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 |
ADOBE INC | COM | 00724F101 | 268,600 | 532 | SH | SOLE | 0 | 0 | 532 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 754,722 | 14,975 | SH | SOLE | 0 | 0 | 14,975 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 249,860 | 1,641 | SH | SOLE | 0 | 0 | 1,641 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,743,329 | 11,551 | SH | SOLE | 0 | 0 | 11,551 | ||
AMAZON COM INC | COM | 023135106 | 3,186,373 | 17,665 | SH | SOLE | 0 | 0 | 17,665 | ||
APPLE INC | COM | 037833100 | 6,050,368 | 35,283 | SH | SOLE | 0 | 0 | 35,283 | ||
APPLIED MATLS INC | COM | 038222105 | 344,972 | 1,673 | SH | SOLE | 0 | 0 | 1,673 | ||
AT&T INC | COM | 00206R102 | 362,542 | 20,599 | SH | SOLE | 0 | 0 | 20,599 | ||
BANK AMERICA CORP | COM | 060505104 | 812,235 | 21,420 | SH | SOLE | 0 | 0 | 21,420 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,313,317 | 3,123 | SH | SOLE | 0 | 0 | 3,123 | ||
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | 643,559 | 28,654 | SH | SOLE | 0 | 0 | 28,654 | ||
CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | 911,513 | 33,747 | SH | SOLE | 0 | 0 | 33,747 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 215,488 | 3,707 | SH | SOLE | 0 | 0 | 3,707 | ||
CATERPILLAR INC | COM | 149123101 | 325,390 | 888 | SH | SOLE | 0 | 0 | 888 | ||
CHEVRON CORP NEW | COM | 166764100 | 396,280 | 2,512 | SH | SOLE | 0 | 0 | 2,512 | ||
CISCO SYS INC | COM | 17275R102 | 341,116 | 6,835 | SH | SOLE | 0 | 0 | 6,835 | ||
CITIGROUP INC | COM NEW | 172967424 | 321,743 | 5,088 | SH | SOLE | 0 | 0 | 5,088 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 747,888 | 1,021 | SH | SOLE | 0 | 0 | 1,021 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 256,151 | 799 | SH | SOLE | 0 | 0 | 799 | ||
CUMMINS INC | COM | 231021106 | 240,879 | 818 | SH | SOLE | 0 | 0 | 818 | ||
DANAHER CORPORATION | COM | 235851102 | 1,310,031 | 5,246 | SH | SOLE | 0 | 0 | 5,246 | ||
DEERE & CO | COM | 244199105 | 603,428 | 1,469 | SH | SOLE | 0 | 0 | 1,469 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 277,710 | 5,801 | SH | SOLE | 0 | 0 | 5,801 | ||
DISNEY WALT CO | COM | 254687106 | 204,683 | 1,673 | SH | SOLE | 0 | 0 | 1,673 | ||
ELI LILLY & CO | COM | 532457108 | 466,410 | 600 | SH | SOLE | 0 | 0 | 600 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 249,238 | 3,609 | SH | SOLE | 0 | 0 | 3,609 | ||
EXXON MOBIL CORP | COM | 30231G102 | 490,864 | 4,223 | SH | SOLE | 0 | 0 | 4,223 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 15,196,275 | 235,967 | SH | SOLE | 0 | 0 | 235,967 | ||
FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | 293,494 | 10,280 | SH | SOLE | 0 | 0 | 10,280 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 4,101,887 | 90,529 | SH | SOLE | 0 | 0 | 90,529 | ||
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | 235,428 | 4,175 | SH | SOLE | 0 | 0 | 4,175 | ||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 342,090 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | ||
FORD MTR CO DEL | COM | 345370860 | 405,292 | 30,519 | SH | SOLE | 0 | 0 | 30,519 | ||
GLOBAL X FDS | S&P 500 COVERED | 37954Y475 | 877,556 | 21,514 | SH | SOLE | 0 | 0 | 21,514 | ||
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 389637109 | 210,356 | 3,330 | SH | SOLE | 0 | 0 | 3,330 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 598,758 | 15,416 | SH | SOLE | 0 | 0 | 15,416 | ||
HOME DEPOT INC | COM | 437076102 | 481,250 | 1,255 | SH | SOLE | 0 | 0 | 1,255 | ||
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C417 | 211,280 | 6,185 | SH | SOLE | 0 | 0 | 6,185 | ||
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C508 | 231,336 | 5,915 | SH | SOLE | 0 | 0 | 5,915 | ||
INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 | 318,085 | 10,871 | SH | SOLE | 0 | 0 | 10,871 | ||
INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | 1,197,635 | 100,811 | SH | SOLE | 0 | 0 | 100,811 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 823,974 | 4,510 | SH | SOLE | 0 | 0 | 4,510 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 5,547,037 | 32,751 | SH | SOLE | 0 | 0 | 32,751 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6,009,984 | 13,536 | SH | SOLE | 0 | 0 | 13,536 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 941,038 | 18,237 | SH | SOLE | 0 | 0 | 18,237 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 45,562,637 | 784,751 | SH | SOLE | 0 | 0 | 784,751 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 40,125,091 | 342,335 | SH | SOLE | 0 | 0 | 342,335 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 19,557,112 | 216,244 | SH | SOLE | 0 | 0 | 216,244 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 15,851,368 | 30,151 | SH | SOLE | 0 | 0 | 30,151 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 11,119,602 | 183,069 | SH | SOLE | 0 | 0 | 183,069 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 542,777 | 6,365 | SH | SOLE | 0 | 0 | 6,365 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 819,479 | 3,312 | SH | SOLE | 0 | 0 | 3,312 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 6,436,853 | 94,855 | SH | SOLE | 0 | 0 | 94,855 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,795,055 | 52,434 | SH | SOLE | 0 | 0 | 52,434 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 1,234,903 | 12,609 | SH | SOLE | 0 | 0 | 12,609 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 424,280 | 3,850 | SH | SOLE | 0 | 0 | 3,850 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,961,368 | 27,522 | SH | SOLE | 0 | 0 | 27,522 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 223,606 | 2,877 | SH | SOLE | 0 | 0 | 2,877 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 299,965 | 1,041 | SH | SOLE | 0 | 0 | 1,041 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 504,332 | 2,398 | SH | SOLE | 0 | 0 | 2,398 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 229,091 | 2,869 | SH | SOLE | 0 | 0 | 2,869 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 803,295 | 6,967 | SH | SOLE | 0 | 0 | 6,967 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 607,094 | 7,190 | SH | SOLE | 0 | 0 | 7,190 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,997,026 | 40,380 | SH | SOLE | 0 | 0 | 40,380 | ||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 3,368,500 | 44,628 | SH | SOLE | 0 | 0 | 44,628 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 2,888,454 | 37,581 | SH | SOLE | 0 | 0 | 37,581 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 706,814 | 6,749 | SH | SOLE | 0 | 0 | 6,749 | ||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 646,086 | 9,141 | SH | SOLE | 0 | 0 | 9,141 | ||
ISHARES TR | MRGSTR MD CP VAL | 464288406 | 600,714 | 8,280 | SH | SOLE | 0 | 0 | 8,280 | ||
ISHARES TR | MRGSTR SM CP GR | 464288604 | 361,709 | 7,767 | SH | SOLE | 0 | 0 | 7,767 | ||
ISHARES TR | MRNING SM CP ETF | 464288703 | 339,538 | 5,548 | SH | SOLE | 0 | 0 | 5,548 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 315,658 | 1,762 | SH | SOLE | 0 | 0 | 1,762 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 327,335 | 2,868 | SH | SOLE | 0 | 0 | 2,868 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 225,594 | 1,800 | SH | SOLE | 0 | 0 | 1,800 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 391,315 | 1,161 | SH | SOLE | 0 | 0 | 1,161 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 288,329 | 2,778 | SH | SOLE | 0 | 0 | 2,778 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 213,931 | 4,693 | SH | SOLE | 0 | 0 | 4,693 | ||
ISHARES TR | MSCI ACWI EX US | 464288240 | 284,035 | 5,320 | SH | SOLE | 0 | 0 | 5,320 | ||
ISHARES TR | 10+ YR INVST GRD | 464289511 | 245,033 | 4,757 | SH | SOLE | 0 | 0 | 4,757 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 401,625 | 14,875 | SH | SOLE | 0 | 0 | 14,875 | ||
JOHNSON & JOHNSON | COM | 478160104 | 365,192 | 2,309 | SH | SOLE | 0 | 0 | 2,309 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,533,259 | 7,655 | SH | SOLE | 0 | 0 | 7,655 | ||
LOWES COS INC | COM | 548661107 | 260,710 | 1,023 | SH | SOLE | 0 | 0 | 1,023 | ||
MARATHON PETE CORP | COM | 56585A102 | 213,792 | 1,061 | SH | SOLE | 0 | 0 | 1,061 | ||
MCDONALDS CORP | COM | 580135101 | 297,457 | 1,055 | SH | SOLE | 0 | 0 | 1,055 | ||
META PLATFORMS INC | CL A | 30303M102 | 725,942 | 1,495 | SH | SOLE | 0 | 0 | 1,495 | ||
MGE ENERGY INC | COM | 55277P104 | 2,335,215 | 29,665 | SH | SOLE | 0 | 0 | 29,665 | ||
MICROSOFT CORP | COM | 594918104 | 7,043,465 | 16,741 | SH | SOLE | 0 | 0 | 16,741 | ||
NEOS ETF TRUST | NEOS ENH INC 1-3 | 78433H501 | 1,304,065 | 26,186 | SH | SOLE | 0 | 0 | 26,186 | ||
NETFLIX INC | COM | 64110L106 | 219,853 | 362 | SH | SOLE | 0 | 0 | 362 | ||
NIKE INC | CL B | 654106103 | 296,601 | 3,156 | SH | SOLE | 0 | 0 | 3,156 | ||
NVIDIA CORPORATION | COM | 67066G104 | 1,033,751 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
ORACLE CORP | COM | 68389X105 | 387,884 | 3,088 | SH | SOLE | 0 | 0 | 3,088 | ||
PEPSICO INC | COM | 713448108 | 324,582 | 1,855 | SH | SOLE | 0 | 0 | 1,855 | ||
PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | 559,523 | 37,628 | SH | SOLE | 0 | 0 | 37,628 | ||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 756,790 | 14,423 | SH | SOLE | 0 | 0 | 14,423 | ||
PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | 305,119 | 3,264 | SH | SOLE | 0 | 0 | 3,264 | ||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 461,010 | 9,239 | SH | SOLE | 0 | 0 | 9,239 | ||
PIMCO HIGH INCOME FD | COM SHS | 722014107 | 114,874 | 23,254 | SH | SOLE | 0 | 0 | 23,254 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 331,662 | 2,044 | SH | SOLE | 0 | 0 | 2,044 | ||
RTX CORPORATION | COM | 75513E101 | 383,568 | 3,933 | SH | SOLE | 0 | 0 | 3,933 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 7,212,691 | 118,144 | SH | SOLE | 0 | 0 | 118,144 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 983,649 | 12,200 | SH | SOLE | 0 | 0 | 12,200 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,360,667 | 14,675 | SH | SOLE | 0 | 0 | 14,675 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 839,830 | 21,523 | SH | SOLE | 0 | 0 | 21,523 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 943,408 | 11,586 | SH | SOLE | 0 | 0 | 11,586 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 733,892 | 14,904 | SH | SOLE | 0 | 0 | 14,904 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,187,744 | 8,006 | SH | SOLE | 0 | 0 | 8,006 | ||
SPDR SER TR | S&P REGL BKG | 78464A698 | 334,187 | 6,647 | SH | SOLE | 0 | 0 | 6,647 | ||
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | 711,364 | 16,893 | SH | SOLE | 0 | 0 | 16,893 | ||
TESLA INC | COM | 88160R101 | 900,518 | 5,123 | SH | SOLE | 0 | 0 | 5,123 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 248,666 | 950 | SH | SOLE | 0 | 0 | 950 | ||
US BANCORP DEL | COM NEW | 902973304 | 210,417 | 4,707 | SH | SOLE | 0 | 0 | 4,707 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,800,920 | 8,137 | SH | SOLE | 0 | 0 | 8,137 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 260,604 | 1,043 | SH | SOLE | 0 | 0 | 1,043 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 325,055 | 1,422 | SH | SOLE | 0 | 0 | 1,422 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 824,404 | 1,715 | SH | SOLE | 0 | 0 | 1,715 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 364,318 | 2,237 | SH | SOLE | 0 | 0 | 2,237 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 745,279 | 3,108 | SH | SOLE | 0 | 0 | 3,108 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 527,264 | 8,990 | SH | SOLE | 0 | 0 | 8,990 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 738,472 | 14,594 | SH | SOLE | 0 | 0 | 14,594 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,300,827 | 7,124 | SH | SOLE | 0 | 0 | 7,124 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 1,034,701 | 1,973 | SH | SOLE | 0 | 0 | 1,973 | ||
VISA INC | COM CL A | 92826C839 | 795,878 | 2,852 | SH | SOLE | 0 | 0 | 2,852 |