18602 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6PV3 217764 4600 SH SOLE 4600 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 BBG000CPLR52 5815284 156115 SH SOLE 156115 0 0 ISHARES INC MSCI CHILE ETF 464286640 BBG000TVZM75 3781000 100000 SH SOLE 100000 0 0 ISHARES INC MSCI EURZONE ETF 464286608 BBG000CS4KW0 3285098 48791 SH SOLE 48791 0 0 ISHARES INC MSCI GBL ETF NEW 46434G848 BBG002GKR8T5 4723949 78785 SH SOLE 78785 0 0 ISHARES INC MSCI HONG KG ETF 464286871 BBG000BBDXW0 4534606 205093 SH SOLE 205093 0 0 ISHARES INC MSCI JAPAN ETF 46434G822 BBG000BK38F5 3800355 38994 SH SOLE 38994 0 0 ISHARES INC MSCI MEXICO ETF 464286822 BBG000BK42M9 1421800 20000 SH SOLE 20000 0 0 ISHARES INC MSCI MLY ETF NEW 46434G814 BBG000BK3L48 1095200 40000 SH SOLE 40000 0 0 ISHARES INC MSCI STH KOR ETF 464286772 BBG000CDKWX8 10102251 55270 SH SOLE 55270 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 BBG000CJLQ12 13157366 116540 SH SOLE 116540 0 0 ISHARES INC MSCI WORLD ETF 464286392 BBG002D9R2H9 6501813 31527 SH SOLE 31527 0 0 ISHARES SILVER TR ISHARES 46428Q109 BBG000NDCRW7 2812116 51589 SH SOLE 51589 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 BBG000NTFYM5 367674 4528 SH SOLE 4528 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 BBG000QN0RR1 490515 4324 SH SOLE 4324 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 BBG000BHR296 1069577 11976 SH SOLE 11976 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG000BVZ4F5 7445594 9722 SH SOLE 9722 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG000BWCNN7 901129 6624 SH SOLE 6624 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG000Q123R0 213755 2261 SH SOLE 2261 0 0 ISHARES TR EUROPE ETF 464287861 BBG000BXV152 814439 11450 SH SOLE 11450 0 0 ISHARES TR EXPANDED TECH 464287515 BBG000BGQ921 468512 4400 SH SOLE 4400 0 0 ISHARES TR GLB INFRASTR ETF 464288372 BBG000T1GGF6 7522324 122195 SH SOLE 122195 0 0 ISHARES TR IBOXX INV CP ETF 464287242 BBG000BBV9N3 1406916 13769 SH SOLE 13769 0 0 ISHARES TR INDIA 50 ETF 464289529 BBG000PW4R43 1228500 30000 SH SOLE 30000 0 0 ISHARES TR ISHARES SEMICDTR 464287523 BBG000JP3063 1251008 2200 SH SOLE 2200 0 0 ISHARES TR LATN AMER 40 ETF 464287390 BBG000KWYDJ0 9315000 270000 SH SOLE 270000 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 BBG000G6GXC5 1164583 10002 SH SOLE 10002 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG000D2KQ55 604016 5814 SH SOLE 5814 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG000M0P5L2 15061145 225500 SH SOLE 225500 0 0 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN3L7 5871454 125754 SH SOLE 125754 0 0 ISHARES TR MSCI INDONIA ETF 46429B309 BBG000QVL5M3 1407600 120000 SH SOLE 120000 0 0 ISHARES TR MSCI PHILIPS ETF 46429B408 BBG0016RN6D8 795900 35000 SH SOLE 35000 0 0 ISHARES TR MSCI POLAND ETF 46429B606 BBG000QYG6S5 3324000 75000 SH SOLE 75000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 4201419 15119 SH SOLE 15119 0 0 ISHARES TR TIPS BD ETF 464287176 BBG000C01W49 733482 7050 SH SOLE 7050 0 0 ISHARES TR TRUST ISHARE 0-1 464288679 BBG000QN04L8 993652 9007 SH 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132507 SH SOLE 132507 0 0 LAUDER ESTEE COS INC CL A 518439104 BBG000FKJRC5 5448753 58734 SH SOLE 58734 0 0 LENNAR CORP CL A 526057104 BBG000BN5HF7 414069 5075 SH SOLE 5075 0 0 LINDE PLC SHS G54950103 BBG01FND0CC1 73590211 155041 SH SOLE 155041 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 488880 960 SH SOLE 960 0 0 LOGITECH INTL S A SHS H50430232 BBG000CYR5S0 577124 5708 SH SOLE 5708 0 0 LOWES COS INC COM 548661107 BBG000BNDN65 8537234 46325 SH SOLE 46325 0 0 LUCID GROUP INC COM NEW 549498202 BBG00W7F99V5 41249 10135 SH SOLE 10135 0 0 MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4MH0 16464006 96433 SH SOLE 96433 0 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG000BGYMH7 3586580 7475 SH SOLE 7475 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 495341935 898221 SH SOLE 898221 0 0 MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNC3 883300 22000 SH SOLE 22000 0 0 MCDONALDS CORP COM 580135101 BBG000BNSZP1 241417055 1045367 SH SOLE 1045367 0 0 MEDLINE INC COM CL A 58507V107 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