Best US ETFs Mix for Portfolio

This topic is obviously a knockoff of slider77’s topic, but I would like to get a measure of interest in discussing US investments at Sharesight. The plan is to suggest a portfolio of about a dozen US ETFs each month for discussion based on the existing macroeconomic environment. The portfolios may contain ETFs of stocks, bonds, currencies, commodities, alternatives and cash equivalents. Each portfolio will be published prior to the month it will be implemented. All replies are welcomed, and critiques are encouraged.
July 2022 Portfolio: UUP 15%, VMNFX 15%, EDV 15%, MBB 15%, XLP 5%, TIP 10%, XLV 5%, LQD 5%, IJR 5%, XLU 5%, VCMDX 5%.
Post your favorite portfolio.