The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 755,884 | 4,965 | SH | SOLE | 0 | 0 | 4,965 | ||
ABBVIE INC | COM | 00287Y109 | 339,109 | 1,827 | SH | SOLE | 0 | 0 | 1,827 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 754,340 | 5,316 | SH | SOLE | 0 | 0 | 5,316 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 302,610 | 1,706 | SH | SOLE | 0 | 0 | 1,706 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 255,873 | 1,452 | SH | SOLE | 0 | 0 | 1,452 | ||
AMAZON COM INC | COM | 023135106 | 2,248,748 | 10,250 | SH | SOLE | 0 | 0 | 10,250 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | 297,304 | 4,359 | SH | SOLE | 0 | 0 | 4,359 | ||
APPLE INC | COM | 037833100 | 5,437,216 | 26,501 | SH | SOLE | 0 | 0 | 26,501 | ||
BANK AMERICA CORP | COM | 060505104 | 533,843 | 11,282 | SH | SOLE | 0 | 0 | 11,282 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 17,550,870 | 36,130 | SH | SOLE | 0 | 0 | 36,130 | ||
BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | 440,421 | 7,517 | SH | SOLE | 0 | 0 | 7,517 | ||
BOEING CO | COM | 097023105 | 506,224 | 2,416 | SH | SOLE | 0 | 0 | 2,416 | ||
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | 385,681 | 12,064 | SH | SOLE | 0 | 0 | 12,064 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | 41,843,925 | 1,029,371 | SH | SOLE | 0 | 0 | 1,029,371 | ||
CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | 28,383,604 | 1,261,494 | SH | SOLE | 0 | 0 | 1,261,494 | ||
CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 | 288,213 | 10,799 | SH | SOLE | 0 | 0 | 10,799 | ||
CATERPILLAR INC | COM | 149123101 | 414,959 | 1,069 | SH | SOLE | 0 | 0 | 1,069 | ||
CHEVRON CORP NEW | COM | 166764100 | 260,840 | 1,822 | SH | SOLE | 0 | 0 | 1,822 | ||
COCA COLA CO | COM | 191216100 | 359,402 | 5,080 | SH | SOLE | 0 | 0 | 5,080 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 324,947 | 328 | SH | SOLE | 0 | 0 | 328 | ||
DEERE & CO | COM | 244199105 | 722,942 | 1,422 | SH | SOLE | 0 | 0 | 1,422 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 228,392 | 7,180 | SH | SOLE | 0 | 0 | 7,180 | ||
DISNEY WALT CO | COM | 254687106 | 293,304 | 2,365 | SH | SOLE | 0 | 0 | 2,365 | ||
ECOLAB INC | COM | 278865100 | 325,214 | 1,207 | SH | SOLE | 0 | 0 | 1,207 | ||
ELI LILLY & CO | COM | 532457108 | 232,723 | 299 | SH | SOLE | 0 | 0 | 299 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 210,390 | 11,605 | SH | SOLE | 0 | 0 | 11,605 | ||
ENVELA CORP | COM | 29402E102 | 61,200 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
EVERGY INC | COM | 30034W106 | 1,372,398 | 19,910 | SH | SOLE | 0 | 0 | 19,910 | ||
EXXON MOBIL CORP | COM | 30231G102 | 2,278,883 | 21,140 | SH | SOLE | 0 | 0 | 21,140 | ||
FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | 291,933 | 3,106 | SH | SOLE | 0 | 0 | 3,106 | ||
FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | 16,388,816 | 863,024 | SH | SOLE | 0 | 0 | 863,024 | ||
FIRST TR EXCHANGE TRADED FD | NASDQ OIL GAS | 33738R845 | 254,609 | 9,357 | SH | SOLE | 0 | 0 | 9,357 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 | 13,368,200 | 541,004 | SH | SOLE | 0 | 0 | 541,004 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | 5,511,869 | 111,893 | SH | SOLE | 0 | 0 | 111,893 | ||
FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 33733E831 | 714,171 | 19,116 | SH | SOLE | 0 | 0 | 19,116 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U737 | 260,141 | 6,672 | SH | SOLE | 0 | 0 | 6,672 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | 564,768 | 17,760 | SH | SOLE | 0 | 0 | 17,760 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LAD | 33740U729 | 248,253 | 9,958 | SH | SOLE | 0 | 0 | 9,958 | ||
FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 | 135,646 | 18,684 | SH | SOLE | 0 | 0 | 18,684 | ||
FS KKR CAP CORP | COM | 302635206 | 1,060,222 | 51,095 | SH | SOLE | 0 | 0 | 51,095 | ||
GE VERNOVA INC | COM | 36828A101 | 308,819 | 584 | SH | SOLE | 0 | 0 | 584 | ||
GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | 488,031 | 4,873 | SH | SOLE | 0 | 0 | 4,873 | ||
GREEN PLAINS INC | COM | 393222104 | 60,300 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 256,478 | 870 | SH | SOLE | 0 | 0 | 870 | ||
INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | 569,522 | 22,735 | SH | SOLE | 0 | 0 | 22,735 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 27,339,451 | 120,385 | SH | SOLE | 0 | 0 | 120,385 | ||
INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | 2,849,044 | 55,602 | SH | SOLE | 0 | 0 | 55,602 | ||
INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | 22,014,485 | 224,089 | SH | SOLE | 0 | 0 | 224,089 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,787,316 | 5,053 | SH | SOLE | 0 | 0 | 5,053 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 227,023 | 366 | SH | SOLE | 0 | 0 | 366 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 342,167 | 1,872 | SH | SOLE | 0 | 0 | 1,872 | ||
ISHARES TR | MSCI USA SMCP MN | 46435G433 | 426,024 | 10,141 | SH | SOLE | 0 | 0 | 10,141 | ||
ISHARES TR | MSCI INTL QUALTY | 46434V456 | 1,657,626 | 38,353 | SH | SOLE | 0 | 0 | 38,353 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | 19,678,367 | 518,397 | SH | SOLE | 0 | 0 | 518,397 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 219,552 | 2,630 | SH | SOLE | 0 | 0 | 2,630 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | 2,280,711 | 44,790 | SH | SOLE | 0 | 0 | 44,790 | ||
J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | 3,769,006 | 77,520 | SH | SOLE | 0 | 0 | 77,520 | ||
J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | 46641Q886 | 410,132 | 3,955 | SH | SOLE | 0 | 0 | 3,955 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | 3,163,142 | 62,414 | SH | SOLE | 0 | 0 | 62,414 | ||
JOHNSON & JOHNSON | COM | 478160104 | 461,787 | 3,023 | SH | SOLE | 0 | 0 | 3,023 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 467,113 | 1,611 | SH | SOLE | 0 | 0 | 1,611 | ||
KROGER CO | COM | 501044101 | 1,435,412 | 20,011 | SH | SOLE | 0 | 0 | 20,011 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 281,650 | 608 | SH | SOLE | 0 | 0 | 608 | ||
LOWES COS INC | COM | 548661107 | 492,461 | 2,220 | SH | SOLE | 0 | 0 | 2,220 | ||
MERCK & CO INC | COM | 58933Y105 | 268,751 | 3,395 | SH | SOLE | 0 | 0 | 3,395 | ||
META PLATFORMS INC | CL A | 30303M102 | 1,319,979 | 1,788 | SH | SOLE | 0 | 0 | 1,788 | ||
MICROSOFT CORP | COM | 594918104 | 3,185,158 | 6,403 | SH | SOLE | 0 | 0 | 6,403 | ||
NETFLIX INC | COM | 64110L106 | 676,261 | 505 | SH | SOLE | 0 | 0 | 505 | ||
NVIDIA CORPORATION | COM | 67066G104 | 3,113,459 | 19,707 | SH | SOLE | 0 | 0 | 19,707 | ||
OLD NATL BANCORP IND | COM | 680033107 | 234,343 | 10,981 | SH | SOLE | 0 | 0 | 10,981 | ||
ONEOK INC NEW | COM | 682680103 | 1,390,016 | 17,028 | SH | SOLE | 0 | 0 | 17,028 | ||
ORACLE CORP | COM | 68389X105 | 343,828 | 1,573 | SH | SOLE | 0 | 0 | 1,573 | ||
PEPSICO INC | COM | 713448108 | 422,203 | 3,198 | SH | SOLE | 0 | 0 | 3,198 | ||
PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | 1,883,342 | 19,823 | SH | SOLE | 0 | 0 | 19,823 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 282,480 | 1,773 | SH | SOLE | 0 | 0 | 1,773 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 29,985,469 | 1,131,527 | SH | SOLE | 0 | 0 | 1,131,527 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,025,697 | 36,567 | SH | SOLE | 0 | 0 | 36,567 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 12,329,790 | 409,084 | SH | SOLE | 0 | 0 | 409,084 | ||
SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | 212,661 | 7,131 | SH | SOLE | 0 | 0 | 7,131 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 1,475,129 | 63,474 | SH | SOLE | 0 | 0 | 63,474 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 202,061 | 9,143 | SH | SOLE | 0 | 0 | 9,143 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 316,449 | 10,834 | SH | SOLE | 0 | 0 | 10,834 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 342,058 | 14,354 | SH | SOLE | 0 | 0 | 14,354 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 426,322 | 1,684 | SH | SOLE | 0 | 0 | 1,684 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 1,525,996 | 11,321 | SH | SOLE | 0 | 0 | 11,321 | ||
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 210,524 | 2,482 | SH | SOLE | 0 | 0 | 2,482 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 398,413 | 1,307 | SH | SOLE | 0 | 0 | 1,307 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 373,466 | 604 | SH | SOLE | 0 | 0 | 604 | ||
SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | 707,167 | 16,600 | SH | SOLE | 0 | 0 | 16,600 | ||
SPDR SERIES TRUST | BLOOMBERG SHT TE | 78468R408 | 324,106 | 12,720 | SH | SOLE | 0 | 0 | 12,720 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 434,260 | 3,199 | SH | SOLE | 0 | 0 | 3,199 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 251,404 | 1,110 | SH | SOLE | 0 | 0 | 1,110 | ||
TESLA INC | COM | 88160R101 | 992,370 | 3,124 | SH | SOLE | 0 | 0 | 3,124 | ||
UNITED RENTALS INC | COM | 911363109 | 242,260 | 322 | SH | SOLE | 0 | 0 | 322 | ||
VANECK ETF TRUST | IG FLOATING RATE | 92189F486 | 488,096 | 19,141 | SH | SOLE | 0 | 0 | 19,141 | ||
VANECK ETF TRUST | PHARMACEUTCL ETF | 92189F692 | 17,238,028 | 195,976 | SH | SOLE | 0 | 0 | 195,976 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 643,923 | 2,119 | SH | SOLE | 0 | 0 | 2,119 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 451,319 | 1,904 | SH | SOLE | 0 | 0 | 1,904 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 381,642 | 1,957 | SH | SOLE | 0 | 0 | 1,957 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 826,990 | 2,955 | SH | SOLE | 0 | 0 | 2,955 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,421,313 | 2,502 | SH | SOLE | 0 | 0 | 2,502 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 854,451 | 14,988 | SH | SOLE | 0 | 0 | 14,988 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 310,244 | 468 | SH | SOLE | 0 | 0 | 468 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 209,754 | 4,848 | SH | SOLE | 0 | 0 | 4,848 | ||
VISA INC | COM CL A | 92826C839 | 213,026 | 600 | SH | SOLE | 0 | 0 | 600 | ||
WALMART INC | COM | 931142103 | 2,202,612 | 22,526 | SH | SOLE | 0 | 0 | 22,526 | ||
WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | 15,812,588 | 351,001 | SH | SOLE | 0 | 0 | 351,001 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 645,434 | 7,858 | SH | SOLE | 0 | 0 | 7,858 |