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 |
|
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 |
IG ACQUISITION CORP | *W EXP 10/05/202 | 449534114 | 7 | 49,000 | SH | SOLE | 0 | 0 | 49,000 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 202 | 1,251 | SH | SOLE | 0 | 0 | 1,251 | ||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 211 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 222 | 5,913 | SH | SOLE | 0 | 0 | 5,913 | ||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 225 | 4,737 | SH | SOLE | 0 | 0 | 4,737 | ||
HOME DEPOT INC | COM | 437076102 | 244 | 886 | SH | SOLE | 0 | 0 | 886 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 252 | 1,849 | SH | SOLE | 0 | 0 | 1,849 | ||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 266 | 5,510 | SH | SOLE | 0 | 0 | 5,510 | ||
PEPSICO INC | COM | 713448108 | 269 | 1,649 | SH | SOLE | 0 | 0 | 1,649 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 271 | 1,286 | SH | SOLE | 0 | 0 | 1,286 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 277 | 6,224 | SH | SOLE | 0 | 0 | 6,224 | ||
LOWES COS INC | COM | 548661107 | 281 | 1,498 | SH | SOLE | 0 | 0 | 1,498 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 287 | 2,274 | SH | SOLE | 0 | 0 | 2,274 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 297 | 1,739 | SH | SOLE | 0 | 0 | 1,739 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 299 | 6,955 | SH | SOLE | 0 | 0 | 6,955 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 299 | 3,275 | SH | SOLE | 0 | 0 | 3,275 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 310 | 4,345 | SH | SOLE | 0 | 0 | 4,345 | ||
BK OF AMERICA CORP | COM | 060505104 | 314 | 10,397 | SH | SOLE | 0 | 0 | 10,397 | ||
CHEVRON CORP NEW | COM | 166764100 | 316 | 2,201 | SH | SOLE | 0 | 0 | 2,201 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 330 | 2,670 | SH | SOLE | 0 | 0 | 2,670 | ||
JOHNSON & JOHNSON | COM | 478160104 | 343 | 2,098 | SH | SOLE | 0 | 0 | 2,098 | ||
PFIZER INC | COM | 717081103 | 351 | 8,017 | SH | SOLE | 0 | 0 | 8,017 | ||
AT&T INC | COM | 00206R102 | 359 | 23,417 | SH | SOLE | 0 | 0 | 23,417 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 399 | 1,596 | SH | SOLE | 0 | 0 | 1,596 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 409 | 7,075 | SH | SOLE | 0 | 0 | 7,075 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 409 | 7,250 | SH | SOLE | 0 | 0 | 7,250 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 429 | 6,455 | SH | SOLE | 0 | 0 | 6,455 | ||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 432 | 8,610 | SH | SOLE | 0 | 0 | 8,610 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 461 | 2,795 | SH | SOLE | 0 | 0 | 2,795 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 465 | 2,843 | SH | SOLE | 0 | 0 | 2,843 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 467 | 5,869 | SH | SOLE | 0 | 0 | 5,869 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 467 | 9,701 | SH | SOLE | 0 | 0 | 9,701 | ||
EXXON MOBIL CORP | COM | 30231G102 | 499 | 5,711 | SH | SOLE | 0 | 0 | 5,711 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 532 | 1,619 | SH | SOLE | 0 | 0 | 1,619 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 543 | 15,188 | SH | SOLE | 0 | 0 | 15,188 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 548 | 3,372 | SH | SOLE | 0 | 0 | 3,372 | ||
VISA INC | COM CL A | 92826C839 | 550 | 3,097 | SH | SOLE | 0 | 0 | 3,097 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 576 | 12,993 | SH | SOLE | 0 | 0 | 12,993 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 590 | 6,138 | SH | SOLE | 0 | 0 | 6,138 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 612 | 1,296 | SH | SOLE | 0 | 0 | 1,296 | ||
DEERE & CO | COM | 244199105 | 626 | 1,876 | SH | SOLE | 0 | 0 | 1,876 | ||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 693 | 14,174 | SH | SOLE | 0 | 0 | 14,174 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 715 | 2,678 | SH | SOLE | 0 | 0 | 2,678 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 716 | 6,971 | SH | SOLE | 0 | 0 | 6,971 | ||
TESLA INC | COM | 88160R101 | 765 | 2,882 | SH | SOLE | 0 | 0 | 2,882 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 780 | 14,817 | SH | SOLE | 0 | 0 | 14,817 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 829 | 8,668 | SH | SOLE | 0 | 0 | 8,668 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 838 | 2,726 | SH | SOLE | 0 | 0 | 2,726 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 947 | 7,004 | SH | SOLE | 0 | 0 | 7,004 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 967 | 18,245 | SH | SOLE | 0 | 0 | 18,245 | ||
AMAZON COM INC | COM | 023135106 | 1,018 | 9,010 | SH | SOLE | 0 | 0 | 9,010 | ||
DANAHER CORPORATION | COM | 235851102 | 1,355 | 5,246 | SH | SOLE | 0 | 0 | 5,246 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 1,642 | 17,041 | SH | SOLE | 0 | 0 | 17,041 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,785 | 8,344 | SH | SOLE | 0 | 0 | 8,344 | ||
MGE ENERGY INC | COM | 55277P104 | 1,997 | 30,433 | SH | SOLE | 0 | 0 | 30,433 | ||
MICROSOFT CORP | COM | 594918104 | 2,358 | 10,123 | SH | SOLE | 0 | 0 | 10,123 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,388 | 23,283 | SH | SOLE | 0 | 0 | 23,283 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,815 | 7,882 | SH | SOLE | 0 | 0 | 7,882 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,148 | 11,780 | SH | SOLE | 0 | 0 | 11,780 | ||
APPLE INC | COM | 037833100 | 3,953 | 28,602 | SH | SOLE | 0 | 0 | 28,602 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 4,874 | 55,897 | SH | SOLE | 0 | 0 | 55,897 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 5,182 | 142,210 | SH | SOLE | 0 | 0 | 142,210 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 5,806 | 114,031 | SH | SOLE | 0 | 0 | 114,031 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 8,664 | 39,517 | SH | SOLE | 0 | 0 | 39,517 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 8,896 | 24,805 | SH | SOLE | 0 | 0 | 24,805 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 9,618 | 232,083 | SH | SOLE | 0 | 0 | 232,083 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 12,405 | 198,124 | SH | SOLE | 0 | 0 | 198,124 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 24,996 | 562,084 | SH | SOLE | 0 | 0 | 562,084 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 27,480 | 342,727 | SH | SOLE | 0 | 0 | 342,727 |