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 |
ADVERUM BIOTECHNOLOGIES INC | COM | 00773U108 | 17 | 14,412 | SH | SOLE | 0 | 0 | 14,412 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 1,021 | 17,425 | SH | SOLE | 0 | 0 | 17,425 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 872 | 400 | SH | SOLE | 0 | 0 | 400 | ||
AMAZON COM INC | COM | 023135106 | 920 | 8,661 | SH | SOLE | 0 | 0 | 8,661 | ||
APPLE INC | COM | 037833100 | 4,099 | 29,981 | SH | SOLE | 0 | 0 | 29,981 | ||
AT&T INC | COM | 00206R102 | 475 | 22,669 | SH | SOLE | 0 | 0 | 22,669 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 703 | 2,576 | SH | SOLE | 0 | 0 | 2,576 | ||
BK OF AMERICA CORP | COM | 060505104 | 295 | 9,474 | SH | SOLE | 0 | 0 | 9,474 | ||
CHEVRON CORP NEW | COM | 166764100 | 316 | 2,184 | SH | SOLE | 0 | 0 | 2,184 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 624 | 1,303 | SH | SOLE | 0 | 0 | 1,303 | ||
DANAHER CORPORATION | COM | 235851102 | 1,327 | 5,235 | SH | SOLE | 0 | 0 | 5,235 | ||
DEERE & CO | COM | 244199105 | 621 | 2,075 | SH | SOLE | 0 | 0 | 2,075 | ||
EXXON MOBIL CORP | COM | 30231G102 | 392 | 4,575 | SH | SOLE | 0 | 0 | 4,575 | ||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 9,506 | 220,296 | SH | SOLE | 0 | 0 | 220,296 | ||
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | 204 | 3,367 | SH | SOLE | 0 | 0 | 3,367 | ||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 212 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 223 | 5,860 | SH | SOLE | 0 | 0 | 5,860 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 4,820 | 127,572 | SH | SOLE | 0 | 0 | 127,572 | ||
HOME DEPOT INC | COM | 437076102 | 236 | 862 | SH | SOLE | 0 | 0 | 862 | ||
IG ACQUISITION CORP | *W EXP 10/05/202 | 449534114 | 7 | 49,000 | SH | SOLE | 0 | 0 | 49,000 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 206 | 1,788 | SH | SOLE | 0 | 0 | 1,788 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,300 | 11,773 | SH | SOLE | 0 | 0 | 11,773 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 233 | 4,752 | SH | SOLE | 0 | 0 | 4,752 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 25,134 | 527,591 | SH | SOLE | 0 | 0 | 527,591 | ||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 229 | 4,722 | SH | SOLE | 0 | 0 | 4,722 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 708 | 12,038 | SH | SOLE | 0 | 0 | 12,038 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 6,558 | 114,986 | SH | SOLE | 0 | 0 | 114,986 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 687 | 6,775 | SH | SOLE | 0 | 0 | 6,775 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 320 | 3,185 | SH | SOLE | 0 | 0 | 3,185 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 346 | 4,703 | SH | SOLE | 0 | 0 | 4,703 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,666 | 25,065 | SH | SOLE | 0 | 0 | 25,065 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 673 | 6,431 | SH | SOLE | 0 | 0 | 6,431 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 390 | 6,461 | SH | SOLE | 0 | 0 | 6,461 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,109 | 55,289 | SH | SOLE | 0 | 0 | 55,289 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 27,361 | 326,892 | SH | SOLE | 0 | 0 | 326,892 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 12,957 | 193,742 | SH | SOLE | 0 | 0 | 193,742 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 404 | 2,384 | SH | SOLE | 0 | 0 | 2,384 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 213 | 1,025 | SH | SOLE | 0 | 0 | 1,025 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 317 | 1,450 | SH | SOLE | 0 | 0 | 1,450 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 268 | 1,849 | SH | SOLE | 0 | 0 | 1,849 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 449 | 1,666 | SH | SOLE | 0 | 0 | 1,666 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 8,681 | 38,373 | SH | SOLE | 0 | 0 | 38,373 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 261 | 4,178 | SH | SOLE | 0 | 0 | 4,178 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 421 | 6,978 | SH | SOLE | 0 | 0 | 6,978 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 1,718 | 16,900 | SH | SOLE | 0 | 0 | 16,900 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 9,116 | 24,043 | SH | SOLE | 0 | 0 | 24,043 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 595 | 7,096 | SH | SOLE | 0 | 0 | 7,096 | ||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 317 | 6,335 | SH | SOLE | 0 | 0 | 6,335 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 550 | 3,190 | SH | SOLE | 0 | 0 | 3,190 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 622 | 15,188 | SH | SOLE | 0 | 0 | 15,188 | ||
JOHNSON & JOHNSON | COM | 478160104 | 385 | 2,166 | SH | SOLE | 0 | 0 | 2,166 | ||
LOWES COS INC | COM | 548661107 | 258 | 1,478 | SH | SOLE | 0 | 0 | 1,478 | ||
MGE ENERGY INC | COM | 55277P104 | 2,347 | 30,160 | SH | SOLE | 0 | 0 | 30,160 | ||
MICROSOFT CORP | COM | 594918104 | 2,548 | 9,921 | SH | SOLE | 0 | 0 | 9,921 | ||
ORACLE CORP | COM | 68389X105 | 222 | 3,173 | SH | SOLE | 0 | 0 | 3,173 | ||
PEPSICO INC | COM | 713448108 | 240 | 1,443 | SH | SOLE | 0 | 0 | 1,443 | ||
PFIZER INC | COM | 717081103 | 414 | 7,896 | SH | SOLE | 0 | 0 | 7,896 | ||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 754 | 15,191 | SH | SOLE | 0 | 0 | 15,191 | ||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 358 | 6,961 | SH | SOLE | 0 | 0 | 6,961 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 293 | 2,040 | SH | SOLE | 0 | 0 | 2,040 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 506 | 7,068 | SH | SOLE | 0 | 0 | 7,068 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,962 | 7,851 | SH | SOLE | 0 | 0 | 7,851 | ||
SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | 365 | 4,022 | SH | SOLE | 0 | 0 | 4,022 | ||
TESLA INC | COM | 88160R101 | 634 | 941 | SH | SOLE | 0 | 0 | 941 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 226 | 1,237 | SH | SOLE | 0 | 0 | 1,237 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 306 | 1,739 | SH | SOLE | 0 | 0 | 1,739 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 349 | 2,648 | SH | SOLE | 0 | 0 | 2,648 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,860 | 8,344 | SH | SOLE | 0 | 0 | 8,344 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 490 | 2,843 | SH | SOLE | 0 | 0 | 2,843 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 550 | 1,586 | SH | SOLE | 0 | 0 | 1,586 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 300 | 7,196 | SH | SOLE | 0 | 0 | 7,196 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 371 | 7,428 | SH | SOLE | 0 | 0 | 7,428 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 248 | 4,971 | SH | SOLE | 0 | 0 | 4,971 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,045 | 7,284 | SH | SOLE | 0 | 0 | 7,284 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 890 | 2,726 | SH | SOLE | 0 | 0 | 2,726 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 220 | 4,339 | SH | SOLE | 0 | 0 | 4,339 | ||
VISA INC | COM CL A | 92826C839 | 598 | 3,039 | SH | SOLE | 0 | 0 | 3,039 |