FORM Wealth Advisors, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DIS	DISNEY WALT CO	7,003 (+230.8%)	$797 (+203.4%)	0.1%	$108.55	+0.9%	COM	254687106
GE	GE AEROSPACE	6,142 (+6.4%)	$1,892 (+27.3%)	0.2%	$202.05	+48.9%	COM NEW	369604301
GEV	GE VERNOVA INC	1,679 (+5.0%)	$1,097 (+29.7%)	0.1%	$360.58	+68.9%	COM	36828A101
NVDA	NVIDIA CORPORATION	1,686 (+24.3%)	$314 (+46.8%)	0.0%	$137.63	+35.2%	COM	67066G104
VTI	VANGUARD INDEX FDS	1,665 (+3.0%)	$558 (+13.7%)	0.1%	$276.62	—	TOTAL STK MKT	922908769
XLK	SELECT SECTOR SPDR TR	3,560 (+100.0%)	$513 (+13.7%)	0.1%	$175.22	—	STATE STREET TEC	81369Y803
VOO	VANGUARD INDEX FDS	426 (+4.2%)	$267 (+15.0%)	0.0%	$518.43	—	S&P 500 ETF SHS	922908363
LNT	ALLIANT ENERGY CORP	4,925 (+3.8%)	$320 (+11.6%)	0.0%	$59.84	+11.7%	COM	018802108
BAB	INVESCO EXCH TRADED FD TR II	9,950 (+2.0%)	$271 (+4.6%)	0.0%	$26.69	—	TAXABLE MUN BD	46138G805
AGGY	WISDOMTREE TR	6,741 (+2.3%)	$297 (+3.3%)	0.0%	$43.45	—	YIELD ENHANCD US	97717X511
EPRF	INNOVATOR ETFS TRUST	13,339 (+3.0%)	$235 (+2.8%)	0.0%	$17.66	—	S&P INVT GRD PFD	45783Y822

Exited Positions (6)

EXAS EXACT SCIENCES CORP 0.0%

Value ($000) $420 Shares 7,896 Est. Cost $50.64 Unrealized +58.6%

— COHEN & STEERS INFRASTRUCTUR 0.0%

Value ($000) $260 Shares 9,630 Est. Cost $25.74 Unrealized —

AMZN AMAZON COM INC 0.0%

Value ($000) $252 Shares 1,148 Est. Cost $197.89 Unrealized +15.6%

ALL ALLSTATE CORP 0.0%

Value ($000) $245 Shares 1,216 Est. Cost $191.37 Unrealized +6.6%

DE DEERE & CO 0.0%

Value ($000) $237 Shares 466 Est. Cost $461.52 Unrealized +1.3%

— COHEN & STEERS TOTAL RETURN 0.0%

Value ($000) $132 Shares 10,951 Est. Cost $12.09 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EXAS	EXACT SCIENCES CORP	7,896	$420	0.0%	$50.64	+58.6%	—	30063P105
—	COHEN & STEERS INFRASTRUCTUR	9,630	$260	0.0%	$25.74	—	—	19248A109
AMZN	AMAZON COM INC	1,148	$252	0.0%	$197.89	+15.6%	—	023135106
ALL	ALLSTATE CORP	1,216	$245	0.0%	$191.37	+6.6%	—	020002101
DE	DEERE & CO	466	$237	0.0%	$461.52	+1.3%	—	244199105
—	COHEN & STEERS TOTAL RETURN	10,951	$132	0.0%	$12.09	—	—	19247R103

Decreased Positions (37)

IVV ISHARES TR 22.8%

Value ($000) $194,435 (+6.7%) Shares 283,872 (-3.3%) Est. Cost $570.60 Unrealized —

DYNF BLACKROCK ETF TRUST 15.6%

Value ($000) $133,526 (+7.3%) Shares 2,195,797 (-3.9%) Est. Cost $50.59 Unrealized —

IEFA ISHARES TR 14.7%

Value ($000) $125,194 (+3.4%) Shares 1,399,440 (-3.5%) Est. Cost $75.65 Unrealized —

AGG ISHARES TR 9.1%

Value ($000) $77,734 (-4.0%) Shares 778,270 (-4.7%) Est. Cost $98.92 Unrealized —

IEMG ISHARES INC 4.3%

Value ($000) $36,307 (+7.1%) Shares 540,117 (-4.4%) Est. Cost $54.49 Unrealized —

QQQ INVESCO QQQ TR 5.5%

Value ($000) $46,994 (+4.9%) Shares 76,498 (-5.8%) Est. Cost $479.28 Unrealized —

EMXC ISHARES INC 3.3%

Value ($000) $27,922 (+7.8%) Shares 384,179 (-6.3%) Est. Cost $55.21 Unrealized —

IJR ISHARES TR 3.1%

Value ($000) $26,178 (+6.0%) Shares 217,827 (-3.6%) Est. Cost $105.37 Unrealized —

IJH ISHARES TR 5.3%

Value ($000) $45,360 (+3.2%) Shares 687,276 (-3.0%) Est. Cost $58.72 Unrealized —

DGRO ISHARES TR 4.8%

Value ($000) $41,037 (+3.3%) Shares 591,147 (-4.9%) Est. Cost $61.78 Unrealized —

AAPL APPLE INC 0.2%

Value ($000) $1,611 (-41.3%) Shares 5,925 (-55.7%) Est. Cost $230.35 Unrealized +16.5%

JAAA JANUS DETROIT STR TR 0.7%

Value ($000) $6,344 (-13.1%) Shares 125,430 (-12.8%) Est. Cost $50.71 Unrealized —

USMV ISHARES TR 0.2%

Value ($000) $1,907 (-27.2%) Shares 20,253 (-27.4%) Est. Cost $93.66 Unrealized —

USHY ISHARES TR 1.1%

Value ($000) $9,615 (-6.1%) Shares 257,111 (-5.8%) Est. Cost $36.81 Unrealized —

IEF ISHARES TR 2.5%

Value ($000) $21,379 (-2.2%) Shares 222,323 (-2.6%) Est. Cost $95.40 Unrealized —

BKLN INVESCO EXCH TRADED FD TR II 1.1%

Value ($000) $9,805 (-4.1%) Shares 466,928 (-4.5%) Est. Cost $20.70 Unrealized —

MSFT MICROSOFT CORP 0.1%

Value ($000) $1,261 (-25.0%) Shares 2,607 (-22.8%) Est. Cost $406.16 Unrealized +23.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $1,354 (-21.3%) Shares 2,694 (-24.0%) Est. Cost $486.15 Unrealized +2.3%

TLT ISHARES TR 1.5%

Value ($000) $12,784 (-2.6%) Shares 146,677 (-1.4%) Est. Cost $90.12 Unrealized —

ABBV ABBVIE INC 0.2%

Value ($000) $1,969 (+19.7%) Shares 8,618 (-2.8%) Est. Cost $189.39 Unrealized +20.1%

FIS FIDELITY NATL INFORMATION SV 0.0%

Value ($000) $229 (-57.0%) Shares 3,444 (-47.4%) Est. Cost $73.62 Unrealized -10.8%

IVW ISHARES TR 0.4%

Value ($000) $3,482 (+3.9%) Shares 28,252 (-7.2%) Est. Cost $93.40 Unrealized —

CWB SPDR SERIES TRUST 0.1%

Value ($000) $563 (-13.8%) Shares 6,308 (-20.1%) Est. Cost $76.62 Unrealized —

COST COSTCO WHSL CORP NEW 0.0%

Value ($000) $209 (-29.7%) Shares 242 (-19.3%) Est. Cost $970.56 Unrealized -6.7%

IVE ISHARES TR 0.4%

Value ($000) $3,370 (+2.2%) Shares 15,892 (-5.9%) Est. Cost $190.82 Unrealized —

RTX RTX CORPORATION 0.0%

Value ($000) $372 (+22.2%) Shares 2,030 (-2.7%) Est. Cost $124.76 Unrealized +38.9%

XOM EXXON MOBIL CORP 0.1%

Value ($000) $899 (+7.9%) Shares 7,468 (-3.3%) Est. Cost $107.21 Unrealized +7.7%

PSK SPDR SERIES TRUST 0.0%

Value ($000) $256 (-17.9%) Shares 8,085 (-17.7%) Est. Cost $32.38 Unrealized —

ABT ABBOTT LABS 0.0%

Value ($000) $424 (-10.6%) Shares 3,388 (-2.9%) Est. Cost $125.48 Unrealized +1.5%

PG PROCTER AND GAMBLE CO 0.0%

Value ($000) $263 (-13.8%) Shares 1,835 (-4.2%) Est. Cost $163.95 Unrealized -10.2%

JPM JPMORGAN CHASE & CO. 0.2%

Value ($000) $1,509 (-2.6%) Shares 4,683 (-12.4%) Est. Cost $250.98 Unrealized +23.3%

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value ($000) $883 (-4.2%) Shares 2,982 (-4.6%) Est. Cost $239.40 Unrealized +24.8%

EMB ISHARES TR 0.7%

Value ($000) $5,870 (+0.5%) Shares 60,969 (-3.3%) Est. Cost $92.62 Unrealized —

DHR DANAHER CORPORATION 0.0%

Value ($000) $374 (+3.5%) Shares 1,633 (-10.7%) Est. Cost $216.97 Unrealized +1.2%

BMO BANK MONTREAL QUE 0.0%

Value ($000) $201 (-5.8%) Shares 1,551 (-19.7%) Est. Cost $99.39 Unrealized +27.4%

PRU PRUDENTIAL FINL INC 0.1%

Value ($000) $428 (+2.0%) Shares 3,793 (-2.9%) Est. Cost $108.77 Unrealized -2.1%

IWB ISHARES TR 0.1%

Value ($000) $687 (-0.1%) Shares 1,840 (-9.2%) Est. Cost $311.75 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	283,872 (-3.3%)	$194,435 (+6.7%)	22.8%	$570.60	—	CORE S&P500 ETF	464287200
DYNF	BLACKROCK ETF TRUST	2,195,797 (-3.9%)	$133,526 (+7.3%)	15.6%	$50.59	—	ISHARES US EQUIT	09290C103
IEFA	ISHARES TR	1,399,440 (-3.5%)	$125,194 (+3.4%)	14.7%	$75.65	—	CORE MSCI EAFE	46432F842
AGG	ISHARES TR	778,270 (-4.7%)	$77,734 (-4.0%)	9.1%	$98.92	—	CORE US AGGBD ET	464287226
IEMG	ISHARES INC	540,117 (-4.4%)	$36,307 (+7.1%)	4.3%	$54.49	—	CORE MSCI EMKT	46434G103
QQQ	INVESCO QQQ TR	76,498 (-5.8%)	$46,994 (+4.9%)	5.5%	$479.28	—	UNIT SER 1	46090E103
EMXC	ISHARES INC	384,179 (-6.3%)	$27,922 (+7.8%)	3.3%	$55.21	—	MSCI EMRG CHN	46434G764
IJR	ISHARES TR	217,827 (-3.6%)	$26,178 (+6.0%)	3.1%	$105.37	—	CORE S&P SCP ETF	464287804
IJH	ISHARES TR	687,276 (-3.0%)	$45,360 (+3.2%)	5.3%	$58.72	—	CORE S&P MCP ETF	464287507
DGRO	ISHARES TR	591,147 (-4.9%)	$41,037 (+3.3%)	4.8%	$61.78	—	CORE DIV GRWTH	46434V621
AAPL	APPLE INC	5,925 (-55.7%)	$1,611 (-41.3%)	0.2%	$230.35	+16.5%	COM	037833100
JAAA	JANUS DETROIT STR TR	125,430 (-12.8%)	$6,344 (-13.1%)	0.7%	$50.71	—	HENDRSON AAA CL	47103U845
USMV	ISHARES TR	20,253 (-27.4%)	$1,907 (-27.2%)	0.2%	$93.66	—	MSCI USA MIN VOL	46429B697
USHY	ISHARES TR	257,111 (-5.8%)	$9,615 (-6.1%)	1.1%	$36.81	—	BROAD USD HIGH	46435U853
IEF	ISHARES TR	222,323 (-2.6%)	$21,379 (-2.2%)	2.5%	$95.40	—	7-10 YR TRSY BD	464287440
BKLN	INVESCO EXCH TRADED FD TR II	466,928 (-4.5%)	$9,805 (-4.1%)	1.1%	$20.70	—	SR LN ETF	46138G508
MSFT	MICROSOFT CORP	2,607 (-22.8%)	$1,261 (-25.0%)	0.1%	$406.16	+23.2%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,694 (-24.0%)	$1,354 (-21.3%)	0.2%	$486.15	+2.3%	CL B NEW	084670702
TLT	ISHARES TR	146,677 (-1.4%)	$12,784 (-2.6%)	1.5%	$90.12	—	20 YR TR BD ETF	464287432
ABBV	ABBVIE INC	8,618 (-2.8%)	$1,969 (+19.7%)	0.2%	$189.39	+20.1%	COM	00287Y109
FIS	FIDELITY NATL INFORMATION SV	3,444 (-47.4%)	$229 (-57.0%)	0.0%	$73.62	-10.8%	COM	31620M106
IVW	ISHARES TR	28,252 (-7.2%)	$3,482 (+3.9%)	0.4%	$93.40	—	S&P 500 GRWT ETF	464287309
CWB	SPDR SERIES TRUST	6,308 (-20.1%)	$563 (-13.8%)	0.1%	$76.62	—	STATE STREET SPD	78464A359
COST	COSTCO WHSL CORP NEW	242 (-19.3%)	$209 (-29.7%)	0.0%	$970.56	-6.7%	COM	22160K105
IVE	ISHARES TR	15,892 (-5.9%)	$3,370 (+2.2%)	0.4%	$190.82	—	S&P 500 VAL ETF	464287408
RTX	RTX CORPORATION	2,030 (-2.7%)	$372 (+22.2%)	0.0%	$124.76	+38.9%	COM	75513E101
XOM	EXXON MOBIL CORP	7,468 (-3.3%)	$899 (+7.9%)	0.1%	$107.21	+7.7%	COM	30231G102
PSK	SPDR SERIES TRUST	8,085 (-17.7%)	$256 (-17.9%)	0.0%	$32.38	—	STATE STREET SPD	78464A292
ABT	ABBOTT LABS	3,388 (-2.9%)	$424 (-10.6%)	0.0%	$125.48	+1.5%	COM	002824100
PG	PROCTER AND GAMBLE CO	1,835 (-4.2%)	$263 (-13.8%)	0.0%	$163.95	-10.2%	COM	742718109
JPM	JPMORGAN CHASE & CO.	4,683 (-12.4%)	$1,509 (-2.6%)	0.2%	$250.98	+23.3%	COM	46625H100
IBM	INTERNATIONAL BUSINESS MACHS	2,982 (-4.6%)	$883 (-4.2%)	0.1%	$239.40	+24.8%	COM	459200101
EMB	ISHARES TR	60,969 (-3.3%)	$5,870 (+0.5%)	0.7%	$92.62	—	JPMORGAN USD EMG	464288281
DHR	DANAHER CORPORATION	1,633 (-10.7%)	$374 (+3.5%)	0.0%	$216.97	+1.2%	COM	235851102
BMO	BANK MONTREAL QUE	1,551 (-19.7%)	$201 (-5.8%)	0.0%	$99.39	+27.4%	COM	063671101
PRU	PRUDENTIAL FINL INC	3,793 (-2.9%)	$428 (+2.0%)	0.1%	$108.77	-2.1%	COM	744320102
IWB	ISHARES TR	1,840 (-9.2%)	$687 (-0.1%)	0.1%	$311.75	—	RUS 1000 ETF	464287622

Unchanged Positions (10)

MGEE MGE ENERGY INC 0.1%

Value ($000) $671 Shares 8,550 Est. Cost $89.24 Unrealized -8.3%

MCD MCDONALDS CORP 0.1%

Value ($000) $1,213 Shares 3,969 Est. Cost $292.89 Unrealized +4.2%

CL COLGATE PALMOLIVE CO 0.0%

Value ($000) $303 Shares 3,836 Est. Cost $87.83 Unrealized -10.8%

CEG CONSTELLATION ENERGY CORP 0.1%

Value ($000) $554 Shares 1,567 Est. Cost $266.65 Unrealized +36.2%

ADP AUTOMATIC DATA PROCESSING IN 0.0%

Value ($000) $215 Shares 836 Est. Cost $295.71 Unrealized -10.4%

ICVT ISHARES TR 0.0%

Value ($000) $402 Shares 4,076 Est. Cost $83.61 Unrealized —

CVX CHEVRON CORP NEW 0.0%

Value ($000) $395 Shares 2,589 Est. Cost $150.33 Unrealized +0.7%

RJF RAYMOND JAMES FINL INC 0.1%

Value ($000) $442 Shares 2,754 Est. Cost $153.20 Unrealized +5.0%

TRV TRAVELERS COMPANIES INC 0.0%

Value ($000) $270 Shares 930 Est. Cost $245.41 Unrealized +14.3%

PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%

Value ($000) $286 Shares 3,562 Est. Cost $80.90 Unrealized +0.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MGEE	MGE ENERGY INC	8,550	$671	0.1%	$89.24	-8.3%	COM	55277P104
MCD	MCDONALDS CORP	3,969	$1,213	0.1%	$292.89	+4.2%	COM	580135101
CL	COLGATE PALMOLIVE CO	3,836	$303	0.0%	$87.83	-10.8%	COM	194162103
CEG	CONSTELLATION ENERGY CORP	1,567	$554	0.1%	$266.65	+36.2%	COM	21037T109
ADP	AUTOMATIC DATA PROCESSING IN	836	$215	0.0%	$295.71	-10.4%	COM	053015103
ICVT	ISHARES TR	4,076	$402	0.0%	$83.61	—	CONV BD ETF	46435G102
CVX	CHEVRON CORP NEW	2,589	$395	0.0%	$150.33	+0.7%	COM	166764100
RJF	RAYMOND JAMES FINL INC	2,754	$442	0.1%	$153.20	+5.0%	COM	754730109
TRV	TRAVELERS COMPANIES INC	930	$270	0.0%	$245.41	+14.3%	COM	89417E109
PEG	PUBLIC SVC ENTERPRISE GRP IN	3,562	$286	0.0%	$80.90	+0.2%	COM	744573106