Financial Planning & Information Services

Financial Planning & Information Services as of June 30, 2016

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 35 positions in its portfolio as reported in the June 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 10.8 $24M 220k 107.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $23M 281k 80.84
Vanguard Bd Index Short Trm Bond (BSV) 8.7 $19M 234k 81.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.4 $18M 175k 105.31
Vanguard Index Fds Value Etf (VTV) 7.5 $16M 194k 84.99
Ishares Tr Rus Mdcp Val Etf (IWS) 7.2 $16M 210k 74.29
Vanguard Bd Index Total Bnd Mrkt (BND) 6.3 $14M 164k 84.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $10M 283k 35.23
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $9.5M 134k 71.46
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.2 $9.3M 262k 35.36
Vanguard World Fds Materials Etf (VAW) 3.5 $7.6M 74k 102.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.9 $6.4M 72k 89.08
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $5.4M 159k 34.36
Ishares Tr Msci Eafe Etf (EFA) 2.5 $5.4M 98k 55.82
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $5.4M 44k 123.64
Ishares Tr Core Us Val Etf (IUSV) 2.2 $4.9M 36k 134.27
Ishares Tr Sp Smcp600vl Etf (IJS) 1.9 $4.2M 36k 116.82
Wec Energy Group (WEC) 1.6 $3.5M 54k 65.29
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $3.3M 34k 97.30
Powershares Qqq Trust Unit Ser 1 1.2 $2.7M 25k 107.55
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.2 $2.6M 20k 128.07
Procter & Gamble Company (PG) 0.8 $1.7M 20k 84.68
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.4M 13k 115.70
Bank Mutual Corporation 0.5 $1.1M 141k 7.68
JPMorgan Chase & Co. (JPM) 0.5 $998k 16k 62.16
Alliant Energy Corporation (LNT) 0.2 $478k 12k 39.70
Fidelity National Information Services (FIS) 0.2 $404k 5.5k 73.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $393k 1.9k 209.60
Lockheed Martin Corporation (LMT) 0.2 $374k 1.5k 248.34
Kimberly-Clark Corporation (KMB) 0.1 $270k 2.0k 137.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $247k 2.1k 116.56
Ishares Tr Tips Bd Etf (TIP) 0.1 $245k 2.1k 116.89
McDonald's Corporation (MCD) 0.1 $228k 1.9k 120.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $211k 4.9k 42.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $210k 1.4k 145.03