Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2017

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 36 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 13.4 $37M 450k 81.08
Vanguard Index Fds Growth Etf (VUG) 10.5 $28M 234k 121.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.2 $28M 349k 79.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.1 $22M 179k 122.86
Vanguard Bd Index Short Trm Bond (BSV) 7.9 $21M 268k 79.72
Vanguard Index Fds Value Etf (VTV) 7.1 $19M 202k 95.37
Ishares Tr Rus Mdcp Val Etf (IWS) 6.0 $16M 195k 82.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $12M 306k 39.72
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.1 $11M 286k 39.30
Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $11M 140k 77.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.5 $9.4M 92k 101.92
Vanguard World Fds Materials Etf (VAW) 3.3 $9.0M 76k 118.94
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $5.8M 42k 139.25
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $5.4M 137k 39.39
Ishares Tr Msci Eafe Etf (EFA) 1.9 $5.3M 85k 62.29
Ishares Tr Core S&p Vlu Etf (IUSV) 1.7 $4.6M 91k 50.48
Ishares Tr Sp Smcp600vl Etf (IJS) 1.5 $4.1M 30k 138.66
Wec Energy Group (WEC) 1.4 $3.8M 62k 60.64
Powershares Qqq Trust Unit Ser 1 1.1 $3.1M 24k 132.37
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $3.0M 26k 118.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $2.6M 17k 148.43
Procter & Gamble Company (PG) 0.7 $1.9M 21k 89.84
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M 11k 133.32
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 16k 87.86
Bank Mutual Corporation 0.5 $1.3M 140k 9.40
Alliant Energy Corporation (LNT) 0.2 $477k 12k 39.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $442k 1.9k 235.61
Fidelity National Information Services (FIS) 0.2 $437k 5.5k 79.64
Lockheed Martin Corporation (LMT) 0.1 $403k 1.5k 267.60
Kimberly-Clark Corporation (KMB) 0.1 $337k 2.6k 131.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $273k 2.1k 131.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $241k 1.4k 166.44
McDonald's Corporation (MCD) 0.1 $240k 1.9k 129.66
Ishares Tr Tips Bd Etf (TIP) 0.1 $238k 2.1k 114.70
Disney Walt Com Disney (DIS) 0.1 $224k 2.0k 113.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $223k 4.7k 47.93