Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2018

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 44 positions in its portfolio as reported in the December 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) 10.0 $20M 260k 77.94
Vanguard Index Fds Growth Etf (VUG) 9.8 $20M 148k 134.33
Vanguard Index Fds Value Etf (VTV) 8.2 $17M 168k 97.95
Spdr Series Trust S&p 600 Smcp Val (SLYV) 7.1 $14M 266k 53.82
Wisdomtree Tr Us Midcap Divid (DON) 6.5 $13M 418k 31.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.9 $12M 105k 114.06
Ishares Tr Rus Mdcp Val Etf (IWS) 4.9 $9.9M 130k 76.35
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.9 $9.9M 304k 32.50
Vanguard Whitehall Fds High Div Yld (VYM) 4.8 $9.8M 125k 77.99
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.8 $7.7M 183k 41.89
Vanguard Bd Index Short Trm Bond (BSV) 3.8 $7.6M 97k 78.56
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.2 $6.4M 67k 95.25
Vanguard World Fds Materials Etf (VAW) 3.1 $6.4M 57k 110.83
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.0M 29k 138.18
Wec Energy Group (WEC) 2.0 $4.0M 57k 69.25
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $3.8M 77k 49.09
Procter & Gamble Company (PG) 1.5 $3.1M 34k 91.93
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.4 $2.9M 84k 34.07
Vanguard Bd Index Total Bnd Mrkt (BND) 1.4 $2.8M 35k 79.21
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.4 $2.8M 75k 37.09
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $2.4M 18k 131.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.3M 60k 38.10
Wisdomtree Tr Us Smallcap Divd (DES) 1.1 $2.2M 91k 24.53
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $2.1M 19k 107.56
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.0 $2.0M 72k 27.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.8M 47k 39.06
JPMorgan Chase & Co. (JPM) 0.8 $1.7M 18k 97.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $1.6M 12k 138.31
Associated Banc- (ASB) 0.7 $1.3M 67k 19.79
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.3M 22k 58.79
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.1M 8.2k 131.97
Wisdomtree Tr Europe Smcp Dv (DFE) 0.5 $995k 19k 53.36
Fidelity National Information Services (FIS) 0.5 $912k 8.9k 102.53
Alliant Energy Corporation (LNT) 0.2 $496k 12k 42.25
Lockheed Martin Corporation (LMT) 0.2 $394k 1.5k 261.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $393k 15k 26.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $373k 1.5k 250.17
Nextera Energy (NEE) 0.1 $302k 1.7k 174.06
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $300k 2.0k 150.91
Kimberly-Clark Corporation (KMB) 0.1 $296k 2.6k 113.98
Microsoft Corporation (MSFT) 0.1 $272k 2.7k 101.45
Bank First National Corporation (BFC) 0.1 $263k 5.6k 46.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $234k 1.1k 204.55
Disney Walt Com Disney (DIS) 0.1 $204k 1.9k 109.50