Financial Planning & Information Services

Financial Planning & Information Services as of June 30, 2015

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 33 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.5 $21M 195k 107.05
Ishares Tr Rus Mdcp Val Etf (IWS) 9.7 $16M 221k 73.76
Vanguard Index Fds Value Etf (VTV) 8.7 $15M 174k 83.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.9 $13M 123k 107.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.6 $13M 311k 40.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.4 $9.0M 113k 79.58
Vanguard World Fds Materials Etf (VAW) 4.7 $7.8M 72k 107.65
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $7.8M 116k 67.32
Ishares Tr Msci Emg Mkt Etf (EEM) 4.5 $7.6M 191k 39.62
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.9 $6.6M 166k 39.65
Ishares Tr Msci Eafe Etf (EFA) 3.8 $6.4M 101k 63.49
Ishares Tr Core Us Val Etf (IUSV) 3.5 $5.8M 43k 134.81
Ishares Tr Sp Smcp600vl Etf (IJS) 3.4 $5.6M 48k 117.75
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $5.3M 41k 127.43
Vanguard Bd Index Short Trm Bond (BSV) 2.7 $4.5M 56k 80.20
Ishares Tr Rus 2000 Val Etf (IWN) 2.7 $4.4M 44k 101.95
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.1 $3.6M 28k 128.98
Vanguard Index Fds Small Cp Etf (VB) 2.0 $3.4M 28k 121.49
Wec Energy Group (WEC) 1.8 $3.0M 66k 44.98
Powershares Qqq Trust Unit Ser 1 1.7 $2.9M 27k 107.06
Procter & Gamble Company (PG) 0.9 $1.5M 19k 78.26
JPMorgan Chase & Co. (JPM) 0.7 $1.1M 16k 67.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $575k 6.4k 90.55
Fidelity National Information Services (FIS) 0.3 $471k 7.6k 61.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $407k 2.0k 206.08
Alliant Energy Corporation (LNT) 0.2 $333k 5.8k 57.71
Ishares Tr Tips Bd Etf (TIP) 0.2 $284k 2.5k 111.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $241k 2.1k 113.73
Disney Walt Com Disney (DIS) 0.1 $228k 2.0k 113.94
Kimberly-Clark Corporation (KMB) 0.1 $224k 2.1k 106.11
Wisdomtree Tr Emerg Mkts Etf (DEM) 0.1 $223k 5.1k 43.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $218k 1.6k 136.00
Bank Mutual Corporation 0.1 $149k 20k 7.65