Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2016

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 34 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 11.6 $23M 213k 106.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $20M 254k 80.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.7 $17M 166k 101.88
Vanguard Bd Index Short Trm Bond (BSV) 8.3 $16M 200k 80.63
Vanguard Index Fds Value Etf (VTV) 8.1 $16M 191k 82.39
Ishares Tr Rus Mdcp Val Etf (IWS) 8.0 $16M 220k 70.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.0 $9.8M 282k 34.58
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.7 $9.2M 257k 35.88
Vanguard Whitehall Fds High Div Yld (VYM) 4.5 $8.7M 126k 69.04
Vanguard World Fds Materials Etf (VAW) 3.8 $7.4M 75k 98.18
Ishares Tr Msci Emg Mkt Etf (EEM) 3.0 $5.8M 168k 34.25
Ishares Tr Msci Eafe Etf (EFA) 2.9 $5.7M 100k 57.16
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $5.4M 45k 121.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.7 $5.2M 59k 87.12
Ishares Tr Core Us Val Etf (IUSV) 2.6 $5.0M 39k 128.73
Ishares Tr Sp Smcp600vl Etf (IJS) 2.4 $4.7M 42k 113.31
Ishares Tr Rus 2000 Val Etf (IWN) 1.8 $3.5M 37k 93.19
Wec Energy Group (WEC) 1.7 $3.3M 55k 60.08
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.4 $2.8M 23k 124.05
Powershares Qqq Trust Unit Ser 1 1.4 $2.8M 25k 109.21
Procter & Gamble Company (PG) 0.9 $1.8M 22k 82.32
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.5M 13k 111.46
Bank Mutual Corporation 0.5 $1.1M 141k 7.57
JPMorgan Chase & Co. (JPM) 0.5 $951k 16k 59.23
Alliant Energy Corporation (LNT) 0.2 $447k 6.0k 74.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $385k 1.9k 205.33
Fidelity National Information Services (FIS) 0.2 $347k 5.5k 63.24
Lockheed Martin Corporation (LMT) 0.2 $334k 1.5k 221.78
Ishares Tr Tips Bd Etf (TIP) 0.1 $278k 2.4k 114.59
Kimberly-Clark Corporation (KMB) 0.1 $264k 2.0k 134.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $246k 2.1k 116.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $213k 4.9k 43.23
McDonald's Corporation (MCD) 0.1 $206k 1.6k 125.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $205k 1.4k 141.57