The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 1,669 | 14,686 | SH | SOLE | 0 | 0 | 14,686 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,168 | 12,100 | SH | SOLE | 0 | 0 | 12,100 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 1,122 | 11,550 | SH | SOLE | 0 | 0 | 11,550 | ||
AMAZON COM INC | COM | 023135106 | 7,714 | 72,164 | SH | SOLE | 0 | 0 | 72,164 | ||
APPLE INC | COM | 037833100 | 9,425 | 68,107 | SH | SOLE | 0 | 0 | 68,107 | ||
AT&T INC | COM | 00206R102 | 5,458 | 364,118 | SH | SOLE | 0 | 0 | 364,118 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 3,715 | 9 | SH | SOLE | 0 | 0 | 9 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 15,042 | 55,167 | SH | SOLE | 0 | 0 | 55,167 | ||
BK OF AMERICA CORP | COM | 060505104 | 820 | 25,882 | SH | SOLE | 0 | 0 | 25,882 | ||
BP PLC | SPONSORED ADR | 055622104 | 225 | 7,406 | SH | SOLE | 0 | 0 | 7,406 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 255 | 3,750 | SH | SOLE | 0 | 0 | 3,750 | ||
CASEYS GEN STORES INC | COM | 147528103 | 4,838 | 23,907 | SH | SOLE | 0 | 0 | 23,907 | ||
CHEVRON CORP NEW | COM | 166764100 | 314 | 1,961 | SH | SOLE | 0 | 0 | 1,961 | ||
CISCO SYS INC | COM | 17275R102 | 3,354 | 83,421 | SH | SOLE | 0 | 0 | 83,421 | ||
COCA COLA CO | COM | 191216100 | 229 | 4,159 | SH | SOLE | 0 | 0 | 4,159 | ||
COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 191241108 | 669 | 11,373 | SH | SOLE | 0 | 0 | 11,373 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,017 | 2,236 | SH | SOLE | 0 | 0 | 2,236 | ||
EXXON MOBIL CORP | COM | 30231G102 | 313 | 3,160 | SH | SOLE | 0 | 0 | 3,160 | ||
GLOBAL X FDS | GLOBX SUPDV US | 37950E291 | 545 | 30,655 | SH | SOLE | 0 | 0 | 30,655 | ||
HANCOCK JOHN PFD INCOME FD I | COM | 41021P103 | 307 | 22,000 | SH | SOLE | 0 | 0 | 22,000 | ||
HF SINCLAIR CORP | COM | 403949100 | 7,486 | 133,156 | SH | SOLE | 0 | 0 | 133,156 | ||
HOLLY ENERGY PARTNERS L P | COM UT LTD PTN | 435763107 | 7,680 | 438,131 | SH | SOLE | 0 | 0 | 438,131 | ||
HUNTINGTON BANCSHARES INC | COM | 446150104 | 473 | 34,570 | SH | SOLE | 0 | 0 | 34,570 | ||
INTEL CORP | COM | 458140100 | 3,099 | 119,619 | SH | SOLE | 0 | 0 | 119,619 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 520 | 4,335 | SH | SOLE | 0 | 0 | 4,335 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | 251 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 477 | 5,900 | SH | SOLE | 0 | 0 | 5,900 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 4,786 | 156,392 | SH | SOLE | 0 | 0 | 156,392 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 11,506 | 104,684 | SH | SOLE | 0 | 0 | 104,684 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 2,005 | 19,485 | SH | SOLE | 0 | 0 | 19,485 | ||
ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | 4,059 | 82,676 | SH | SOLE | 0 | 0 | 82,676 | ||
JOHNSON & JOHNSON | COM | 478160104 | 583 | 3,546 | SH | SOLE | 0 | 0 | 3,546 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 254 | 2,283 | SH | SOLE | 0 | 0 | 2,283 | ||
KINDER MORGAN INC DEL | COM | 49456B101 | 3,071 | 178,664 | SH | SOLE | 0 | 0 | 178,664 | ||
KRAFT HEINZ CO | COM | 500754106 | 1,394 | 39,022 | SH | SOLE | 0 | 0 | 39,022 | ||
LILLY ELI & CO | COM | 532457108 | 207 | 624 | SH | SOLE | 0 | 0 | 624 | ||
LOWES COS INC | COM | 548661107 | 264 | 1,397 | SH | SOLE | 0 | 0 | 1,397 | ||
LUMEN TECHNOLOGIES INC | COM | 550241103 | 999 | 148,618 | SH | SOLE | 0 | 0 | 148,618 | ||
MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 | 577 | 11,665 | SH | SOLE | 0 | 0 | 11,665 | ||
MARATHON PETE CORP | COM | 56585A102 | 836 | 8,027 | SH | SOLE | 0 | 0 | 8,027 | ||
MCDONALDS CORP | COM | 580135101 | 328 | 1,350 | SH | SOLE | 0 | 0 | 1,350 | ||
MICROSOFT CORP | COM | 594918104 | 3,448 | 15,086 | SH | SOLE | 0 | 0 | 15,086 | ||
NUCOR CORP | COM | 670346105 | 819 | 6,899 | SH | SOLE | 0 | 0 | 6,899 | ||
ONEOK INC NEW | COM | 682680103 | 615 | 11,377 | SH | SOLE | 0 | 0 | 11,377 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 213 | 2,646 | SH | SOLE | 0 | 0 | 2,646 | ||
PEPSICO INC | COM | 713448108 | 428 | 2,516 | SH | SOLE | 0 | 0 | 2,516 | ||
PHILLIPS 66 | COM | 718546104 | 3,761 | 39,972 | SH | SOLE | 0 | 0 | 39,972 | ||
PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 | 332 | 30,009 | SH | SOLE | 0 | 0 | 30,009 | ||
PPL CORP | COM | 69351T106 | 2,071 | 84,521 | SH | SOLE | 0 | 0 | 84,521 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 317 | 2,536 | SH | SOLE | 0 | 0 | 2,536 | ||
QUALCOMM INC | COM | 747525103 | 450 | 4,095 | SH | SOLE | 0 | 0 | 4,095 | ||
REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 | 305 | 2,250 | SH | SOLE | 0 | 0 | 2,250 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 1,611 | 33,550 | SH | SOLE | 0 | 0 | 33,550 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 932 | 14,990 | SH | SOLE | 0 | 0 | 14,990 | ||
SHELL PLC | SPON ADS | 780259305 | 298 | 5,897 | SH | SOLE | 0 | 0 | 5,897 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 2,480 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | 2,436 | 26,620 | SH | SOLE | 0 | 0 | 26,620 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 749 | 15,237 | SH | SOLE | 0 | 0 | 15,237 | ||
TARGET CORP | COM | 87612E106 | 1,443 | 9,907 | SH | SOLE | 0 | 0 | 9,907 | ||
TESLA INC | COM | 88160R101 | 271 | 1,320 | SH | SOLE | 0 | 0 | 1,320 | ||
UNION PAC CORP | COM | 907818108 | 455 | 2,348 | SH | SOLE | 0 | 0 | 2,348 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 393 | 5,288 | SH | SOLE | 0 | 0 | 5,288 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 3,743 | 102,883 | SH | SOLE | 0 | 0 | 102,883 | ||
VISA INC | COM CL A | 92826C839 | 200 | 1,097 | SH | SOLE | 0 | 0 | 1,097 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 4,331 | 130,285 | SH | SOLE | 0 | 0 | 130,285 | ||
WALMART INC | COM | 931142103 | 616 | 4,721 | SH | SOLE | 0 | 0 | 4,721 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 1,040 | 83,660 | SH | SOLE | 0 | 0 | 83,660 | ||
WESTLAKE CHEM PARTNERS LP | COM UNIT RP LP | 960417103 | 1,520 | 67,157 | SH | SOLE | 0 | 0 | 67,157 |