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 |
IG ACQUISITION CORP | *W EXP 10/05/202 | 449534114 | 1,281 | 49,000 | SH | SOLE | 0 | 0 | 49,000 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 204,371 | 1,524 | SH | SOLE | 0 | 0 | 1,524 | |||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 205,414 | 1,668 | SH | SOLE | 0 | 0 | 1,668 | |||
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | 216,700 | 3,387 | SH | SOLE | 0 | 0 | 3,387 | |||
TRACTOR SUPPLY CO | COM | 892356106 | 217,365 | 966 | SH | SOLE | 0 | 0 | 966 | |||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 217,408 | 1,985 | SH | SOLE | 0 | 0 | 1,985 | |||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 218,834 | 1,259 | SH | SOLE | 0 | 0 | 1,259 | |||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 220,526 | 5,842 | SH | SOLE | 0 | 0 | 5,842 | |||
META PLATFORMS INC | CL A | 30303M102 | 220,704 | 1,834 | SH | SOLE | 0 | 0 | 1,834 | |||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 227,915 | 4,762 | SH | SOLE | 0 | 0 | 4,762 | |||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 228,530 | 7,095 | SH | SOLE | 0 | 0 | 7,095 | |||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 250,672 | 3,404 | SH | SOLE | 0 | 0 | 3,404 | |||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 260,730 | 1,217 | SH | SOLE | 0 | 0 | 1,217 | |||
ORACLE CORP | COM | 68389X105 | 269,742 | 3,300 | SH | SOLE | 0 | 0 | 3,300 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 280,511 | 1,850 | SH | SOLE | 0 | 0 | 1,850 | |||
LOWES COS INC | COM | 548661107 | 285,851 | 1,435 | SH | SOLE | 0 | 0 | 1,435 | |||
PEPSICO INC | COM | 713448108 | 297,920 | 1,649 | SH | SOLE | 0 | 0 | 1,649 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 303,208 | 1,652 | SH | SOLE | 0 | 0 | 1,652 | |||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 326,728 | 6,064 | SH | SOLE | 0 | 0 | 6,064 | |||
ISHARES TR | MRGSTR MD CP VAL | 464288406 | 327,934 | 5,285 | SH | SOLE | 0 | 0 | 5,285 | |||
HOME DEPOT INC | COM | 437076102 | 341,445 | 1,081 | SH | SOLE | 0 | 0 | 1,081 | |||
BANK AMERICA CORP | COM | 060505104 | 343,369 | 10,367 | SH | SOLE | 0 | 0 | 10,367 | |||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 348,448 | 3,343 | SH | SOLE | 0 | 0 | 3,343 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 356,816 | 2,354 | SH | SOLE | 0 | 0 | 2,354 | |||
ISHARES TR | EXPANDED TECH | 464287515 | 365,810 | 1,430 | SH | SOLE | 0 | 0 | 1,430 | |||
PFIZER INC | COM | 717081103 | 371,311 | 7,247 | SH | SOLE | 0 | 0 | 7,247 | |||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 374,371 | 5,706 | SH | SOLE | 0 | 0 | 5,706 | |||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 382,316 | 5,061 | SH | SOLE | 0 | 0 | 5,061 | |||
CAPITAL GROUP FIXED INCOME E | CORE PLUS INCM | 14020Y102 | 383,218 | 17,200 | SH | SOLE | 0 | 0 | 17,200 | |||
AT&T INC | COM | 00206R102 | 407,076 | 22,112 | SH | SOLE | 0 | 0 | 22,112 | |||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 414,054 | 7,078 | SH | SOLE | 0 | 0 | 7,078 | |||
CHEVRON CORP NEW | COM | 166764100 | 416,818 | 2,322 | SH | SOLE | 0 | 0 | 2,322 | |||
JOHNSON & JOHNSON | COM | 478160104 | 422,198 | 2,390 | SH | SOLE | 0 | 0 | 2,390 | |||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 428,150 | 15,188 | SH | SOLE | 0 | 0 | 15,188 | |||
ISHARES TR | CORE S&P TTL STK | 464287150 | 428,785 | 5,056 | SH | SOLE | 0 | 0 | 5,056 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 433,389 | 3,087 | SH | SOLE | 0 | 0 | 3,087 | |||
TESLA INC | COM | 88160R101 | 455,580 | 3,698 | SH | SOLE | 0 | 0 | 3,698 | |||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 465,660 | 2,671 | SH | SOLE | 0 | 0 | 2,671 | |||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 472,397 | 9,545 | SH | SOLE | 0 | 0 | 9,545 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 512,254 | 1,458 | SH | SOLE | 0 | 0 | 1,458 | |||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 523,941 | 3,008 | SH | SOLE | 0 | 0 | 3,008 | |||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 539,105 | 11,544 | SH | SOLE | 0 | 0 | 11,544 | |||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 580,896 | 11,306 | SH | SOLE | 0 | 0 | 11,306 | |||
ISHARES TR | S&P 100 ETF | 464287101 | 585,016 | 3,430 | SH | SOLE | 0 | 0 | 3,430 | |||
COSTCO WHSL CORP NEW | COM | 22160K105 | 595,691 | 1,305 | SH | SOLE | 0 | 0 | 1,305 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 605,189 | 6,859 | SH | SOLE | 0 | 0 | 6,859 | |||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 623,942 | 12,444 | SH | SOLE | 0 | 0 | 12,444 | |||
VISA INC | COM CL A | 92826C839 | 648,632 | 3,122 | SH | SOLE | 0 | 0 | 3,122 | |||
EXXON MOBIL CORP | COM | 30231G102 | 655,281 | 5,941 | SH | SOLE | 0 | 0 | 5,941 | |||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 698,547 | 6,699 | SH | SOLE | 0 | 0 | 6,699 | |||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 718,733 | 2,250 | SH | SOLE | 0 | 0 | 2,250 | |||
PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | 781,882 | 15,861 | SH | SOLE | 0 | 0 | 15,861 | |||
DEERE & CO | COM | 244199105 | 804,306 | 1,876 | SH | SOLE | 0 | 0 | 1,876 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 899,732 | 2,913 | SH | SOLE | 0 | 0 | 2,913 | |||
ALLIANT ENERGY CORP | COM | 018802108 | 948,310 | 17,176 | SH | SOLE | 0 | 0 | 17,176 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,059,589 | 6,978 | SH | SOLE | 0 | 0 | 6,978 | |||
AMAZON COM INC | COM | 023135106 | 1,091,677 | 12,996 | SH | SOLE | 0 | 0 | 12,996 | |||
DANAHER CORPORATION | COM | 235851102 | 1,402,479 | 5,284 | SH | SOLE | 0 | 0 | 5,284 | |||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 1,741,210 | 35,768 | SH | SOLE | 0 | 0 | 35,768 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,778,265 | 8,344 | SH | SOLE | 0 | 0 | 8,344 | |||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 1,885,772 | 29,824 | SH | SOLE | 0 | 0 | 29,824 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 2,041,355 | 21,047 | SH | SOLE | 0 | 0 | 21,047 | |||
MGE ENERGY INC | COM | 55277P104 | 2,133,807 | 30,310 | SH | SOLE | 0 | 0 | 30,310 | |||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,173,057 | 35,254 | SH | SOLE | 0 | 0 | 35,254 | |||
MICROSOFT CORP | COM | 594918104 | 2,523,578 | 10,523 | SH | SOLE | 0 | 0 | 10,523 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,008,531 | 28,511 | SH | SOLE | 0 | 0 | 28,511 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,026,799 | 7,915 | SH | SOLE | 0 | 0 | 7,915 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,198,249 | 12,011 | SH | SOLE | 0 | 0 | 12,011 | |||
APPLE INC | COM | 037833100 | 3,850,515 | 29,635 | SH | SOLE | 0 | 0 | 29,635 | |||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 4,645,269 | 123,676 | SH | SOLE | 0 | 0 | 123,676 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 5,053,477 | 53,397 | SH | SOLE | 0 | 0 | 53,397 | |||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 5,274,676 | 91,131 | SH | SOLE | 0 | 0 | 91,131 | |||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 9,122,503 | 37,713 | SH | SOLE | 0 | 0 | 37,713 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 9,564,246 | 24,893 | SH | SOLE | 0 | 0 | 24,893 | |||
FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | 9,742,114 | 237,787 | SH | SOLE | 0 | 0 | 237,787 | |||
ISHARES TR | CORE S&P US VLU | 464287663 | 14,255,223 | 201,830 | SH | SOLE | 0 | 0 | 201,830 | |||
ISHARES TR | CORE S&P US GWT | 464287671 | 28,277,231 | 346,875 | SH | SOLE | 0 | 0 | 346,875 | |||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 31,386,952 | 627,739 | SH | SOLE | 0 | 0 | 627,739 |