Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2013

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 32 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 12.6 $18M 192k 93.05
Ishares Rus Mdcp Val Etf (IWS) 10.7 $15M 230k 65.71
Vanguard Index Fds Value Etf (VTV) 8.8 $13M 163k 76.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.4 $10M 253k 41.14
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.3 $10M 106k 97.37
Ishares Msci Emg Mkt Etf (EEM) 6.3 $8.9M 212k 41.79
Vanguard World Fds Materials Etf (VAW) 5.6 $7.9M 77k 103.25
Ishares Msci Eafe Etf (EFA) 5.0 $7.0M 104k 67.09
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $6.6M 106k 62.32
Ishares Rus 3000 Val Etf (IUSV) 4.1 $5.8M 47k 123.40
Ishares Sp Smcp600vl Etf (IJS) 4.0 $5.7M 51k 111.27
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.2 $4.6M 109k 41.68
Ishares Rus 2000 Val Etf (IWN) 3.1 $4.4M 44k 99.50
Vanguard Bd Index Short Trm Bond (BSV) 2.8 $4.0M 50k 79.94
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $3.7M 33k 110.03
Ishares S&p Mc 400vl Etf (IJJ) 2.4 $3.4M 29k 116.23
Powershares Qqq Trust Unit Ser 1 2.0 $2.8M 31k 87.97
Integrys Energy 1.9 $2.7M 50k 54.40
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.6M 15k 109.95
Ishares Tips Bd Etf (TIP) 0.9 $1.3M 12k 109.88
Procter & Gamble Company (PG) 0.7 $965k 12k 81.37
JPMorgan Chase & Co. (JPM) 0.7 $955k 16k 58.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $430k 2.3k 184.63
Fidelity National Information Services (FIS) 0.3 $418k 7.8k 53.74
Alliant Energy Corporation (LNT) 0.2 $296k 5.7k 51.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $269k 5.3k 50.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $232k 2.9k 79.89
Ishares S&p 500 Grwt Etf (IVW) 0.2 $231k 2.3k 98.72
Exxon Mobil Corporation (XOM) 0.2 $224k 2.2k 101.04
Kimberly-Clark Corporation (KMB) 0.2 $221k 2.1k 104.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $210k 1.8k 118.31
Bank Mutual Corporation 0.1 $142k 20k 6.99