lyn alden newsletter

Asset Allocation

Position	Category/Sector	Target Weight
ACN Accenture plc	Technology	0.81%
ADBE Adobe Inc	Technology	1.44%
AFL Aflac Incorporated	Financial Services	0.81%
AMGN Amgen Inc.	Healthcare	0.81%
AMZN Amazon.com, Inc	Consumer Cyclical	1.20%
APD Air Products and Chemicals, Inc.	Basic Materials	0.81%
ASEA Global X FTSE Southeast Asia ETF	Asia Pacific Equities	1.80%
ATO Atmos Energy Corporation	Utilities	0.81%
AXP American Express Company	Financial Services	0.81%
BIL SPDR Barclays 1-3 Month T-Bill ETF	Government Bonds	6%
BKNG Booking Holdings Inc.	Consumer Cyclical	1.44%
BLDR Builders FirstSource, Inc.	Industrials	0.96%
BN Brookfield Corp	Financial Services	0.81%
BP BP p.l.c.	Energy	0.72%
BTI British American Tobacco p.l.c.	Consumer Defensive	1.08%
CAKE The Cheesecake Factory Incorporated	Consumer Cyclical	0.81%
CI Cigna Corporation	Healthcare	0.81%
CIB Bancolombia S.A.	Financial Services	0.54%
CNQ Canadian Natural Resources Limited	Energy	0.72%
COR Cencora Inc.	Healthcare	0.81%
CPA Copa Holdings, S.A.	Industrials	0.54%
CSCO Cisco Systems, Inc.	Technology	0.81%
CVS CVS Health Corporation	Healthcare	0.81%
ELV Elevance Health Inc	Healthcare	0.81%
ENB Enbridge Inc.	Energy	0.81%
EOG EOG Resources, Inc.	Energy	0.96%
FDX FedEx Corporation	Industrials	0.81%
FI		1.20%
GBTC Grayscale Bitcoin Trust (BTC)	Financial Services	5%
GOOGL Alphabet Inc Class A	Communication Services	0.96%
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	Commodity Producers Equities	4.08%
HAL Halliburton Company	Energy	0.81%
HDB HDFC Bank Limited	Financial Services	1.44%
ICE Intercontinental Exchange, Inc.	Financial Services	0.81%
ILF iShares Latin American 40 ETF	Latin America Equities	3.24%
INDA iShares MSCI India ETF	Asia Pacific Equities	2.52%
ITUB Itaú Unibanco Holding S.A.	Financial Services	0.54%
MELI MercadoLibre, Inc.	Consumer Cyclical	0.72%
MO Altria Group, Inc.	Consumer Defensive	1.08%
MSTR MicroStrategy Incorporated	Technology	1.20%
NEE NextEra Energy, Inc.	Utilities	0.81%
NTR Nutrien Ltd.	Basic Materials	0.72%
NVS Novartis AG	Healthcare	0.81%
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.	Industrials	0.81%
OZK Bank OZK	Financial Services	1.08%
PEP PepsiCo, Inc.	Consumer Defensive	0.81%
PHYS Sprott Physical Gold Trust	Financial Services	5%
PPLT Aberdeen Standard Physical Platinum Shares ETF	Precious Metals	2%
PRU Prudential Financial, Inc.	Financial Services	0.81%
PYPL PayPal Holdings, Inc.	Financial Services	1.44%
RIO Rio Tinto Group	Basic Materials	0.96%
SHEL Shell plc	Energy	0.72%
SHY iShares 1-3 Year Treasury Bond ETF	Government Bonds	5%
SIVR Aberdeen Standard Physical Silver Shares ETF	Precious Metals	4%
SLYV SPDR S&P 600 Small Cap Value ETF	Small Cap Value Equities	4%
SU Suncor Energy Inc.	Energy	0.96%
TDW Tidewater Inc.	Energy	0.72%
TRV The Travelers Companies, Inc.	Financial Services	1.08%
TTE TotalEnergies SE	Energy	0.72%
UNP Union Pacific Corporation	Industrials	1.08%
USB U.S. Bancorp	Financial Services	1.08%
V Visa Inc.	Financial Services	1.08%
VGK Vanguard FTSE Europe ETF	Europe Equities	3.24%
VPL Vanguard FTSE Pacific ETF	Asia Pacific Equities	3.60%
VWO Vanguard FTSE Emerging Markets ETF	Emerging Markets Equities	3.60%
XOM Exxon Mobil Corporation	Energy	0.72%

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Rebalance

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: FI.