Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2020

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 49 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 12.0 $23M 566k 40.86
Wisdomtree Tr Us Midcap Divid (DON) 10.0 $19M 793k 24.16
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.6 $19M 519k 35.74
Vanguard Index Fds Growth Etf (VUG) 7.8 $15M 95k 156.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.5 $14M 182k 79.10
Vanguard Index Fds Value Etf (VTV) 6.9 $13M 149k 89.06
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.5 $8.7M 264k 33.03
Vanguard Whitehall Fds High Div Yld (VYM) 3.7 $7.1M 100k 70.75
Ishares Tr Rus Mdcp Val Etf (IWS) 3.3 $6.4M 101k 64.09
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.2 $6.2M 253k 24.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.2 $6.1M 69k 88.80
Wec Energy Group (WEC) 2.7 $5.3M 60k 88.13
Vanguard World Fds Materials Etf (VAW) 2.7 $5.2M 55k 96.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.7 $3.2M 39k 81.28
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $3.2M 68k 46.19
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $3.1M 24k 131.64
Procter & Gamble Company (PG) 1.6 $3.0M 27k 110.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.7M 14k 190.37
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $2.3M 90k 25.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $2.2M 27k 82.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $2.1M 64k 33.35
Wisdomtree Tr Us Smallcap Divd (DES) 1.0 $2.0M 112k 18.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $1.7M 51k 33.55
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $1.6M 17k 99.92
JPMorgan Chase & Co. (JPM) 0.8 $1.6M 17k 90.04
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.3M 37k 34.13
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.2M 15k 82.03
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.2M 51k 23.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.2M 14k 85.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $1.2M 11k 109.77
Wisdomtree Tr Europe Smcp Dv (DFE) 0.5 $1.0M 25k 40.68
Ishares Tr Msci Eafe Etf (EFA) 0.5 $914k 17k 53.44
Vanguard Index Fds Small Cp Etf (VB) 0.4 $850k 7.4k 115.44
Associated Banc- (ASB) 0.4 $765k 60k 12.79
Nextera Energy (NEE) 0.4 $674k 2.8k 240.54
Alliant Energy Corporation (LNT) 0.3 $619k 13k 48.31
Lockheed Martin Corporation (LMT) 0.3 $510k 1.5k 338.65
Fidelity National Information Services (FIS) 0.3 $497k 4.1k 121.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $439k 1.7k 257.63
Microsoft Corporation (MSFT) 0.2 $370k 2.3k 157.72
Apple (AAPL) 0.2 $346k 1.4k 254.22
Kimberly-Clark Corporation (KMB) 0.2 $323k 2.5k 128.02
Intel Corporation (INTC) 0.1 $282k 5.2k 54.20
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $266k 9.3k 28.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $262k 1.6k 164.78
Bank First National Corporation (BFC) 0.1 $258k 4.6k 56.04
Nicolet Bankshares (NIC) 0.1 $257k 4.7k 54.60
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.1 $249k 4.7k 52.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $209k 1.1k 182.69