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 SYSTEMS INCORPORATED | COM | 00724F101 | 225 | 397 | SH | SOLE | 0 | 0 | 397 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 292 | 2,030 | SH | SOLE | 0 | 0 | 2,030 | ||
ADVERUM BIOTECHNOLOGIES INC | COM | 00773U108 | 25 | 14,412 | SH | SOLE | 0 | 0 | 14,412 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 1,504 | 24,470 | SH | SOLE | 0 | 0 | 24,470 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 950 | 328 | SH | SOLE | 0 | 0 | 328 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 203 | 70 | SH | SOLE | 0 | 0 | 70 | ||
AMAZON COM INC | COM | 023135106 | 1,267 | 380 | SH | SOLE | 0 | 0 | 380 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 196 | 10,918 | SH | SOLE | 0 | 0 | 10,918 | ||
APPLE INC | COM | 037833100 | 5,247 | 29,550 | SH | SOLE | 0 | 0 | 29,550 | ||
AT&T INC | COM | 00206R102 | 598 | 24,289 | SH | SOLE | 0 | 0 | 24,289 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 752 | 2,515 | SH | SOLE | 0 | 0 | 2,515 | ||
BK OF AMERICA CORP | COM | 060505104 | 401 | 9,009 | SH | SOLE | 0 | 0 | 9,009 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 202 | 3,716 | SH | SOLE | 0 | 0 | 3,716 | ||
CHEVRON CORP NEW | COM | 166764100 | 249 | 2,122 | SH | SOLE | 0 | 0 | 2,122 | ||
CISCO SYS INC | COM | 17275R102 | 255 | 4,025 | SH | SOLE | 0 | 0 | 4,025 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 632 | 1,113 | SH | SOLE | 0 | 0 | 1,113 | ||
DANAHER CORPORATION | COM | 235851102 | 1,685 | 5,120 | SH | SOLE | 0 | 0 | 5,120 | ||
DEERE & CO | COM | 244199105 | 721 | 2,102 | SH | SOLE | 0 | 0 | 2,102 | ||
DISNEY WALT CO | COM | 254687106 | 271 | 1,749 | SH | SOLE | 0 | 0 | 1,749 | ||
EXXON MOBIL CORP | COM | 30231G102 | 290 | 4,734 | SH | SOLE | 0 | 0 | 4,734 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 11,511 | 189,016 | SH | SOLE | 0 | 0 | 189,016 | ||
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | 269 | 3,919 | SH | SOLE | 0 | 0 | 3,919 | ||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 377 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | ||
HOME DEPOT INC | COM | 437076102 | 303 | 731 | SH | SOLE | 0 | 0 | 731 | ||
INNOVATOR ETFS TR | US EQT ULTRA BF | 45782C375 | 209 | 7,001 | SH | SOLE | 0 | 0 | 7,001 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 4,606 | 11,577 | SH | SOLE | 0 | 0 | 11,577 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 308 | 5,150 | SH | SOLE | 0 | 0 | 5,150 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 27,724 | 498,815 | SH | SOLE | 0 | 0 | 498,815 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 32,935 | 284,803 | SH | SOLE | 0 | 0 | 284,803 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 13,391 | 175,413 | SH | SOLE | 0 | 0 | 175,413 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 21,687 | 190,100 | SH | SOLE | 0 | 0 | 190,100 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 7,814 | 110,143 | SH | SOLE | 0 | 0 | 110,143 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 10,388 | 21,778 | SH | SOLE | 0 | 0 | 21,778 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 10,183 | 35,971 | SH | SOLE | 0 | 0 | 35,971 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,884 | 51,384 | SH | SOLE | 0 | 0 | 51,384 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 633 | 1,591 | SH | SOLE | 0 | 0 | 1,591 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 7,379 | 63,457 | SH | SOLE | 0 | 0 | 63,457 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 650 | 2,968 | SH | SOLE | 0 | 0 | 2,968 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 843 | 15,927 | SH | SOLE | 0 | 0 | 15,927 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 252 | 2,189 | SH | SOLE | 0 | 0 | 2,189 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 220 | 1,800 | SH | SOLE | 0 | 0 | 1,800 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 354 | 4,074 | SH | SOLE | 0 | 0 | 4,074 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,024 | 9,534 | SH | SOLE | 0 | 0 | 9,534 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 508 | 6,808 | SH | SOLE | 0 | 0 | 6,808 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 291 | 1,731 | SH | SOLE | 0 | 0 | 1,731 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 517 | 6,176 | SH | SOLE | 0 | 0 | 6,176 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 211 | 2,093 | SH | SOLE | 0 | 0 | 2,093 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 503 | 1,647 | SH | SOLE | 0 | 0 | 1,647 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 477 | 15,431 | SH | SOLE | 0 | 0 | 15,431 | ||
JOHNSON & JOHNSON | COM | 478160104 | 358 | 2,092 | SH | SOLE | 0 | 0 | 2,092 | ||
LOWES COS INC | COM | 548661107 | 366 | 1,415 | SH | SOLE | 0 | 0 | 1,415 | ||
META PLATFORMS INC | CL A | 30303M102 | 424 | 1,260 | SH | SOLE | 0 | 0 | 1,260 | ||
MGE ENERGY INC | COM | 55277P104 | 2,444 | 29,713 | SH | SOLE | 0 | 0 | 29,713 | ||
MICROSOFT CORP | COM | 594918104 | 2,831 | 8,418 | SH | SOLE | 0 | 0 | 8,418 | ||
NIO INC | SPON ADS | 62914V106 | 260 | 8,196 | SH | SOLE | 0 | 0 | 8,196 | ||
ORACLE CORP | COM | 68389X105 | 266 | 3,050 | SH | SOLE | 0 | 0 | 3,050 | ||
PEPSICO INC | COM | 713448108 | 246 | 1,418 | SH | SOLE | 0 | 0 | 1,418 | ||
PFIZER INC | COM | 717081103 | 483 | 8,182 | SH | SOLE | 0 | 0 | 8,182 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 331 | 2,026 | SH | SOLE | 0 | 0 | 2,026 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 469 | 5,806 | SH | SOLE | 0 | 0 | 5,806 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,710 | 7,811 | SH | SOLE | 0 | 0 | 7,811 | ||
SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | 474 | 4,369 | SH | SOLE | 0 | 0 | 4,369 | ||
TESLA INC | COM | 88160R101 | 976 | 924 | SH | SOLE | 0 | 0 | 924 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 263 | 1,229 | SH | SOLE | 0 | 0 | 1,229 | ||
VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | 236 | 3,781 | SH | SOLE | 0 | 0 | 3,781 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,485 | 7,742 | SH | SOLE | 0 | 0 | 7,742 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 240 | 942 | SH | SOLE | 0 | 0 | 942 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 320 | 1,418 | SH | SOLE | 0 | 0 | 1,418 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 556 | 2,516 | SH | SOLE | 0 | 0 | 2,516 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 214 | 760 | SH | SOLE | 0 | 0 | 760 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 416 | 2,829 | SH | SOLE | 0 | 0 | 2,829 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 225 | 516 | SH | SOLE | 0 | 0 | 516 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 443 | 7,237 | SH | SOLE | 0 | 0 | 7,237 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 538 | 3,134 | SH | SOLE | 0 | 0 | 3,134 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 260 | 997 | SH | SOLE | 0 | 0 | 997 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 1,031 | 2,250 | SH | SOLE | 0 | 0 | 2,250 | ||
VISA INC | COM CL A | 92826C839 | 642 | 2,961 | SH | SOLE | 0 | 0 | 2,961 |