# EDGAR Filing Document

**Accession Number:** 0001964819
**File Stem:** 0001964819-25-000005
**Filing Date:** 2025-7
**Character Count:** 22368
**Document Hash:** 55255addee8448d895c37737fdcd435f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001964819-25-000005.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001964819-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250714

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**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:** 251121470

**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:** 06-30-2025

**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):** 801-112692

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  07-14-2025<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:** 191

**Form 13F Information Table Value Total:** $662299641

      (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 |  | 49817296 | 494121 | SH |  | SOLE |  | 0 | 0 | 494121 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 29302972 | 1302354 | SH |  | SOLE |  | 0 | 0 | 1302354 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 30925458 | 722051 | SH |  | SOLE |  | 0 | 0 | 722051 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 131340194 | 3664626 | SH |  | SOLE |  | 0 | 0 | 3664626 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 12718935 | 199638 | SH |  | SOLE |  | 0 | 0 | 199638 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 17313886 | 270741 | SH |  | SOLE |  | 0 | 0 | 270741 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 44146050 | 964941 | SH |  | SOLE |  | 0 | 0 | 964941 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 12820473 | 213568 | SH |  | SOLE |  | 0 | 0 | 213568 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 58054396 | 613488 | SH |  | SOLE |  | 0 | 0 | 613488 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 11365397 | 114571 | SH |  | SOLE |  | 0 | 0 | 114571 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 |  | 12387192 | 272605 | SH |  | SOLE |  | 0 | 0 | 272605 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 50591517 | 2070029 | SH |  | SOLE |  | 0 | 0 | 2070029 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 18894833 | 696455 | SH |  | SOLE |  | 0 | 0 | 696455 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 3065657 | 121750 | SH |  | SOLE |  | 0 | 0 | 121750 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 3084475 | 127195 | SH |  | SOLE |  | 0 | 0 | 127195 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 6449170 | 31510 | SH |  | SOLE |  | 0 | 0 | 31510 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 5330757 | 39988 | SH |  | SOLE |  | 0 | 0 | 39988 |
| 3M CO | COM | 88579Y101 |  | 473390 | 3109 | SH |  | SOLE |  | 0 | 0 | 3109 |
| ABBVIE INC | COM | 00287Y109 |  | 2097539 | 11300 | SH |  | SOLE |  | 0 | 0 | 11300 |
| AT INC | COM | 00206R102 |  | 732177 | 25300 | SH |  | SOLE |  | 0 | 0 | 25300 |
| BANK AMERICA CORP | COM | 060505104 |  | 1357375 | 28685 | SH |  | SOLE |  | 0 | 0 | 28685 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 805533 | 8841 | SH |  | SOLE |  | 0 | 0 | 8841 |
| BLACKROCK INC | COM | 09290D101 |  | 1051445 | 1002 | SH |  | SOLE |  | 0 | 0 | 1002 |
| BROADCOM INC | COM | 11135F101 |  | 1988803 | 7215 | SH |  | SOLE |  | 0 | 0 | 7215 |
| CATERPILLAR INC | COM | 149123101 |  | 1561864 | 4023 | SH |  | SOLE |  | 0 | 0 | 4023 |
| CISCO SYS INC | COM | 17275R102 |  | 1659157 | 23914 | SH |  | SOLE |  | 0 | 0 | 23914 |
| COCA COLA CO | COM | 191216100 |  | 1241992 | 17555 | SH |  | SOLE |  | 0 | 0 | 17555 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 362289 | 10151 | SH |  | SOLE |  | 0 | 0 | 10151 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1110231 | 12372 | SH |  | SOLE |  | 0 | 0 | 12372 |
| CROWN CASTLE INC | COM | 22822V101 |  | 355383 | 3459 | SH |  | SOLE |  | 0 | 0 | 3459 |
| CSX CORP | COM | 126408103 |  | 710091 | 21762 | SH |  | SOLE |  | 0 | 0 | 21762 |
| DANAHER CORPORATION | COM | 235851102 |  | 224837 | 1138 | SH |  | SOLE |  | 0 | 0 | 1138 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1697975 | 15751 | SH |  | SOLE |  | 0 | 0 | 15751 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 932004 | 3196 | SH |  | SOLE |  | 0 | 0 | 3196 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 491167 | 4430 | SH |  | SOLE |  | 0 | 0 | 4430 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1033295 | 3505 | SH |  | SOLE |  | 0 | 0 | 3505 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1562139 | 10227 | SH |  | SOLE |  | 0 | 0 | 10227 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3074393 | 10605 | SH |  | SOLE |  | 0 | 0 | 10605 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 651393 | 22156 | SH |  | SOLE |  | 0 | 0 | 22156 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 373655 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 430868 | 930 | SH |  | SOLE |  | 0 | 0 | 930 |
| MCDONALDS CORP | COM | 580135101 |  | 1271978 | 4354 | SH |  | SOLE |  | 0 | 0 | 4354 |
| MERCK  CO INC | COM | 58933Y105 |  | 1123671 | 14195 | SH |  | SOLE |  | 0 | 0 | 14195 |
| METLIFE INC | COM | 59156R108 |  | 1559143 | 19387 | SH |  | SOLE |  | 0 | 0 | 19387 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 418003 | 1633 | SH |  | SOLE |  | 0 | 0 | 1633 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 1099782 | 1575 | SH |  | SOLE |  | 0 | 0 | 1575 |
| PEPSICO INC | COM | 713448108 |  | 971303 | 7356 | SH |  | SOLE |  | 0 | 0 | 7356 |
| PFIZER INC | COM | 717081103 |  | 516338 | 21301 | SH |  | SOLE |  | 0 | 0 | 21301 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1178846 | 6473 | SH |  | SOLE |  | 0 | 0 | 6473 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 516155 | 2769 | SH |  | SOLE |  | 0 | 0 | 2769 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2344375 | 14715 | SH |  | SOLE |  | 0 | 0 | 14715 |
| PROLOGIS INC. | COM | 74340W103 |  | 557438 | 5303 | SH |  | SOLE |  | 0 | 0 | 5303 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 905004 | 8423 | SH |  | SOLE |  | 0 | 0 | 8423 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 545066 | 6475 | SH |  | SOLE |  | 0 | 0 | 6475 |
| QUALCOMM INC | COM | 747525103 |  | 857816 | 5386 | SH |  | SOLE |  | 0 | 0 | 5386 |
| SOUTHERN CO | COM | 842587107 |  | 899791 | 9798 | SH |  | SOLE |  | 0 | 0 | 9798 |
| HOME DEPOT INC | COM | 437076102 |  | 1680787 | 4584 | SH |  | SOLE |  | 0 | 0 | 4584 |
| US BANCORP DEL | COM NEW | 902973304 |  | 689971 | 15248 | SH |  | SOLE |  | 0 | 0 | 15248 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 391465 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 769412 | 17782 | SH |  | SOLE |  | 0 | 0 | 17782 |
| WP CAREY INC | COM | 92936U109 |  | 660514 | 10589 | SH |  | SOLE |  | 0 | 0 | 10589 |
| WALMART INC | COM | 931142103 |  | 2157347 | 22063 | SH |  | SOLE |  | 0 | 0 | 22063 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1039539 | 12975 | SH |  | SOLE |  | 0 | 0 | 12975 |
| ABBOTT LABS | COM | 002824100 |  | 1206375 | 8870 | SH |  | SOLE |  | 0 | 0 | 8870 |
| APPLE INC | COM | 037833100 |  | 4788799 | 23341 | SH |  | SOLE |  | 0 | 0 | 23341 |
| ASSOCIATED BANC CORP | COM | 045487105 |  | 206545 | 8468 | SH |  | SOLE |  | 0 | 0 | 8468 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 5950481 | 114388 | SH |  | SOLE |  | 0 | 0 | 114388 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5220169 | 33041 | SH |  | SOLE |  | 0 | 0 | 33041 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3731307 | 21173 | SH |  | SOLE |  | 0 | 0 | 21173 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 918955 | 2881 | SH |  | SOLE |  | 0 | 0 | 2881 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1292148 | 2660 | SH |  | SOLE |  | 0 | 0 | 2660 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 393772 | 1593 | SH |  | SOLE |  | 0 | 0 | 1593 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3672180 | 59210 | SH |  | SOLE |  | 0 | 0 | 59210 |
| ORACLE CORP | COM | 68389X105 |  | 621952 | 2845 | SH |  | SOLE |  | 0 | 0 | 2845 |
| OSHKOSH CORP | COM | 688239201 |  | 506899 | 4464 | SH |  | SOLE |  | 0 | 0 | 4464 |
| SALESFORCE INC | COM | 79466L302 |  | 804458 | 2950 | SH |  | SOLE |  | 0 | 0 | 2950 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1546818 | 7932 | SH |  | SOLE |  | 0 | 0 | 7932 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 1777448 | 66596 | SH |  | SOLE |  | 0 | 0 | 66596 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2370164 | 21687 | SH |  | SOLE |  | 0 | 0 | 21687 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 843992 | 3399 | SH |  | SOLE |  | 0 | 0 | 3399 |
| AMAZON COM INC | COM | 023135106 |  | 2657471 | 12113 | SH |  | SOLE |  | 0 | 0 | 12113 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 611977 | 5898 | SH |  | SOLE |  | 0 | 0 | 5898 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 549472 | 10183 | SH |  | SOLE |  | 0 | 0 | 10183 |
| GE AEROSPACE | COM NEW | 369604301 |  | 316915 | 1231 | SH |  | SOLE |  | 0 | 0 | 1231 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 350563 | 3319 | SH |  | SOLE |  | 0 | 0 | 3319 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2144601 | 3454 | SH |  | SOLE |  | 0 | 0 | 3454 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2116040 | 15670 | SH |  | SOLE |  | 0 | 0 | 15670 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1817685 | 16509 | SH |  | SOLE |  | 0 | 0 | 16509 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 1962161 | 80847 | SH |  | SOLE |  | 0 | 0 | 80847 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 1731338 | 68109 | SH |  | SOLE |  | 0 | 0 | 68109 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 393240 | 897 | SH |  | SOLE |  | 0 | 0 | 897 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 475037 | 2688 | SH |  | SOLE |  | 0 | 0 | 2688 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 229561 | 4527 | SH |  | SOLE |  | 0 | 0 | 4527 |
| FIDELITY MERRIMACK STR TR | CORP BOND ETF | 316188101 |  | 214671 | 4538 | SH |  | SOLE |  | 0 | 0 | 4538 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 278726 | 8300 | SH |  | SOLE |  | 0 | 0 | 8300 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 803081 | 8425 | SH |  | SOLE |  | 0 | 0 | 8425 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 908966 | 17367 | SH |  | SOLE |  | 0 | 0 | 17367 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 260284 | 915 | SH |  | SOLE |  | 0 | 0 | 915 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 302976 | 1842 | SH |  | SOLE |  | 0 | 0 | 1842 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 524034 | 4065 | SH |  | SOLE |  | 0 | 0 | 4065 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 811806 | 1518 | SH |  | SOLE |  | 0 | 0 | 1518 |
| NICOLET BANKSHARES INC | COM | 65406E102 |  | 505388 | 4093 | SH |  | SOLE |  | 0 | 0 | 4093 |
| FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 316188200 |  | 538739 | 10689 | SH |  | SOLE |  | 0 | 0 | 10689 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 534525 | 1788 | SH |  | SOLE |  | 0 | 0 | 1788 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 373076 | 6363 | SH |  | SOLE |  | 0 | 0 | 6363 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 566610 | 1770 | SH |  | SOLE |  | 0 | 0 | 1770 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 210069 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 230548 | 1338 | SH |  | SOLE |  | 0 | 0 | 1338 |
| CITIGROUP INC | COM NEW | 172967424 |  | 257282 | 3023 | SH |  | SOLE |  | 0 | 0 | 3023 |
| CUMMINS INC | COM | 231021106 |  | 229548 | 701 | SH |  | SOLE |  | 0 | 0 | 701 |
| DEERE  CO | COM | 244199105 |  | 288372 | 567 | SH |  | SOLE |  | 0 | 0 | 567 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 357310 | 8687 | SH |  | SOLE |  | 0 | 0 | 8687 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 195824 | 11684 | SH |  | SOLE |  | 0 | 0 | 11684 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 293596 | 2419 | SH |  | SOLE |  | 0 | 0 | 2419 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 281654 | 3231 | SH |  | SOLE |  | 0 | 0 | 3231 |
| MICROSOFT CORP | COM | 594918104 |  | 7952313 | 15987 | SH |  | SOLE |  | 0 | 0 | 15987 |
| THE CIGNA GROUP | COM | 125523100 |  | 249759 | 756 | SH |  | SOLE |  | 0 | 0 | 756 |
| APPLIED MATLS INC | COM | 038222105 |  | 1283307 | 7010 | SH |  | SOLE |  | 0 | 0 | 7010 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 448975 | 1457 | SH |  | SOLE |  | 0 | 0 | 1457 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 479397 | 2854 | SH |  | SOLE |  | 0 | 0 | 2854 |
| CHEVRON CORP NEW | COM | 166764100 |  | 775759 | 5418 | SH |  | SOLE |  | 0 | 0 | 5418 |
| ELI LILLY  CO | COM | 532457108 |  | 806639 | 1035 | SH |  | SOLE |  | 0 | 0 | 1035 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 259683 | 989 | SH |  | SOLE |  | 0 | 0 | 989 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3079632 | 4172 | SH |  | SOLE |  | 0 | 0 | 4172 |
| MOODYS CORP | COM | 615369105 |  | 400206 | 798 | SH |  | SOLE |  | 0 | 0 | 798 |
| NETFLIX INC | COM | 64110L106 |  | 1324400 | 989 | SH |  | SOLE |  | 0 | 0 | 989 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 496565 | 7153 | SH |  | SOLE |  | 0 | 0 | 7153 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 407438 | 1991 | SH |  | SOLE |  | 0 | 0 | 1991 |
| PULTE GROUP INC | COM | 745867101 |  | 234587 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| PURE STORAGE INC | CL A | 74624M102 |  | 238036 | 4134 | SH |  | SOLE |  | 0 | 0 | 4134 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 588776 | 2387 | SH |  | SOLE |  | 0 | 0 | 2387 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 356500 | 1138 | SH |  | SOLE |  | 0 | 0 | 1138 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 745087 | 971 | SH |  | SOLE |  | 0 | 0 | 971 |
| STRYKER CORPORATION | COM | 863667101 |  | 346407 | 876 | SH |  | SOLE |  | 0 | 0 | 876 |
| SYNOPSYS INC | COM | 871607107 |  | 583430 | 1138 | SH |  | SOLE |  | 0 | 0 | 1138 |
| T-MOBILE US INC | COM | 872590104 |  | 477573 | 2004 | SH |  | SOLE |  | 0 | 0 | 2004 |
| TESLA INC | COM | 88160R101 |  | 1544206 | 4861 | SH |  | SOLE |  | 0 | 0 | 4861 |
| TEXAS INSTRS INC | COM | 882508104 |  | 318752 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 723018 | 5699 | SH |  | SOLE |  | 0 | 0 | 5699 |
| TJX COS INC NEW | COM | 872540109 |  | 424284 | 3436 | SH |  | SOLE |  | 0 | 0 | 3436 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 261149 | 2034 | SH |  | SOLE |  | 0 | 0 | 2034 |
| ZSCALER INC | COM | 98980G102 |  | 316452 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 284426 | 3494 | SH |  | SOLE |  | 0 | 0 | 3494 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 919808 | 39426 | SH |  | SOLE |  | 0 | 0 | 39426 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1268258 | 25867 | SH |  | SOLE |  | 0 | 0 | 25867 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 396004 | 5891 | SH |  | SOLE |  | 0 | 0 | 5891 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2385079 | 7847 | SH |  | SOLE |  | 0 | 0 | 7847 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1135771 | 42859 | SH |  | SOLE |  | 0 | 0 | 42859 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 229843 | 1296 | SH |  | SOLE |  | 0 | 0 | 1296 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 209202 | 392 | SH |  | SOLE |  | 0 | 0 | 392 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 302965 | 3068 | SH |  | SOLE |  | 0 | 0 | 3068 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 236452 | 2311 | SH |  | SOLE |  | 0 | 0 | 2311 |
| CINTAS CORP | COM | 172908105 |  | 352104 | 1580 | SH |  | SOLE |  | 0 | 0 | 1580 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 230493 | 1054 | SH |  | SOLE |  | 0 | 0 | 1054 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1006949 | 7387 | SH |  | SOLE |  | 0 | 0 | 7387 |
| RTX CORPORATION | COM | 75513E101 |  | 204756 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 249204 | 2671 | SH |  | SOLE |  | 0 | 0 | 2671 |
| FIDELITY COVINGTON TRUST | FIDELITY FUND LR | 316092337 |  | 1470224 | 55334 | SH |  | SOLE |  | 0 | 0 | 55334 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 873944 | 4472 | SH |  | SOLE |  | 0 | 0 | 4472 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 271990 | 3054 | SH |  | SOLE |  | 0 | 0 | 3054 |
| BANK FIRST CORP | COM | 06211J100 |  | 573544 | 4875 | SH |  | SOLE |  | 0 | 0 | 4875 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 261152 | 512 | SH |  | SOLE |  | 0 | 0 | 512 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 604589 | 611 | SH |  | SOLE |  | 0 | 0 | 611 |
| FORTINET INC | COM | 34959E109 |  | 206154 | 1950 | SH |  | SOLE |  | 0 | 0 | 1950 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 265599 | 473 | SH |  | SOLE |  | 0 | 0 | 473 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 281311 | 397 | SH |  | SOLE |  | 0 | 0 | 397 |
| VISA INC | COM CL A | 92826C839 |  | 459508 | 1294 | SH |  | SOLE |  | 0 | 0 | 1294 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 1180034 | 11325 | SH |  | SOLE |  | 0 | 0 | 11325 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 947644 | 11352 | SH |  | SOLE |  | 0 | 0 | 11352 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 |  | 2172699 | 83872 | SH |  | SOLE |  | 0 | 0 | 83872 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 |  | 436216 | 16694 | SH |  | SOLE |  | 0 | 0 | 16694 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 341004 | 4411 | SH |  | SOLE |  | 0 | 0 | 4411 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 619796 | 28198 | SH |  | SOLE |  | 0 | 0 | 28198 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 1329570 | 63192 | SH |  | SOLE |  | 0 | 0 | 63192 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 1137838 | 45000 | SH |  | SOLE |  | 0 | 0 | 45000 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 1853446 | 13655 | SH |  | SOLE |  | 0 | 0 | 13655 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 811018 | 9932 | SH |  | SOLE |  | 0 | 0 | 9932 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 1375157 | 28507 | SH |  | SOLE |  | 0 | 0 | 28507 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 562726 | 3096 | SH |  | SOLE |  | 0 | 0 | 3096 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 214962 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 457924 | 16579 | SH |  | SOLE |  | 0 | 0 | 16579 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 279832 | 4908 | SH |  | SOLE |  | 0 | 0 | 4908 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 269167 | 2403 | SH |  | SOLE |  | 0 | 0 | 2403 |
| KELLANOVA | COM | 487836108 |  | 227614 | 2862 | SH |  | SOLE |  | 0 | 0 | 2862 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 287035 | 7313 | SH |  | SOLE |  | 0 | 0 | 7313 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 396089 | 23690 | SH |  | SOLE |  | 0 | 0 | 23690 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 378620 | 3806 | SH |  | SOLE |  | 0 | 0 | 3806 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 234689 | 3502 | SH |  | SOLE |  | 0 | 0 | 3502 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 252999 | 3137 | SH |  | SOLE |  | 0 | 0 | 3137 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 553053 | 895 | SH |  | SOLE |  | 0 | 0 | 895 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 261845 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |

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