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 |
AAON INC | COM PAR $0.004 | 000360206 | 1,128,144 | 11,899 | SH | SOLE | 11,899 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 386,503 | 1,253 | SH | SOLE | 1,252 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 437,157 | 894 | SH | SOLE | 894 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 313,310 | 1,046 | SH | SOLE | 1,046 | 0 | 0 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 2,187,272 | 41,678 | SH | SOLE | 41,678 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 245,776 | 2,254 | SH | SOLE | 2,254 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,088,672 | 9,095 | SH | SOLE | 9,095 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 583,680 | 4,825 | SH | SOLE | 4,825 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,732,859 | 28,635 | SH | SOLE | 28,635 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 303,399 | 1,742 | SH | SOLE | 1,741 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 12,151,047 | 62,644 | SH | SOLE | 62,643 | 0 | 0 | ||
ARIS WATER SOLUTIONS INC | CLASS A COM | 04041L106 | 334,213 | 32,385 | SH | SOLE | 32,385 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 440,231 | 1,291 | SH | SOLE | 1,291 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 490,947 | 2,325 | SH | SOLE | 2,325 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 346,972 | 400 | SH | Put | SOLE | 0 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 983,666 | 1,134 | SH | SOLE | 1,134 | 0 | 0 | ||
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | 1,751,376 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | 1,299,812 | 48,070 | SH | SOLE | 48,069 | 0 | 0 | ||
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | 547,740 | 22,550 | SH | SOLE | 22,550 | 0 | 0 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | 899,828 | 35,665 | SH | SOLE | 35,665 | 0 | 0 | ||
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | 1,304,349 | 55,457 | SH | SOLE | 55,457 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 650,675 | 2,668 | SH | SOLE | 2,668 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 580,678 | 2,360 | SH | SOLE | 2,360 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 429,518 | 2,730 | SH | SOLE | 2,729 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 796,796 | 15,400 | SH | SOLE | 15,400 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 465,687 | 7,733 | SH | SOLE | 7,733 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 396,213 | 9,536 | SH | SOLE | 9,535 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,113,370 | 2,068 | SH | SOLE | 2,068 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 299,742 | 1,794 | SH | SOLE | 1,794 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,046,552 | 19,098 | SH | SOLE | 19,097 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 1,973,270 | 63,674 | SH | SOLE | 63,674 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 1,047,844 | 22,588 | SH | SOLE | 22,587 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 1,856,164 | 68,367 | SH | SOLE | 68,367 | 0 | 0 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 711,200 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 673,718 | 25,568 | SH | SOLE | 25,568 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 566,448 | 5,282 | SH | SOLE | 5,281 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 361,720 | 1,459 | SH | SOLE | 1,459 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 426,779 | 1,323 | SH | SOLE | 1,323 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 445,429 | 12,565 | SH | SOLE | 12,565 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 1,097,936 | 3,534 | SH | SOLE | 3,534 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 228,874 | 2,024 | SH | SOLE | 2,024 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 453,348 | 3,388 | SH | SOLE | 3,388 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 357,327 | 1,045 | SH | SOLE | 1,045 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 577,308 | 9,191 | SH | SOLE | 9,191 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 46138E362 | 330,560 | 7,994 | SH | SOLE | 7,994 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 533,127 | 10,567 | SH | SOLE | 10,567 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 252,520 | 684 | SH | SOLE | 683 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 945,846 | 14,013 | SH | SOLE | 14,012 | 0 | 0 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 208,070 | 2,849 | SH | SOLE | 2,849 | 0 | 0 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 1,139,509 | 11,792 | SH | SOLE | 11,792 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,394,772 | 13,997 | SH | SOLE | 13,996 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 386,096 | 3,617 | SH | SOLE | 3,617 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 625,881 | 3,781 | SH | SOLE | 3,781 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,120,615 | 7,705 | SH | SOLE | 7,705 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 1,117,122 | 2,382 | SH | SOLE | 2,382 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 255,324 | 670 | SH | SOLE | 670 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 296,945 | 645 | SH | SOLE | 645 | 0 | 0 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 1,523,952 | 24,454 | SH | SOLE | 24,453 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 975,573 | 3,269 | SH | SOLE | 3,269 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 791,985 | 6,864 | SH | SOLE | 6,863 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 392,015 | 1,366 | SH | SOLE | 1,366 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 2,114,529 | 6,209 | SH | SOLE | 6,209 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 274,567 | 3,764 | SH | SOLE | 3,764 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 214,809 | 2,895 | SH | SOLE | 2,895 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 1,889,630 | 4,467 | SH | SOLE | 4,467 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 212,458 | 1,038 | SH | SOLE | 1,038 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 2,197,829 | 35,610 | SH | SOLE | 35,609 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 366,633 | 1,979 | SH | SOLE | 1,979 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 234,184 | 6,385 | SH | SOLE | 6,384 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 212,567 | 1,026 | SH | SOLE | 1,026 | 0 | 0 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 290,462 | 3,830 | SH | SOLE | 3,829 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 521,986 | 3,440 | SH | SOLE | 3,440 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 450,028 | 4,594 | SH | SOLE | 4,594 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 677,933 | 3,209 | SH | SOLE | 3,209 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 363,560 | 6,934 | SH | SOLE | 6,934 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 381,030 | 2,244 | SH | SOLE | 2,243 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 839,457 | 7,822 | SH | SOLE | 7,822 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 243,893 | 1,403 | SH | SOLE | 1,402 | 0 | 0 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 398,780 | 1,160 | SH | SOLE | 1,159 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,900,139 | 4,287 | SH | SOLE | 4,286 | 0 | 0 | ||
SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | 405,552 | 4,417 | SH | SOLE | 4,416 | 0 | 0 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 210,179 | 3,445 | SH | SOLE | 3,445 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 1,404,920 | 5,367 | SH | SOLE | 5,367 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 637,856 | 3,543 | SH | SOLE | 3,543 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 615,144 | 1,179 | SH | SOLE | 1,179 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 209,431 | 2,470 | SH | SOLE | 2,470 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 245,345 | 1,199 | SH | SOLE | 1,199 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 304,355 | 633 | SH | SOLE | 633 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 6,839,019 | 48,128 | SH | SOLE | 48,128 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,395,999 | 29,036 | SH | SOLE | 29,035 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 624,896 | 1,534 | SH | SOLE | 1,534 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 9,212,078 | 32,556 | SH | SOLE | 32,556 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 412,919 | 2,076 | SH | SOLE | 2,076 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 551,838 | 2,507 | SH | SOLE | 2,506 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,059,262 | 5,225 | SH | SOLE | 5,225 | 0 | 0 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 327,664 | 2,202 | SH | SOLE | 2,201 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 417,768 | 4,308 | SH | SOLE | 4,307 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 281,095 | 3,717 | SH | SOLE | 3,717 | 0 | 0 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,000,762 | 6,161 | SH | SOLE | 6,161 | 0 | 0 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 621,342 | 5,858 | SH | SOLE | 5,857 | 0 | 0 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 5,566,679 | 12,590 | SH | SOLE | 12,589 | 0 | 0 | ||
VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 | 338,724 | 1,648 | SH | SOLE | 1,648 | 0 | 0 | ||
VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 | 472,514 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
VANGUARD WORLD FDS | CONSUM DIS ETF | 92204A108 | 1,530,499 | 5,404 | SH | SOLE | 5,404 | 0 | 0 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 1,749,525 | 7,146 | SH | SOLE | 7,146 | 0 | 0 | ||
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | 689,977 | 6,112 | SH | SOLE | 6,111 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 833,075 | 3,508 | SH | SOLE | 3,507 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 381,162 | 2,425 | SH | SOLE | 2,425 | 0 | 0 |