Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2016

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 36 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 13.4 $34M 426k 80.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.2 $26M 332k 79.37
Vanguard Index Fds Growth Etf (VUG) 10.1 $26M 233k 111.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.5 $22M 181k 121.00
Vanguard Bd Index Short Trm Bond (BSV) 7.6 $20M 246k 79.45
Vanguard Index Fds Value Etf (VTV) 7.2 $19M 201k 93.01
Ishares Tr Rus Mdcp Val Etf (IWS) 6.2 $16M 199k 80.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $11M 298k 35.78
Vanguard Whitehall Fds High Div Yld (VYM) 4.1 $10M 138k 75.77
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 3.9 $10M 278k 36.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.4 $8.7M 90k 97.19
Vanguard World Fds Materials Etf (VAW) 3.3 $8.6M 76k 112.45
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $5.5M 42k 131.64
Ishares Tr Msci Emg Mkt Etf (EEM) 1.9 $5.0M 143k 35.01
Ishares Tr Msci Eafe Etf (EFA) 1.9 $5.0M 86k 57.73
Ishares Tr Core Russell Val (IUSV) 1.8 $4.7M 95k 49.13
Ishares Tr Sp Smcp600vl Etf (IJS) 1.7 $4.5M 32k 139.99
Wec Energy Group (WEC) 1.5 $3.8M 64k 58.65
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $3.3M 28k 118.92
Powershares Qqq Trust Unit Ser 1 1.1 $2.8M 24k 118.50
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.0 $2.5M 18k 145.18
Procter & Gamble Company (PG) 0.7 $1.7M 20k 84.07
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.5M 11k 128.97
JPMorgan Chase & Co. (JPM) 0.5 $1.4M 16k 86.27
Bank Mutual Corporation 0.5 $1.3M 140k 9.45
Alliant Energy Corporation (LNT) 0.2 $456k 12k 37.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $419k 1.9k 223.35
Fidelity National Information Services (FIS) 0.2 $415k 5.5k 75.63
Lockheed Martin Corporation (LMT) 0.1 $376k 1.5k 249.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $253k 2.1k 121.81
Ishares Tr Tips Bd Etf (TIP) 0.1 $246k 2.2k 113.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $236k 1.4k 162.98
McDonald's Corporation (MCD) 0.1 $225k 1.9k 121.56
Kimberly-Clark Corporation (KMB) 0.1 $224k 2.0k 114.23
Disney Walt Com Disney (DIS) 0.1 $206k 2.0k 104.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $206k 4.7k 44.27