Financial Planning & Information Services

Financial Planning & Information Services as of June 30, 2017

Portfolio Holdings for Financial Planning & Information Services

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 13.7 $38M 467k 81.83
Vanguard Index Fds Growth Etf (VUG) 10.4 $29M 228k 127.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.1 $28M 351k 80.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.3 $23M 189k 122.91
Vanguard Bd Index Short Trm Bond (BSV) 7.9 $22M 274k 79.85
Vanguard Index Fds Value Etf (VTV) 7.1 $20M 205k 96.56
Ishares Tr Rus Mdcp Val Etf (IWS) 5.9 $16M 195k 84.09
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $12M 305k 40.83
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.3 $12M 288k 41.32
Vanguard Whitehall Fds High Div Yld (VYM) 4.0 $11M 143k 78.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.6 $10M 98k 102.87
Vanguard World Fds Materials Etf (VAW) 3.3 $9.2M 76k 121.60
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $6.0M 42k 142.53
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $5.4M 131k 41.39
Ishares Tr Msci Eafe Etf (EFA) 1.8 $5.1M 78k 65.19
Ishares Tr Core S&p Vlu Etf (IUSV) 1.6 $4.6M 89k 50.94
Ishares Tr Sp Smcp600vl Etf (IJS) 1.4 $4.0M 29k 139.83
Wec Energy Group (WEC) 1.3 $3.7M 60k 61.39
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $3.0M 25k 118.86
Powershares Qqq Trust Unit Ser 1 1.1 $3.0M 22k 137.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $2.5M 17k 148.57
Procter & Gamble Company (PG) 0.7 $1.9M 21k 87.14
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.5M 11k 135.57
JPMorgan Chase & Co. (JPM) 0.5 $1.5M 16k 91.43
Bank Mutual Corporation 0.4 $1.2M 130k 9.15
Alliant Energy Corporation (LNT) 0.2 $484k 12k 40.20
Fidelity National Information Services (FIS) 0.2 $469k 5.5k 85.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $421k 1.7k 241.95
Lockheed Martin Corporation (LMT) 0.2 $418k 1.5k 277.56
Kimberly-Clark Corporation (KMB) 0.1 $331k 2.6k 129.04
McDonald's Corporation (MCD) 0.1 $283k 1.9k 152.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $279k 2.0k 136.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $231k 4.6k 49.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $224k 1.3k 169.18
Ishares Tr Tips Bd Etf (TIP) 0.1 $211k 1.9k 113.50
Disney Walt Com Disney (DIS) 0.1 $209k 2.0k 106.20