Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2015

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 32 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.8 $20M 190k 104.61
Ishares Tr Rus Mdcp Val Etf (IWS) 10.7 $17M 219k 75.26
Vanguard Index Fds Value Etf (VTV) 9.0 $14M 166k 83.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.3 $13M 118k 109.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.1 $13M 307k 40.87
Ishares Tr Msci Emg Mkt Etf (EEM) 5.1 $7.9M 197k 40.13
Vanguard World Fds Materials Etf (VAW) 5.0 $7.8M 72k 108.55
Vanguard Whitehall Fds High Div Yld (VYM) 5.0 $7.8M 114k 68.30
Ishares Tr Msci Eafe Etf (EFA) 4.2 $6.6M 103k 64.17
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.1 $6.4M 162k 39.83
Ishares Tr Core Us Val Etf (IUSV) 3.8 $5.9M 43k 134.94
Ishares Tr Sp Smcp600vl Etf (IJS) 3.7 $5.8M 48k 118.90
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $5.2M 39k 132.69
Ishares Tr Rus 2000 Val Etf (IWN) 2.9 $4.5M 44k 103.21
Integrys Energy 2.7 $4.1M 57k 72.01
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.3 $3.6M 28k 130.97
Vanguard Bd Index Short Trm Bond (BSV) 2.1 $3.2M 40k 80.53
Powershares Qqq Trust Unit Ser 1 1.9 $2.9M 28k 105.61
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.7M 14k 122.54
Procter & Gamble Company (PG) 1.1 $1.6M 20k 81.93
JPMorgan Chase & Co. (JPM) 0.6 $985k 16k 60.58
Fidelity National Information Services (FIS) 0.3 $529k 7.8k 68.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $436k 2.1k 206.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $431k 4.7k 91.94
Alliant Energy Corporation (LNT) 0.2 $364k 5.8k 63.08
Ishares Tr Tips Bd Etf (TIP) 0.2 $309k 2.7k 113.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $255k 2.2k 114.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $231k 1.6k 144.10
Kimberly-Clark Corporation (KMB) 0.1 $226k 2.1k 107.06
Wisdomtree Tr Emerg Mkts Etf (DEM) 0.1 $218k 5.1k 42.44
Disney Walt Com Disney (DIS) 0.1 $210k 2.0k 104.95
Bank Mutual Corporation 0.1 $149k 20k 7.33