Location: Black Earth, WI
CIK: 0002112951 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Jul 28, 2026
Total Value: $216M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | 2,000 | $235K | 0.1% | $117.46 | — | COM | 17275R102 |
| IJR | ISHARES TR | 1,573 | $233K | 0.1% | $148.31 | — | CORE S&P SCP ETF | 464287804 |
| JPUS | J P MORGAN EXCHANGE TRADED F | 1,500 | $210K | 0.1% | $140.23 | — | JPMORGAN DIVER | 46641Q407 |
| JNJ | JOHNSON & JOHNSON | 800 | $203K | 0.1% | $253.97 | — | COM | 478160104 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 400 | $200K | 0.1% | $500.39 | — | CL B NEW | 084670702 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 774,038 (+12.7%) | $56.82M (+12.3%) | 26.3% | $73.98 | — | TOTAL BND MRKT | 921937835 |
| ITOT | ISHARES TR | 90,113 (+2.5%) | $14.8M (+18.2%) | 6.9% | $149.07 | — | CORE S&P TTL STK | 464287150 |
| AGG | ISHARES TR | 60,942 (+25.1%) | $6.032M (+24.7%) | 2.8% | $99.60 | — | CORE US AGGBD ET | 464287226 |
| BNDX | VANGUARD CHARLOTTE FDS | 198,170 (+11.1%) | $9.597M (+11.9%) | 4.4% | $48.31 | — | TOTAL INT BD ETF | 92203J407 |
| IXUS | ISHARES TR | 71,400 (+5.0%) | $6.814M (+15.6%) | 3.2% | $85.15 | — | CORE MSCI TOTAL | 46432F834 |
| IAGG | ISHARES TR | 9,807 (+128.9%) | $496K (+131.5%) | 0.2% | $50.36 | — | CORE INTL AGGR | 46435G672 |
| VO | VANGUARD INDEX FDS | 7,596 (+300.0%) | $612K (+12.2%) | 0.3% | $132.96 | — | MID CAP ETF | 922908629 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 228,524 (-2.2%) | $84.56M (+12.8%) | 39.1% | $334.55 | — | TOTAL STK MKT | 922908769 |
| VXUS | VANGUARD STAR FDS | 206,270 (-5.0%) | $17.63M (+5.3%) | 8.2% | $75.44 | — | VG TL INTL STK F | 921909768 |
| GOOG | ALPHABET INC | 1,514 (-4.2%) | $535K (+18.0%) | 0.2% | $286.33 | — | CAP STK CL C | 02079K107 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 100,683 | $2.963M | 1.4% | $26.91 | — | US LRG CAP ETF | 808524201 |
| SCHM | SCHWAB STRATEGIC TR | 51,435 | $1.896M | 0.9% | $30.07 | — | US MID-CAP ETF | 808524508 |
| VXF | VANGUARD INDEX FDS | 5,898 | $1.452M | 0.7% | $209.12 | — | EXTEND MKT ETF | 922908652 |
| VB | VANGUARD INDEX FDS | 5,731 | $1.737M | 0.8% | $257.95 | — | SMALL CP ETF | 922908751 |
| SCHA | SCHWAB STRATEGIC TR | 26,752 | $967K | 0.4% | $28.48 | — | US SML CAP ETF | 808524607 |
| VTV | VANGUARD INDEX FDS | 6,511 | $1.419M | 0.7% | $190.99 | — | VALUE ETF | 922908744 |
| GOOGL | ALPHABET INC | 1,500 | $536K | 0.2% | $285.60 | — | CAP STK CL A | 02079K305 |
| AAPL | APPLE INC | 2,649 | $767K | 0.4% | $268.34 | — | COM | 037833100 |
| VOO | VANGUARD INDEX FDS | 833 | $572K | 0.3% | $626.46 | — | S&P 500 ETF SHS | 922908363 |
| LNT | ALLIANT ENERGY CORP | 15,333 | $1.17M | 0.5% | $66.83 | — | COM | 018802108 |
| SCHF | SCHWAB STRATEGIC TR | 15,704 | $435K | 0.2% | $24.04 | — | INTL EQTY ETF | 808524805 |
| V | VISA INC | 800 | $274K | 0.1% | $340.38 | — | COM CL A | 92826C839 |
| MCD | MCDONALDS CORP | 800 | $216K | 0.1% | $305.09 | — | COM | 580135101 |
| WMT | WALMART INC | 2,775 | $314K | 0.1% | $107.20 | — | COM | 931142103 |
| VEA | VANGUARD TAX-MANAGED FDS | 3,750 | $267K | 0.1% | $62.47 | — | VAN FTSE DEV MKT | 921943858 |
| VIGI | VANGUARD WHITEHALL FDS | 4,540 | $424K | 0.2% | $91.45 | — | INTL DVD ETF | 921946810 |
| MGEE | MGE ENERGY INC | 3,640 | $297K | 0.1% | $81.88 | — | COM | 55277P104 |
| MA | MASTERCARD INCORPORATED | 700 | $360K | 0.2% | $558.95 | — | CL A | 57636Q104 |
| MSFT | MICROSOFT CORP | 2,632 | $982K | 0.5% | $500.58 | — | COM | 594918104 |