Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2018

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 44 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 11.4 $32M 405k 79.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.3 $32M 410k 78.43
Vanguard Index Fds Growth Etf (VUG) 9.9 $28M 200k 141.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.4 $24M 185k 129.42
Vanguard Index Fds Value Etf (VTV) 7.0 $20M 193k 103.18
Ishares Tr Rus Mdcp Val Etf (IWS) 5.6 $16M 186k 86.43
Vanguard Bd Index Short Trm Bond (BSV) 5.6 $16M 202k 78.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $14M 290k 46.98
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.3 $12M 279k 44.25
Vanguard Whitehall Fds High Div Yld (VYM) 4.1 $12M 142k 82.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.8 $11M 100k 109.39
Vanguard World Fds Materials Etf (VAW) 3.4 $9.7M 75k 128.90
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $6.1M 40k 154.22
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $5.6M 117k 48.28
Ishares Tr Msci Eafe Etf (EFA) 1.7 $4.7M 68k 69.68
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $4.5M 85k 53.12
Ishares Tr Sp Smcp600vl Etf (IJS) 1.4 $4.0M 27k 150.85
Wec Energy Group (WEC) 1.3 $3.6M 58k 62.70
Powershares Qqq Trust Unit Ser 1 1.1 $3.2M 20k 160.13
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $3.0M 24k 121.88
Procter & Gamble Company (PG) 1.0 $2.9M 36k 79.29
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $2.6M 17k 154.49
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.8 $2.4M 71k 33.52
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $1.8M 54k 34.12
JPMorgan Chase & Co. (JPM) 0.6 $1.8M 16k 109.95
Wisdomtree Tr Us Smallcap Divd (DES) 0.6 $1.6M 59k 27.39
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.6 $1.6M 54k 29.40
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.6M 11k 146.91
Associated Banc- (ASB) 0.5 $1.5M 59k 24.85
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $1.0M 19k 54.04
Lockheed Martin Corporation (LMT) 0.2 $509k 1.5k 337.98
Alliant Energy Corporation (LNT) 0.2 $480k 12k 40.89
Fidelity National Information Services (FIS) 0.2 $467k 4.9k 96.27
Wisdomtree Tr Europe Smcp Dv (DFE) 0.1 $418k 6.0k 69.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $405k 1.5k 263.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $303k 2.0k 155.31
Kimberly-Clark Corporation (KMB) 0.1 $284k 2.6k 110.08
Nextera Energy (NEE) 0.1 $283k 1.7k 163.11
McDonald's Corporation (MCD) 0.1 $282k 1.8k 156.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $264k 1.3k 199.40
Microsoft Corporation (MSFT) 0.1 $251k 2.7k 91.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $224k 4.1k 54.40
Apple (AAPL) 0.1 $212k 1.3k 167.59
Ishares Tr Tips Bd Etf (TIP) 0.1 $210k 1.9k 112.96