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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 229,960 | 1,560 | SH | SOLE | 0 | 0 | 1,560 | |||
ALLIANT ENERGY CORP | COM | 018802108 | 625,305 | 12,189 | SH | SOLE | 0 | 0 | 12,189 | |||
AMAZON COM INC | COM | 023135106 | 1,270,370 | 8,361 | SH | SOLE | 0 | 0 | 8,361 | |||
AMERICAN EXPRESS CO | COM | 025816109 | 271,643 | 1,450 | SH | SOLE | 0 | 0 | 1,450 | |||
APPLE INC | COM | 037833100 | 3,627,928 | 18,844 | SH | SOLE | 0 | 0 | 18,844 | |||
APPLIED MATLS INC | COM | 038222105 | 201,777 | 1,245 | SH | SOLE | 0 | 0 | 1,245 | |||
BERKLEY W R CORP | COM | 084423102 | 328,707 | 4,648 | SH | SOLE | 0 | 0 | 4,648 | |||
BERKSHIRE HATHAWAY | COM | 084670108 | 1,627,875 | 3 | SH | SOLE | 0 | 0 | 3 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,304,306 | 3,657 | SH | SOLE | 0 | 0 | 3,657 | |||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 350,807 | 6,837 | SH | SOLE | 0 | 0 | 6,837 | |||
CASEYS GEN STORES INC | COM | 147528103 | 559,256 | 2,036 | SH | SOLE | 0 | 0 | 2,036 | |||
CHEVRON CORP NEW | COM | 166764100 | 296,167 | 1,986 | SH | SOLE | 0 | 0 | 1,986 | |||
DEERE & CO | COM | 244199105 | 542,224 | 1,356 | SH | SOLE | 0 | 0 | 1,356 | |||
DISNEY WALT CO | COM | 254687106 | 404,862 | 4,484 | SH | SOLE | 0 | 0 | 4,484 | |||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 270,759 | 10,275 | SH | SOLE | 0 | 0 | 10,275 | |||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 235,018 | 1,437 | SH | SOLE | 0 | 0 | 1,437 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 6,897,334 | 14,441 | SH | SOLE | 0 | 0 | 14,441 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 946,350 | 9,535 | SH | SOLE | 0 | 0 | 9,535 | |||
ISHARES TR | RUS 1000 ETF | 464287622 | 224,166 | 855 | SH | SOLE | 0 | 0 | 855 | |||
ISHARES TR | CORE S&P US VLU | 464287663 | 2,241,359 | 26,578 | SH | SOLE | 0 | 0 | 26,578 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 877,089 | 8,090 | SH | SOLE | 0 | 0 | 8,090 | |||
JOHNSON & JOHNSON | COM | 478160104 | 373,920 | 2,386 | SH | SOLE | 0 | 0 | 2,386 | |||
LILLY ELI & CO | COM | 532457108 | 523,652 | 898 | SH | SOLE | 0 | 0 | 898 | |||
MARRIOTT INTL INC NEW | CL A | 571903202 | 359,406 | 1,594 | SH | SOLE | 0 | 0 | 1,594 | |||
MCDONALDS CORP | COM | 580135101 | 393,798 | 1,328 | SH | SOLE | 0 | 0 | 1,328 | |||
MICROSOFT CORP | COM | 594918104 | 1,867,357 | 4,966 | SH | SOLE | 0 | 0 | 4,966 | |||
NIKE INC | CL B | 654106103 | 327,664 | 3,018 | SH | SOLE | 0 | 0 | 3,018 | |||
PEPSICO INC | COM | 713448108 | 321,503 | 1,893 | SH | SOLE | 0 | 0 | 1,893 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 313,369 | 2,138 | SH | SOLE | 0 | 0 | 2,138 | |||
STARBUCKS CORP | COM | 855244109 | 339,173 | 3,533 | SH | SOLE | 0 | 0 | 3,533 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 782,917 | 2,518 | SH | SOLE | 0 | 0 | 2,518 | |||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 829,274 | 1,390 | SH | SOLE | 0 | 0 | 1,390 | |||
ADVISORSHARES TR | PURE US CANNABIS | 00768Y453 | 98,280 | 14,020 | SH | SOLE | 0 | 0 | 14,020 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 981,436 | 6,964 | SH | SOLE | 0 | 0 | 6,964 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 497,297 | 3,560 | SH | SOLE | 0 | 0 | 3,560 | |||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 271,002 | 1,121 | SH | SOLE | 0 | 0 | 1,121 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,396,819 | 2,116 | SH | SOLE | 0 | 0 | 2,116 | |||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 222,799 | 5,986 | SH | SOLE | 0 | 0 | 5,986 | |||
META PLATFORMS INC | CL A | 30303M102 | 272,549 | 770 | SH | SOLE | 0 | 0 | 770 | |||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 17,524,082 | 111,053 | SH | SOLE | 0 | 0 | 111,053 | |||
ISHARES TR | MSCIEAFE MIN VL | 46429B689 | 246,157 | 3,550 | SH | SOLE | 0 | 0 | 3,550 | |||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 24,835,875 | 318,286 | SH | SOLE | 0 | 0 | 318,286 | |||
ISORAY INC | COM | 46489V104 | 8,040 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 483,788 | 2,844 | SH | SOLE | 0 | 0 | 2,844 | |||
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | 5,894,186 | 107,206 | SH | SOLE | 0 | 0 | 107,206 | |||
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | 2,298,287 | 46,030 | SH | SOLE | 0 | 0 | 46,030 | |||
LUMOS PHARMA | COM | 55028X109 | 37,203 | 11,699 | SH | SOLE | 0 | 0 | 11,699 | |||
MERCK & CO INC | COM | 58933Y105 | 255,823 | 2,347 | SH | SOLE | 0 | 0 | 2,347 | |||
NVIDIA CORPORATION | COM | 67066G104 | 341,872 | 690 | SH | SOLE | 0 | 0 | 690 | |||
PURPLE BIOTECH | COM | 74638P109 | 11,130 | 14,270 | SH | SOLE | 0 | 0 | 14,270 | |||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 446,774 | 12,617 | SH | SOLE | 0 | 0 | 12,617 | |||
SPDR INDEX SHS FDS | PORTFOLIO DEVELPD | 78463X889 | 11,272,484 | 331,446 | SH | SOLE | 0 | 0 | 331,446 | |||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 2,285,136 | 35,124 | SH | SOLE | 0 | 0 | 35,124 | |||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 14,783,418 | 317,037 | SH | SOLE | 0 | 0 | 317,037 | |||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 23,352,899 | 417,762 | SH | SOLE | 0 | 0 | 417,762 | |||
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 1,048,738 | 24,864 | SH | SOLE | 0 | 0 | 24,864 | |||
SALESFORCE INC | COM | 79466L302 | 1,274,649 | 4,844 | SH | SOLE | 0 | 0 | 4,844 | |||
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 8,644,510 | 103,107 | SH | SOLE | 0 | 0 | 103,107 | |||
VISA INC | COM CL A | 92826C839 | 413,039 | 1,587 | SH | SOLE | 0 | 0 | 1,587 |