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 |
ALLIANT ENERGY CORP | COM | 018802108 | 854,659 | 16,005 | SH | SOLE | 0 | 0 | 16,005 | ||
AMAZON COM INC | COM | 023135106 | 1,287,535 | 12,465 | SH | SOLE | 0 | 0 | 12,465 | ||
APPLE INC | COM | 037833100 | 4,718,155 | 28,612 | SH | SOLE | 0 | 0 | 28,612 | ||
APPLIED MATLS INC | COM | 038222105 | 203,782 | 1,659 | SH | SOLE | 0 | 0 | 1,659 | ||
BANK AMERICA CORP | COM | 060505104 | 294,045 | 10,281 | SH | SOLE | 0 | 0 | 10,281 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 887,471 | 2,874 | SH | SOLE | 0 | 0 | 2,874 | ||
CHEVRON CORP NEW | COM | 166764100 | 392,112 | 2,403 | SH | SOLE | 0 | 0 | 2,403 | ||
DANAHER CORPORATION | COM | 235851102 | 1,332,283 | 5,286 | SH | SOLE | 0 | 0 | 5,286 | ||
DEERE & CO | COM | 244199105 | 774,592 | 1,876 | SH | SOLE | 0 | 0 | 1,876 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 12,046,457 | 251,230 | SH | SOLE | 0 | 0 | 251,230 | ||
HOME DEPOT INC | COM | 437076102 | 327,454 | 1,110 | SH | SOLE | 0 | 0 | 1,110 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 633,275 | 3,386 | SH | SOLE | 0 | 0 | 3,386 | ||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 2,103,883 | 38,004 | SH | SOLE | 0 | 0 | 38,004 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 449,899 | 4,969 | SH | SOLE | 0 | 0 | 4,969 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 10,510,613 | 25,568 | SH | SOLE | 0 | 0 | 25,568 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 12,848,026 | 128,944 | SH | SOLE | 0 | 0 | 128,944 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 466,841 | 7,307 | SH | SOLE | 0 | 0 | 7,307 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 9,307,053 | 37,204 | SH | SOLE | 0 | 0 | 37,204 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 433,432 | 1,422 | SH | SOLE | 0 | 0 | 1,422 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 268,729 | 1,765 | SH | SOLE | 0 | 0 | 1,765 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 288,065 | 1,179 | SH | SOLE | 0 | 0 | 1,179 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 209,013 | 928 | SH | SOLE | 0 | 0 | 928 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 463,248 | 2,597 | SH | SOLE | 0 | 0 | 2,597 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 14,696,818 | 199,198 | SH | SOLE | 0 | 0 | 199,198 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 32,758,455 | 369,026 | SH | SOLE | 0 | 0 | 369,026 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,144,449 | 53,200 | SH | SOLE | 0 | 0 | 53,200 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 2,039,560 | 31,918 | SH | SOLE | 0 | 0 | 31,918 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 686,063 | 6,554 | SH | SOLE | 0 | 0 | 6,554 | ||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 462,725 | 8,039 | SH | SOLE | 0 | 0 | 8,039 | ||
ISHARES TR | MRGSTR MD CP VAL | 464288406 | 438,853 | 7,092 | SH | SOLE | 0 | 0 | 7,092 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,131,369 | 29,064 | SH | SOLE | 0 | 0 | 29,064 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 444,952 | 5,889 | SH | SOLE | 0 | 0 | 5,889 | ||
ISHARES TR | MRGSTR SM CP GR | 464288604 | 263,325 | 6,755 | SH | SOLE | 0 | 0 | 6,755 | ||
ISHARES TR | MRNING SM CP ETF | 464288703 | 249,515 | 4,783 | SH | SOLE | 0 | 0 | 4,783 | ||
JOHNSON & JOHNSON | COM | 478160104 | 395,491 | 2,552 | SH | SOLE | 0 | 0 | 2,552 | ||
LOWES COS INC | COM | 548661107 | 279,804 | 1,399 | SH | SOLE | 0 | 0 | 1,399 | ||
MCDONALDS CORP | COM | 580135101 | 214,181 | 766 | SH | SOLE | 0 | 0 | 766 | ||
MICROSOFT CORP | COM | 594918104 | 3,021,291 | 10,480 | SH | SOLE | 0 | 0 | 10,480 | ||
PEPSICO INC | COM | 713448108 | 338,755 | 1,858 | SH | SOLE | 0 | 0 | 1,858 | ||
PFIZER INC | COM | 717081103 | 284,135 | 6,964 | SH | SOLE | 0 | 0 | 6,964 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 312,774 | 2,104 | SH | SOLE | 0 | 0 | 2,104 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 402,351 | 5,930 | SH | SOLE | 0 | 0 | 5,930 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 206,189 | 4,917 | SH | SOLE | 0 | 0 | 4,917 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 371,514 | 5,078 | SH | SOLE | 0 | 0 | 5,078 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 263,053 | 7,559 | SH | SOLE | 0 | 0 | 7,559 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 227,151 | 966 | SH | SOLE | 0 | 0 | 966 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 245,743 | 1,267 | SH | SOLE | 0 | 0 | 1,267 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,065,938 | 6,921 | SH | SOLE | 0 | 0 | 6,921 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 203,896 | 997 | SH | SOLE | 0 | 0 | 997 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 668,482 | 12,502 | SH | SOLE | 0 | 0 | 12,502 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 781,142 | 15,419 | SH | SOLE | 0 | 0 | 15,419 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 566,737 | 1,507 | SH | SOLE | 0 | 0 | 1,507 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 561,868 | 3,008 | SH | SOLE | 0 | 0 | 3,008 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,046,046 | 8,203 | SH | SOLE | 0 | 0 | 8,203 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 381,525 | 2,762 | SH | SOLE | 0 | 0 | 2,762 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 302,348 | 1,595 | SH | SOLE | 0 | 0 | 1,595 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,921,578 | 12,219 | SH | SOLE | 0 | 0 | 12,219 | ||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 246,614 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | ||
AT&T INC | COM | 00206R102 | 434,813 | 22,588 | SH | SOLE | 0 | 0 | 22,588 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 688,724 | 6,640 | SH | SOLE | 0 | 0 | 6,640 | ||
CAPITAL GROUP FIXED INCOME E | CORE PLUS INCM | 14020Y102 | 327,452 | 14,368 | SH | SOLE | 0 | 0 | 14,368 | ||
CAPITAL GROUP FIXED INCOME E | MUNICIPAL INCOME | 14020Y201 | 546,333 | 20,477 | SH | SOLE | 0 | 0 | 20,477 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 654,446 | 1,317 | SH | SOLE | 0 | 0 | 1,317 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 232,882 | 3,434 | SH | SOLE | 0 | 0 | 3,434 | ||
EXXON MOBIL CORP | COM | 30231G102 | 423,587 | 3,863 | SH | SOLE | 0 | 0 | 3,863 | ||
META PLATFORMS INC | CL A | 30303M102 | 400,779 | 1,891 | SH | SOLE | 0 | 0 | 1,891 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 3,651,405 | 95,574 | SH | SOLE | 0 | 0 | 95,574 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 206,365 | 5,406 | SH | SOLE | 0 | 0 | 5,406 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 268,868 | 2,037 | SH | SOLE | 0 | 0 | 2,037 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 405,699 | 3,991 | SH | SOLE | 0 | 0 | 3,991 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 410,532 | 15,188 | SH | SOLE | 0 | 0 | 15,188 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 5,686,796 | 91,797 | SH | SOLE | 0 | 0 | 91,797 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,552,400 | 38,181 | SH | SOLE | 0 | 0 | 38,181 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 614,266 | 12,590 | SH | SOLE | 0 | 0 | 12,590 | ||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 202,418 | 4,175 | SH | SOLE | 0 | 0 | 4,175 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 31,876,274 | 637,653 | SH | SOLE | 0 | 0 | 637,653 | ||
MGE ENERGY INC | COM | 55277P104 | 2,337,141 | 30,091 | SH | SOLE | 0 | 0 | 30,091 | ||
ORACLE CORP | COM | 68389X105 | 292,326 | 3,146 | SH | SOLE | 0 | 0 | 3,146 | ||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 598,102 | 11,445 | SH | SOLE | 0 | 0 | 11,445 | ||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 728,816 | 14,641 | SH | SOLE | 0 | 0 | 14,641 | ||
SHP ETF TRUST | NEOS ENH INM CAS | 78433H501 | 248,762 | 4,962 | SH | SOLE | 0 | 0 | 4,962 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,254,193 | 7,949 | SH | SOLE | 0 | 0 | 7,949 | ||
TESLA INC | COM | 88160R101 | 1,014,536 | 4,890 | SH | SOLE | 0 | 0 | 4,890 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 867,393 | 2,250 | SH | SOLE | 0 | 0 | 2,250 | ||
VISA INC | COM CL A | 92826C839 | 653,577 | 2,899 | SH | SOLE | 0 | 0 | 2,899 |