| VVANGUARD WHITEHALL FDSVYM |
| 10.09% | 10.35% | $35.8M | 268,260 | $33.9M | 262,767 | +5,493+2.09% | Add |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 9.88% | 10.12% | $35.0M | 690,854 | $33.1M | 653,962 | +36,892+5.64% | Add |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 9.6% | 8.63% | $34.0M | 85,811 | $28.2M | 84,434 | +1,377+1.63% | Add |
| VVANGUARD FTSEVEA |
| 6.53% | 6.21% | $23.1M | 405,739 | $20.3M | 400,163 | +5,576+1.39% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 6.52% | 6.29% | $23.1M | 37,393 | $20.6M | 36,791 | +602+1.64% | Add |
| SSPDR INDEX SHS FDSSPDW |
| 6.25% | 5.99% | $22.1M | 546,648 | $19.6M | 538,577 | +8,071+1.50% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 5.01% | 5.24% | $17.8M | 312,226 | $17.2M | 300,235 | +11,991+3.99% | Add |
| VVANGUARD MIDVO |
| 4.47% | 4.37% | $15.8M | 56,640 | $14.3M | 55,289 | +1,351+2.44% | Add |
| JJ P MORGAN EXCHANGE TRADED FBBAG |
| 4.44% | 4.74% | $15.7M | 340,534 | $15.5M | 336,831 | +3,703+1.10% | Add |
| VVANGUARD INDEX FDSVB |
| 4.34% | 4.26% | $15.4M | 64,955 | $13.9M | 62,845 | +2,110+3.36% | Add |
| CCABLE ONE INCCABO |
| 4.32% | 4.83% | $15.3M | 20,000 | $15.8M | 20,000 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 4.3% | 4.61% | $15.2M | 183,621 | $15.1M | 184,504 | -883-0.48% | Reduce |
| IISHARES TRLQD |
| 4.13% | 4.41% | $14.6M | 133,464 | $14.4M | 132,772 | +692+0.52% | Add |
| VVANGUARD FSTEVWO |
| 3.73% | 3.62% | $13.2M | 267,242 | $11.8M | 261,661 | +5,581+2.13% | Add |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.06% | 3.14% | $10.8M | 65,935 | $10.3M | 64,046 | +1,889+2.95% | Add |
| AAVANTIS U SAVUV |
| 2.48% | 2.39% | $8.8M | 96,584 | $7.8M | 89,755 | +6,829+7.61% | Add |
| GGLOBAL X FDSPFFD |
| 1.62% | 1.75% | $5.7M | 304,662 | $5.7M | 300,139 | +4,523+1.51% | Add |
| VVANGUARD SMALLVBR |
| 0.54% | 0.56% | $1.9M | 9,784 | $1.8M | 9,839 | -55-0.56% | Reduce |
| SSTATE STREETSPYV |
| 0.41% | 0.44% | $1.5M | 27,903 | $1.4M | 28,253 | -350-1.24% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.34% | 0.42% | $1.2M | 2,504 | $1.4M | 2,556 | -52-2.03% | Reduce |
APPLE INCAAPL |
| 0.34% | 0.34% | $1.2M | 5,906 | $1.1M | 5,043 | +863+17.11% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.3% | 0.29% | $1.1M | 1,854 | $958,956 | 1,866 | -12-0.64% | Reduce |
LENNOX INTL INCLII |
| 0.26% | 0.27% | $914,318 | 1,595 | $894,524 | 1,595 | 00.00% | Unchanged |
| SSPDR SERIES TRUSTSPYG |
| 0.21% | 0.2% | $759,623 | 7,969 | $649,800 | 8,085 | -116-1.43% | Reduce |
WELLS FARGO CO NEWWFC |
| 0.21% | 0.22% | $742,674 | 9,270 | $708,485 | 9,869 | -599-6.07% | Reduce |
| IISHARES TRIVV |
| 0.18% | 0.17% | $642,632 | 1,035 | $562,462 | 1,001 | +34+3.40% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.18% | 0.15% | $641,379 | 1,463 | $489,112 | 1,319 | +144+10.92% | Add |
| GGLOBAL X FDSXYLD |
| 0.16% | 0.19% | $583,075 | 14,974 | $619,789 | 15,695 | -721-4.59% | Reduce |
MICROSOFT CORPMSFT |
| 0.15% | 0.12% | $543,697 | 1,093 | $396,808 | 1,057 | +36+3.41% | Add |
CORTEVA INC COMCTVA |
| 0.15% | 0.01% | $530,430 | 7,117 | $47,512 | 755 | +6,362+842.65% | Add |
JOHNSON & JOHNSONJNJ |
| 0.15% | 0.17% | $519,226 | 3,399 | $563,157 | 3,396 | +3+0.09% | Add |
ALLIANT ENERGY CORP COMLNT |
| 0.13% | 0.15% | $447,250 | 7,395 | $475,868 | 7,395 | 00.00% | Unchanged |
META PLATFORMS INCMETA |
| 0.12% | 0.03% | $411,854 | 558 | $99,710 | 173 | +385+222.54% | Add |
| IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.11% | 0.11% | $401,159 | 7,852 | $365,927 | 7,320 | +532+7.27% | Add |
COCA COLA COKO |
| 0.1% | 0.11% | $364,650 | 5,154 | $374,504 | 5,229 | -75-1.43% | Reduce |
APOLLO GLOBAL MGMT INC COMAPO |
| 0.1% | 0.08% | $353,114 | 2,489 | $267,033 | 1,950 | +539+27.64% | Add |
UNITEDHEALTH GROUP INCUNH |
| 0.09% | 0.18% | $326,945 | 1,048 | $592,361 | 1,131 | -83-7.34% | Reduce |
JPMORGAN CHASE & COJPM |
| 0.09% | 0.09% | $316,167 | 1,091 | $310,429 | 1,266 | -175-13.82% | Reduce |
DEERE & CODE |
| 0.09% | 0.09% | $313,420 | 616 | $289,295 | 616 | 00.00% | Unchanged |
| SSPDR SERIES TRUSTSPYD |
| 0.08% | 0.1% | $300,603 | 7,083 | $315,530 | 7,129 | -46-0.65% | Reduce |
PROCTER & GAMBLE COPG |
| 0.08% | 0.1% | $298,515 | 1,874 | $319,313 | 1,874 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVTV |
| 0.08% | 0.08% | $292,151 | 1,653 | $271,720 | 1,573 | +80+5.09% | Add |
| PPRINCIPAL FINANCIAL GROUP INPFG |
| 0.08% | 0.09% | $285,074 | 3,589 | $292,680 | 3,469 | +120+3.46% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.08% | 0.07% | $277,683 | 942 | $234,238 | 942 | 00.00% | Unchanged |
| IISHARES COREIJH |
| 0.08% | 0.08% | $268,733 | 4,333 | $252,831 | 4,333 | 00.00% | Unchanged |
| IISHARES COREIJR |
| 0.07% | 0.08% | $257,706 | 2,358 | $246,576 | 2,358 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVNQ |
| 0.07% | 0.08% | $257,480 | 2,891 | $259,490 | 2,866 | +25+0.87% | Add |
EXXON MOBIL CORPXOM |
| 0.07% | 0.09% | $257,351 | 2,387 | $282,831 | 2,378 | +9+0.38% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.07% | 0.07% | $256,821 | 845 | $232,240 | 845 | 00.00% | Unchanged |
STARBUCKS CORPSBUX |
| 0.07% | 0.08% | $249,951 | 2,728 | $260,353 | 2,654 | +74+2.79% | Add |