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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 244,154 | 499 | SH | SOLE | 0 | 0 | 499 | |||
ALLIANT ENERGY CORP | COM | 018802108 | 819,461 | 15,615 | SH | SOLE | 0 | 0 | 15,615 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 789,970 | 6,600 | SH | SOLE | 0 | 0 | 6,600 | |||
AMAZON COM INC | COM | 023135106 | 1,635,007 | 12,542 | SH | SOLE | 0 | 0 | 12,542 | |||
APPLE INC | COM | 037833100 | 5,537,508 | 28,548 | SH | SOLE | 0 | 0 | 28,548 | |||
APPLIED MATLS INC | COM | 038222105 | 239,869 | 1,660 | SH | SOLE | 0 | 0 | 1,660 | |||
AT&T INC | COM | 00206R102 | 341,047 | 21,382 | SH | SOLE | 0 | 0 | 21,382 | |||
BANK AMERICA CORP | COM | 060505104 | 294,723 | 10,273 | SH | SOLE | 0 | 0 | 10,273 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 974,992 | 2,859 | SH | SOLE | 0 | 0 | 2,859 | |||
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | 319,836 | 14,368 | SH | SOLE | 0 | 0 | 14,368 | |||
CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | 655,049 | 24,742 | SH | SOLE | 0 | 0 | 24,742 | |||
CHEVRON CORP NEW | COM | 166764100 | 393,885 | 2,503 | SH | SOLE | 0 | 0 | 2,503 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 709,263 | 1,317 | SH | SOLE | 0 | 0 | 1,317 | |||
DANAHER CORPORATION | COM | 235851102 | 1,263,840 | 5,266 | SH | SOLE | 0 | 0 | 5,266 | |||
DEERE & CO | COM | 244199105 | 768,352 | 1,896 | SH | SOLE | 0 | 0 | 1,896 | |||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 263,609 | 5,545 | SH | SOLE | 0 | 0 | 5,545 | |||
EXACT SCIENCES CORP | COM | 30063P105 | 322,484 | 3,434 | SH | SOLE | 0 | 0 | 3,434 | |||
EXXON MOBIL CORP | COM | 30231G102 | 428,075 | 3,991 | SH | SOLE | 0 | 0 | 3,991 | |||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 13,336,254 | 246,602 | SH | SOLE | 0 | 0 | 246,602 | |||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 242,389 | 5,337 | SH | SOLE | 0 | 0 | 5,337 | |||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 271,867 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | |||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 2,373,750 | 62,401 | SH | SOLE | 0 | 0 | 62,401 | |||
HOME DEPOT INC | COM | 437076102 | 344,674 | 1,110 | SH | SOLE | 0 | 0 | 1,110 | |||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 309,542 | 2,037 | SH | SOLE | 0 | 0 | 2,037 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 4,531,767 | 12,267 | SH | SOLE | 0 | 0 | 12,267 | |||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 963,507 | 19,548 | SH | SOLE | 0 | 0 | 19,548 | |||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 34,048,335 | 660,748 | SH | SOLE | 0 | 0 | 660,748 | |||
ISHARES TR | CORE S&P US GWT | 464287671 | 35,450,160 | 363,070 | SH | SOLE | 0 | 0 | 363,070 | |||
ISHARES TR | CORE S&P US VLU | 464287663 | 16,082,039 | 205,495 | SH | SOLE | 0 | 0 | 205,495 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 11,222,934 | 114,578 | SH | SOLE | 0 | 0 | 114,578 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 12,450,570 | 27,934 | SH | SOLE | 0 | 0 | 27,934 | |||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 9,923,984 | 37,953 | SH | SOLE | 0 | 0 | 37,953 | |||
ISHARES TR | EXPANDED TECH | 464287515 | 492,055 | 1,422 | SH | SOLE | 0 | 0 | 1,422 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,225,807 | 30,224 | SH | SOLE | 0 | 0 | 30,224 | |||
ISHARES TR | S&P 100 ETF | 464287101 | 701,058 | 3,386 | SH | SOLE | 0 | 0 | 3,386 | |||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 5,940,847 | 94,871 | SH | SOLE | 0 | 0 | 94,871 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,434,629 | 54,537 | SH | SOLE | 0 | 0 | 54,537 | |||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 372,897 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | |||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 431,400 | 5,747 | SH | SOLE | 0 | 0 | 5,747 | |||
ISHARES TR | RUS 1000 ETF | 464287622 | 226,191 | 928 | SH | SOLE | 0 | 0 | 928 | |||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 469,702 | 2,508 | SH | SOLE | 0 | 0 | 2,508 | |||
ISHARES TR | MSCI EAFE ETF | 464287465 | 202,006 | 2,786 | SH | SOLE | 0 | 0 | 2,786 | |||
ISHARES TR | CORE S&P TTL STK | 464287150 | 481,307 | 4,919 | SH | SOLE | 0 | 0 | 4,919 | |||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 505,740 | 7,176 | SH | SOLE | 0 | 0 | 7,176 | |||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,817,565 | 41,742 | SH | SOLE | 0 | 0 | 41,742 | |||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 2,720,700 | 43,642 | SH | SOLE | 0 | 0 | 43,642 | |||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 2,419,417 | 36,371 | SH | SOLE | 0 | 0 | 36,371 | |||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 707,125 | 6,797 | SH | SOLE | 0 | 0 | 6,797 | |||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 534,139 | 8,765 | SH | SOLE | 0 | 0 | 8,765 | |||
ISHARES TR | MRGSTR MD CP VAL | 464288406 | 504,822 | 7,925 | SH | SOLE | 0 | 0 | 7,925 | |||
ISHARES TR | MRGSTR SM CP GR | 464288604 | 303,287 | 7,324 | SH | SOLE | 0 | 0 | 7,324 | |||
ISHARES TR | MRNING SM CP ETF | 464288703 | 281,390 | 5,209 | SH | SOLE | 0 | 0 | 5,209 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 278,586 | 1,765 | SH | SOLE | 0 | 0 | 1,765 | |||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 211,583 | 2,190 | SH | SOLE | 0 | 0 | 2,190 | |||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 324,437 | 1,179 | SH | SOLE | 0 | 0 | 1,179 | |||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 252,264 | 2,644 | SH | SOLE | 0 | 0 | 2,644 | |||
ISHARES TR | MSCI ACWI EX US | 464288240 | 261,850 | 5,320 | SH | SOLE | 0 | 0 | 5,320 | |||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 387,803 | 14,927 | SH | SOLE | 0 | 0 | 14,927 | |||
JOHNSON & JOHNSON | COM | 478160104 | 425,242 | 2,569 | SH | SOLE | 0 | 0 | 2,569 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 222,632 | 1,531 | SH | SOLE | 0 | 0 | 1,531 | |||
LOWES COS INC | COM | 548661107 | 315,930 | 1,400 | SH | SOLE | 0 | 0 | 1,400 | |||
MCDONALDS CORP | COM | 580135101 | 224,404 | 752 | SH | SOLE | 0 | 0 | 752 | |||
META PLATFORMS INC | CL A | 30303M102 | 394,884 | 1,376 | SH | SOLE | 0 | 0 | 1,376 | |||
MGE ENERGY INC | COM | 55277P104 | 2,384,824 | 30,146 | SH | SOLE | 0 | 0 | 30,146 | |||
MICROSOFT CORP | COM | 594918104 | 3,573,383 | 10,493 | SH | SOLE | 0 | 0 | 10,493 | |||
NVIDIA CORPORATION | COM | 67066G104 | 297,837 | 704 | SH | SOLE | 0 | 0 | 704 | |||
ORACLE CORP | COM | 68389X105 | 377,039 | 3,166 | SH | SOLE | 0 | 0 | 3,166 | |||
PEPSICO INC | COM | 713448108 | 344,498 | 1,860 | SH | SOLE | 0 | 0 | 1,860 | |||
PFIZER INC | COM | 717081103 | 235,185 | 6,412 | SH | SOLE | 0 | 0 | 6,412 | |||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 710,979 | 14,355 | SH | SOLE | 0 | 0 | 14,355 | |||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 639,718 | 12,340 | SH | SOLE | 0 | 0 | 12,340 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 307,843 | 2,029 | SH | SOLE | 0 | 0 | 2,029 | |||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 275,862 | 7,738 | SH | SOLE | 0 | 0 | 7,738 | |||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 429,023 | 6,040 | SH | SOLE | 0 | 0 | 6,040 | |||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 216,942 | 4,953 | SH | SOLE | 0 | 0 | 4,953 | |||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 362,988 | 4,998 | SH | SOLE | 0 | 0 | 4,998 | |||
SHP ETF TRUST | NEOS ENH INM CAS | 78433H501 | 247,792 | 4,949 | SH | SOLE | 0 | 0 | 4,949 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,536,457 | 7,978 | SH | SOLE | 0 | 0 | 7,978 | |||
TESLA INC | COM | 88160R101 | 1,288,351 | 4,922 | SH | SOLE | 0 | 0 | 4,922 | |||
TRACTOR SUPPLY CO | COM | 892356106 | 209,958 | 950 | SH | SOLE | 0 | 0 | 950 | |||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 227,191 | 1,267 | SH | SOLE | 0 | 0 | 1,267 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,289,697 | 8,092 | SH | SOLE | 0 | 0 | 8,092 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 282,822 | 1,422 | SH | SOLE | 0 | 0 | 1,422 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 593,814 | 1,458 | SH | SOLE | 0 | 0 | 1,458 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 382,743 | 2,693 | SH | SOLE | 0 | 0 | 2,693 | |||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 630,142 | 3,108 | SH | SOLE | 0 | 0 | 3,108 | |||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 666,795 | 12,255 | SH | SOLE | 0 | 0 | 12,255 | |||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 882,071 | 17,564 | SH | SOLE | 0 | 0 | 17,564 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,048,523 | 6,455 | SH | SOLE | 0 | 0 | 6,455 | |||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 234,614 | 997 | SH | SOLE | 0 | 0 | 997 | |||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 994,958 | 2,250 | SH | SOLE | 0 | 0 | 2,250 | |||
VISA INC | COM CL A | 92826C839 | 688,558 | 2,899 | SH | SOLE | 0 | 0 | 2,899 |