Q2 2022 Holdings
Filed 2022-07-26 | 18 holdings | $757.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $350.0K | 3,900 | 46.2% |
| Corteva Inc(CTVA) | COM | 22052L104 | $214.0K | 3,959 | 28.3% |
| Spdr SER TR(SPYX) | SPDR S&P 500 ETF | 78468R796 | $72.1K | 781,212 | 9.5% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $48.1K | 349,920 | 6.4% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $23.1K | 844,600 | 3.1% |
| Invesco DB Multi-Sector Comm(DBA) | AGRICULTURE FD | 46140H106 | $19.2K | 940,900 | 2.5% |
| Global X FDS(URA) | GLOBAL X URANIUM | 37954Y871 | $12.9K | 697,100 | 1.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.2K | 3,286 | 0.9% |
| Vaneck Vectors ETF TR(REMX) | RARE EARTH/STRTG | 92189H805 | $5.7K | 66,000 | 0.8% |
| First TR Exchange-Traded FD(FCG) | NAT GAS ETF | 33733E807 | $1.8K | 84,375 | 0.2% |
| Danimer Scientific Inc | COM CL A | 236272100 | $576 | 126,263 | 0.1% |
| Lindsay Corp(LNN) | COM | 535555106 | $439 | 3,305 | 0.1% |
| Mosaic Co New(MOS) | COM | 61945C103 | $434 | 9,184 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $407 | 4,750 | 0.1% |
| Schlumberger LTD(SLB) | COM STK | 806857108 | $336 | 9,400 | 0.0% |
| Cameco Corp(CCJ) | COM | 13321L108 | $284 | 13,500 | 0.0% |
| Vale S A(VALE) | SPONSORED ADS | 91912E105 | $277 | 18,900 | 0.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $225 | 7,700 | 0.0% |