Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2014

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 32 positions in its portfolio as reported in the December 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 187k 102.66
Ishares Tr Rus Mdcp Val Etf (IWS) 10.7 $15M 218k 70.98
Vanguard Index Fds Value Etf (VTV) 9.2 $13M 162k 81.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.9 $11M 287k 39.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.5 $11M 113k 96.10
Ishares Tr Msci Emg Mkt Etf (EEM) 5.7 $8.2M 200k 41.17
Vanguard World Fds Materials Etf (VAW) 5.5 $7.9M 72k 109.26
Vanguard Whitehall Fds High Div Yld (VYM) 5.1 $7.3M 110k 66.84
Ishares Tr Msci Eafe Etf (EFA) 4.5 $6.5M 103k 62.86
Ishares Tr Core Us Val Etf (IUSV) 4.0 $5.8M 44k 132.00
Ishares Tr Sp Smcp600vl Etf (IJS) 3.7 $5.3M 49k 109.15
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.6 $5.2M 147k 35.52
Ishares Tr Rus 2000 Val Etf (IWN) 2.8 $4.1M 43k 94.09
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $4.1M 36k 112.26
Integrys Energy 2.4 $3.4M 49k 69.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.3 $3.4M 28k 121.42
Vanguard Bd Index Short Trm Bond (BSV) 2.2 $3.2M 39k 80.47
Powershares Qqq Trust Unit Ser 1 2.0 $2.9M 28k 103.01
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.6M 14k 112.17
Procter & Gamble Company (PG) 0.7 $1.0M 14k 75.50
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 3.4k 120.09
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
Exxon Mobil Corporation (XOM) 0.1 $209k 2.2k 96.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $209k 4.3k 48.15
Bank Mutual Corporation 0.1 $130k 20k 6.40