{"url":"https://nivawealth.com/firms/cedar-point-capital-partners-317532","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317532","regulatoryAum":248116441,"crd":"317532","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8190509","suffix":null,"lastName":"Chance","firstName":"Blake","middleName":"Mitchell"},{"crd":"6743958","suffix":null,"lastName":"Epstein","firstName":"Aaron","middleName":"Clark"},{"crd":"2473858","suffix":null,"lastName":"ERNST","firstName":"DAVID","middleName":"BRIAN"},{"crd":"6819298","suffix":null,"lastName":"MEIER","firstName":"BRIDGET","middleName":"CELIA DAVIS"},{"crd":"6254312","suffix":null,"lastName":"TIMM","firstName":"NICHOLAS","middleName":"JAMES"},{"crd":"5362122","suffix":null,"lastName":"VON AHSEN","firstName":"TRENT","middleName":"LEE"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-11","regulatoryAum":136470159,"clients":384,"employees":3,"offices":1},{"filedOn":"2023-03-14","regulatoryAum":140418334,"clients":413,"employees":3,"offices":1},{"filedOn":"2024-06-10","regulatoryAum":174907856,"clients":452,"employees":5,"offices":1},{"filedOn":"2025-03-19","regulatoryAum":200899768,"clients":437,"employees":6,"offices":1},{"filedOn":"2026-03-02","regulatoryAum":248116441,"clients":300,"employees":7,"offices":1}],"secFileNumber":"801-123161","legalName":"Cedar Point Capital Partners, LLC","displayName":"Cedar Point Capital Partners","slug":"cedar-point-capital-partners-317532","website":"https://cedarpointcap.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/317532/611e737c2bfb16cb-r1.webp","tone":"dark","width":926,"height":200,"sourceUrl":"https://www.cedarpointcap.com/","sourceLabel":"Cedar Point Capital Partners, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/cedar-point-capital-partners","founded":"2021","organization":"Iowa limited liability company","fiscalYearEnd":"December","headquarters":{"street":"329 12th Ave Se, Suite 106","city":"Cedar Rapids","state":"IA","stateName":"Iowa","country":"United States","postalCode":"52401"},"tradeNames":[],"registration":{"secApproved":"3 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":816810.3503401361,"staff":{"employees":7,"advisory":5,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":248116441,"discretionary":248116441,"discretionaryAccounts":969,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":190,"regulatoryAum":75528842},{"label":"High-net-worth individuals","clients":104,"regulatoryAum":164613401},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":7673590},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":300608}],"feePrograms":[{"role":"main","program":"Comprehensive Wealth Management","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":0.95,"from":0},{"to":1000000,"pct":0.85,"from":500000},{"to":3000000,"pct":0.75,"from":1000000},{"to":5000000,"pct":0.5,"from":3000000},{"to":null,"pct":0.25,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060390","versionId":1060390,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-10-07","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":0.25,"fee_rate_high":0.95,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning & Consulting","summary":"Hourly fees up to $500, flat fees up to $10,000 and subscription fees up to $10,000 a year, through December 31, 2026.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060390","versionId":1060390,"submittedOn":"2026-10-07","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Portfolio Monitoring","summary":"Hourly fees up to $250, flat fees up to $25,000, or a percentage of assets up to 0.50%, through December 31, 2026.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060390","versionId":1060390,"submittedOn":"2026-10-07","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Flat fees up to $25,000, or a percentage of plan assets up to 0.50%, set in a signed consulting agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060390","versionId":1060390,"submittedOn":"2026-10-07","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:07:25.727494+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060390","versionId":1060390,"submittedOn":"2026-10-07"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":203448870}],"custodyNote":"Cedar Point Capital Partners has custody of $91.8M in client assets for 260 clients.","otherCustodians":[],"leadership":[{"name":"Bridget Meier","title":"Chief Compliance Officer","crd":"6819298"}],"ownership":[{"label":"North Cedar LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since February 2022."},{"label":"West Cedar LLC","detail":"Owner in the 10% to 25% ownership band, since February 2022."},{"label":"East Cedar LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since February 2022."},{"label":"Trent Von Ahsen","detail":"Indirect owner: a president of East Cedar LLC in the 75% or more band and a control person, since February 2022.","parent":"East Cedar LLC"},{"label":"David Ernst","detail":"Indirect owner: a president of North Cedar LLC in the 75% or more band and a control person, since February 2022.","parent":"North Cedar LLC"},{"label":"Bridget Meier","detail":"Indirect owner: a president of West Cedar LLC in the 75% or more band and a control person, since February 2022.","parent":"West Cedar LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"329 12th Ave Se, Suite 106","city":"Cedar Rapids","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-501-6403","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":66},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":28},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"2 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317532/PDF/317532.pdf","brochureDate":"7 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060390","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cedar Point Capital Partners have?","answer":"Cedar Point Capital Partners has 300 clients and manages $248 million for them, as of March 2026. They include 190 individual clients, 104 high-net-worth individuals and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cedar Point Capital Partners offer?","answer":"Cedar Point Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cedar Point Capital Partners charge?","answer":"Cedar Point Capital Partners charges 0.25%–0.95% a year for its Comprehensive Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 7 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cedar Point Capital Partners use?","answer":"Cedar Point Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $203M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cedar Point Capital Partners have?","answer":"Cedar Point Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cedar Point Capital Partners invest in?","answer":"At the end of its last fiscal year, Cedar Point Capital Partners’ separately managed accounts held 66% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Cedar Point Capital Partners have a minimum investment?","answer":"Yes, Cedar Point Capital Partners’ minimum account size for its Comprehensive Wealth Management is $500K.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 7 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Cedar Point Capital Partners?","answer":"Cedar Point Capital Partners is owned through holding companies by Trent Von Ahsen, David Ernst and Bridget Meier. Its direct owners are North Cedar LLC, West Cedar LLC and East Cedar LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cedar Point Capital Partners get paid?","answer":"Cedar Point Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cedar Point Capital Partners?","answer":"Cedar Point Capital Partners’ main office is at 329 12th Ave Se, Suite 106, Cedar Rapids, IA 52401. Its phone number is 800-501-6403. Its website is cedarpointcap.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/cedar-point-capital-partners-317532/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-27","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1954337/000117266126002835/0001172661-26-002835-index.html","totalValue":173826184,"positionCount":77,"top10Share":0.5697394070389303,"top10":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US L","cusip":"808524771","value":13155884,"shares":423019,"shareType":"SH","priorValue":11448678,"priorShares":411084},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":12956608,"shares":147385,"shareType":"SH","priorValue":10676462,"priorShares":29056},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":12353191,"shares":150759,"shareType":"SH","priorValue":10424293,"priorShares":147007},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":12255449,"shares":152109,"shareType":"SH","priorValue":10538617,"priorShares":36697},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":10096221,"shares":215088,"shareType":"SH","priorValue":9928166,"priorShares":210879},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":9879222,"shares":119981,"shareType":"SH","priorValue":8306540,"priorShares":116780},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":8886691,"shares":164507,"shareType":"SH","priorValue":8291469,"priorShares":157095},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":7677960,"shares":128631,"shareType":"SH","priorValue":6721413,"priorShares":124355},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":6344616,"shares":144098,"shareType":"SH","priorValue":5797212,"priorShares":141984},{"issuer":"FIDELITY COMWLTH TR","titleOfClass":"NASDAQ COMPSIT","cusip":"315912808","value":5429785,"shares":52604,"shareType":"SH","priorValue":4386791,"priorShares":51664}],"positionsListed":77,"positions":[{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US L","cusip":"808524771","value":13155884,"shares":423019,"shareType":"SH","priorValue":11448678,"priorShares":411084},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":12956608,"shares":147385,"shareType":"SH","priorValue":10676462,"priorShares":29056},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US EQUI MARK ETF","cusip":"25434V401","value":12353191,"shares":150759,"shareType":"SH","priorValue":10424293,"priorShares":147007},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":12255449,"shares":152109,"shareType":"SH","priorValue":10538617,"priorShares":36697},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"CORE PLUS BD ETF","cusip":"46641Q670","value":10096221,"shares":215088,"shareType":"SH","priorValue":9928166,"priorShares":210879},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP ETF","cusip":"25434V500","value":9879222,"shares":119981,"shareType":"SH","priorValue":8306540,"priorShares":116780},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":8886691,"shares":164507,"shareType":"SH","priorValue":8291469,"priorShares":157095},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":7677960,"shares":128631,"shareType":"SH","priorValue":6721413,"priorShares":124355},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR REAL ETF","cusip":"81369Y860","value":6344616,"shares":144098,"shareType":"SH","priorValue":5797212,"priorShares":141984},{"issuer":"FIDELITY COMWLTH TR","titleOfClass":"NASDAQ COMPSIT","cusip":"315912808","value":5429785,"shares":52604,"shareType":"SH","priorValue":4386791,"priorShares":51664},{"issuer":"WORLD GOLD TR","titleOfClass":"SPDR GLD MINIS","cusip":"98149E303","value":5182553,"shares":65255,"shareType":"SH","priorValue":5662989,"priorShares":61096},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"VLU FACTOR ETF","cusip":"316092782","value":5076413,"shares":65137,"shareType":"SH","priorValue":4387052,"priorShares":63214},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"ACTIVEBETA US LG","cusip":"381430503","value":4569426,"shares":32204,"shareType":"SH","priorValue":3919072,"priorShares":31320},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"RAFI DVLPD MRKTS","cusip":"46138E743","value":3293215,"shares":43538,"shareType":"SH","priorValue":2946845,"priorShares":42158},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST PORT HIGH ETF","cusip":"78468R606","value":3246360,"shares":138497,"shareType":"SH","priorValue":3169237,"priorShares":135902},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHRT TRM CORP BD","cusip":"92206C409","value":3230221,"shares":40873,"shareType":"SH","priorValue":3166295,"priorShares":39943},{"issuer":"CAPITAL GROUP INTL FOCUS EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14019W109","value":3165757,"shares":91443,"shareType":"SH","priorValue":2574419,"priorShares":87298},{"issuer":"VANGUARD WELLINGTON FD","titleOfClass":"US MULTIFACTOR","cusip":"921935607","value":2818425,"shares":15926,"shareType":"SH","priorValue":2402888,"priorShares":15495},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"MUN INM ETF","cusip":"14020Y201","value":2784799,"shares":101376,"shareType":"SH","priorValue":2493511,"priorShares":91842},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUNDAMENTAL US S","cusip":"808524763","value":2403033,"shares":63138,"shareType":"SH","priorValue":1962599,"priorShares":60518},{"issuer":"PIMCO ETF TR","titleOfClass":"INTER MUN BD ACT","cusip":"72201R866","value":2397035,"shares":45571,"shareType":"SH","priorValue":2391242,"priorShares":45818},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMGR CRE EQT MNG","cusip":"25434V302","value":2242914,"shares":55780,"shareType":"SH","priorValue":1717583,"priorShares":50726},{"issuer":"ISHARES GOLD TRUST MICRO","titleOfClass":"SHS REPSTG UN TR","cusip":"46436F103","value":2150418,"shares":53747,"shareType":"SH","priorValue":2377311,"priorShares":50906},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1922798,"shares":6645,"shareType":"SH","priorValue":1689988,"priorShares":6659},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":1772287,"shares":18379,"shareType":"SH","priorValue":1391171,"priorShares":15684},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1605252,"shares":3208,"shareType":"SH","priorValue":1361408,"priorShares":2841},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":1431675,"shares":32274,"shareType":"SH","priorValue":1254168,"priorShares":32274},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1240759,"shares":6201,"shareType":"SH","priorValue":1064015,"priorShares":6101},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":1131562,"shares":13691,"shareType":"SH","priorValue":1075088,"priorShares":12992},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":1102466,"shares":1738,"shareType":"SH","priorValue":979016,"priorShares":1738},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"FRANKLIN DYN MUN","cusip":"35473P868","value":1075338,"shares":42723,"shareType":"SH","priorValue":1027967,"priorShares":41467},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":1011072,"shares":22226,"shareType":"SH","priorValue":961856,"priorShares":21084},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":1002173,"shares":10125,"shareType":"SH","priorValue":967486,"priorShares":9746},{"issuer":"ISHARES TR","titleOfClass":"MORNINGSTAR GRWT","cusip":"464287119","value":936427,"shares":8002,"shareType":"SH","priorValue":746871,"priorShares":7822},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":887726,"shares":2399,"shareType":"SH","priorValue":873887,"priorShares":2724},{"issuer":"ISHARES TR","titleOfClass":"MORNINGSTAR VALU","cusip":"464288109","value":863011,"shares":8524,"shareType":"SH","priorValue":753072,"priorShares":8085},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":850113,"shares":2279,"shareType":"SH","priorValue":832143,"priorShares":2248},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"SML MID MLTFCT","cusip":"316092527","value":804615,"shares":15224,"shareType":"SH","priorValue":670641,"priorShares":14996},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":749125,"shares":14867,"shareType":"SH","priorValue":652854,"priorShares":14301},{"issuer":"PGIM ETF TR","titleOfClass":"PGIM ULTRA SH BD","cusip":"69344A107","value":651335,"shares":13145,"shareType":"SH","priorValue":614889,"priorShares":12422},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":650414,"shares":1820,"shareType":"SH","priorValue":458659,"priorShares":1595},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST SHOR CORP ETF","cusip":"78464A474","value":632761,"shares":21085,"shareType":"SH","priorValue":574969,"priorShares":19121},{"issuer":"ISHARES TR","titleOfClass":"0-5YR INVT GR CP","cusip":"46434V100","value":604454,"shares":12000,"shareType":"SH","priorValue":584674,"priorShares":11580},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":572041,"shares":4598,"shareType":"SH","priorValue":325421,"priorShares":2922},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":562435,"shares":737,"shareType":"SH"},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"DIV RTN EM EQT","cusip":"46641Q308","value":561693,"shares":8947,"shareType":"SH","priorValue":651771,"priorShares":10491},{"issuer":"ROCKWELL AUTOMATION INC","titleOfClass":"COM","cusip":"773903109","value":561421,"shares":1134,"shareType":"SH","priorValue":406970,"priorShares":1134},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":434675,"shares":1434,"shareType":"SH","priorValue":380046,"priorShares":1451},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":429822,"shares":763,"shareType":"SH","priorValue":436567,"priorShares":763},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":422816,"shares":1774,"shareType":"SH","priorValue":342396,"priorShares":1644},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":409276,"shares":5036,"shareType":"SH","priorValue":338803,"priorShares":4455},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":404914,"shares":1858,"shareType":"SH","priorValue":365325,"priorShares":1862},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":404208,"shares":337,"shareType":"SH","priorValue":252937,"priorShares":275},{"issuer":"ISHARES TR","titleOfClass":"FALN ANGLS USD","cusip":"46435G474","value":403643,"shares":14818,"shareType":"SH","priorValue":373412,"priorShares":13975},{"issuer":"ARCHER DANIELS MIDLAND CO","titleOfClass":"COM","cusip":"039483102","value":387425,"shares":5071,"shareType":"SH","priorValue":477646,"priorShares":6571},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":381867,"shares":556,"shareType":"SH","priorValue":242008,"priorShares":405},{"issuer":"CDW CORP","titleOfClass":"COM","cusip":"12514G108","value":335568,"shares":2386,"shareType":"SH","priorValue":288754,"priorShares":2386},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":309426,"shares":3521,"shareType":"SH","priorValue":229085,"priorShares":2993},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":304799,"shares":407,"shareType":"SH","priorValue":265857,"priorShares":407},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":304515,"shares":724,"shareType":"SH","priorValue":267289,"priorShares":719},{"issuer":"FRANKLIN TEMPLETON ETF TR","titleOfClass":"SYSTMTC STYL PRE","cusip":"35473P546","value":296256,"shares":10699,"shareType":"SH","priorValue":459599,"priorShares":16897},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":294732,"shares":3358,"shareType":"SH","priorValue":293316,"priorShares":3158},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":283514,"shares":385,"shareType":"SH","priorValue":222215,"priorShares":385},{"issuer":"PIMCO ETF TR","titleOfClass":"SHTRM MUN BD ACT","cusip":"72201R874","value":282800,"shares":5600,"shareType":"SH","priorValue":576190,"priorShares":11421},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":281224,"shares":3947,"shareType":"SH","priorValue":264395,"priorShares":4126},{"issuer":"ALLIANT ENERGY CORP","titleOfClass":"COM","cusip":"018802108","value":277925,"shares":3643,"shareType":"SH","priorValue":252452,"priorShares":3518},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"WORLD EX US CORE","cusip":"25434V880","value":273353,"shares":7420,"shareType":"SH","priorValue":252058,"priorShares":7420},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":261932,"shares":280,"shareType":"SH","priorValue":293947,"priorShares":295},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"MUNICIPAL ETF","cusip":"46641Q647","value":247197,"shares":4880,"shareType":"SH","priorValue":534544,"priorShares":10693},{"issuer":"WELLS FARGO & CO","titleOfClass":"COM","cusip":"949746101","value":224947,"shares":2722,"shareType":"SH","priorValue":263271,"priorShares":3307},{"issuer":"HARTFORD FDS EXCHANGE TRADED","titleOfClass":"MUN OPORTUNITE","cusip":"41653L503","value":219487,"shares":5607,"shareType":"SH","priorValue":449811,"priorShares":11611},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":217073,"shares":2520,"shareType":"SH"},{"issuer":"QCR HLDGS INC","titleOfClass":"COM","cusip":"74727A104","value":213294,"shares":2191,"shareType":"SH"},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUND EM EQUI ETF","cusip":"808524730","value":211574,"shares":5332,"shareType":"SH"},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":207444,"shares":555,"shareType":"SH"},{"issuer":"BOEING CO","titleOfClass":"COM","cusip":"097023105","value":206729,"shares":955,"shareType":"SH"},{"issuer":"ARCHER DANIELS MIDLAND CO","titleOfClass":"COM","cusip":"039483102","value":114600,"shares":1500,"shareType":"SH","putCall":"Put"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}