Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2021

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 78 positions in its portfolio as reported in the December 2021 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) 10.6 $43M 507k 84.72
Wisdomtree Tr Us Midcap Divid (DON) 10.6 $43M 968k 44.36
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 8.7 $36M 490k 72.47
Vanguard Index Fds Growth Etf (VUG) 6.8 $28M 87k 320.90
Vanguard Index Fds Value Etf (VTV) 6.7 $27M 184k 147.11
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 6.3 $26M 646k 39.73
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $22M 197k 112.11
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.3 $18M 333k 52.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.1 $13M 71k 178.85
Ishares Tr Rus Mdcp Val Etf (IWS) 2.6 $11M 88k 122.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $11M 131k 81.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.2 $8.9M 110k 80.83
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.8 $7.3M 174k 42.00
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 1.6 $6.7M 165k 40.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.6 $6.5M 43k 150.34
Wec Energy Group (WEC) 1.5 $6.2M 64k 97.07
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $5.9M 23k 254.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.4 $5.8M 21k 281.80
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.3 $5.1M 99k 51.68
Procter & Gamble Company (PG) 1.2 $4.9M 30k 163.58
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $4.8M 63k 76.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $4.4M 121k 36.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $4.1M 10k 397.88
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $3.8M 128k 29.57
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $3.6M 71k 51.06
Vanguard World Fds Materials Etf (VAW) 0.8 $3.4M 17k 196.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $3.3M 66k 49.45
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $3.0M 29k 104.48
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.7 $2.9M 32k 92.83
Wisdomtree Tr Us Smallcap Divd (DES) 0.7 $2.8M 86k 32.86
JPMorgan Chase & Co. (JPM) 0.7 $2.8M 18k 158.35
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.6 $2.6M 62k 41.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $2.4M 88k 27.37
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $2.1M 13k 166.04
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $1.8M 17k 110.69
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.7M 7.5k 226.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.6M 39k 41.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.5M 18k 84.75
Associated Banc- (ASB) 0.3 $1.3M 59k 22.58
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.3M 17k 78.68
Apple (AAPL) 0.3 $1.2M 6.8k 177.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $1.2M 25k 48.86
Wisdomtree Tr Europe Smcp Dv (DFE) 0.3 $1.1M 14k 74.48
Alliant Energy Corporation (LNT) 0.3 $1.0M 17k 61.48
Microsoft Corporation (MSFT) 0.2 $897k 2.7k 336.33
Nextera Energy (NEE) 0.2 $878k 9.4k 93.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $704k 1.5k 475.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $677k 12k 54.93
Tesla Motors (TSLA) 0.2 $652k 617.00 1056.73
Lockheed Martin Corporation (LMT) 0.1 $535k 1.5k 355.25
McDonald's Corporation (MCD) 0.1 $534k 2.0k 267.94
Dominion Resources (D) 0.1 $512k 6.5k 78.64
Kimberly-Clark Corporation (KMB) 0.1 $495k 3.5k 143.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $465k 5.6k 83.63
Fidelity National Information Services (FIS) 0.1 $446k 4.1k 109.18
Intel Corporation (INTC) 0.1 $425k 8.2k 51.55
Abbvie (ABBV) 0.1 $371k 2.7k 135.25
Johnson & Johnson (JNJ) 0.1 $367k 2.1k 171.10
UnitedHealth (UNH) 0.1 $353k 703.00 502.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $342k 1.1k 298.95
Pepsi (PEP) 0.1 $339k 1.9k 173.94
Bank First National Corporation (BFC) 0.1 $333k 4.6k 72.33
Walt Disney Company (DIS) 0.1 $307k 2.0k 154.97
Cigna Corp (CI) 0.1 $300k 1.3k 229.89
Abbott Laboratories (ABT) 0.1 $282k 2.0k 140.72
Nicolet Bankshares (NIC) 0.1 $275k 3.2k 85.80
Pfizer (PFE) 0.1 $257k 4.4k 59.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $255k 535.00 476.64
Philip Morris International (PM) 0.1 $253k 2.7k 94.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $247k 1.0k 241.92
Vanguard Index Fds Large Cap Etf (VV) 0.1 $243k 1.1k 220.91
Amgen (AMGN) 0.1 $240k 1.1k 225.35
Ishares Tr Tips Bd Etf (TIP) 0.1 $223k 1.7k 128.98
Wells Fargo & Company (WFC) 0.1 $222k 4.6k 47.93
Home Depot (HD) 0.1 $222k 536.00 414.18
Alphabet Cap Stk Cl A (GOOGL) 0.1 $218k 75.00 2906.67
United Parcel Service CL B (UPS) 0.1 $213k 996.00 213.86
International Business Machines (IBM) 0.1 $204k 1.5k 133.33