Q1 2022 Holdings
Filed 2022-05-02 | 79 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $675.0K | 1,172 | 50.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $241.0K | 2,202 | 18.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $236.0K | 4,231 | 17.7% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $31.6K | 298,835 | 2.4% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $27.8K | 519,753 | 2.1% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $14.0K | 184,895 | 1.1% |
| Fidelity Comwlth TR(ONEQ) | NASDAQ COMPSIT | 315912808 | $11.1K | 200,156 | 0.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $10.3K | 22,752 | 0.8% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $9.8K | 36,464 | 0.7% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $6.9K | 102,961 | 0.5% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $6.0K | 54,419 | 0.4% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $5.7K | 52,772 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $5.2K | 29,980 | 0.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $5.1K | 47,611 | 0.4% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $4.2K | 11,511 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.5K | 7,839 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.7K | 8,654 | 0.2% |
| MGE Energy Inc(MGEE) | COM | 55277P104 | $2.4K | 30,112 | 0.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $2.4K | 8,172 | 0.2% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $1.5K | 24,312 | 0.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.5K | 5,120 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.3K | 395 | 0.1% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $1.2K | 11,847 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1K | 380 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $996 | 924 | 0.1% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $937 | 2,250 | 0.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $935 | 13,449 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $905 | 2,564 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $862 | 2,074 | 0.1% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $857 | 5,287 | 0.1% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $710 | 2,059 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $629 | 2,838 | 0.0% |
| Ishares U S ETF TR(COMT) | GSCI CMDTY STGY | 46431W853 | $618 | 15,431 | 0.0% |
| Ishares TR(OEF) | S&P 100 ETF | 464287101 | $613 | 2,938 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $610 | 2,926 | 0.0% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $582 | 11,724 | 0.0% |
| Ishares TR(ILCV) | MORNINGSTAR VALU | 464288109 | $567 | 8,272 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $553 | 23,385 | 0.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $507 | 9,132 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $496 | 3,354 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $481 | 6,296 | 0.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $458 | 5,808 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $450 | 7,810 | 0.0% |
| Spdr SER TR(JNK) | BLOOMBERG HIGH Y | 78468R622 | $448 | 4,369 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $418 | 1,505 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $408 | 7,885 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $384 | 9,316 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $376 | 4,548 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $366 | 2,066 | 0.0% |
| Invesco Exch Traded FD TR II(QQQM) | NASDAQ 100 ETF | 46138G649 | $361 | 2,424 | 0.0% |