Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2019

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 47 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust S&p 600 Smcp Val (SLYV) 10.6 $24M 395k 60.30
Vanguard Index Fds Growth Etf (VUG) 9.6 $22M 137k 156.42
Wisdomtree Tr Us Midcap Divid (DON) 8.6 $19M 538k 35.79
Vanguard Index Fds Value Etf (VTV) 7.8 $18M 163k 107.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.2 $16M 202k 79.76
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 6.4 $14M 388k 37.21
Ishares Tr Rus Mdcp Val Etf (IWS) 4.6 $10M 119k 86.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.5 $10M 78k 128.73
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $10M 116k 85.66
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.2 $9.3M 198k 47.11
Vanguard World Fds Materials Etf (VAW) 3.1 $7.0M 57k 123.09
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.7 $6.0M 56k 107.88
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 2.3 $5.2M 136k 37.84
Wec Energy Group (WEC) 2.1 $4.7M 59k 79.07
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.5M 28k 160.75
Ishares Tr Core S&p Us Vlu (IUSV) 1.9 $4.2M 77k 54.83
Vanguard Bd Index Short Trm Bond (BSV) 1.7 $3.9M 49k 79.58
Procter & Gamble Company (PG) 1.5 $3.3M 32k 104.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.8M 16k 179.63
Wisdomtree Tr Us Smallcap Divd (DES) 1.2 $2.6M 94k 27.54
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $2.5M 62k 40.87
Ishares Tr Sp Smcp600vl Etf (IJS) 1.1 $2.5M 17k 147.54
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.0 $2.3M 76k 30.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $2.2M 52k 42.50
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $2.1M 18k 119.89
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.8 $1.8M 11k 156.96
JPMorgan Chase & Co. (JPM) 0.8 $1.7M 17k 101.21
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.7M 39k 42.93
Vanguard Bd Index Total Bnd Mrkt (BND) 0.6 $1.4M 18k 81.20
Associated Banc- (ASB) 0.6 $1.3M 60k 21.35
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 7.8k 152.80
Wisdomtree Tr Europe Smcp Dv (DFE) 0.5 $1.1M 19k 58.44
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.1M 16k 64.88
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $861k 30k 29.21
Alliant Energy Corporation (LNT) 0.3 $583k 12k 47.16
Fidelity National Information Services (FIS) 0.2 $528k 4.7k 113.06
Lockheed Martin Corporation (LMT) 0.2 $452k 1.5k 300.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $406k 1.4k 282.34
Nextera Energy (NEE) 0.1 $335k 1.7k 193.08
Kimberly-Clark Corporation (KMB) 0.1 $322k 2.6k 123.70
Microsoft Corporation (MSFT) 0.1 $310k 2.6k 117.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $281k 1.6k 172.29
Bank First National Corporation (BFC) 0.1 $271k 4.6k 58.86
Nicolet Bankshares (NIC) 0.1 $245k 4.1k 59.55
Apple (AAPL) 0.1 $232k 1.2k 189.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $230k 1.1k 201.05
Disney Walt Com Disney (DIS) 0.1 $209k 1.9k 111.11