Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2014

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 32 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.4 $18M 190k 93.48
Ishares Rus Mdcp Val Etf (IWS) 11.1 $16M 232k 68.73
Vanguard Index Fds Value Etf (VTV) 8.8 $13M 162k 78.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.6 $11M 270k 40.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.5 $11M 107k 100.64
Ishares Msci Emg Mkt Etf (EEM) 6.2 $8.8M 216k 41.01
Vanguard World Fds Materials Etf (VAW) 5.5 $7.9M 74k 106.30
Ishares Msci Eafe Etf (EFA) 4.9 $7.0M 104k 67.20
Vanguard Whitehall Fds High Div Yld (VYM) 4.8 $6.9M 109k 63.12
Ishares Rus 3000 Val Etf (IUSV) 4.1 $5.8M 46k 126.30
Ishares Sp Smcp600vl Etf (IJS) 4.0 $5.8M 51k 113.44
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.3 $4.7M 115k 41.27
Ishares Rus 2000 Val Etf (IWN) 3.0 $4.4M 43k 100.83
Vanguard Bd Index Short Trm Bond (BSV) 2.8 $4.0M 50k 80.08
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $3.8M 33k 113.59
Ishares S&p Mc 400vl Etf (IJJ) 2.5 $3.5M 29k 120.43
Integrys Energy 2.2 $3.1M 52k 59.64
Powershares Qqq Trust Unit Ser 1 1.8 $2.6M 30k 87.67
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.6M 15k 112.95
JPMorgan Chase & Co. (JPM) 0.7 $991k 16k 60.68
Procter & Gamble Company (PG) 0.7 $952k 12k 80.62
Ishares Tips Bd Etf (TIP) 0.5 $647k 5.8k 112.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $423k 2.3k 186.84
Fidelity National Information Services (FIS) 0.3 $416k 7.8k 53.48
Alliant Energy Corporation (LNT) 0.2 $328k 5.8k 56.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $269k 5.4k 50.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $255k 3.1k 82.98
Ishares S&p 500 Grwt Etf (IVW) 0.2 $233k 2.3k 100.00
Kimberly-Clark Corporation (KMB) 0.2 $233k 2.1k 110.37
Wisdomtree Tr Emerg Mkts Etf (DEM) 0.2 $231k 4.7k 49.13
Exxon Mobil Corporation (XOM) 0.2 $217k 2.2k 97.88
Bank Mutual Corporation 0.1 $129k 20k 6.35