0001891240-23-000004.txt : 20231011
0001891240-23-000004.hdr.sgml : 20231011
20231011112836
ACCESSION NUMBER: 0001891240-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231011
DATE AS OF CHANGE: 20231011
EFFECTIVENESS DATE: 20231011
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Independent Wealth Network Inc.
CENTRAL INDEX KEY: 0001891240
IRS NUMBER: 821277255
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21395
FILM NUMBER: 231319887
BUSINESS ADDRESS:
STREET 1: 2350 NW 128TH ST.
CITY: URBANDALE
STATE: IA
ZIP: 50323
BUSINESS PHONE: 515-461-5123
MAIL ADDRESS:
STREET 1: 2350 NW 128TH ST.
CITY: URBANDALE
STATE: IA
ZIP: 50323
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001891240
XXXXXXXX
09-30-2023
09-30-2023
Independent Wealth Network Inc.
2350 NW 128TH ST.
URBANDALE
IA
50323
13F HOLDINGS REPORT
028-21395
000286262
801-110559
N
Art Dinkin
President & Chief Compliance Officer
515-461-5123
Art Dinkin
Urbandale
IA
10-11-2023
0
201
162638320
false
INFORMATION TABLE
2
iwn_13f.xml
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COM
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241931
2498
SH
SOLE
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0
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ABBVIE INC
COM
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SH
SOLE
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0
0
2323
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
206685
673
SH
SOLE
0
0
0
673
ACTIVISION BLIZZARD INC
COM
00507V109
320210
3420
SH
SOLE
0
0
0
3420
AFLAC INC
COM
001055102
477308
6219
SH
SOLE
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0
0
6219
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
286936
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SOLE
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0
0
3308
ALLIANCEBERNSTEIN GLOBAL HIG
COM
01879R106
1054880
108750
SH
SOLE
0
0
0
108750
ALPHABET INC
CAP STK CL A
02079K305
269833
2062
SH
SOLE
0
0
0
2062
ALPHABET INC
CAP STK CL C
02079K107
427062
3239
SH
SOLE
0
0
0
3239
ALPS ETF TR
ALERIAN MLP
00162Q452
298372
7070
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SOLE
0
0
0
7070
ALTRIA GROUP INC
COM
02209S103
729073
17338
SH
SOLE
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17338
AMAZON COM INC
COM
023135106
1367684
10759
SH
SOLE
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AMERICAN TOWER CORP NEW
COM
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AMPLIFY ETF TR
HIGH INCOME
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SOLE
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0
0
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APPLE INC
COM
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SH
SOLE
0
0
0
19813
ARES CAPITAL CORP
COM
04010L103
606143
31132
SH
SOLE
0
0
0
31132
ARK ETF TR
INNOVATION ETF
00214Q104
296256
7468
SH
SOLE
0
0
0
7468
AT&T INC
COM
00206R102
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SH
SOLE
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0
27950
ATMOS ENERGY CORP
COM
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238883
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SOLE
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AURORA CANNABIS INC
NOTE 5.500% 2/2
05156XAG3
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PRN
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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SHS
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BOEING CO
COM
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BRIGHTSPIRE CAPITAL INC
COM CL A
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21651
CARRIER GLOBAL CORPORATION
COM
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CASEYS GEN STORES INC
COM
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CATERPILLAR INC
COM
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26355
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CHEVRON CORP NEW
COM
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SOLE
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CISCO SYS INC
COM
17275R102
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SOLE
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0
0
15828
CLOROX CO DEL
COM
189054109
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2543
SH
SOLE
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2543
CME GROUP INC
COM
12572Q105
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1941
SH
SOLE
0
0
0
1941
COCA COLA CO
COM
191216100
202765
3622
SH
SOLE
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0
0
3622
COHEN & STEERS CLOSED-END OP
COM
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SOLE
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COLLABORATIVE INVESTMNT SER
RAREVIEW DYNAMIC
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SOLE
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COSTCO WHSL CORP NEW
COM
22160K105
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SH
SOLE
0
0
0
1065
COTERRA ENERGY INC
COM
127097103
221916
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SH
SOLE
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0
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DEERE & CO
COM
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841
SH
SOLE
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0
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US EQUITY ETF
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42503
SH
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DIMENSIONAL ETF TRUST
WORLD EX US CORE
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SH
SOLE
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0
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27895
DNP SELECT INCOME FD INC
COM
23325P104
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SH
SOLE
0
0
0
11520
EATON VANCE SR FLTNG RTE TR
COM
27828Q105
558465
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SH
SOLE
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0
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ELI LILLY & CO
COM
532457108
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435
SH
SOLE
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0
0
435
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
603265
42998
SH
SOLE
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0
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ETF MANAGERS TR
PRIME CYBR SCRTY
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SH
SOLE
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0
8092
EXXON MOBIL CORP
COM
30231G102
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SH
SOLE
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FIDELITY COVINGTON TRUST
MSCI INFO TECH I
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246483
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FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
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95781
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FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
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FIRST TR EXCHANGE TRADED FD
INDXX NAT RE ETF
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FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
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FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
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FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
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SH
SOLE
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FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
FT CBOE VEST US
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FIRST TR EXCHNG TRADED FD VI
FT CBOE US EQ MD
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SOLE
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FIRST TR LRG CP VL ALPHADEX
COM SHS
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SH
SOLE
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FIRST TR LRGE CP CORE ALPHA
COM SHS
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FIRST TR MID CAP CORE ALPHAD
COM SHS
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FIRST TR MORNINGSTAR DIVID L
SHS
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SH
SOLE
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FIRST TR SML CP CORE ALPHA F
COM SHS
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SOLE
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FORD MTR CO DEL
COM
345370860
201825
16250
SH
SOLE
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FRANKLIN BSP RLTY TR INC
COMMON STOCK
35243J101
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SH
SOLE
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12688
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
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SH
SOLE
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FS KKR CAP CORP
COM
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SH
SOLE
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0
24876
GALLAGHER ARTHUR J & CO
COM
363576109
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SH
SOLE
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GLOBAL PMTS INC
COM
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3859
SH
SOLE
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GOLD ROYALTY CORP
COMMON SHARES
38071H106
42717
33373
SH
SOLE
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HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
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SOLE
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HERSHEY CO
COM
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SOLE
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HOME DEPOT INC
COM
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INTEL CORP
COM
458140100
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SOLE
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INVESCO EXCH TRADED FD TR II
PFD ETF
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SOLE
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INVESCO EXCH TRADED FD TR II
SR LN ETF
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SOLE
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S&P MDCP MOMNTUM
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SH
SOLE
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INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
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SH
SOLE
0
0
0
6568
INVESCO QQQ TR
UNIT SER 1
46090E103
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SH
SOLE
0
0
0
4085
ISHARES GOLD TR
ISHARES NEW
464285204
353014
10089
SH
SOLE
0
0
0
10089
ISHARES INC
MSCI GBL MIN VOL
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224619
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SH
SOLE
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ISHARES INC
MSCI AUST ETF
464286103
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SOLE
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ISHARES SILVER TR
ISHARES
46428Q109
1596070
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SH
SOLE
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0
0
78470
ISHARES TR
NATIONAL MUN ETF
464288414
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SH
SOLE
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2084
ISHARES TR
GLOBAL EQUITY
46434V316
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ISHARES TR
US AER DEF ETF
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SH
SOLE
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ISHARES TR
CORE LT USDB ETF
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3174421
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SH
SOLE
0
0
0
67184
ISHARES TR
CORE US AGGBD ET
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SOLE
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0
0
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ISHARES TR
MSCI USA MIN VOL
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SOLE
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ISHARES TR
NEW YORK MUN ETF
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SOLE
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ISHARES TR
INTL SEL DIV ETF
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10271
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10271
ISHARES TR
SELECT DIVID ETF
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SH
SOLE
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ISHARES TR
US TREAS BD ETF
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ISHARES TR
IBOXX INV CP ETF
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SOLE
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0
3130
ISHARES TR
IBOXX HI YD ETF
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4181
ISHARES TR
S&P MC 400GR ETF
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ISHARES TR
CRE U S REIT ETF
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ISHARES TR
MSCI EAFE ETF
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7241
ISHARES TR
0-5 YR TIPS ETF
46429B747
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ISHARES TR
ISHARES BIOTECH
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ISHARES TR
CONV BD ETF
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ISHARES TR
ISHARES SEMICDTR
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462
ISHARES TR
CORE TOTAL USD
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ISHARES TR
CORE S&P SCP ETF
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ISHARES TR
1 3 YR TREAS BD
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ISHARES TR
FLTG RATE NT ETF
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22352
ISHARES TR
MSCI AC ASIA ETF
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ISHARES TR
MSCI ACWI ETF
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ISHARES TR
S&P 500 VAL ETF
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SH
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3232
ISHARES TR
S&P 500 GRWT ETF
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SOLE
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ISHARES TR
20 YR TR BD ETF
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SH
SOLE
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0
0
2591
ISHARES TR
BROAD USD HIGH
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SH
SOLE
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15652
ISHARES TR
CORE S&P500 ETF
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SH
SOLE
0
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0
1599
ISHARES TR
CORE HIGH DV ETF
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SH
SOLE
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0
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12715
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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JPMORGAN DIVER
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J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
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J P MORGAN EXCHANGE TRADED F
BETABUILDERS USD
46641Q878
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COM
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SH
SOLE
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3593
JPMORGAN CHASE & CO
COM
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SH
SOLE
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0
0
1439
KAYNE ANDERSON ENERGY INFRST
COM
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SH
SOLE
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KOHLS CORP
COM
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SH
SOLE
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0
0
26872
KROGER CO
COM
501044101
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SH
SOLE
0
0
0
13934
LATTICE STRATEGIES TR
HARTFORD MLT SML
518416508
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SH
SOLE
0
0
0
8460
MADISON COVERED CALL & EQUIT
COM
557437100
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SH
SOLE
0
0
0
39531
MANHATTAN BRDG CAP INC
COM
562803106
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10900
SH
SOLE
0
0
0
10900
MASTERCARD INCORPORATED
CL A
57636Q104
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707
SH
SOLE
0
0
0
707
MCDONALDS CORP
COM
580135101
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SH
SOLE
0
0
0
828
MERCK & CO INC
COM
58933Y105
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SH
SOLE
0
0
0
2712
META PLATFORMS INC
CL A
30303M102
865505
2883
SH
SOLE
0
0
0
2883
MICROSOFT CORP
COM
594918104
2663063
8434
SH
SOLE
0
0
0
8434
MONDELEZ INTL INC
CL A
609207105
265177
3821
SH
SOLE
0
0
0
3821
MOTOROLA SOLUTIONS INC
COM NEW
620076307
572750
2104
SH
SOLE
0
0
0
2104
NORTHERN DYNASTY MINERALS LT
COM NEW
66510M204
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SH
SOLE
0
0
0
16050
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
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SOLE
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0
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NUVEEN GLOBAL HIGH INCOME FD
SHS
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SH
SOLE
0
0
0
19277
NUVEEN REAL ESTATE INCOME FD
COM
67071B108
113133
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SH
SOLE
0
0
0
16886
NVIDIA CORPORATION
COM
67066G104
732099
1683
SH
SOLE
0
0
0
1683
PACER FDS TR
SWAN SOS FD OF
69374H568
1092839
45196
SH
SOLE
0
0
0
45196
PACER FDS TR
US CASH COWS 100
69374H881
3053253
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SOLE
0
0
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61769
PACER FDS TR
TRENDP US LAR CP
69374H105
244275
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SH
SOLE
0
0
0
6113
PACER FDS TR
METAURUS CAP 400
69374H436
259446
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SH
SOLE
0
0
0
8526
PALANTIR TECHNOLOGIES INC
CL A
69608A108
431120
26945
SH
SOLE
0
0
0
26945
PEPSICO INC
COM
713448108
307376
1814
SH
SOLE
0
0
0
1814
PFIZER INC
COM
717081103
263089
7932
SH
SOLE
0
0
0
7932
PHUNWARE INC
COM
71948P100
5268
29445
SH
SOLE
0
0
0
29445
PIMCO CORPORATE & INCOME OPP
COM
72201B101
196155
15008
SH
SOLE
0
0
0
15008
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1050705
10492
SH
SOLE
0
0
0
10492
PROSHARES TR
S&P 500 DV ARIST
74348A467
221109
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SH
SOLE
0
0
0
2497
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
438241
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SH
SOLE
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0
9151
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
341508
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SH
SOLE
0
0
0
8245
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
437791
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SH
SOLE
0
0
0
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
793428
4840
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SOLE
0
0
0
4840
SELECT SECTOR SPDR TR
ENERGY
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SH
SOLE
0
0
0
24516
SHERWIN WILLIAMS CO
COM
824348106
484595
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SH
SOLE
0
0
0
1900
SOFI TECHNOLOGIES INC
COM
83406F102
101089
12652
SH
SOLE
0
0
0
12652
SPDR GOLD TR
GOLD SHS
78463V107
1399371
8162
SH
SOLE
0
0
0
8162
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
444702
13247
SH
SOLE
0
0
0
13247
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1599188
3741
SH
SOLE
0
0
0
3741
SPDR SER TR
SSGA US LRG ETF
78468R804
935243
7004
SH
SOLE
0
0
0
7004
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2713313
77368
SH
SOLE
0
0
0
77368
SPDR SER TR
PORTFOLIO S&P500
78464A854
5249099
104439
SH
SOLE
0
0
0
104439
SPDR SER TR
S&P KENSHO CLEAN
78468R655
255659
3790
SH
SOLE
0
0
0
3790
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
1472493
16037
SH
SOLE
0
0
0
16037
SPDR SER TR
PRTFLO S&P500 VL
78464A508
5355485
129798
SH
SOLE
0
0
0
129798
SPDR SER TR
PORTFOLI S&P1500
78464A805
420157
8005
SH
SOLE
0
0
0
8005
SPDR SER TR
PORTFOLIO S&P400
78464A847
318862
7282
SH
SOLE
0
0
0
7282
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
3880201
159417
SH
SOLE
0
0
0
159417
SPDR SER TR
PORTFOLIO S&P600
78468R853
279960
7587
SH
SOLE
0
0
0
7587
SPDR SER TR
PRTFLO S&P500 GW
78464A409
7058500
119071
SH
SOLE
0
0
0
119071
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
999833
22879
SH
SOLE
0
0
0
22879
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
268997
15531
SH
SOLE
0
0
0
15531
TESLA INC
COM
88160R101
305769
1222
SH
SOLE
0
0
0
1222
UNITEDHEALTH GROUP INC
COM
91324P102
228902
454
SH
SOLE
0
0
0
454
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1252084
17943
SH
SOLE
0
0
0
17943
VANGUARD INDEX FDS
VALUE ETF
922908744
283240
2054
SH
SOLE
0
0
0
2054
VANGUARD INDEX FDS
GROWTH ETF
922908736
1168765
4292
SH
SOLE
0
0
0
4292
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
645403
8530
SH
SOLE
0
0
0
8530
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
578301
2700
SH
SOLE
0
0
0
2700
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1607177
4093
SH
SOLE
0
0
0
4093
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
562797
2890
SH
SOLE
0
0
0
2890
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
284240
7249
SH
SOLE
0
0
0
7249
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
648903
13725
SH
SOLE
0
0
0
13725
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
303794
6316
SH
SOLE
0
0
0
6316
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
455050
7900
SH
SOLE
0
0
0
7900
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
241248
4346
SH
SOLE
0
0
0
4346
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
701920
9238
SH
SOLE
0
0
0
9238
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
698261
4494
SH
SOLE
0
0
0
4494
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
587484
13437
SH
SOLE
0
0
0
13437
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1615649
15637
SH
SOLE
0
0
0
15637
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
214241
911
SH
SOLE
0
0
0
911
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
220447
1278
SH
SOLE
0
0
0
1278
VANGUARD WORLD FDS
ENERGY ETF
92204A306
520020
4103
SH
SOLE
0
0
0
4103
VANGUARD WORLD FDS
INF TECH ETF
92204A702
305867
737
SH
SOLE
0
0
0
737
VERIZON COMMUNICATIONS INC
COM
92343V104
281275
8679
SH
SOLE
0
0
0
8679
VISA INC
COM CL A
92826C839
1004370
4367
SH
SOLE
0
0
0
4367
WATSCO INC
COM
942622200
227387
602
SH
SOLE
0
0
0
602
WELLS FARGO CO NEW
PERP PFD CNV A
949746804
563075
505
SH
SOLE
0
0
0
505
WESTERN DIGITAL CORP.
NOTE 1.500% 2/0
958102AP0
9840
10000
PRN
SOLE
0
0
0
10000
WISDOMTREE TR
YIELD ENHANCD US
97717X511
994165
23950
SH
SOLE
0
0
0
23950
WISDOMTREE TR
US MIDCAP DIVID
97717W505
417644
10196
SH
SOLE
0
0
0
10196
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
254116
5050
SH
SOLE
0
0
0
5050