Location: Madison, WI
CIK: 0001521951 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: May 2, 2025
Total Value: $1.017B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | 902,459 | $248M | 24.4% | $120.47 | — | Com | 922908769 |
| IEFA | iShares Core MSCI EAFE ETF | 1,710,950 | $129M | 12.7% | $68.57 | — | Com | 46432F842 |
| IWF | iShares Russell 1000 Growth ET | 205,734 | $74.29M | 7.3% | $172.97 | — | Com | 464287614 |
| IJR | iShares Core S&P Small-Cap ETF | 569,509 | $59.55M | 5.9% | $79.07 | — | Com | 464287804 |
| DGRO | iShares Core Dividend Growth | 936,380 | $57.85M | 5.7% | $48.49 | — | Com | 46434V621 |
| IWD | iShares Russell 1000 Value ETF | 296,034 | $55.7M | 5.5% | $123.06 | — | Com | 464287598 |
| IJH | iShares Core S&P Mid-Cap ETF | 793,501 | $46.3M | 4.6% | $82.49 | — | Com | 464287507 |
| AGG | iShares Core US Aggregate Bond | 379,765 | $37.57M | 3.7% | $110.62 | — | Com | 464287226 |
| SPY | SPDR S&P 500 ETF | 43,995 | $24.61M | 2.4% | $259.94 | — | Com | 78462F103 |
| FBIZ | First Business Financial Servi | 393,819 | $18.57M | 1.8% | $18.61 | +158.4% | Com | 319390100 |
| AAPL | Apple Inc | 61,193 | $13.59M | 1.3% | $149.70 | +54.2% | Com | 037833100 |
| JPST | JPMorgan Ultra-Short Income ET | 207,948 | $10.53M | 1.0% | $50.16 | — | Com | 46641Q837 |
| NVDA | Nvidia Corp | 90,986 | $9.861M | 1.0% | $99.87 | +26.9% | Com | 67066G104 |
| JPM | JPMorgan Chase & Co | 33,072 | $8.113M | 0.8% | $114.71 | +118.7% | Com | 46625H100 |
| MSFT | Microsoft Corp | 19,306 | $7.247M | 0.7% | $189.70 | +113.5% | Com | 594918104 |
| AVGO | Broadcom Inc | 40,983 | $6.862M | 0.7% | $151.23 | +38.7% | Com | 11135F101 |
| GOOGL | Alphabet Inc Cap Stk Cl A | 39,630 | $6.128M | 0.6% | $115.44 | +56.5% | Com | 02079K305 |
| LLY | Lilly Eli Co | 6,530 | $5.393M | 0.5% | $295.66 | +179.6% | Com | 532457108 |
| ANET | Arista Networks Inc | 64,524 | $4.999M | 0.5% | $102.72 | -1.3% | Com | 040413205 |
| CAT | Caterpillar Inc | 14,667 | $4.837M | 0.5% | $378.53 | -7.0% | Com | 149123101 |
| BRK/A | Berkshire Hathaway Inc Class A | 6 | $4.791M | 0.5% | $729330.75 | 0.0% | Com | 084670108 |
| DE | Deere & Co Com | 10,040 | $4.712M | 0.5% | $413.99 | +11.5% | Com | 244199105 |
| MUB | iShares National Muni Bond ETF | 43,532 | $4.59M | 0.5% | $106.46 | — | Com | 464288414 |
| MGEE | MGE Energy Inc | 46,276 | $4.302M | 0.4% | $90.04 | -0.9% | Com | 55277P104 |
| TMUS | T Mobile US Inc | 16,094 | $4.292M | 0.4% | $125.34 | +93.9% | Com | 872590104 |
| COST | Costco Wholesale Corp | 4,508 | $4.264M | 0.4% | $489.69 | +98.2% | Com | 22160K105 |
| MTUM | iShares Edge MSCI USA Momentum | 20,335 | $4.11M | 0.4% | $138.52 | — | Com | 46432F396 |
| COR | CENCORA INC | 14,559 | $4.049M | 0.4% | $135.72 | +83.9% | Com | 03073E105 |
| SYK | Stryker Corp | 9,550 | $3.555M | 0.3% | $251.98 | +49.6% | Com | 863667101 |
| XOM | Exxon Mobil Corp | 29,024 | $3.452M | 0.3% | $80.40 | +33.3% | Com | 30231G102 |
| PWR | Quanta Services Inc | 13,352 | $3.394M | 0.3% | $125.22 | +130.5% | Com | 74762E102 |
| CSCO | Cisco Systems Inc | 54,432 | $3.359M | 0.3% | $42.49 | +41.4% | Com | 17275R102 |
| IVV | iShares S&P 500 Core | 5,873 | $3.3M | 0.3% | $344.79 | — | Com | 464287200 |
| RSG | Republic Services Inc | 13,557 | $3.283M | 0.3% | $107.80 | +105.8% | Com | 760759100 |
| C | Citigroup Inc | 45,303 | $3.216M | 0.3% | $52.92 | +40.8% | Com | 172967424 |
| ICE | Intercontinental Exchange Inc | 16,629 | $2.869M | 0.3% | $85.98 | +88.5% | Com | 45866F104 |
| CTVA | Corteva Inc Com | 45,403 | $2.857M | 0.3% | $54.71 | +12.0% | Com | 22052L104 |
| ADI | Analog Devices Inc | 14,148 | $2.853M | 0.3% | $122.66 | +73.6% | Com | 032654105 |
| GD | General Dynamics Corp | 10,327 | $2.815M | 0.3% | $243.64 | +5.0% | Com | 369550108 |
| BAC | Bank of America Corp | 65,965 | $2.753M | 0.3% | $32.81 | +33.0% | Com | 060505104 |
| XLK | Technology Select Sector SPDR | 13,135 | $2.712M | 0.3% | $116.66 | — | Com | 81369Y803 |
| TJX | TJX Companies Inc | 21,013 | $2.559M | 0.3% | $73.15 | +64.2% | Com | 872540109 |
| XLE | Energy Select Sector SPDR ETF | 27,252 | $2.547M | 0.3% | $68.41 | — | Com | 81369Y506 |
| DRI | Darden Restaurants Inc | 12,070 | $2.508M | 0.2% | $122.51 | +54.0% | Com | 237194105 |
| EA | Electronic Arts Inc | 17,216 | $2.488M | 0.2% | $122.93 | +9.4% | Com | 285512109 |
| UNH | UnitedHealth Group Inc | 4,721 | $2.473M | 0.2% | $251.70 | +98.4% | Com | 91324P102 |
| TXN | Texas Instruments Inc | 13,522 | $2.43M | 0.2% | $125.26 | +45.5% | Com | 882508104 |
| EQIX | Equinix Inc | 2,964 | $2.417M | 0.2% | $752.92 | +16.9% | Com | 29444U700 |
| LRCX | Lam Research Corporation | 31,433 | $2.285M | 0.2% | $75.16 | +3.9% | Com | 512807306 |
| DIS | Walt Disney Company | 22,481 | $2.219M | 0.2% | $108.50 | -2.0% | Com | 254687106 |
| PRU | Prudential Financial Inc | 19,756 | $2.206M | 0.2% | $91.80 | +18.7% | Com | 744320102 |
| LOW | Lowe's Companies Inc | 9,290 | $2.167M | 0.2% | $114.22 | +111.9% | Com | 548661107 |
| EXPE | Expedia Group Inc New | 11,309 | $1.901M | 0.2% | $131.79 | +37.2% | Com | 30212P303 |
| CSX | CSX Corp Com | 64,310 | $1.893M | 0.2% | $30.17 | +3.8% | Com | 126408103 |
| NEE | Nextera Energy Inc | 26,501 | $1.879M | 0.2% | $67.91 | +1.1% | Com | 65339F101 |
| KR | Kroger Co | 27,409 | $1.855M | 0.2% | $31.80 | +95.8% | Com | 501044101 |
| XLI | Industrials Select Sector SPDR | 14,013 | $1.837M | 0.2% | $92.01 | — | Com | 81369Y704 |
| IQV | Iqvia Holdings Inc | 10,309 | $1.817M | 0.2% | $204.12 | -5.0% | Com | 46266C105 |
| SLB | Schlumberger Ltd | 42,657 | $1.783M | 0.2% | $41.56 | -4.0% | Com | 806857108 |
| HLT | Hilton Worldwide Hldgs Inc | 7,688 | $1.749M | 0.2% | $209.94 | +18.4% | Com | 43300A203 |
| AMZN | Amazon.com Inc | 9,169 | $1.744M | 0.2% | $132.62 | +63.6% | Com | 023135106 |
| IWB | iShares Russell 1000 ETF | 5,578 | $1.711M | 0.2% | $156.60 | — | Com | 464287622 |
| GLD | Spdr Gold Trust Shs | 5,900 | $1.7M | 0.2% | $167.43 | — | Com | 78463V107 |
| QCOM | Qualcomm Inc | 10,989 | $1.688M | 0.2% | $104.51 | +52.8% | Com | 747525103 |
| PM | Philip Morris International In | 10,487 | $1.665M | 0.2% | $56.96 | +140.5% | Com | 718172109 |
| KO | Coca-Cola Co | 22,918 | $1.641M | 0.2% | $39.02 | +66.5% | Com | 191216100 |
| EOG | EOG Res Inc | 12,420 | $1.593M | 0.2% | $108.56 | +15.3% | Com | 26875P101 |
| ABBV | Abbvie Inc Com | 7,409 | $1.552M | 0.2% | $112.40 | +68.5% | Com | 00287Y109 |
| CIEN | Ciena Corp | 24,301 | $1.469M | 0.1% | $50.28 | +57.2% | Com | 171779309 |
| TMO | Thermo Fisher Scientific Inc | 2,887 | $1.437M | 0.1% | $566.44 | -4.7% | Com | 883556102 |
| LULU | Lululemon Athletica Inc | 4,670 | $1.322M | 0.1% | $330.76 | +10.9% | Com | 550021109 |
| ACN | Accenture PLC | 4,167 | $1.3M | 0.1% | $277.36 | +26.0% | Com | G1151C101 |
| PG | Procter & Gamble Co | 7,245 | $1.235M | 0.1% | $107.91 | +51.9% | Com | 742718109 |
| XLF | Financial Select Sector SPDR E | 24,095 | $1.2M | 0.1% | $29.49 | — | Com | 81369Y605 |
| IWM | iShares Russell 2000 | 5,923 | $1.182M | 0.1% | $188.91 | — | Com | 464287655 |
| GOOG | Alphabet Inc Cap Stk Cl C | 7,476 | $1.168M | 0.1% | $111.79 | +63.2% | Com | 02079K107 |
| BRK/B | Berkshire Hathaway INC-CL B | 2,172 | $1.157M | 0.1% | $364.07 | +33.5% | Com | 084670702 |
| ADBE | Adobe Inc | 3,012 | $1.155M | 0.1% | $411.20 | +4.3% | Com | 00724F101 |
| VB | Vanguard Small-Cap ETF | 5,129 | $1.137M | 0.1% | $171.15 | — | Com | 922908751 |
| AEE | Ameren Corporation | 11,155 | $1.12M | 0.1% | $86.51 | +8.3% | Com | 023608102 |
| XLY | Consumer Discr Select Sect SPD | 5,651 | $1.116M | 0.1% | $48.31 | — | Com | 81369Y407 |
| LNT | Alliant Energy Corp | 15,614 | $1.005M | 0.1% | $57.45 | +3.7% | Com | 018802108 |
| CVX | Chevron Corp | 5,822 | $974K | 0.1% | $94.76 | +58.8% | Com | 166764100 |
| VOX | Vanguard Communication SVCS ET | 6,200 | $920K | 0.1% | $83.80 | — | Com | 92204A884 |
| TDG | Transdigm Group Inc | 652 | $902K | 0.1% | $320.31 | +289.5% | Com | 893641100 |
| JNJ | Johnson & Johnson | 5,364 | $890K | 0.1% | $133.82 | +13.9% | Com | 478160104 |
| MDLZ | Mondelez Intl Inc Class A | 12,980 | $881K | 0.1% | $31.40 | +90.3% | Com | 609207105 |
| NULV | Nuveen ESG Large Cap Value | 20,949 | $848K | 0.1% | $36.04 | — | Com | 67092P300 |
| MRK | Merck & Co Inc | 9,320 | $837K | 0.1% | $68.31 | +31.9% | Com | 58933Y105 |
| USMV | iShares Edge MSCI Min Vol USA | 8,694 | $814K | 0.1% | $64.22 | — | Com | 46429B697 |
| IWO | iShares Russell 2000 Growth | 3,132 | $800K | 0.1% | $132.15 | — | Com | 464287648 |
| ITW | Illinois Tool Works Inc | 3,206 | $795K | 0.1% | $197.83 | +26.7% | Com | 452308109 |
| PEP | Pepsico Inc | 5,293 | $794K | 0.1% | $124.59 | +15.2% | Com | 713448108 |
| BLK | Blackrock Inc New | 831 | $787K | 0.1% | $991.05 | -2.9% | Com | 09290D101 |
| PLTR | Palantir Technologies Inc | 9,198 | $776K | 0.1% | $22.08 | +297.6% | Com | 69608A108 |
| VO | Vanguard Mid-Cap ETF | 2,969 | $768K | 0.1% | $238.20 | — | Com | 922908629 |
| WMT | Wal-Mart Inc | 8,610 | $756K | 0.1% | $51.40 | +80.8% | Com | 931142103 |
| ABT | Abbott Laboratories | 5,443 | $722K | 0.1% | $112.09 | +11.9% | Com | 002824100 |
| MCD | McDonald's Corp | 2,229 | $696K | 0.1% | $185.36 | +58.0% | Com | 580135101 |
| IWN | iShares Russell 2000 Value | 4,604 | $695K | 0.1% | $94.29 | — | Com | 464287630 |
| TRI | Thomson Reuters Corp. | 3,942 | $681K | 0.1% | $124.59 | +33.7% | Com | 884903808 |
| XLC | Communication Sector Select SP | 7,057 | $681K | 0.1% | $54.21 | — | Com | 81369Y852 |
| HD | Home Depot Inc | 1,795 | $658K | 0.1% | $178.00 | +113.9% | Com | 437076102 |
| SO | Southern Company | 7,050 | $648K | 0.1% | $84.51 | -0.5% | Com | 842587107 |
| VTEB | Vanguard Mun Bd Fd Tax Exempt | 12,678 | $629K | 0.1% | $49.62 | — | Com | 922907746 |
| ISRG | Intuitive Surgical Inc | 1,251 | $620K | 0.1% | $314.92 | +75.6% | Com | 46120E602 |
| ATI | Allegheny Technologies Inc | 11,739 | $611K | 0.1% | $24.34 | +133.2% | Com | 01741R102 |
| PNC | PNC Financial Services Group I | 3,341 | $587K | 0.1% | $113.39 | +61.7% | Com | 693475105 |
| ETN | Eaton Corp PLC | 2,062 | $561K | 0.1% | $142.59 | +116.4% | Com | G29183103 |
| VUG | Vanguard Index Growth | 1,502 | $557K | 0.1% | $134.49 | — | Com | 922908736 |
| AON | Aon PLC Shs Cl A | 1,384 | $552K | 0.1% | $198.34 | +92.4% | Com | G0403H108 |
| META | Meta Platforms Inc | 938 | $541K | 0.1% | $302.32 | +112.8% | Com | 30303M102 |
| USB | US Bancorp | 12,571 | $531K | 0.1% | $39.76 | +11.1% | Com | 902973304 |
| AMP | Ameriprise Financial Inc | 1,093 | $529K | 0.1% | $246.22 | +110.6% | Com | 03076C106 |
| TTEK | Tetra Tech Inc New | 17,555 | $513K | 0.1% | $38.61 | -13.1% | Com | 88162G103 |
| ASML | ASML Holding N V N Y Registry | 737 | $488K | 0.0% | $662.63 | — | Com | N07059210 |
| MDY | SPDRA S&P MidCap 400 ETF | 915 | $488K | 0.0% | $67.03 | — | Com | 78467Y107 |
| MA | Mastercard Inc Cl A | 885 | $485K | 0.0% | $350.89 | +54.5% | Com | 57636Q104 |
| V | Visa Inc | 1,352 | $474K | 0.0% | $234.18 | +43.6% | Com | 92826C839 |
| PLOW | Douglas Dynamics Inc | 20,000 | $465K | 0.0% | $25.32 | -1.0% | Com | 25960R105 |
| VTV | Vanguard Index Value | 2,689 | $464K | 0.0% | $101.31 | — | Com | 922908744 |
| MO | Altria Group Inc | 7,116 | $427K | 0.0% | $26.40 | +93.3% | Com | 02209S103 |
| CTAS | Cintas Corporation | 2,064 | $424K | 0.0% | $169.72 | +16.5% | Com | 172908105 |
| EFA | iShares MSCI EAFE ETF | 5,128 | $419K | 0.0% | $68.92 | — | Com | 464287465 |
| WM | Waste Mgmt Inc Del | 1,759 | $407K | 0.0% | $136.62 | +59.8% | Com | 94106L109 |
| DOX | Amdocs Ltd ADR | 4,450 | $407K | 0.0% | $53.80 | +58.3% | Com | G02602103 |
| DUK | Duke Energy Corp | 3,316 | $404K | 0.0% | $108.79 | +1.6% | Com | 26441C204 |
| WEYS | Weyco Group Inc | 13,096 | $399K | 0.0% | $24.25 | +40.0% | Com | 962149100 |
| TEL | TE Connectivity PLC ADR | 2,800 | $396K | 0.0% | $146.90 | -0.3% | Com | G87052109 |
| AXP | American Express CO | 1,468 | $395K | 0.0% | $152.99 | +91.2% | Com | 025816109 |
| GLW | Corning Inc | 8,369 | $383K | 0.0% | $26.80 | +81.2% | Com | 219350105 |
| UNP | Union Pacific Corp | 1,619 | $382K | 0.0% | $166.56 | +41.4% | Com | 907818108 |
| TTC | Toro Co | 5,000 | $364K | 0.0% | $83.84 | -5.7% | Com | 891092108 |
| AMD | Advanced Micro Devices Inc | 3,536 | $363K | 0.0% | $99.18 | +12.1% | Com | 007903107 |
| AJG | Arthur J. Gallagher & Co | 1,037 | $358K | 0.0% | $158.13 | +98.1% | Com | 363576109 |
| MCK | McKesson Corp | 523 | $352K | 0.0% | $380.60 | +61.8% | Com | 58155Q103 |
| VEA | Vanguard FTSE Developed Market | 6,514 | $331K | 0.0% | $42.77 | — | Com | 921943858 |
| ACWX | iShares MSCI ACWI ex US | 5,905 | $327K | 0.0% | $44.22 | — | Com | 464288240 |
| SLV | Ishares Silver Trust | 10,400 | $322K | 0.0% | $30.99 | — | Com | 46428Q109 |
| NOW | Servicenow Inc | 403 | $321K | 0.0% | $164.40 | +17.2% | Com | 81762P102 |
| SCHW | The Charles Schwab Corp | 3,931 | $308K | 0.0% | $70.23 | +10.6% | Com | 808513105 |
| FIS | Fidelity National Information | 3,963 | $296K | 0.0% | $66.74 | +10.3% | Com | 31620M106 |
| XEL | Xcel Energy Inc. | 4,162 | $295K | 0.0% | $58.41 | +13.0% | Com | 98389B100 |
| XLU | Utilities Select Sector SPDR E | 3,677 | $290K | 0.0% | $78.85 | — | Com | 81369Y886 |
| PH | Parker Hannifin Corp | 470 | $286K | 0.0% | $417.42 | +55.4% | Com | 701094104 |
| VGT | Vanguard Information Technolog | 519 | $281K | 0.0% | $385.47 | — | Com | 92204A702 |
| CMI | Cummins Inc | 824 | $258K | 0.0% | $220.78 | +56.8% | Com | 231021106 |
| IBM | International Business Machine | 1,030 | $256K | 0.0% | $216.31 | +10.7% | Com | 459200101 |
| ORCL | Oracle Corp | 1,814 | $254K | 0.0% | $126.97 | +27.3% | Com | 68389X105 |
| NICE | Nice Ltd Sponsored ADR | 1,625 | $251K | 0.0% | $147.85 | — | Com | 653656108 |
| MS | Morgan Stanley | 2,084 | $243K | 0.0% | $120.50 | +4.5% | Com | 617446448 |
| GE | GE Aerospace | 1,192 | $239K | 0.0% | $195.73 | 0.0% | Com | 369604301 |
| IXN | Ishares Tr Global Tech ETF | 3,143 | $238K | 0.0% | $68.18 | — | Com | 464287291 |
| BMO | Bank Of Montreal ADR | 2,492 | $238K | 0.0% | $96.38 | 0.0% | Com | 063671101 |
| T | AT&T Inc | 8,396 | $237K | 0.0% | $24.35 | 0.0% | Com | 00206R102 |
| SBUX | Starbucks Corp | 2,309 | $226K | 0.0% | $80.53 | +25.4% | Com | 855244109 |
| PYPL | Paypal Hldgs Inc | 3,449 | $225K | 0.0% | $130.40 | -40.4% | Com | 70450Y103 |
| GS | Goldman Sachs Group Inc | 411 | $225K | 0.0% | $590.71 | 0.0% | Com | 38141G104 |
| ROK | Rockwell Automation Inc | 867 | $224K | 0.0% | $237.86 | +15.4% | Com | 773903109 |
| NKE | Nike Inc | 3,522 | $224K | 0.0% | $102.45 | -29.7% | Com | 654106103 |
| INTC | Intel Corp | 9,601 | $218K | 0.0% | $21.88 | 0.0% | Com | 458140100 |
| FISV | Fiserv Inc | 979 | $216K | 0.0% | $218.93 | 0.0% | Com | 337738108 |
| HWM | Howmet Aerospace Inc | 1,666 | $216K | 0.0% | $126.73 | 0.0% | Com | 443201108 |
| AMGN | Amgen Inc | 687 | $214K | 0.0% | $287.24 | 0.0% | Com | 031162100 |
| NVO | Novo Nordisk A/S ADR | 2,964 | $206K | 0.0% | $103.61 | — | Com | 670100205 |
| HCA | Hca Healthcare Inc Com | 591 | $204K | 0.0% | $319.37 | 0.0% | Com | 40412C101 |
| PAVE | Global X US Infr Dev ETF | 5,401 | $204K | 0.0% | $37.73 | — | Com | 37954Y673 |
| DGRW | Wisdomtree Tr US Qtly Div Grt | 2,543 | $203K | 0.0% | $83.21 | — | Com | 97717X669 |
| F | Ford Motor Co | 14,443 | $145K | 0.0% | $10.27 | -10.0% | Com | 345370860 |
| ICLN | iShares Global Clean Energy ET | 11,960 | $137K | 0.0% | $14.20 | — | Com | 464288224 |