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 | 1,015,016 | 17,848 | SH | SOLE | 17,848 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 384,803 | 1,253 | SH | SOLE | 1,252 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 251,891 | 494 | SH | SOLE | 494 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 240,085 | 2,335 | SH | SOLE | 2,335 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 296,438 | 1,046 | SH | SOLE | 1,046 | 0 | 0 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 2,036,803 | 42,039 | SH | SOLE | 42,039 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 251,118 | 2,254 | SH | SOLE | 2,254 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 622,991 | 4,725 | SH | SOLE | 4,725 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,177,086 | 8,995 | SH | SOLE | 8,995 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,625,335 | 28,519 | SH | SOLE | 28,519 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 259,934 | 1,742 | SH | SOLE | 1,742 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 10,884,855 | 63,576 | SH | SOLE | 63,576 | 0 | 0 | ||
ARIS WATER SOLUTIONS INC | CLASS A COM | 04041L106 | 177,385 | 17,774 | SH | SOLE | 17,774 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 477,459 | 1,363 | SH | SOLE | 1,363 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 443,739 | 2,315 | SH | SOLE | 2,315 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 975,101 | 1,174 | SH | SOLE | 1,174 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 161,500 | 100 | SH | Put | SOLE | 0 | 0 | 0 | |
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | 1,712,502 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | 1,427,432 | 53,926 | SH | SOLE | 53,926 | 0 | 0 | ||
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | 516,846 | 22,550 | SH | SOLE | 22,550 | 0 | 0 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | 983,597 | 40,147 | SH | SOLE | 40,146 | 0 | 0 | ||
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | 1,261,448 | 58,024 | SH | SOLE | 58,024 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 724,421 | 2,668 | SH | SOLE | 2,668 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 562,380 | 2,060 | SH | SOLE | 2,060 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 446,577 | 2,648 | SH | SOLE | 2,648 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 819,840 | 15,250 | SH | SOLE | 15,250 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 472,812 | 8,446 | SH | SOLE | 8,446 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 422,876 | 9,537 | SH | SOLE | 9,537 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,168,361 | 2,068 | SH | SOLE | 2,068 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 256,937 | 1,794 | SH | SOLE | 1,794 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 1,034,544 | 22,643 | SH | SOLE | 22,642 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 1,617,640 | 61,742 | SH | SOLE | 61,742 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,004,643 | 19,140 | SH | SOLE | 19,139 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 2,075,157 | 69,287 | SH | SOLE | 69,287 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 1,314,372 | 2,447 | SH | SOLE | 2,447 | 0 | 0 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 785,680 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 700,460 | 25,592 | SH | SOLE | 25,592 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 291,220 | 2,297 | SH | SOLE | 2,297 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 616,329 | 5,242 | SH | SOLE | 5,241 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 466,040 | 1,759 | SH | SOLE | 1,759 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 402,580 | 1,244 | SH | SOLE | 1,244 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 529,740 | 12,565 | SH | SOLE | 12,565 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 1,054,491 | 3,490 | SH | SOLE | 3,489 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 222,680 | 2,024 | SH | SOLE | 2,024 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 475,336 | 3,388 | SH | SOLE | 3,388 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 46138E362 | 267,371 | 6,822 | SH | SOLE | 6,822 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 540,896 | 9,200 | SH | SOLE | 9,200 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 529,070 | 10,573 | SH | SOLE | 10,572 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 240,754 | 672 | SH | SOLE | 671 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,366,422 | 14,486 | SH | SOLE | 14,485 | 0 | 0 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 1,129,856 | 12,368 | SH | SOLE | 12,368 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 373,441 | 3,642 | SH | SOLE | 3,641 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 899,355 | 13,976 | SH | SOLE | 13,975 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 573,542 | 3,682 | SH | SOLE | 3,682 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,102,877 | 7,605 | SH | SOLE | 7,605 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 249,475 | 670 | SH | SOLE | 670 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 255,191 | 624 | SH | SOLE | 624 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 919,482 | 3,490 | SH | SOLE | 3,490 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 702,481 | 6,824 | SH | SOLE | 6,823 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 410,087 | 1,366 | SH | SOLE | 1,366 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,972,739 | 6,248 | SH | SOLE | 6,247 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 260,498 | 3,754 | SH | SOLE | 3,753 | 0 | 0 | ||
NOVO-NORDISK A S | ADR | 670100205 | 215,528 | 2,370 | SH | SOLE | 2,370 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 2,064,898 | 4,747 | SH | SOLE | 4,747 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 207,517 | 1,038 | SH | SOLE | 1,038 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 2,460,871 | 38,797 | SH | SOLE | 38,796 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 366,130 | 2,161 | SH | SOLE | 2,160 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 281,428 | 1,226 | SH | SOLE | 1,226 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 492,278 | 3,375 | SH | SOLE | 3,375 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 452,171 | 6,283 | SH | SOLE | 6,282 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 653,154 | 3,221 | SH | SOLE | 3,221 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 329,890 | 6,534 | SH | SOLE | 6,533 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 360,388 | 2,239 | SH | SOLE | 2,238 | 0 | 0 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 792,994 | 7,822 | SH | SOLE | 7,822 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 230,050 | 1,403 | SH | SOLE | 1,403 | 0 | 0 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 389,234 | 1,162 | SH | SOLE | 1,162 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,849,392 | 4,326 | SH | SOLE | 4,326 | 0 | 0 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 204,220 | 3,445 | SH | SOLE | 3,445 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 1,313,405 | 5,249 | SH | SOLE | 5,249 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 697,816 | 4,389 | SH | SOLE | 4,388 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 596,776 | 1,179 | SH | SOLE | 1,179 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 219,534 | 2,470 | SH | SOLE | 2,470 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 244,159 | 1,199 | SH | SOLE | 1,199 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 311,770 | 618 | SH | SOLE | 618 | 0 | 0 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 304,890 | 2,127 | SH | SOLE | 2,127 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 9,236,400 | 33,919 | SH | SOLE | 33,918 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 604,377 | 1,539 | SH | SOLE | 1,539 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,394,819 | 30,106 | SH | SOLE | 30,106 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,017,874 | 5,201 | SH | SOLE | 5,201 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 522,421 | 2,509 | SH | SOLE | 2,508 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 392,795 | 2,078 | SH | SOLE | 2,077 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 6,784,580 | 49,189 | SH | SOLE | 49,188 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 402,009 | 4,314 | SH | SOLE | 4,314 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 265,691 | 3,719 | SH | SOLE | 3,719 | 0 | 0 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 960,291 | 6,180 | SH | SOLE | 6,180 | 0 | 0 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 608,912 | 5,893 | SH | SOLE | 5,893 | 0 | 0 | ||
VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 | 443,888 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 | 321,747 | 1,650 | SH | SOLE | 1,650 | 0 | 0 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 5,454,894 | 13,147 | SH | SOLE | 13,147 | 0 | 0 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 1,692,974 | 7,201 | SH | SOLE | 7,201 | 0 | 0 | ||
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | 775,462 | 6,119 | SH | SOLE | 6,118 | 0 | 0 | ||
VANGUARD WORLD FDS | CONSUM DIS ETF | 92204A108 | 1,451,211 | 5,387 | SH | SOLE | 5,387 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 802,271 | 3,488 | SH | SOLE | 3,487 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 387,830 | 2,425 | SH | SOLE | 2,425 | 0 | 0 |