Financial Planning & Information Services

Financial Planning & Information Services as of June 30, 2018

Portfolio Holdings for Financial Planning & Information Services

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 11.5 $31M 396k 78.10
Vanguard Index Fds Growth Etf (VUG) 10.8 $29M 192k 149.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.1 $24M 179k 135.79
Vanguard Index Fds Value Etf (VTV) 7.4 $20M 191k 103.83
Ishares Tr Rus Mdcp Val Etf (IWS) 5.9 $16M 178k 88.49
Vanguard Bd Index Short Trm Bond (BSV) 5.6 $15M 191k 78.21
Vanguard Bd Index Total Bnd Mrkt (BND) 5.4 $15M 184k 79.19
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $12M 142k 83.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $12M 276k 42.20
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.3 $12M 268k 42.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.0 $11M 96k 110.46
Vanguard World Fds Materials Etf (VAW) 3.7 $10M 76k 131.56
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $6.2M 39k 157.63
Ishares Tr Msci Emg Mkt Etf (EEM) 1.8 $4.8M 111k 43.33
Ishares Tr Core S&p Us Vlu (IUSV) 1.7 $4.5M 84k 53.68
Ishares Tr Msci Eafe Etf (EFA) 1.6 $4.3M 65k 66.97
Ishares Tr Sp Smcp600vl Etf (IJS) 1.5 $4.1M 25k 163.26
Wec Energy Group (WEC) 1.4 $3.7M 58k 64.64
Wisdomtree Tr Us Midcap Divid (DON) 1.3 $3.5M 99k 35.80
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.3 $3.5M 98k 35.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.3M 19k 171.64
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $3.1M 24k 131.93
Procter & Gamble Company (PG) 1.0 $2.8M 36k 78.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.6M 16k 162.03
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $2.3M 47k 47.68
Wisdomtree Tr Us Smallcap Divd (DES) 0.8 $2.1M 69k 29.64
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.7 $1.9M 65k 29.64
JPMorgan Chase & Co. (JPM) 0.6 $1.7M 16k 104.19
Associated Banc- (ASB) 0.6 $1.6M 59k 27.29
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M 9.8k 155.68
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.4 $1.2M 18k 66.79
Fidelity National Information Services (FIS) 0.2 $514k 4.9k 105.96
Alliant Energy Corporation (LNT) 0.2 $497k 12k 42.33
Lockheed Martin Corporation (LMT) 0.2 $445k 1.5k 295.48
Wisdomtree Tr Europe Smcp Dv (DFE) 0.2 $432k 6.6k 65.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $417k 1.5k 271.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $324k 2.0k 162.49
Nextera Energy (NEE) 0.1 $290k 1.7k 167.15
McDonald's Corporation (MCD) 0.1 $283k 1.8k 156.96
Kimberly-Clark Corporation (KMB) 0.1 $278k 2.6k 105.46
Microsoft Corporation (MSFT) 0.1 $271k 2.7k 98.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $247k 1.3k 186.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $213k 4.1k 51.72
Apple (AAPL) 0.1 $205k 1.1k 185.52