Q1 2026 Holdings
Filed 2026-05-12 | 58 holdings | $9.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| State Street Spdr Portfolio Aggregate Bond ETF(SPAB) | Exchange Traded Fund | 78464A649 | $13.5K | 528,857 | 0.1% |
| Vanguard Extended Market ETF(VXF) | Exchange Traded Fund | 922908652 | $14.1K | 68,273 | 0.2% |
| Ishares Core High Dividend ETF(HDV) | Exchange Traded Fund | 46429B663 | $17.3K | 127,138 | 0.2% |
| Chevron Corporation COM(CVX) | Common Stock | 166764100 | $221.0K | 1,071 | 2.4% |
| Alliant Energy Corp COM(LNT) | Common Stock | 018802108 | $554.0K | 7,720 | 6.0% |
| Apple Inc COM(AAPL) | Common Stock | 037833100 | $741.0K | 2,920 | 8.0% |
| Amazon COM Inc COM(AMZN) | Common Stock | 023135106 | $2.0M | 9,557 | 21.4% |
| Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF(BCD) | Exchange Traded Fund | 003261203 | $5.6M | 157,494 | 60.6% |