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
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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
AGCO CORP COM 001084102 BBG000DCCZW2 1,639,882 16,754 SH   SOLE   16,754 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 3,498,316 47,505 SH   SOLE   47,505 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 2,062,484 11,323 SH   SOLE   11,323 0 0
AMBEV SA SPONSORED ADR 02319V103 BBG000BN5VZ4 484,788 236,482 SH   SOLE   236,482 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG000BCT197 1,592,536 31,086 SH   SOLE   31,086 0 0
APPLE INC COM 037833100 BBG000B9XRY4 442,302 2,100 SH   SOLE   2,100 0 0
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 1,902,079 8,060 SH   SOLE   8,060 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 BBG000BB6WG8 1,753,171 29,002 SH   SOLE   29,002 0 0
ATKORE INC COM 047649108 BBG000QTFDQ4 1,584,888 11,746 SH   SOLE   11,746 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 BBG000BS6WW3 492,761 209,567 SH   SOLE   209,567 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 1,773,705 42,709 SH   SOLE   42,709 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 1,777,159 45,382 SH   SOLE   45,382 0 0
COPA HOLDINGS SA CL A P31076105 BBG000C29813 502,550 5,280 SH   SOLE   5,280 0 0
EQUINOR ASA SPONSORED ADR 29446M102 BBG000NT0ZZ4 3,155,708 110,494 SH   SOLE   110,494 0 0
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 BBG00J3MDY16 975,913 33,933 SH   SOLE   33,933 0 0
GERDAU SA SPON ADR REP PFD 373737105 BBG000K91FQ4 524,809 159,033 SH   SOLE   159,033 0 0
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 1,880,943 27,415 SH   SOLE   27,415 0 0
GLOBAL X FDS DEFENSE TECH ETF 37960A529 BBG01J6K2R13 317,072 9,553 SH   SOLE   9,553 0 0
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 BBG000L5Y4D4 223,296 4,263 SH   SOLE   4,263 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG0019SRJP8 1,279,740 12,863 SH   SOLE   12,863 0 0
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3CQ0 3,352,637 62,631 SH   SOLE   62,631 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001QWVB81 3,113,220 60,936 SH   SOLE   60,936 0 0
ISHARES GOLD TR ISHARES NEW 464285204 BBG000QLKDR4 1,830,494 41,670 SH   SOLE   41,670 0 0
ISHARES TR EAFE VALUE ETF 464288877 BBG000GLBJK9 849,436 16,015 SH   SOLE   16,015 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG000QN04L8 1,222,351 11,062 SH   SOLE   11,062 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 BBG000J600W9 517,698 9,145 SH   SOLE   9,145 0 0
KKR & CO INC COM 48251W104 BBG000BCQ6J8 259,311 2,464 SH   SOLE   2,464 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 1,853,601 3,968 SH   SOLE   3,968 0 0
MEDIFAST INC COM 58470H101 BBG000BWBW76 1,632,311 74,808 SH   SOLE   74,808 0 0
MOSAIC CO NEW COM 61945C103 BBG000BFXHL6 1,686,691 58,363 SH   SOLE   58,363 0 0
NETEASE INC SPONSORED ADS 64110W102 BBG000BX72V8 542,034 5,671 SH   SOLE   5,671 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SL98 3,017,243 58,147 SH   SOLE   58,147 0 0
PFIZER INC COM 717081103 BBG000BR2B91 1,753,786 62,680 SH   SOLE   62,680 0 0
PULTE GROUP INC COM 745867101 BBG000BR54L0 1,730,055 15,685 SH   SOLE   15,685 0 0
QUALCOMM INC COM 747525103 BBG000CGC1X8 1,757,962 8,826 SH   SOLE   8,826 0 0
SANOFI SPONSORED ADR 80105N105 BBG000BBD5N1 2,290,775 47,213 SH   SOLE   47,213 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG000CRF6Q8 392,608 1,826 SH   SOLE   1,826 0 0
STELLANTIS N.V SHS N82405106 BBG0078ZLDG9 2,746,517 138,367 SH   SOLE   138,367 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 4,219,540 24,201 SH   SOLE   24,201 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG000BR4TH1 3,923,849 447,928 SH   SOLE   447,928 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LXS7 1,985,062 31,554 SH   SOLE   31,554 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 3,256,987 42,148 SH   SOLE   42,148 0 0
WISDOMTREE TR EUROPE SMCP DV 97717W869 BBG000BT0PS7 858,607 14,411 SH   SOLE   14,411 0 0
WISDOMTREE TR US HIGH DIVIDEND 97717W208 BBG000BSXYW9 311,968 3,688 SH   SOLE   3,688 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 BBG00DY7QWH1 471,544 22,725 SH   SOLE   22,725 0 0