Financial Planning & Information Services

Financial Planning & Information Services as of Sept. 30, 2014

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 32 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 13.3 $19M 193k 99.67
Ishares Tr Rus Mdcp Val Etf (IWS) 10.7 $15M 221k 70.00
Vanguard Index Fds Value Etf (VTV) 9.2 $13M 163k 81.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.9 $11M 271k 41.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.5 $11M 109k 99.74
Ishares Tr Msci Emg Mkt Etf (EEM) 5.7 $8.2M 198k 41.56
Vanguard World Fds Materials Etf (VAW) 5.5 $7.9M 71k 110.18
Vanguard Whitehall Fds High Div Yld (VYM) 5.1 $7.3M 110k 66.41
Ishares Tr Msci Eafe Etf (EFA) 4.5 $6.5M 101k 64.12
Ishares Tr Core Us Val Etf (IUSV) 4.0 $5.8M 45k 130.37
Ishares Tr Sp Smcp600vl Etf (IJS) 3.7 $5.3M 50k 107.29
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.6 $5.2M 132k 39.75
Ishares Tr Rus 2000 Val Etf (IWN) 2.8 $4.1M 44k 93.56
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $4.1M 35k 117.31
Integrys Energy 2.4 $3.4M 53k 64.82
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.3 $3.4M 28k 120.31
Vanguard Bd Index Short Trm Bond (BSV) 2.2 $3.2M 39k 80.07
Powershares Qqq Trust Unit Ser 1 2.0 $2.9M 29k 98.80
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.6M 14k 110.61
Procter & Gamble Company (PG) 0.7 $1.0M 12k 83.72
JPMorgan Chase & Co. (JPM) 0.7 $979k 16k 60.21
Fidelity National Information Services (FIS) 0.3 $438k 7.8k 56.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $416k 2.1k 197.16
Ishares Tr Tips Bd Etf (TIP) 0.3 $407k 3.6k 111.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $370k 4.4k 84.96
Alliant Energy Corporation (LNT) 0.2 $320k 5.8k 55.46
Wisdomtree Tr Emerg Mkts Etf (DEM) 0.2 $254k 5.3k 47.84
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $239k 2.2k 106.98
Kimberly-Clark Corporation (KMB) 0.2 $227k 2.1k 107.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $209k 4.2k 49.32
Exxon Mobil Corporation (XOM) 0.1 $209k 2.2k 94.27
Bank Mutual Corporation 0.1 $130k 20k 6.40