Financial Planning & Information Services

Financial Planning & Information Services as of June 30, 2014

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 33 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.9 $19M 194k 98.90
Ishares Rus Mdcp Val Etf (IWS) 11.0 $16M 226k 72.61
Vanguard Index Fds Value Etf (VTV) 8.8 $13M 161k 80.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.8 $12M 269k 43.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.6 $11M 108k 105.50
Ishares Msci Emg Mkt Etf (EEM) 5.9 $8.8M 203k 43.23
Vanguard World Fds Materials Etf (VAW) 5.4 $8.1M 72k 111.76
Vanguard Whitehall Fds High Div Yld (VYM) 4.9 $7.2M 109k 66.32
Ishares Msci Eafe Etf (EFA) 4.6 $6.9M 101k 68.37
Ishares Rus 3000 Val Etf (IUSV) 4.1 $6.0M 45k 132.55
Ishares Sp Smcp600vl Etf (IJS) 3.9 $5.9M 51k 115.43
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.5 $5.2M 121k 42.59
Ishares Rus 2000 Val Etf (IWN) 3.0 $4.5M 43k 103.27
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $4.0M 34k 118.67
Integrys Energy 2.5 $3.7M 52k 71.14
Ishares S&p Mc 400vl Etf (IJJ) 2.5 $3.7M 29k 126.92
Vanguard Bd Index Short Trm Bond (BSV) 2.2 $3.3M 41k 80.34
Powershares Qqq Trust Unit Ser 1 1.9 $2.8M 30k 93.92
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.7M 15k 117.11
JPMorgan Chase & Co. (JPM) 0.6 $937k 16k 57.63
Procter & Gamble Company (PG) 0.6 $932k 12k 78.56
Ishares Tips Bd Etf (TIP) 0.3 $470k 4.1k 115.31
Fidelity National Information Services (FIS) 0.3 $452k 8.3k 54.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $447k 2.3k 195.97
Alliant Energy Corporation (LNT) 0.2 $351k 5.8k 60.83
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $267k 3.1k 86.89
Ishares S&p 500 Grwt Etf (IVW) 0.2 $245k 2.3k 105.15
Wisdomtree Tr Emerg Mkts Etf (DEM) 0.2 $244k 4.7k 51.89
Kimberly-Clark Corporation (KMB) 0.2 $235k 2.1k 111.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $225k 4.3k 52.30
Exxon Mobil Corporation (XOM) 0.2 $223k 2.2k 100.59
McDonald's Corporation (MCD) 0.1 $205k 2.0k 100.99
Bank Mutual Corporation 0.1 $118k 20k 5.81