Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	381,898	$209M	42.1%	$956.49	—	CORE S&P 500 ETF	464287200
VB	VANGUARD INDEX FDS	248,183	$54.11M	10.9%	$36609.88	—	SMALL CP ETF	922908751
AGG	ISHARES TR	313,818	$30.46M	6.1%	$47734.98	—	CORE US AGGBD ETF	464287226
IWF	ISHARES TR	71,338	$26M	5.2%	$104313.07	—	RUS 1000 GRW ETF	464287614
VEA	VANGUARD INTL EQUITY INDEX F	371,850	$18.38M	3.7%	$44.41	—	FTSE DEV MKT ETF	921943858
IJR	ISHARES TR	127,319	$13.58M	2.7%	$75.48	—	CORE S&P SCP ETF	464287804
USRT	ISHARES TR	206,930	$11.08M	2.2%	$51.29	—	CRE U S REIT ETF	464288521
VWO	VANGUARD INTL EQUITY INDEX F	224,623	$9.83M	2.0%	$3396.49	—	FTSE EMR MKT ETF	922042858
SPY	SPDR S&P 500 ETF TR	17,293	$9.411M	1.9%	$20899.19	—	TR UNIT	78462F103
AAPL	APPLE INC	36,816	$7.754M	1.6%	$99.96	+85.2%	COM	037833100
AOA	ISHARES TR	74,097	$5.541M	1.1%	$65.24	—	AGGRES ALLOC ETF	464289859
IWD	ISHARES TR	31,459	$5.489M	1.1%	$30499.77	—	RUS 1000 VAL ETF	464287598
MSFT	MICROSOFT CORP	11,090	$4.957M	1.0%	$165.47	+152.2%	COM	594918104
UCON	FIRST TRUST	181,026	$4.426M	0.9%	$24.33	—	TWC UNCONSTAINED PL BD	33740F888
AOR	ISHARES TR	71,769	$4.042M	0.8%	$50.94	—	GRWT ALLOCAT ETF	464289867
VO	VANGUARD INDEX FDS	15,871	$3.843M	0.8%	$123237.66	—	MID CAP ETF	922908629
BND	VANGUARD INDEX FDS	52,088	$3.753M	0.8%	$78.30	—	TOTAL BND MKT ETF	921937835
SCHP	SCHWAB US	64,589	$3.359M	0.7%	$52.94	—	TIPS ETF	808524870
FISV	FISERV INC	20,132	$3M	0.6%	$97.58	+55.1%	COM	337738108
NVDA	NVIDIA CORPORATION INC	22,843	$2.822M	0.6%	$93.22	+8.4%	COM	67066G104
SCHD	SCHWAB US	34,149	$2.655M	0.5%	$75.16	—	DIV EQ	808524797
PM	PHILIP MORRIS INTL INC	25,542	$2.588M	0.5%	$62.42	+46.3%	COM	718172109
PULS	PGIM INVESTMENTS	47,548	$2.363M	0.5%	$49.20	—	ULTRA SHORT BOND ETF	69344A107
UNH	UNITEDHEALTH GROUP INC	4,302	$2.191M	0.4%	$464.89	+1.8%	COM	91324P102
IWR	ISHARES TR	26,550	$2.153M	0.4%	$21470.52	—	RUS MID CAP ETF	464287499
SDY	SPDR SERIES TRUST	15,933	$2.026M	0.4%	$84693.20	—	S&P DIVID ETF	78464A763
VV	VANGUARD	7,770	$1.94M	0.4%	$192.28	—	LARGE CAP ETF	922908637
HYG	ISHARES TR	23,635	$1.823M	0.4%	$81.70	—	IBOXX HI YD ETF	464288513
MO	ALTRIA GROUP INC	38,551	$1.756M	0.4%	$30.28	+29.2%	COM	02209S103
AOM	ISHARES TR	37,962	$1.633M	0.3%	$42.52	—	MODERT ALLOC ETF	464289875
AMZN	AMAZON.COM INC	7,855	$1.518M	0.3%	$126.89	+44.8%	COM	023135106
WEC	WEC ENERGY GROUP INC	18,675	$1.465M	0.3%	$61.42	+25.0%	COM	92939U106
HON	HONEYWELL INTL INC	6,474	$1.383M	0.3%	$156.15	+17.7%	COM	438516106
IWM	ISHARES TR	5,990	$1.215M	0.2%	$129509.19	—	RUSSELL 2000 ETF	464287655
TIP	ISHARES TR	11,073	$1.182M	0.2%	$123.00	—	TIPS BD ETF	464287176
PEP	PEPSICO INC	6,783	$1.119M	0.2%	$124.12	+30.8%	COM	713448108
VEU	VANGUARD INTL EQUITY INDEX F	19,040	$1.117M	0.2%	$41253.54	—	ALLWRLD EX US	922042775
ETN	EATON CORP PLC	3,465	$1.087M	0.2%	$134.85	+135.3%	COM	G29183103
ABBV	ABBVIE INC	6,061	$1.04M	0.2%	$83.19	+88.9%	COM	00287Y109
BRK/B	BERKSHIRE HATHAWAY INC CL B	2,524	$1.027M	0.2%	$257.01	+59.0%	COM	084670702
XOM	EXXON MOBIL CORP	8,580	$988K	0.2%	$67.46	+63.2%	COM	30231G102
HD	HOME DEPOT INC	2,749	$946K	0.2%	$203.50	+61.0%	COM	437076102
WMT	WAL-MART STORES INC	13,413	$908K	0.2%	$48.33	+28.2%	COM	931142103
MRK	MERCK & CO INC	7,299	$904K	0.2%	$68.58	+77.5%	COM	58933Y105
SYY	SYSCO CORP	12,282	$877K	0.2%	$46.17	+54.2%	COM	871829107
IEFA	ISHARES TR	11,762	$854K	0.2%	$74.22	—	CORE MSCI EAFE ETF	46432F842
DGRO	ISHARES TR	13,883	$800K	0.2%	$57.83	—	CORE DIV GROWTH ETF	46434V621
DFIV	DIMENSIONAL	21,711	$780K	0.2%	$32.74	—	INTL VALUE ETF	25434V807
RLY	SPDR SSGA	27,703	$765K	0.2%	$27.48	—	MULTI-ASSET REAL RET ETF	78467V103
EPD	ENTERPRISE PRODUCTS PARTNERS	24,873	$721K	0.1%	$22.54	—	COM	293792107
GOOG	ALPHABET INC CLASS C	3,737	$686K	0.1%	$114.18	+47.9%	COM	02079K107
JNJ	JOHNSON & JOHNSON	4,461	$652K	0.1%	$122.23	+15.7%	COM	478160104
CVX	CHEVRON CORP	4,103	$642K	0.1%	$87.44	+69.7%	COM	166764100
V	VISA INC	2,305	$605K	0.1%	$223.40	+21.2%	COM	92826C839
ABT	ABBOTT LABORATORIES	5,574	$579K	0.1%	$95.29	+8.0%	COM	002824100
ROK	ROCKWELL AUTOMATION INC	1,979	$545K	0.1%	$164.49	+59.6%	COM	773903109
MUB	ISHARES TR	5,113	$545K	0.1%	$108.70	—	NATIONAL MUNI ETF	464288414
TSLA	TESLA MOTORS INC	2,693	$533K	0.1%	$231.57	-24.5%	COM	88160R101
BMI	BADGER METER INC	2,798	$521K	0.1%	$90.56	+99.3%	COM	056525108
META	META PLATFORMS INC	1,027	$518K	0.1%	$208.15	+132.2%	COM	30303M102
AVGO	BROADCOM INC	316	$509K	0.1%	$128.51	+7.1%	COM	11135F101
MAR	MARRIOTT INTERNATIONAL INC	2,013	$487K	0.1%	$161.79	+45.9%	COM	571903202
MCD	MCDONALDS CORP	1,892	$482K	0.1%	$153.59	+66.1%	COM	580135101
CEG	CONSTELLATION ENERGY CORP	2,398	$480K	0.1%	$83.46	+142.0%	COM	21037T109
LNT	ALLIANT ENERGY CORP	9,093	$463K	0.1%	$50.00	-4.6%	COM	018802108
MTG	MGIC INVESTMENT CORP	21,159	$456K	0.1%	$20.75	0.0%	COM	552848103
COST	COSTCO WHOLESALE CORP	527	$448K	0.1%	$471.36	+64.2%	COM	22160K105
KLAC	KLA CORP	534	$440K	0.1%	$728.44	0.0%	COM	482480100
DFAS	DIMENSIONAL	7,325	$440K	0.1%	$57.48	—	US SMALL CAP ETF	25434V500
—	JP MORGAN CHASE & CO	2,138	$433K	0.1%	$140.49	—	COM	46637G124
KO	COCA-COLA CO	6,768	$431K	0.1%	$54.01	+9.0%	COM	191216100
ADI	ANALOG DEVICES INC	1,796	$410K	0.1%	$189.62	+9.5%	COM	032654105
UNP	UNION PACIFIC CORP	1,775	$402K	0.1%	$202.26	+11.5%	COM	907818108
LLY	ELI LILLY AND CO	432	$391K	0.1%	$731.56	+8.1%	COM	532457108
IGIB	ISHARES TR	7,457	$382K	0.1%	$45891.80	—	INTRMD CR BD ETF	464288638
TMO	THERMO FISHER SCIENTIFIC INC	688	$381K	0.1%	$438.46	+29.9%	COM	883556102
BMO	BANK OF MONTREAL	4,505	$378K	0.1%	$87.72	-2.7%	COM	063671101
MDLZ	MONDELEZ INTL INC	5,656	$370K	0.1%	$54.18	+20.3%	CL A	609207105
COP	CONOCOPHILLIPS	3,208	$367K	0.1%	$99.24	+16.3%	COM	20825C104
LOW	LOWE'S COMPANIES INC	1,638	$361K	0.1%	$183.09	+20.9%	COM	548661107
PG	PROCTOR & GAMBLE COMPANY	2,156	$356K	0.1%	$122.38	+28.5%	COM	742718109
GOOGL	ALPHABET INC CLASS A	1,921	$350K	0.1%	$114.24	+46.5%	COM	02079K305
SCHX	SCHWAB US	5,409	$348K	0.1%	$62.06	—	LARGE CAP ETF	808524201
IBM	INTERNATIONAL BUSINESS MACHINES	2,003	$346K	0.1%	$125.71	+31.9%	COM	459200101
FIS	FIDELITY NATL INFORMATION SV	4,553	$343K	0.1%	$83.55	-14.4%	COM	31620M106
PFE	PFIZER INC	12,203	$341K	0.1%	$30.44	-18.6%	COM	717081103
RTX	RTX CORP	3,322	$334K	0.1%	$90.67	+10.4%	COM	75513E101
USB	US BANCORP	8,370	$332K	0.1%	$34.90	+8.2%	COM	902973304
NFLX	NETFLIX INC	461	$311K	0.1%	$43.65	+43.1%	COM	64110L106
KMI	KINDER MORGAN INC	15,387	$306K	0.1%	$13.27	+33.6%	COM	49456B101
CAT	CATERPILLAR INC	912	$304K	0.1%	$255.07	+32.8%	COM	149123101
T	AT&T INC	15,735	$301K	0.1%	$15.26	+5.9%	COM	00206R102
LIN	LINDE PLC	629	$276K	0.1%	$430.58	0.0%	COM	G54950103
WY	WEYERHAEUSER CO	9,600	$273K	0.1%	$31.98	-8.0%	COM	962166104
SYK	STRYKER CORP	776	$264K	0.1%	$333.33	0.0%	COM	863667101
—	SYNOVUS FINANCIAL CORP	6,551	$263K	0.1%	$21.38	—	COM	87161C501
AXON	AXON ENTERPRICE INC	887	$261K	0.1%	$225.35	+32.4%	COM	05464C101
IVW	ISHARES TR	2,768	$256K	0.1%	$99.09	—	CORE S&P 500 GR ETF	464287309
WFC	WELLS FARGO & CO	4,254	$253K	0.1%	$41.77	+36.2%	COM	949746101
XVV	ISHARES TR	5,941	$250K	0.1%	$36.39	—	ESG SCR S&P 500 ETF	46436E569
DFAT	DIMENSIONAL	4,719	$245K	0.0%	$44.25	—	US TARGETED VALUE ETF	25434V609
JCI	JOHNSON CONTROLS INTL	3,682	$245K	0.0%	$50.84	+29.4%	COM	G51502105
EXC	EXELON CORP	6,976	$241K	0.0%	$23.75	+46.3%	COM	30161N101
AOK	ISHARES TR	6,428	$237K	0.0%	$36.93	—	CONSERV ALLOC ETF	464289883
ACN	ACCENTURE PLC	766	$232K	0.0%	$299.34	0.0%	COM	G1151C101
SCHB	SCHWAB US	3,674	$231K	0.0%	$61.05	—	BROAD MARKET ETF	808524102
AMAT	APPLIED MATERIALS	694	$228K	0.0%	$211.43	0.0%	COM	038222105
TXN	TEXAS INSTRUMENTS INC	1,165	$227K	0.0%	$176.15	0.0%	COM	882508104
VTI	VANGUARD	846	$227K	0.0%	$260.18	—	TOTAL STK MKT ETF	922908769
MA	MASTERCARD INC	510	$225K	0.0%	$451.62	0.0%	COM	57636Q104
DE	DEERE & CO	599	$224K	0.0%	$380.47	0.0%	COM	244199105
—	TE CONNECTIVITY LTD	1,470	$221K	0.0%	$150.44	—	COM	H84989104
SHW	SHERWIN WILLIAMS CO	714	$213K	0.0%	$224.77	+35.7%	COM	824348106
CMCSA	COMCAST CORP	5,426	$212K	0.0%	$37.12	0.0%	COM	20030N101
APG	API GROUP COPR	5,625	$212K	0.0%	$23.41	+7.2%	COM	00187Y100
ORCL	ORACLE CORP	1,481	$209K	0.0%	$122.30	0.0%	COM	68389X105
QCOM	QUALCOMM INC	1,047	$209K	0.0%	$182.37	0.0%	COM	747525103