Financial Planning & Information Services

Financial Planning & Information Services as of June 30, 2020

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 51 positions in its portfolio as reported in the June 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) 13.4 $32M 650k 49.12
Wisdomtree Tr Us Midcap Divid (DON) 10.8 $26M 909k 28.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.4 $22M 496k 44.92
Vanguard Index Fds Growth Etf (VUG) 7.9 $19M 93k 202.09
Vanguard Index Fds Value Etf (VTV) 6.4 $15M 154k 99.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.6 $13M 161k 82.66
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.7 $11M 288k 39.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $8.4M 79k 106.92
Vanguard Whitehall Fds High Div Yld (VYM) 3.5 $8.3M 106k 78.78
Ishares Tr Rus Mdcp Val Etf (IWS) 3.4 $8.1M 106k 76.53
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.2 $7.6M 273k 27.85
Vanguard World Fds Materials Etf (VAW) 2.8 $6.6M 54k 120.63
Wec Energy Group (WEC) 2.1 $5.0M 58k 87.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.8 $4.3M 45k 95.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $4.2M 50k 83.13
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $3.9M 24k 163.92
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $3.6M 69k 52.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $3.3M 13k 247.62
Procter & Gamble Company (PG) 1.4 $3.2M 27k 119.56
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $3.1M 106k 28.98
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 1.2 $2.9M 74k 38.78
Wisdomtree Tr Us Smallcap Divd (DES) 1.1 $2.6M 123k 21.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $2.5M 63k 39.61
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $2.2M 81k 27.62
Ishares Tr Sp Smcp600vl Etf (IJS) 0.9 $2.2M 18k 120.37
JPMorgan Chase & Co. (JPM) 0.7 $1.6M 17k 94.03
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.5M 16k 97.46
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $1.5M 11k 132.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.3M 15k 88.33
Wisdomtree Tr Europe Smcp Dv (DFE) 0.5 $1.2M 23k 49.52
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.1M 7.9k 145.75
Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.0M 17k 60.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.0M 25k 40.00
Associated Banc- (ASB) 0.3 $818k 60k 13.68
Nextera Energy (NEE) 0.3 $673k 2.8k 240.19
Alliant Energy Corporation (LNT) 0.3 $613k 13k 47.85
Lockheed Martin Corporation (LMT) 0.2 $550k 1.5k 365.21
Fidelity National Information Services (FIS) 0.2 $548k 4.1k 134.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $515k 1.7k 308.57
Apple (AAPL) 0.2 $497k 1.4k 365.17
Microsoft Corporation (MSFT) 0.2 $478k 2.4k 203.32
Kimberly-Clark Corporation (KMB) 0.1 $357k 2.5k 141.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $322k 9.6k 33.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $313k 1.5k 207.56
Intel Corporation (INTC) 0.1 $312k 5.2k 59.93
Bank First National Corporation (BFC) 0.1 $295k 4.6k 64.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $293k 5.4k 54.13
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $273k 5.1k 53.85
Nicolet Bankshares (NIC) 0.1 $258k 4.7k 54.81
At&t (T) 0.1 $246k 8.1k 30.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $204k 1.1k 178.32