Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2019

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 51 positions in its portfolio as reported in the December 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) 13.4 $34M 512k 65.71
Wisdomtree Tr Us Midcap Divid (DON) 10.9 $27M 718k 38.04
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 8.8 $22M 531k 41.91
Vanguard Index Fds Value Etf (VTV) 7.1 $18M 148k 119.85
Vanguard Index Fds Growth Etf (VUG) 7.0 $18M 97k 182.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.8 $15M 179k 81.03
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.6 $12M 243k 47.82
Ishares Tr Rus Mdcp Val Etf (IWS) 3.8 $9.5M 100k 94.77
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 3.6 $9.2M 232k 39.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.6 $9.1M 67k 137.07
Vanguard Whitehall Fds High Div Yld (VYM) 3.6 $9.0M 96k 93.71
Vanguard World Fds Materials Etf (VAW) 2.8 $7.1M 53k 134.13
Wec Energy Group (WEC) 2.2 $5.5M 60k 92.24
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.8 $4.5M 38k 119.18
Ishares Tr Core S&p Us Vlu (IUSV) 1.7 $4.3M 68k 63.02
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $4.2M 24k 178.17
Procter & Gamble Company (PG) 1.4 $3.4M 27k 124.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.1M 15k 212.60
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.2 $3.0M 86k 34.90
Wisdomtree Tr Us Smallcap Divd (DES) 1.2 $2.9M 102k 28.68
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.6M 16k 160.80
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $2.6M 59k 44.05
JPMorgan Chase & Co. (JPM) 1.0 $2.4M 17k 139.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.2M 50k 44.48
Vanguard Bd Index Short Trm Bond (BSV) 0.8 $2.1M 26k 80.62
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $1.9M 15k 128.56
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.7 $1.8M 11k 170.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.7M 37k 44.86
Wisdomtree Tr Europe Smcp Dv (DFE) 0.6 $1.5M 24k 65.34
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.5M 48k 31.36
Associated Banc- (ASB) 0.5 $1.3M 60k 22.03
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 7.5k 165.65
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.2M 17k 69.46
Vanguard Bd Index Total Bnd Mrkt (BND) 0.4 $1.0M 12k 83.82
Alliant Energy Corporation (LNT) 0.3 $701k 13k 54.71
Lockheed Martin Corporation (LMT) 0.2 $586k 1.5k 389.11
Fidelity National Information Services (FIS) 0.2 $568k 4.1k 139.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $551k 1.7k 322.03
Nextera Energy (NEE) 0.2 $547k 2.3k 242.04
Apple (AAPL) 0.2 $392k 1.3k 293.85
Microsoft Corporation (MSFT) 0.1 $358k 2.3k 157.85
Nicolet Bankshares (NIC) 0.1 $348k 4.7k 73.93
Kimberly-Clark Corporation (KMB) 0.1 $346k 2.5k 137.41
Bank First National Corporation (BFC) 0.1 $322k 4.6k 69.94
Intel Corporation (INTC) 0.1 $320k 5.4k 59.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $318k 1.6k 193.67
Disney Walt Com Disney (DIS) 0.1 $294k 2.0k 144.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $265k 7.0k 37.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $259k 1.1k 226.40
Vanguard Mun Bd Tax Exempt Bd (VTEB) 0.1 $252k 4.7k 53.46
At&t (T) 0.1 $203k 5.2k 39.15