The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
3M CO COM 88579Y101 1,232 7,105 SH   SOLE   7,105 0 0
ABBOTT LABS COM 002824100 14,541 172,897 SH   SOLE   172,897 0 0
ABBVIE INC COM 00287Y109 13,885 190,942 SH   SOLE   190,942 0 0
ABRAXAS PETE CORP COM 003830106 58 56,020 SH   SOLE   56,020 0 0
ACELRX PHARMACEUTICALS INC COM 00444T100 25 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106 668 353 SH   SOLE   353 0 0
APPIAN CORP CL A 03782L101 307 8,500 SH   SOLE   8,500 0 0
APPLE INC COM 037833100 2,917 14,741 SH   SOLE   14,741 0 0
AT&T INC COM 00206R102 569 16,991 SH   SOLE   16,991 0 0
BANK AMER CORP COM 060505104 696 24,015 SH   SOLE   24,015 0 0
BAXTER INTL INC COM 071813109 722 8,811 SH   SOLE   8,811 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 685 3,215 SH   SOLE   3,215 0 0
CHEVRON CORP NEW COM 166764100 244 1,963 SH   SOLE   1,963 0 0
CME GROUP INC COM 12572Q105 415 2,137 SH   SOLE   2,137 0 0
COMCAST CORP NEW CL A 20030N101 327 7,724 SH   SOLE   7,724 0 0
DEERE & CO COM 244199105 577 3,482 SH   SOLE   3,482 0 0
DISNEY WALT CO COM DISNEY 254687106 245 1,753 SH   SOLE   1,753 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 864 4,677 SH   SOLE   4,677 0 0
EXXON MOBIL CORP COM 30231G102 483 6,300 SH   SOLE   6,300 0 0
GENERAL ELECTRIC CO COM 369604103 144 13,698 SH   SOLE   13,698 0 0
HEALTHEQUITY INC COM 42226A107 4,578 70,000 SH   SOLE   70,000 0 0
HOME DEPOT INC COM 437076102 309 1,485 SH   SOLE   1,485 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 246 1,786 SH   SOLE   1,786 0 0
ISHARES TR CORE S&P500 ETF 464287200 895 3,036 SH   SOLE   3,036 0 0
ISHARES TR RUS MDCP VAL ETF 464287473 4,414 49,525 SH   SOLE   49,525 0 0
ISHARES TR S&P MC 400GR ETF 464287606 3,193 14,110 SH   SOLE   14,110 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 402 2,000 SH   SOLE   2,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224 106 10,000 SH   SOLE   10,000 0 0
ISHARES TR CORE HIGH DV ETF 46429B663 755 7,994 SH   SOLE   7,994 0 0
JOHNSON & JOHNSON COM 478160104 292 2,100 SH   SOLE   2,100 0 0
KROGER CO COM 501044101 1,236 56,946 SH   SOLE   56,946 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 775 12,111 SH   SOLE   12,111 0 0
MASTERCARD INC CL A 57636Q104 1,614 6,100 SH   SOLE   6,100 0 0
MCDONALDS CORP COM 580135101 728 3,507 SH   SOLE   3,507 0 0
MICROSOFT CORP COM 594918104 259 1,935 SH   SOLE   1,935 0 0
MONDELEZ INTL INC CL A 609207105 265 4,920 SH   SOLE   4,920 0 0
NORFOLK SOUTHERN CORP COM 655844108 299 1,500 SH   SOLE   1,500 0 0
OKTA INC CL A 679295105 1,272 10,300 SH   SOLE   10,300 0 0
PDS BIOTECHNOLOGY CORP COM 70465T107 128 21,350 SH   SOLE   21,350 0 0
PEPSICO INC COM 713448108 286 2,184 SH   SOLE   2,184 0 0
PHILLIPS 66 COM 718546104 306 3,266 SH   SOLE   3,266 0 0
PROCTER AND GAMBLE CO COM 742718109 2,890 26,355 SH   SOLE   26,355 0 0
SNAP ON INC COM 833034101 411 2,481 SH   SOLE   2,481 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 224 1,679 SH   SOLE   1,679 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,045 6,979 SH   SOLE   6,979 0 0
SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 25,117 648,527 SH   SOLE   648,527 0 0
SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 27,343 874,136 SH   SOLE   874,136 0 0
SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 2,739 80,383 SH   SOLE   80,383 0 0
SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 4,130 119,564 SH   SOLE   119,564 0 0
SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 1,674 54,646 SH   SOLE   54,646 0 0
STARBUCKS CORP COM 855244109 618 7,378 SH   SOLE   7,378 0 0
TEXAS INSTRS INC COM 882508104 415 3,618 SH   SOLE   3,618 0 0
TPG SPECIALTY LENDING INC COM 87265K102 302 15,426 SH   SOLE   15,426 0 0
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 735 4,925 SH   SOLE   4,925 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 360 4,120 SH   SOLE   4,120 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 14,636 78,602 SH   SOLE   78,602 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 13,745 105,295 SH   SOLE   105,295 0 0
VANGUARD INDEX FDS MID CAP ETF 922908629 481 2,876 SH   SOLE   2,876 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 14,655 89,691 SH   SOLE   89,691 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 620 5,588 SH   SOLE   5,588 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 394 2,516 SH   SOLE   2,516 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,353 55,321 SH   SOLE   55,321 0 0
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 526 12,608 SH   SOLE   12,608 0 0
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 16,502 188,852 SH   SOLE   188,852 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 341 1,958 SH   SOLE   1,958 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 230 4,033 SH   SOLE   4,033 0 0
VISA INC COM CL A 92826C839 354 2,039 SH   SOLE   2,039 0 0
W P CAREY INC COM 92936U109 8,110 99,899 SH   SOLE   99,899 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 955 17,460 SH   SOLE   17,460 0 0
WASTE MGMT INC DEL COM 94106L109 205 1,774 SH   SOLE   1,774 0 0
WEC ENERGY GROUP INC COM 92939U106 418 5,015 SH   SOLE   5,015 0 0
WINTRUST FINL CORP COM 97650W108 304 4,159 SH   SOLE   4,159 0 0
WISDOMTREE TR US MIDCAP DIVID 97717W505 21,888 604,652 SH   SOLE   604,652 0 0
WISDOMTREE TR US SMALLCAP DIVD 97717W604 3,500 129,117 SH   SOLE   129,117 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 391 13,100 SH   SOLE   13,100 0 0