# EDGAR Filing Document

**Accession Number:** 0001964819
**File Stem:** 0001964819-26-000001
**Filing Date:** 2026-1
**Character Count:** 22363
**Document Hash:** bb4dbf0a6fa8f6ded52b7c0589140a24
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001964819-26-000001.hdr.sgml**: 20260115

**ACCESSION NUMBER**: 0001964819-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260115

**DATE AS OF CHANGE**: 20260115

**EFFECTIVENESS DATE**: 20260115

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** McGlone Suttner Wealth Management, Inc.
- **CENTRAL INDEX KEY:** 0001964819

**ORGANIZATION NAME:**
- **EIN:** 264537477
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22874
- **FILM NUMBER:** 26535368

**BUSINESS ADDRESS:**
- **STREET 1:** 3501 E EVERGREEN DRIVE STE. A
- **CITY:** APPLETON
- **STATE:** WI
- **ZIP:** 54913
- **BUSINESS PHONE:** 920-882-5299

**MAIL ADDRESS:**
- **STREET 1:** 3501 E EVERGREEN DRIVE STE. A
- **CITY:** APPLETON
- **STATE:** WI
- **ZIP:** 54913

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** McGlone Suttner Wealth Management Inc.<br>**Address:** 3501 E EVERGREEN DRIVE STE. A<br>APPLETON, WI 54913

**Form 13F File Number:** 028-22874

**CRD Number (if applicable):** 000149830

**SEC File Number (if applicable):** 028-22874

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Thomas J. Suttner<br>**Title:** President<br>**Phone:** 9208825299

**Signature, Place, and Date of Signing:**

Thomas J. Suttner  Appleton, WI  01-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 190

**Form 13F Information Table Value Total:** $743430232

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 57631523 | 515580 | SH |  | SOLE |  | 0 | 0 | 515580 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 31265637 | 1380991 | SH |  | SOLE |  | 0 | 0 | 1380991 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 21650541 | 732675 | SH |  | SOLE |  | 0 | 0 | 732675 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 36557494 | 732615 | SH |  | SOLE |  | 0 | 0 | 732615 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 148235884 | 3744276 | SH |  | SOLE |  | 0 | 0 | 3744276 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 14577759 | 209240 | SH |  | SOLE |  | 0 | 0 | 209240 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 21205868 | 285486 | SH |  | SOLE |  | 0 | 0 | 285486 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 46838154 | 1017336 | SH |  | SOLE |  | 0 | 0 | 1017336 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 14911768 | 221835 | SH |  | SOLE |  | 0 | 0 | 221835 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 66022875 | 643874 | SH |  | SOLE |  | 0 | 0 | 643874 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 12249279 | 122640 | SH |  | SOLE |  | 0 | 0 | 122640 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 |  | 13360457 | 292607 | SH |  | SOLE |  | 0 | 0 | 292607 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 57047165 | 2119924 | SH |  | SOLE |  | 0 | 0 | 2119924 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 6368865 | 112345 | SH |  | SOLE |  | 0 | 0 | 112345 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1203025 | 43858 | SH |  | SOLE |  | 0 | 0 | 43858 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 5578318 | 38868 | SH |  | SOLE |  | 0 | 0 | 38868 |
| ABBOTT LABS | COM | 002824100 |  | 1116221 | 8909 | SH |  | SOLE |  | 0 | 0 | 8909 |
| ABBVIE INC | COM | 00287Y109 |  | 2679915 | 11729 | SH |  | SOLE |  | 0 | 0 | 11729 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6611213 | 21122 | SH |  | SOLE |  | 0 | 0 | 21122 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 378471 | 6564 | SH |  | SOLE |  | 0 | 0 | 6564 |
| ASSOCIATED BANC CORP | COM | 045487105 |  | 218146 | 8468 | SH |  | SOLE |  | 0 | 0 | 8468 |
| BANK AMERICA CORP | COM | 060505104 |  | 1669262 | 30350 | SH |  | SOLE |  | 0 | 0 | 30350 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1413287 | 2812 | SH |  | SOLE |  | 0 | 0 | 2812 |
| CHEVRON CORP NEW | COM | 166764100 |  | 560510 | 3678 | SH |  | SOLE |  | 0 | 0 | 3678 |
| COCA COLA CO | COM | 191216100 |  | 1257612 | 17989 | SH |  | SOLE |  | 0 | 0 | 17989 |
| FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 316092337 |  | 1686981 | 56345 | SH |  | SOLE |  | 0 | 0 | 56345 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1097796 | 3706 | SH |  | SOLE |  | 0 | 0 | 3706 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3835347 | 58111 | SH |  | SOLE |  | 0 | 0 | 58111 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2033740 | 16500 | SH |  | SOLE |  | 0 | 0 | 16500 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 432774 | 3806 | SH |  | SOLE |  | 0 | 0 | 3806 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3137142 | 4753 | SH |  | SOLE |  | 0 | 0 | 4753 |
| MICROSOFT CORP | COM | 594918104 |  | 7424130 | 15351 | SH |  | SOLE |  | 0 | 0 | 15351 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1840480 | 12843 | SH |  | SOLE |  | 0 | 0 | 12843 |
| SALESFORCE INC | COM | 79466L302 |  | 700267 | 2643 | SH |  | SOLE |  | 0 | 0 | 2643 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 1875863 | 13480 | SH |  | SOLE |  | 0 | 0 | 13480 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 849169 | 19892 | SH |  | SOLE |  | 0 | 0 | 19892 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 6830901 | 31081 | SH |  | SOLE |  | 0 | 0 | 31081 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 874421 | 3038 | SH |  | SOLE |  | 0 | 0 | 3038 |
| WP CAREY INC | COM | 92936U109 |  | 752469 | 11692 | SH |  | SOLE |  | 0 | 0 | 11692 |
| WALMART INC | COM | 931142103 |  | 2505202 | 22486 | SH |  | SOLE |  | 0 | 0 | 22486 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 3922312 | 161878 | SH |  | SOLE |  | 0 | 0 | 161878 |
| AT INC | COM | 00206R102 |  | 678143 | 27300 | SH |  | SOLE |  | 0 | 0 | 27300 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1040211 | 8960 | SH |  | SOLE |  | 0 | 0 | 8960 |
| BLACKROCK INC | COM | 09290D101 |  | 1173526 | 1096 | SH |  | SOLE |  | 0 | 0 | 1096 |
| BROADCOM INC | COM | 11135F101 |  | 2485760 | 7182 | SH |  | SOLE |  | 0 | 0 | 7182 |
| CATERPILLAR INC | COM | 149123101 |  | 2474118 | 4319 | SH |  | SOLE |  | 0 | 0 | 4319 |
| CISCO SYS INC | COM | 17275R102 |  | 1920910 | 24937 | SH |  | SOLE |  | 0 | 0 | 24937 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 292500 | 9786 | SH |  | SOLE |  | 0 | 0 | 9786 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 748531 | 7996 | SH |  | SOLE |  | 0 | 0 | 7996 |
| CROWN CASTLE INC | COM | 22822V101 |  | 395576 | 4451 | SH |  | SOLE |  | 0 | 0 | 4451 |
| CSX CORP | COM | 126408103 |  | 839551 | 23160 | SH |  | SOLE |  | 0 | 0 | 23160 |
| DANAHER CORPORATION | COM | 235851102 |  | 388727 | 1698 | SH |  | SOLE |  | 0 | 0 | 1698 |
| DEERE  CO | COM | 244199105 |  | 422227 | 907 | SH |  | SOLE |  | 0 | 0 | 907 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2049413 | 17030 | SH |  | SOLE |  | 0 | 0 | 17030 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1243023 | 3692 | SH |  | SOLE |  | 0 | 0 | 3692 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 711494 | 5797 | SH |  | SOLE |  | 0 | 0 | 5797 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2226447 | 10758 | SH |  | SOLE |  | 0 | 0 | 10758 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3395738 | 10539 | SH |  | SOLE |  | 0 | 0 | 10539 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 644771 | 23455 | SH |  | SOLE |  | 0 | 0 | 23455 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 521218 | 1775 | SH |  | SOLE |  | 0 | 0 | 1775 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 476365 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |
| MCDONALDS CORP | COM | 580135101 |  | 1308787 | 4282 | SH |  | SOLE |  | 0 | 0 | 4282 |
| MERCK  CO INC | COM | 58933Y105 |  | 1354373 | 12867 | SH |  | SOLE |  | 0 | 0 | 12867 |
| METLIFE INC | COM | 59156R108 |  | 1645687 | 20847 | SH |  | SOLE |  | 0 | 0 | 20847 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 561636 | 1945 | SH |  | SOLE |  | 0 | 0 | 1945 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 1551848 | 1766 | SH |  | SOLE |  | 0 | 0 | 1766 |
| PEPSICO INC | COM | 713448108 |  | 1068190 | 7443 | SH |  | SOLE |  | 0 | 0 | 7443 |
| PFIZER INC | COM | 717081103 |  | 385027 | 15463 | SH |  | SOLE |  | 0 | 0 | 15463 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1148323 | 7159 | SH |  | SOLE |  | 0 | 0 | 7159 |
| PROLOGIS INC. | COM | 74340W103 |  | 858512 | 6725 | SH |  | SOLE |  | 0 | 0 | 6725 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 1072886 | 9505 | SH |  | SOLE |  | 0 | 0 | 9505 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 581552 | 7242 | SH |  | SOLE |  | 0 | 0 | 7242 |
| QUALCOMM INC | COM | 747525103 |  | 852137 | 4982 | SH |  | SOLE |  | 0 | 0 | 4982 |
| SOUTHERN CO | COM | 842587107 |  | 792285 | 9086 | SH |  | SOLE |  | 0 | 0 | 9086 |
| HOME DEPOT INC | COM | 437076102 |  | 1517088 | 4409 | SH |  | SOLE |  | 0 | 0 | 4409 |
| US BANCORP DEL | COM NEW | 902973304 |  | 891322 | 16704 | SH |  | SOLE |  | 0 | 0 | 16704 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 389108 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 738955 | 18143 | SH |  | SOLE |  | 0 | 0 | 18143 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1310262 | 14059 | SH |  | SOLE |  | 0 | 0 | 14059 |
| APPLE INC | COM | 037833100 |  | 6832766 | 25133 | SH |  | SOLE |  | 0 | 0 | 25133 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5738054 | 30767 | SH |  | SOLE |  | 0 | 0 | 30767 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 987235 | 2669 | SH |  | SOLE |  | 0 | 0 | 2669 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 392259 | 1593 | SH |  | SOLE |  | 0 | 0 | 1593 |
| ORACLE CORP | COM | 68389X105 |  | 462501 | 2373 | SH |  | SOLE |  | 0 | 0 | 2373 |
| OSHKOSH CORP | COM | 688239201 |  | 561595 | 4470 | SH |  | SOLE |  | 0 | 0 | 4470 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 390646 | 444 | SH |  | SOLE |  | 0 | 0 | 444 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1656321 | 7821 | SH |  | SOLE |  | 0 | 0 | 7821 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 2055039 | 75056 | SH |  | SOLE |  | 0 | 0 | 75056 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2780826 | 23139 | SH |  | SOLE |  | 0 | 0 | 23139 |
| ISHARES TR | IBONDS DEC 2035 | 46438G372 |  | 221382 | 8534 | SH |  | SOLE |  | 0 | 0 | 8534 |
| AMAZON COM INC | COM | 023135106 |  | 2651415 | 11487 | SH |  | SOLE |  | 0 | 0 | 11487 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 695601 | 6032 | SH |  | SOLE |  | 0 | 0 | 6032 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 606271 | 10183 | SH |  | SOLE |  | 0 | 0 | 10183 |
| GE AEROSPACE | COM NEW | 369604301 |  | 379713 | 1233 | SH |  | SOLE |  | 0 | 0 | 1233 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2524448 | 3686 | SH |  | SOLE |  | 0 | 0 | 3686 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2301676 | 15480 | SH |  | SOLE |  | 0 | 0 | 15480 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 2353317 | 96924 | SH |  | SOLE |  | 0 | 0 | 96924 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 2031600 | 79811 | SH |  | SOLE |  | 0 | 0 | 79811 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 1384579 | 59157 | SH |  | SOLE |  | 0 | 0 | 59157 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 682185 | 1398 | SH |  | SOLE |  | 0 | 0 | 1398 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 529572 | 2773 | SH |  | SOLE |  | 0 | 0 | 2773 |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | 316188101 |  | 217030 | 4538 | SH |  | SOLE |  | 0 | 0 | 4538 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 284798 | 8423 | SH |  | SOLE |  | 0 | 0 | 8423 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 902647 | 8460 | SH |  | SOLE |  | 0 | 0 | 8460 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 761660 | 13407 | SH |  | SOLE |  | 0 | 0 | 13407 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 256179 | 918 | SH |  | SOLE |  | 0 | 0 | 918 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 328135 | 1850 | SH |  | SOLE |  | 0 | 0 | 1850 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 408517 | 4049 | SH |  | SOLE |  | 0 | 0 | 4049 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 932648 | 1524 | SH |  | SOLE |  | 0 | 0 | 1524 |
| FABRINET | SHS | G3323L100 |  | 406110 | 892 | SH |  | SOLE |  | 0 | 0 | 892 |
| NICOLET BANKSHARES INC | COM | 65406E102 |  | 498111 | 4106 | SH |  | SOLE |  | 0 | 0 | 4106 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 316188200 |  | 500952 | 9889 | SH |  | SOLE |  | 0 | 0 | 9889 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 228930 | 4526 | SH |  | SOLE |  | 0 | 0 | 4526 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 204101 | 761 | SH |  | SOLE |  | 0 | 0 | 761 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 454455 | 1756 | SH |  | SOLE |  | 0 | 0 | 1756 |
| CITIGROUP INC | COM NEW | 172967424 |  | 354108 | 3035 | SH |  | SOLE |  | 0 | 0 | 3035 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 202967 | 3475 | SH |  | SOLE |  | 0 | 0 | 3475 |
| CUMMINS INC | COM | 231021106 |  | 358969 | 703 | SH |  | SOLE |  | 0 | 0 | 703 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 200172 | 899 | SH |  | SOLE |  | 0 | 0 | 899 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 412925 | 8821 | SH |  | SOLE |  | 0 | 0 | 8821 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 311812 | 2463 | SH |  | SOLE |  | 0 | 0 | 2463 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 299098 | 3114 | SH |  | SOLE |  | 0 | 0 | 3114 |
| PENTAIR PLC | SHS | G7S00T104 |  | 290314 | 2788 | SH |  | SOLE |  | 0 | 0 | 2788 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 433712 | 2078 | SH |  | SOLE |  | 0 | 0 | 2078 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 531056 | 2480 | SH |  | SOLE |  | 0 | 0 | 2480 |
| APPLIED MATLS INC | COM | 038222105 |  | 1708435 | 6648 | SH |  | SOLE |  | 0 | 0 | 6648 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 461056 | 1475 | SH |  | SOLE |  | 0 | 0 | 1475 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 659254 | 3208 | SH |  | SOLE |  | 0 | 0 | 3208 |
| ELI LILLY  CO | COM | 532457108 |  | 1232049 | 1146 | SH |  | SOLE |  | 0 | 0 | 1146 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 2000817 | 5172 | SH |  | SOLE |  | 0 | 0 | 5172 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 251559 | 1003 | SH |  | SOLE |  | 0 | 0 | 1003 |
| MOODYS CORP | COM | 615369105 |  | 416195 | 815 | SH |  | SOLE |  | 0 | 0 | 815 |
| NETFLIX INC | COM | 64110L106 |  | 563675 | 6012 | SH |  | SOLE |  | 0 | 0 | 6012 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 364348 | 1978 | SH |  | SOLE |  | 0 | 0 | 1978 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 498616 | 2353 | SH |  | SOLE |  | 0 | 0 | 2353 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 221563 | 1959 | SH |  | SOLE |  | 0 | 0 | 1959 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 322289 | 1155 | SH |  | SOLE |  | 0 | 0 | 1155 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 365847 | 630 | SH |  | SOLE |  | 0 | 0 | 630 |
| STRYKER CORPORATION | COM | 863667101 |  | 288404 | 821 | SH |  | SOLE |  | 0 | 0 | 821 |
| T-MOBILE US INC | COM | 872590104 |  | 408179 | 2010 | SH |  | SOLE |  | 0 | 0 | 2010 |
| TESLA INC | COM | 88160R101 |  | 2153427 | 4788 | SH |  | SOLE |  | 0 | 0 | 4788 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 745604 | 5411 | SH |  | SOLE |  | 0 | 0 | 5411 |
| TJX COS INC NEW | COM | 872540109 |  | 540169 | 3516 | SH |  | SOLE |  | 0 | 0 | 3516 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 325705 | 2010 | SH |  | SOLE |  | 0 | 0 | 2010 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 253606 | 2939 | SH |  | SOLE |  | 0 | 0 | 2939 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 212339 | 3195 | SH |  | SOLE |  | 0 | 0 | 3195 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1393572 | 27711 | SH |  | SOLE |  | 0 | 0 | 27711 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2048712 | 9740 | SH |  | SOLE |  | 0 | 0 | 9740 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 244154 | 3041 | SH |  | SOLE |  | 0 | 0 | 3041 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 484343 | 6584 | SH |  | SOLE |  | 0 | 0 | 6584 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2924507 | 8723 | SH |  | SOLE |  | 0 | 0 | 8723 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 399861 | 1274 | SH |  | SOLE |  | 0 | 0 | 1274 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 523943 | 3877 | SH |  | SOLE |  | 0 | 0 | 3877 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 261160 | 1993 | SH |  | SOLE |  | 0 | 0 | 1993 |
| CINTAS CORP | COM | 172908105 |  | 238722 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 899237 | 5059 | SH |  | SOLE |  | 0 | 0 | 5059 |
| RTX CORPORATION | COM | 75513E101 |  | 263345 | 1436 | SH |  | SOLE |  | 0 | 0 | 1436 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 217430 | 2661 | SH |  | SOLE |  | 0 | 0 | 2661 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 948405 | 4472 | SH |  | SOLE |  | 0 | 0 | 4472 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 271422 | 3067 | SH |  | SOLE |  | 0 | 0 | 3067 |
| BANK FIRST CORP | COM | 06211J100 |  | 593873 | 4875 | SH |  | SOLE |  | 0 | 0 | 4875 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 264498 | 479 | SH |  | SOLE |  | 0 | 0 | 479 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 504566 | 585 | SH |  | SOLE |  | 0 | 0 | 585 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 267888 | 566 | SH |  | SOLE |  | 0 | 0 | 566 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 249202 | 437 | SH |  | SOLE |  | 0 | 0 | 437 |
| MONGODB INC | CL A | 60937P106 |  | 225793 | 538 | SH |  | SOLE |  | 0 | 0 | 538 |
| VISA INC | COM CL A | 92826C839 |  | 376596 | 1074 | SH |  | SOLE |  | 0 | 0 | 1074 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 1201657 | 11394 | SH |  | SOLE |  | 0 | 0 | 11394 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1020275 | 11405 | SH |  | SOLE |  | 0 | 0 | 11405 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 |  | 2271864 | 86911 | SH |  | SOLE |  | 0 | 0 | 86911 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 |  | 451904 | 17137 | SH |  | SOLE |  | 0 | 0 | 17137 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 366425 | 4329 | SH |  | SOLE |  | 0 | 0 | 4329 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 848664 | 38453 | SH |  | SOLE |  | 0 | 0 | 38453 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 1459985 | 69030 | SH |  | SOLE |  | 0 | 0 | 69030 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 1185805 | 46448 | SH |  | SOLE |  | 0 | 0 | 46448 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 1683894 | 30706 | SH |  | SOLE |  | 0 | 0 | 30706 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 594393 | 3103 | SH |  | SOLE |  | 0 | 0 | 3103 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 554594 | 20079 | SH |  | SOLE |  | 0 | 0 | 20079 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 328721 | 5262 | SH |  | SOLE |  | 0 | 0 | 5262 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 275239 | 2416 | SH |  | SOLE |  | 0 | 0 | 2416 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 232300 | 1034 | SH |  | SOLE |  | 0 | 0 | 1034 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 225281 | 928 | SH |  | SOLE |  | 0 | 0 | 928 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 317604 | 7313 | SH |  | SOLE |  | 0 | 0 | 7313 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 319136 | 18061 | SH |  | SOLE |  | 0 | 0 | 18061 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 358140 | 10755 | SH |  | SOLE |  | 0 | 0 | 10755 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 213796 | 749 | SH |  | SOLE |  | 0 | 0 | 749 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 259727 | 3502 | SH |  | SOLE |  | 0 | 0 | 3502 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 252936 | 3137 | SH |  | SOLE |  | 0 | 0 | 3137 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 611533 | 897 | SH |  | SOLE |  | 0 | 0 | 897 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 239117 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |

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