Financial Planning & Information Services

Financial Planning & Information Services as of Sept. 30, 2017

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 36 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Total Bnd Mrkt (BND) 13.8 $39M 479k 81.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.4 $30M 369k 80.13
Vanguard Index Fds Growth Etf (VUG) 10.4 $29M 222k 132.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.7 $25M 193k 127.79
Vanguard Index Fds Value Etf (VTV) 7.2 $21M 206k 99.82
Vanguard Bd Index Short Trm Bond (BSV) 6.3 $18M 222k 79.82
Ishares Tr Rus Mdcp Val Etf (IWS) 5.8 $16M 193k 84.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $13M 303k 43.57
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 4.4 $13M 289k 43.41
Vanguard Whitehall Fds High Div Yld (VYM) 4.1 $12M 145k 81.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.8 $11M 102k 105.64
Vanguard World Fds Materials Etf (VAW) 3.4 $9.7M 75k 128.52
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $6.1M 41k 147.00
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $5.6M 125k 44.81
Ishares Tr Msci Eafe Etf (EFA) 1.8 $5.1M 74k 68.48
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $4.5M 87k 52.35
Ishares Tr Sp Smcp600vl Etf (IJS) 1.5 $4.2M 28k 148.31
Wec Energy Group (WEC) 1.3 $3.7M 59k 62.79
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $3.1M 25k 124.12
Powershares Qqq Trust Unit Ser 1 1.1 $3.1M 21k 145.43
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $2.6M 17k 152.72
Procter & Gamble Company (PG) 0.7 $1.9M 21k 90.97
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.6M 11k 141.29
JPMorgan Chase & Co. (JPM) 0.5 $1.5M 16k 95.49
Bank Mutual Corporation 0.5 $1.3M 130k 10.15
Fidelity National Information Services (FIS) 0.2 $512k 5.5k 93.31
Alliant Energy Corporation (LNT) 0.2 $501k 12k 41.61
Lockheed Martin Corporation (LMT) 0.2 $467k 1.5k 310.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $424k 1.7k 251.18
Kimberly-Clark Corporation (KMB) 0.1 $302k 2.6k 117.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $291k 2.0k 143.28
McDonald's Corporation (MCD) 0.1 $290k 1.9k 156.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $243k 1.3k 183.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $228k 4.3k 52.69
Ishares Tr Tips Bd Etf (TIP) 0.1 $211k 1.9k 113.50
Microsoft Corporation (MSFT) 0.1 $205k 2.7k 74.57