Fund HoldingsHoese & Co LLP

Total Portfolio Value
$123.98M
Total Bought
$8.46M
Total Sold
$5.68M
Net Transaction
+$2.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR CORE S&P500 ETF033,819+33,819020,99816.94%+20,998
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY
S&P500 QUALITY
189,324192,801+3,47712,56013,73911.08%+1,179
VANGUARD SPECIALIZED FUNDS DIV APP ETF30,98032,112+1,1326,0106,5725.30%+563
ISHARES TR MSCI USA QLT FCT
MSCI USA QLT FCT
045,590+45,59008,3356.72%+8,335
SPDR TR S&P 500 ETF UNIT SER 1(SPY)04,561+4,56102,8182.27%+2,818
ISHARES TR 3 7 YR TREAS BD188,909191,208+2,29922,31622,77118.37%+455
TJX COS INC NEW COM(TJX)02,500+2,50003090.25%+309
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
102,515103,877+1,3626,3326,6415.36%+309
ABBOTT LABS COM4502,450+2,000603330.27%+274
US BANCORP DEL COM NEW(USB)07,980+7,98003610.29%+361
XCEL ENERGY INC COM(XEL)03,500+3,50002380.19%+238
UNITEDHEALTH GROUP INC COM(UNH)1501,000+850793120.25%+233
GRACO INC COM(GGG)02,700+2,70002320.19%+232
BOSTON SCIENTIFIC CORP COM(BSX)02,000+2,00002150.17%+215
ISHARES US EQTY FAC ROTATION
ISHARES US EQUIT
03,670+3,67002000.16%+200
ISHARES TR INVESTMENT GRADE
INVT GRAD SY ETF
55,67959,519+3,8402,5062,7042.18%+198
MERCK & CO INC COM(MRK)03,202+3,20202530.20%+253
VANGUARD TOTAL STOCK MARKET ETF012,206+12,20603,7102.99%+3,710
ECOLAB INC COM(ECL)0600+60001620.13%+162
ISHARES TR DJ SEL DIV INX3,2754,495+1,2204405970.48%+157
VANGUARD INDEX FDS S&P 500 ETF SHS010,390+10,39005,9024.76%+5,902
VANGUARD INDEX FDS MID CAP ETF01,560+1,56004370.35%+437
ABBVIE INC COM(ABBV)4441,244+800932310.19%+138
MICROSOFT CORP COM(MSFT)0931+93104630.37%+463
PFIZER INC COM(PFE)05,000+5,00001210.10%+121
MEDTRONIC PLC ORD(MDT)9912,384+1,393892080.17%+119
HONEYWELL INTERNATIONAL(HON)0500+50001160.09%+116
ALTRIA GROUP INC COM(MO)1,6003,600+2,000962110.17%+115
TORO CO COM1081,708+1,60081210.10%+113
ISHARES U S ETF TR U.S. TECH INDEPD
U.S. TECH INDEPD
01,165+1,16501100.09%+110
PENTAIR INC COM(PNR)01,000+1,00001030.08%+103
ALLIANT ENERGY CORP COM(LNT)501,675+1,62531010.08%+98
JPMORGAN CHASE & CO COM(JPM)1,1601,310+1502853800.31%+95
ISHARES TR RUSSELL1000GRW05,486+5,48602,3291.88%+2,329
HORMEL FOODS CORP COM(HRL)03,000+3,0000910.07%+91
HAWKINS INC COM(HWKN)01,710+1,71002430.20%+243
TEXAS INSTRS INC(TXN)01,378+1,37802860.23%+286
ROCKWELL AUTOMATION INC COM(ROK)0225+2250750.06%+75
MONDELEZ INTL INC CL A(MDLZ)01,000+1,0000670.05%+67
SCHWAB STRATEGIC TR US LCAP GR ETF036,276+36,27601,0590.85%+1,059
VANGUARD MALVERN FDS STRM INFPROIDX4111,561+1,15021780.06%+58
LITTELFUSE INC COM(LFUS)0282+2820640.05%+64
XTRACKERS MSCI EAFE01,240+1,2400540.04%+54
AUTOMATIC DATA PROCESSING INCOM0175+1750540.04%+54
AMERICAN ELECTRIC POWER CO0500+5000520.04%+52
BIO TECH CORP(TECH)01,000+1,0000510.04%+51
NVIDIA CORP COM(NVDA)0470+4700740.06%+74
ISHARES TR RUSSELL 200050275+22510590.05%+49
TARGET CORP COM(TGT)0500+5000490.04%+49
ENTEGRIS INC COM(ENTG)0550+5500440.04%+44
CAPITAL ONE FINL CORP COM(COF)0204+2040430.04%+43
KLA-TENCOR CORP(KLAC)20020001361790.14%+43
WELLS FARGO & CO NEW COM(WFC)7241,174+45052940.08%+42
NVENT ELECTRIC PLC SHS(NVT)0724+7240530.04%+53
3M COMPANY COM(MMM)1,1001,319+2191622010.16%+39
EATON CORP PLC SHS(ETN)0426+42601520.12%+152
VISA INC COM CL A(V)0100+1000360.03%+36
BROADCOM INC COM(AVGO)0170+1700470.04%+47
DONALDSON INC COM(DCI)180660+48012460.04%+34
INVESCO EXCHANGE TRADED FD TS&P500 PUR GWT
S&P500 PUR GWT
04,310+4,31001970.16%+197
BANK OF AMERICA CORPORATION COM04,570+4,57002160.17%+216
VERIZON COMMUNICATIONS INC COM(VZ)6001,275+67527550.04%+28
FULLER H B CO COM(FUL)0584+5840350.03%+35
HOME DEPOT INC COM(HD)0367+36701350.11%+135
THE CHARLES SCHWAB CORPORATICOM(SCHW)152352+20012320.03%+20
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR(TSM)0333+3330750.06%+75
WEC ENERGY GROUP INC(WEC)0180+1800190.02%+19
ULTA BEAUTY INC(ULTA)040+400190.02%+19
SPDR SERIES TRUST PORTFOLIO TL STK ETF
ST STR PR SP1500
02,721+2,72102040.16%+204
ISHARES TR S&P500 GRW01,032+1,03201140.09%+114
CINTAS CORP COM(CTAS)32107+757240.02%+17
SYSCO CORP COM(SYY)02,549+2,54901930.16%+193
INTERNATIONAL BUSINESS MACHSCOM(IBM)3573570891050.08%+16
EMERSON ELEC CO COM(EMR)01,365+1,36501820.15%+182
AMERICAN EXPRESS CO COM(AXP)0280+2800890.07%+89
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP(MDY)0400+40002270.18%+227
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
ST STR PO EX ETF
3,2113,21101171300.10%+13
PHILIP MORRIS INTL INC COM(PM)500500079910.07%+12
CHUNGHWA TELECOM CO LTD SPON ADR NEW11(CHT)0250+2500120.01%+12
APPLIED MATLS INC COM0301+3010550.04%+55
PROCTER AND GAMBLE CO COM(PG)1,0351,175+1401761870.15%+11
ANALOG DEVICES INC COM(ADI)0253+2530600.05%+60
NOVARTIS A G SPONSORED ADR(NVS)8258250921000.08%+8
ISHARES CORE S&P GROWTH ETF0333+3330500.04%+50
GENTHERM INC(THRM)0250+250070.01%+7
DEERE & CO COM(DE)165165077840.07%+6
ALPHABET INC CAP STK CL C(GOOG)0260+2600460.04%+46
INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF
RAFI US 1000 ETF
2,5702,57001041090.09%+5
SPDR INDEX SHS FDS PORTFOLIO EMG MK
ST PORT MARK ETF
1,2431,243049530.04%+4
WALMART INC COM(WMT)405405036400.03%+4
ISHARES TR MSCI EAFE ETF450450037400.03%+3
ISHARES TR RUSSELL MIDCAP0366+3660340.03%+34
INVESCO EXCHANGE TRADED FD TFTSE RAFI 1500
RAFI US 1500
0860+8600350.03%+35
INVESCO QQQ TR UNIT SER 1074+740410.03%+41
RTX CORPORATION COM(RTX)142142019210.02%+2
ROYAL BK CDA MONTREAL QUE COM(RY)100100011130.01%+2
CHENIERE ENERGY INC COM NEW(LNG)150150035370.03%+2
VANGUARD INDEX FDS VALUE ETF428428074760.06%+2
CENCORA INC COM7575021220.02%+2
BERKLEY W R CORP COM675675048500.04%+2
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