The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 6,215,802 | 41,700 | SH | SOLE | 41,700 | 0 | 0 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 1,583,249 | 32,678 | SH | SOLE | 32,678 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 2,714,476 | 10,100 | SH | SOLE | 10,100 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 5,547,204 | 32,400 | SH | SOLE | 32,400 | 0 | 0 | ||
BLACKROCK INC | COM | 09247X101 | 969,735 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 843,100 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 1,075,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CMS ENERGY CORP | COM | 125896100 | 1,062,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
EXELON CORP | COM | 30161N101 | 2,116,240 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 1,269,072 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 545,376 | 1,270 | SH | SOLE | 0 | 0 | 1,270 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 4,351,775 | 60,124 | SH | SOLE | 0 | 0 | 60,124 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 22,971,057 | 243,880 | SH | SOLE | 0 | 0 | 243,880 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 274,607 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
JOHNSON & JOHNSON | COM | 478160104 | 4,174,100 | 26,800 | SH | SOLE | 26,800 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 817,920 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 3,846,224 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,578,750 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 4,010,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
PAYCHEX INC | COM | 704326107 | 4,082,682 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 4,913,760 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
PHILLIPS 66 | COM | 718546104 | 5,550,930 | 46,200 | SH | SOLE | 46,200 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 1,736,521 | 24,541 | SH | SOLE | 0 | 0 | 24,541 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 1,820,522 | 36,520 | SH | SOLE | 0 | 0 | 36,520 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 28,131,793 | 132,441 | SH | SOLE | 0 | 0 | 132,441 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 577,269 | 1,470 | SH | SOLE | 0 | 0 | 1,470 | ||
WALMART INC | COM | 931142103 | 5,117,760 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 3,048,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 4,027,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
WILLIAMS COS INC | COM | 969457100 | 336,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
XCEL ENERGY INC | COM | 98389B100 | 5,247,589 | 91,709 | SH | SOLE | 91,709 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 577,990 | 11,500 | SH | SOLE | 0 | 0 | 11,500 | ||
MERCK & CO INC | COM | 58933Y105 | 3,603,250 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 2,550,600 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 4,882,028 | 62,550 | SH | SOLE | 62,550 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,298,154 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 | 4,581,255 | 80,500 | SH | SOLE | 80,500 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 4,146,142 | 26,600 | SH | SOLE | 26,600 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 5,331,199 | 102,780 | SH | SOLE | 0 | 0 | 102,780 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 2,123,226 | 20,550 | SH | SOLE | 0 | 0 | 20,550 | ||
EXXON MOBIL CORP | COM | 30231G102 | 2,821,920 | 24,000 | SH | SOLE | 24,000 | 0 | 0 |