Q1 2021 Holdings
Filed 2021-05-18 | 54 holdings | $142.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $24.4K | 206,810 | 17.2% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $22.8K | 508,474 | 16.0% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $22.4K | 252,172 | 15.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $7.2K | 31,190 | 5.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $7.1K | 60,854 | 5.0% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $6.9K | 79,249 | 4.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $6.8K | 18,199 | 4.8% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $6.4K | 95,520 | 4.5% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $5.0K | 91,431 | 3.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $3.8K | 41,650 | 2.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $3.4K | 10,846 | 2.4% |
| Apple Inc(AAPL) | COM | 037833100 | $2.9K | 21,950 | 2.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.9K | 7,695 | 2.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.6K | 6,488 | 1.2% |
| MGE Energy Inc(MGEE) | COM | 55277P104 | $1.6K | 23,427 | 1.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.4K | 6,461 | 1.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.1K | 5,120 | 0.8% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.1K | 9,858 | 0.7% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $1.1K | 20,613 | 0.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $991 | 1,405 | 0.7% |
| AT&T Inc(T) | COM | 00206R102 | $594 | 20,664 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $571 | 8,261 | 0.4% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $542 | 1,531 | 0.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $518 | 2,369 | 0.4% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $499 | 8,902 | 0.4% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $499 | 2,910 | 0.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $473 | 2,038 | 0.3% |
| Spdr SER TR(JNK) | BLOOMBERG BRCLYS | 78468R622 | $454 | 4,169 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $392 | 6,714 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $365 | 112 | 0.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $363 | 2,065 | 0.3% |
| First TR Exchange-Traded FD(FDN) | DJ INTERNT IDX | 33733E302 | $354 | 1,668 | 0.2% |
| Deere & Co(DE) | COM | 244199105 | $347 | 1,288 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $336 | 5,266 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $329 | 1,205 | 0.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $303 | 2,549 | 0.2% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $290 | 818 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $286 | 163 | 0.2% |
| BK of America Corp(BAC) | COM | 060505104 | $274 | 9,047 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $268 | 1,704 | 0.2% |
| Disney Walt Co(DIS) | COM | 254687106 | $266 | 1,467 | 0.2% |
| Fidelity Covington Trust(FHLC) | MSCI HLTH CARE I | 316092600 | $252 | 4,367 | 0.2% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $250 | 1,035 | 0.2% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $244 | 5,000 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $243 | 1,249 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $236 | 3,797 | 0.2% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $226 | 3,639 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $217 | 5,254 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $204 | 2,314 | 0.1% |
| Vaneck Vectors ETF TR(HYD) | HIGH YLD MUN ETF | 92189H409 | $204 | 3,317 | 0.1% |