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 | 1,572,409 | 17,848 | SH | SOLE | 17,848 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 261,284 | 754 | SH | SOLE | 753 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 352,715 | 699 | SH | SOLE | 699 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 668,535 | 3,704 | SH | SOLE | 3,704 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 240,091 | 991 | SH | SOLE | 991 | 0 | 0 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 2,118,787 | 42,039 | SH | SOLE | 42,039 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 389,965 | 2,254 | SH | SOLE | 2,254 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,375,123 | 9,111 | SH | SOLE | 9,111 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 701,157 | 4,605 | SH | SOLE | 4,605 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,316,520 | 29,474 | SH | SOLE | 29,474 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 716,197 | 3,145 | SH | SOLE | 3,145 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 10,884,591 | 63,474 | SH | SOLE | 63,474 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 742,218 | 1,765 | SH | SOLE | 1,765 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 1,343,966 | 1,014 | SH | SOLE | 1,014 | 0 | 0 | ||
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | 2,125,112 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | 3,410,533 | 104,939 | SH | SOLE | 104,939 | 0 | 0 | ||
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | 649,440 | 22,550 | SH | SOLE | 22,550 | 0 | 0 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | 2,050,569 | 64,100 | SH | SOLE | 64,100 | 0 | 0 | ||
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | 1,419,367 | 55,057 | SH | SOLE | 55,056 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 690,457 | 2,168 | SH | SOLE | 2,168 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 523,995 | 1,430 | SH | SOLE | 1,430 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 560,381 | 3,553 | SH | SOLE | 3,552 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 230,367 | 889 | SH | SOLE | 889 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 567,976 | 11,380 | SH | SOLE | 11,380 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 636,784 | 10,408 | SH | SOLE | 10,408 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 402,667 | 9,289 | SH | SOLE | 9,288 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,350,680 | 1,844 | SH | SOLE | 1,843 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 299,867 | 1,794 | SH | SOLE | 1,794 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,189,006 | 19,073 | SH | SOLE | 19,072 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 1,881,599 | 58,892 | SH | SOLE | 58,892 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 1,601,314 | 43,824 | SH | SOLE | 43,823 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 776,235 | 14,261 | SH | SOLE | 14,261 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 225,387 | 1,842 | SH | SOLE | 1,842 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 2,917,383 | 3,750 | SH | SOLE | 3,750 | 0 | 0 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 880,880 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 707,382 | 24,242 | SH | SOLE | 24,242 | 0 | 0 | ||
EOG RES INC | COM | 26875P101 | 438,551 | 3,430 | SH | SOLE | 3,430 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 500,215 | 4,303 | SH | SOLE | 4,303 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 685,306 | 2,365 | SH | SOLE | 2,365 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 219,685 | 3,216 | SH | SOLE | 3,216 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 365,972 | 876 | SH | SOLE | 876 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 528,484 | 12,565 | SH | SOLE | 12,565 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 1,383,068 | 3,605 | SH | SOLE | 3,605 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 278,158 | 2,024 | SH | SOLE | 2,024 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 475,108 | 2,488 | SH | SOLE | 2,488 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 46138E362 | 291,314 | 6,561 | SH | SOLE | 6,561 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 517,526 | 7,857 | SH | SOLE | 7,856 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 705,744 | 11,681 | SH | SOLE | 11,680 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 324,269 | 730 | SH | SOLE | 730 | 0 | 0 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 240,551 | 2,861 | SH | SOLE | 2,860 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 880,287 | 11,861 | SH | SOLE | 11,860 | 0 | 0 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 2,055,570 | 18,009 | SH | SOLE | 18,009 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,141,054 | 19,373 | SH | SOLE | 19,372 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 551,157 | 3,484 | SH | SOLE | 3,484 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,338,004 | 6,680 | SH | SOLE | 6,680 | 0 | 0 | ||
LINDE PLC | SHS | G54950103 | 311,094 | 670 | SH | SOLE | 670 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 465,787 | 1,024 | SH | SOLE | 1,024 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 1,087,596 | 3,857 | SH | SOLE | 3,857 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 800,205 | 6,064 | SH | SOLE | 6,064 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 713,803 | 1,470 | SH | SOLE | 1,470 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 2,922,172 | 6,946 | SH | SOLE | 6,945 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 267,756 | 3,825 | SH | SOLE | 3,825 | 0 | 0 | ||
NOVO-NORDISK A S | ADR | 670100205 | 932,312 | 7,261 | SH | SOLE | 7,261 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 3,273,598 | 3,623 | SH | SOLE | 3,623 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 281,962 | 1,138 | SH | SOLE | 1,138 | 0 | 0 | ||
ONEOK INC NEW | COM | 682680103 | 3,123,858 | 38,965 | SH | SOLE | 38,965 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 210,395 | 1,202 | SH | SOLE | 1,202 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 321,825 | 1,226 | SH | SOLE | 1,226 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 547,594 | 3,375 | SH | SOLE | 3,375 | 0 | 0 | ||
RTX CORPORATION | COM | 75513E101 | 413,460 | 4,239 | SH | SOLE | 4,239 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 322,263 | 1,070 | SH | SOLE | 1,070 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 304,315 | 4,207 | SH | SOLE | 4,206 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 292,476 | 1,404 | SH | SOLE | 1,404 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 400,548 | 2,178 | SH | SOLE | 2,178 | 0 | 0 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 994,129 | 7,892 | SH | SOLE | 7,892 | 0 | 0 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 452,263 | 1,137 | SH | SOLE | 1,137 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,386,859 | 4,563 | SH | SOLE | 4,563 | 0 | 0 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 252,002 | 3,445 | SH | SOLE | 3,445 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 215,343 | 1,225 | SH | SOLE | 1,225 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 404,706 | 2,323 | SH | SOLE | 2,323 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 304,556 | 524 | SH | SOLE | 524 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 250,507 | 2,470 | SH | SOLE | 2,470 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 304,473 | 615 | SH | SOLE | 615 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 909,354 | 1,892 | SH | SOLE | 1,891 | 0 | 0 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 351,016 | 2,003 | SH | SOLE | 2,002 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,311,505 | 5,470 | SH | SOLE | 5,470 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 597,639 | 2,392 | SH | SOLE | 2,391 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 474,183 | 2,074 | SH | SOLE | 2,074 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 13,267,508 | 38,546 | SH | SOLE | 38,545 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 7,815,711 | 47,990 | SH | SOLE | 47,990 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 10,229,032 | 39,358 | SH | SOLE | 39,357 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 476,892 | 4,316 | SH | SOLE | 4,315 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | 307,499 | 3,615 | SH | SOLE | 3,615 | 0 | 0 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 431,820 | 2,365 | SH | SOLE | 2,364 | 0 | 0 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 8,124,994 | 15,496 | SH | SOLE | 15,495 | 0 | 0 | ||
VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | 1,468,009 | 4,620 | SH | SOLE | 4,620 | 0 | 0 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 1,679,173 | 6,207 | SH | SOLE | 6,207 | 0 | 0 | ||
VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | 496,287 | 2,431 | SH | SOLE | 2,431 | 0 | 0 | ||
VANGUARD WORLD FD | ENERGY ETF | 92204A306 | 652,218 | 4,952 | SH | SOLE | 4,952 | 0 | 0 | ||
VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 | 411,223 | 1,684 | SH | SOLE | 1,684 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 853,421 | 3,058 | SH | SOLE | 3,057 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 437,496 | 7,271 | SH | SOLE | 7,271 | 0 | 0 |