ALLSTATE CORP COM 020002101 19634 88496 SH SOLE 88496 0 0 ALPHABET INC CAP STK CL A 02079K305 21979 63877 SH SOLE 63877 0 0 AMAZON COM INC COM 023135106 377 1515 SH SOLE 1515 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 938 9975 SH SOLE 9975 0 0 AMERICAN ELEC PWR CO INC COM 025537101 15299 128953 SH SOLE 128953 0 0 APPLE INC COM 037833100 679 2039 SH SOLE 2039 0 0 APPLIED MATLS INC COM 038222105 21630 42298 SH SOLE 42298 0 0 ASP ISOTOPES INC COM 00218A105 27 10030 SH SOLE 10030 0 0 AXOGEN INC COM 05463X106 7907 188610 SH SOLE 188610 0 0 BOEING CO COM 097023105 16941 91055 SH SOLE 91055 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 17748 284421 SH SOLE 284421 0 0 CHEVRON CORPORATION COM 166764100 25146 123136 SH SOLE 123136 0 0 CISCO SYS INC COM 17275R102 25013 232395 SH SOLE 232395 0 0 CONAGRA BRANDS INC COM 205887102 12191 907074 SH SOLE 907074 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 228 250 SH SOLE 250 0 0 CVS HEALTH CORP COM 126650100 12002 140062 SH SOLE 140062 0 0 D R HORTON INC COM 23331A109 9037 66132 SH SOLE 66132 0 0 DEVON ENERGY CORP NEW COM 25179M103 15961 346685 SH SOLE 346685 0 0 FEDEX CORP COM 31428X106 17946 62950 SH SOLE 62950 0 0 FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 3477 31786 SH SOLE 31786 0 0 FOX CORP CL B COM 35137L204 21113 375010 SH SOLE 375010 0 0 FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 35473P769 233 6960 SH SOLE 6960 0 0 INTEL CORP COM 458140100 318 2645 SH SOLE 2645 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2650 3582 SH SOLE 3582 0 0 ISHARES INC MSCI GERMANY ETF 464286806 646 15630 SH SOLE 15630 0 0 ISHARES INC MSCI EMRG CHN 46434G764 754 7605 SH SOLE 7605 0 0 ISHARES INC MSCI JAPAN ETF 46434G822 729 7485 SH SOLE 7485 0 0 ISHARES TR CORE S&P MCP ETF 464287507 241 3350 SH SOLE 3350 0 0 ISHARES TR CORE MSCI INTL 46435G326 1595 17820 SH SOLE 17820 0 0 ISHARES TR CORE S&P500 ETF 464287200 2446 3194 SH SOLE 3194 0 0 ISHARES TR CORE S&P SCP ETF 464287804 528 3880 SH SOLE 3880 0 0 LAM RESEARCH CORP COM NEW 512807306 279 850 SH SOLE 850 0 0 LEAR CORP COM NEW 521865204 10568 89537 SH SOLE 89537 0 0 MEDTRONIC PLC SHS G5960L103 15399 178452 SH SOLE 178452 0 0 META PLATFORMS INC CL A 30303M102 22021 30366 SH SOLE 30366 0 0 MICROSOFT CORP COM 594918104 260 506 SH SOLE 506 0 0 MUELLER INDS INC COM 624756102 12907 212957 SH SOLE 212957 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 268 1135 SH SOLE 1135 0 0 NEWMONT CORP COM 651639106 8804 76330 SH SOLE 76330 0 0 ON SEMICONDUCTOR CORP COM 682189105 12961 168615 SH SOLE 168615 0 0 ORACLE CORP COM 68389X105 14652 106717 SH SOLE 106717 0 0 PAYPAL HLDGS INC COM 70450Y103 12048 229362 SH SOLE 229362 0 0 PHILLIPS 66 COM 718546104 34968 136962 SH SOLE 136962 0 0 PROSHARES TR SHORT QQQ 74349Y837 309 12465 SH SOLE 12465 0 0 QORVO INC COM 74736K101 18320 160029 SH SOLE 160029 0 0 RTX CORPORATION COM 75513E101 27478 148007 SH SOLE 148007 0 0 SALESFORCE INC COM 79466L302 19698 85805 SH SOLE 85805 0 0 SPDR GOLD TR GOLD SHS 78463V107 2487 6530 SH SOLE 6530 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 4662 6113 SH SOLE 6113 0 0 UNITED RENTALS INC COM 911363109 28991 28968 SH SOLE 28968 0 0 VALMONT INDS INC COM 920253101 16630 35920 SH SOLE 35920 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1405 23658 SH SOLE 23658 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 2102 24212 SH SOLE 24212 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1586 10050 SH SOLE 10050 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 528 4205 SH SOLE 4205 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1454 3885 SH SOLE 3885 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 420 3630 SH SOLE 3630 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 10557 230160 SH SOLE 230160 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 2540 50408 SH SOLE 50408 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1670 44069 SH SOLE 44069 0 0