Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2017

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 39 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 13.3 $39M 481k 81.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.8 $32M 402k 79.30
Vanguard Index Fds Growth Etf (VUG) 10.4 $31M 217k 140.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.6 $25M 191k 132.78
Vanguard Index Fds Value Etf (VTV) 7.3 $21M 202k 106.32
Ishares Tr Rus Mdcp Val Etf (IWS) 5.8 $17M 192k 89.15
Vanguard Bd Index Short Trm Bond (BSV) 5.8 $17M 216k 79.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $14M 303k 45.91
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.4 $13M 292k 44.86
Vanguard Whitehall Fds High Div Yld (VYM) 4.2 $12M 145k 85.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.0 $12M 105k 111.57
Vanguard World Fds Materials Etf (VAW) 3.5 $10M 75k 136.70
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $6.3M 41k 154.78
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $5.8M 122k 47.12
Ishares Tr Msci Eafe Etf (EFA) 1.7 $5.1M 73k 70.31
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $4.7M 86k 55.41
Ishares Tr Sp Smcp600vl Etf (IJS) 1.4 $4.2M 27k 153.59
Wec Energy Group (WEC) 1.4 $4.0M 60k 66.43
Powershares Qqq Trust Unit Ser 1 1.1 $3.2M 21k 155.76
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $3.1M 25k 125.76
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $2.7M 17k 160.14
Procter & Gamble Company (PG) 0.7 $2.2M 24k 91.90
JPMorgan Chase & Co. (JPM) 0.6 $1.7M 16k 106.95
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.6M 11k 147.77
Bank Mutual Corporation 0.5 $1.4M 130k 10.65
Alliant Energy Corporation (LNT) 0.2 $500k 12k 42.59
Lockheed Martin Corporation (LMT) 0.2 $484k 1.5k 321.38
Fidelity National Information Services (FIS) 0.2 $456k 4.9k 94.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $453k 1.7k 266.63
McDonald's Corporation (MCD) 0.1 $315k 1.8k 172.13
Kimberly-Clark Corporation (KMB) 0.1 $311k 2.6k 120.78
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $290k 1.9k 152.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $262k 1.3k 197.89
Microsoft Corporation (MSFT) 0.1 $235k 2.7k 85.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $225k 4.1k 54.64
Disney Walt Com Disney (DIS) 0.1 $215k 2.0k 107.34
Apple (AAPL) 0.1 $214k 1.3k 169.17
Ishares Tr Tips Bd Etf (TIP) 0.1 $212k 1.9k 114.04
Nextera Energy (NEE) 0.1 $211k 1.3k 156.53