Madison Wealth Partners, Inc [Rocket]

Holdings

Madison Wealth Partners, Inc

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IUSG	Common	363,070	16,195	35,450,160,000	7,172,929,000	16.57		Hist	06/30/2023
DGROYAL, LLC	DGRO	ETF	660,748	33,009	34,048,335,000	2,661,383,000	15.91		Hist	06/30/2023
iSHARES TRUST	IUSV	ETF	205,495	3,665	16,082,039,000	1,826,816,000	7.52		Hist	06/30/2023
FIDELITY COMWLTH TR	ONEQ	Common	246,602	8,815	13,336,254,000	3,594,140,000	6.23		Hist	06/30/2023
iSHARES TRUST	IVV	Common	27,934	3,041	12,450,570,000	2,886,324,000	5.82		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	114,578	93,531	11,222,934,000	9,181,579,000	5.24		Hist	06/30/2023
iSHARES TRUST	IJH	Common	37,953	240	9,923,984,000	801,481,000	4.64		Hist	06/30/2023
iSHARES TRUST	IXUS	Common	94,871	3,740	5,940,847,000	666,171,000	2.78		Hist	06/30/2023
Apple Inc.	AAPL	Common	28,548	-1,087	5,537,508,000	1,686,993,000	2.59		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	54,537	1,140	5,434,629,000	381,152,000	2.54		Hist	06/30/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	12,267	256	4,531,767,000	1,333,518,000	2.12		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	10,493	-30	3,573,383,000	1,049,805,000	1.67	0.00	Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	7,978	63	3,536,457,000	509,658,000	1.65		Hist	06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	30,224	1,713	3,225,807,000	217,276,000	1.51		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	41,742	6,488	2,817,565,000	644,508,000	1.32		Hist	06/30/2023
iSHARES TRUST	JKE	COM NEW	43,642	7,874	2,720,700,000	979,490,000	1.27		Hist	06/30/2023
iSHARES TRUST	JKF	Exchange Traded Fund	36,371	6,547	2,419,417,000	533,645,000	1.13		Hist	06/30/2023
MGE ENERGY INC	MGEE	COM	30,146	-164	2,384,824,000	251,017,000	1.11	0.08	Hist	06/30/2023
Hartford Funds Exchange-Traded Trust	HMOP	Common	62,401	-61,275	2,373,750,000	-2,271,519,000	1.11		Hist	06/30/2023
Vanguard Growth ETF	VUG	ETF	8,092	-252	2,289,697,000	511,432,000	1.07		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	12,542	-454	1,635,007,000	543,330,000	0.76		Hist	06/30/2023
Tesla, Inc.	TSLA	COM	4,922	1,224	1,288,351,000	832,771,000	0.60		Hist	06/30/2023
DANAHER CORP /DE/	DHR	Common	5,266	-18	1,263,840,000	-138,639,000	0.59	0.00	Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	6,455	-523	1,048,523,000	-11,066,000	0.49		Hist	06/30/2023
VANGUARD INDEX FUNDS	VGT	Common	2,250	0	994,958,000	276,225,000	0.46		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	2,859	-54	974,992,000	75,260,000	0.46		Hist	06/30/2023
iShares, Inc.	IEMG	Common	19,548	8,004	963,507,000	424,402,000	0.45		Hist	06/30/2023
VANGUARD MUN BD FD INC	VTEB	Common	17,564	8,019	882,071,000	409,674,000	0.41		Hist	06/30/2023
ALLIANT ENERGY CORP	LNT	Common	15,615	-1,561	819,461,000	-128,849,000	0.38	0.01	Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	6,600	-259	789,970,000	184,781,000	0.37		Hist	06/30/2023
DEERE & CO	DE	Common	1,896	20	768,352,000	-35,954,000	0.36	0.00	Hist	06/30/2023
PIMCO ETF Trust	SMMU	Common	14,355	-1,506	710,979,000	-70,903,000	0.33		Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	1,317	12	709,263,000	113,572,000	0.33		Hist	06/30/2023
iSHARES TRUST	SUB	Common	6,797	98	707,125,000	8,578,000	0.33		Hist	06/30/2023
iSHARES TRUST	OEF	STOCK	3,386	-44	701,058,000	116,042,000	0.33		Hist	06/30/2023
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