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 |
ADOBE INC | COM | 00724F101 | 267,851 | 525 | SH | SOLE | 0 | 0 | 525 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 744,379 | 15,364 | SH | SOLE | 0 | 0 | 15,364 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 233,112 | 1,768 | SH | SOLE | 0 | 0 | 1,768 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 858,125 | 6,558 | SH | SOLE | 0 | 0 | 6,558 | ||
AMAZON COM INC | COM | 023135106 | 1,608,480 | 12,653 | SH | SOLE | 0 | 0 | 12,653 | ||
APPLE INC | COM | 037833100 | 5,066,991 | 29,595 | SH | SOLE | 0 | 0 | 29,595 | ||
APPLIED MATLS INC | COM | 038222105 | 229,826 | 1,660 | SH | SOLE | 0 | 0 | 1,660 | ||
AT&T INC | COM | 00206R102 | 276,705 | 18,422 | SH | SOLE | 0 | 0 | 18,422 | ||
BANK AMERICA CORP | COM | 060505104 | 271,026 | 9,899 | SH | SOLE | 0 | 0 | 9,899 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,044,272 | 2,981 | SH | SOLE | 0 | 0 | 2,981 | ||
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | 679,730 | 31,615 | SH | SOLE | 0 | 0 | 31,615 | ||
CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | 919,682 | 35,785 | SH | SOLE | 0 | 0 | 35,785 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 204,626 | 3,707 | SH | SOLE | 0 | 0 | 3,707 | ||
CATERPILLAR INC | COM | 149123101 | 200,109 | 733 | SH | SOLE | 0 | 0 | 733 | ||
CHEVRON CORP NEW | COM | 166764100 | 426,311 | 2,528 | SH | SOLE | 0 | 0 | 2,528 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 552,012 | 977 | SH | SOLE | 0 | 0 | 977 | ||
DANAHER CORPORATION | COM | 235851102 | 1,310,216 | 5,281 | SH | SOLE | 0 | 0 | 5,281 | ||
DEERE & CO | COM | 244199105 | 715,708 | 1,897 | SH | SOLE | 0 | 0 | 1,897 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 205,173 | 5,545 | SH | SOLE | 0 | 0 | 5,545 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 247,911 | 3,634 | SH | SOLE | 0 | 0 | 3,634 | ||
EXXON MOBIL CORP | COM | 30231G102 | 499,698 | 4,250 | SH | SOLE | 0 | 0 | 4,250 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 11,893,285 | 228,761 | SH | SOLE | 0 | 0 | 228,761 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 1,776,568 | 40,784 | SH | SOLE | 0 | 0 | 40,784 | ||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 266,229 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 841,498 | 22,862 | SH | SOLE | 0 | 0 | 22,862 | ||
HOME DEPOT INC | COM | 437076102 | 337,380 | 1,117 | SH | SOLE | 0 | 0 | 1,117 | ||
INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 | 203,990 | 6,296 | SH | SOLE | 0 | 0 | 6,296 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 300,234 | 2,037 | SH | SOLE | 0 | 0 | 2,037 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 4,592,667 | 12,819 | SH | SOLE | 0 | 0 | 12,819 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 931,085 | 19,565 | SH | SOLE | 0 | 0 | 19,565 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 36,446,615 | 735,849 | SH | SOLE | 0 | 0 | 735,849 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 31,038,780 | 327,310 | SH | SOLE | 0 | 0 | 327,310 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 15,175,302 | 203,368 | SH | SOLE | 0 | 0 | 203,368 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 12,221,952 | 28,461 | SH | SOLE | 0 | 0 | 28,461 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 9,468,126 | 37,971 | SH | SOLE | 0 | 0 | 37,971 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 429,892 | 1,260 | SH | SOLE | 0 | 0 | 1,260 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 664,566 | 3,312 | SH | SOLE | 0 | 0 | 3,312 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 5,771,265 | 96,204 | SH | SOLE | 0 | 0 | 96,204 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,172,423 | 54,833 | SH | SOLE | 0 | 0 | 54,833 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 1,790,661 | 19,041 | SH | SOLE | 0 | 0 | 19,041 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 365,868 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,018,423 | 29,437 | SH | SOLE | 0 | 0 | 29,437 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 216,198 | 2,933 | SH | SOLE | 0 | 0 | 2,933 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 217,057 | 924 | SH | SOLE | 0 | 0 | 924 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 443,291 | 2,508 | SH | SOLE | 0 | 0 | 2,508 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 464,455 | 4,931 | SH | SOLE | 0 | 0 | 4,931 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 491,916 | 7,190 | SH | SOLE | 0 | 0 | 7,190 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,672,797 | 41,535 | SH | SOLE | 0 | 0 | 41,535 | ||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 2,628,534 | 44,066 | SH | SOLE | 0 | 0 | 44,066 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 2,391,280 | 36,920 | SH | SOLE | 0 | 0 | 36,920 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 680,707 | 6,618 | SH | SOLE | 0 | 0 | 6,618 | ||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 508,743 | 8,905 | SH | SOLE | 0 | 0 | 8,905 | ||
ISHARES TR | MRGSTR MD CP VAL | 464288406 | 487,325 | 8,043 | SH | SOLE | 0 | 0 | 8,043 | ||
ISHARES TR | MRGSTR SM CP GR | 464288604 | 284,382 | 7,337 | SH | SOLE | 0 | 0 | 7,337 | ||
ISHARES TR | MRNING SM CP ETF | 464288703 | 270,237 | 5,219 | SH | SOLE | 0 | 0 | 5,219 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 267,978 | 1,765 | SH | SOLE | 0 | 0 | 1,765 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 200,021 | 2,190 | SH | SOLE | 0 | 0 | 2,190 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 313,602 | 1,179 | SH | SOLE | 0 | 0 | 1,179 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 228,177 | 2,644 | SH | SOLE | 0 | 0 | 2,644 | ||
ISHARES TR | MSCI ACWI EX US | 464288240 | 250,093 | 5,320 | SH | SOLE | 0 | 0 | 5,320 | ||
ISHARES TR | 10+ YR INVST GRD | 464289511 | 224,245 | 4,757 | SH | SOLE | 0 | 0 | 4,757 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 435,122 | 14,927 | SH | SOLE | 0 | 0 | 14,927 | ||
JOHNSON & JOHNSON | COM | 478160104 | 384,184 | 2,467 | SH | SOLE | 0 | 0 | 2,467 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 227,994 | 1,572 | SH | SOLE | 0 | 0 | 1,572 | ||
LOWES COS INC | COM | 548661107 | 212,477 | 1,022 | SH | SOLE | 0 | 0 | 1,022 | ||
MCDONALDS CORP | COM | 580135101 | 200,478 | 761 | SH | SOLE | 0 | 0 | 761 | ||
META PLATFORMS INC | CL A | 30303M102 | 418,493 | 1,394 | SH | SOLE | 0 | 0 | 1,394 | ||
MGE ENERGY INC | COM | 55277P104 | 2,005,372 | 29,271 | SH | SOLE | 0 | 0 | 29,271 | ||
MICROSOFT CORP | COM | 594918104 | 3,663,776 | 11,603 | SH | SOLE | 0 | 0 | 11,603 | ||
NEOS ETF TRUST | NEOS ENH INM CAS | 78433H501 | 949,994 | 19,042 | SH | SOLE | 0 | 0 | 19,042 | ||
NVIDIA CORPORATION | COM | 67066G104 | 364,556 | 838 | SH | SOLE | 0 | 0 | 838 | ||
ORACLE CORP | COM | 68389X105 | 345,617 | 3,263 | SH | SOLE | 0 | 0 | 3,263 | ||
PEPSICO INC | COM | 713448108 | 315,464 | 1,862 | SH | SOLE | 0 | 0 | 1,862 | ||
PFIZER INC | COM | 717081103 | 211,668 | 6,381 | SH | SOLE | 0 | 0 | 6,381 | ||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 626,464 | 12,512 | SH | SOLE | 0 | 0 | 12,512 | ||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 590,017 | 12,053 | SH | SOLE | 0 | 0 | 12,053 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 299,592 | 2,054 | SH | SOLE | 0 | 0 | 2,054 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 269,415 | 7,933 | SH | SOLE | 0 | 0 | 7,933 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 443,727 | 6,556 | SH | SOLE | 0 | 0 | 6,556 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 216,758 | 5,233 | SH | SOLE | 0 | 0 | 5,233 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 228,098 | 3,224 | SH | SOLE | 0 | 0 | 3,224 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,422,442 | 8,006 | SH | SOLE | 0 | 0 | 8,006 | ||
TESLA INC | COM | 88160R101 | 1,256,027 | 5,020 | SH | SOLE | 0 | 0 | 5,020 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 200,473 | 1,286 | SH | SOLE | 0 | 0 | 1,286 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,203,561 | 8,092 | SH | SOLE | 0 | 0 | 8,092 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 268,858 | 1,422 | SH | SOLE | 0 | 0 | 1,422 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 572,557 | 1,458 | SH | SOLE | 0 | 0 | 1,458 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 304,825 | 2,210 | SH | SOLE | 0 | 0 | 2,210 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 608,290 | 3,108 | SH | SOLE | 0 | 0 | 3,108 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 544,739 | 10,502 | SH | SOLE | 0 | 0 | 10,502 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 573,297 | 11,919 | SH | SOLE | 0 | 0 | 11,919 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 991,086 | 6,378 | SH | SOLE | 0 | 0 | 6,378 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 226,219 | 997 | SH | SOLE | 0 | 0 | 997 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 932,797 | 2,248 | SH | SOLE | 0 | 0 | 2,248 | ||
VISA INC | COM CL A | 92826C839 | 671,098 | 2,918 | SH | SOLE | 0 | 0 | 2,918 |