Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2020

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 68 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 13.2 $39M 592k 66.19
Wisdomtree Tr Us Midcap Divid (DON) 10.7 $32M 914k 34.81
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.8 $23M 419k 55.29
Vanguard Index Fds Growth Etf (VUG) 7.2 $21M 85k 253.34
Vanguard Index Fds Value Etf (VTV) 6.7 $20M 166k 118.96
Vanguard Whitehall Fds High Div Yld (VYM) 5.5 $16M 180k 91.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.0 $15M 179k 83.25
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.8 $14M 301k 47.72
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.7 $11M 77k 142.20
Ishares Tr Rus Mdcp Val Etf (IWS) 3.3 $9.9M 103k 96.96
Vanguard World Fds Materials Etf (VAW) 2.7 $8.2M 52k 156.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $7.0M 84k 82.91
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.9 $5.7M 166k 34.39
Wec Energy Group (WEC) 1.9 $5.6M 61k 92.02
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.9 $5.5M 46k 118.96
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $4.9M 24k 206.77
Procter & Gamble Company (PG) 1.5 $4.3M 31k 139.14
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $4.2M 68k 62.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.7M 12k 313.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.5M 103k 33.75
Wisdomtree Tr Us Smallcap Divd (DES) 1.1 $3.4M 126k 26.60
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $3.3M 71k 47.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.1M 62k 50.10
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $2.9M 36k 81.31
JPMorgan Chase & Co. (JPM) 0.8 $2.2M 18k 127.09
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $2.0M 15k 131.73
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $1.7M 31k 53.68
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $1.6M 18k 86.29
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.4M 7.4k 194.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.4M 16k 88.19
Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.3M 18k 72.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.2M 29k 42.14
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.4 $1.2M 28k 41.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.2M 23k 51.67
Wisdomtree Tr Europe Smcp Dv (DFE) 0.3 $1.0M 16k 64.55
Associated Banc- (ASB) 0.3 $1.0M 60k 17.05
Alliant Energy Corporation (LNT) 0.3 $897k 17k 51.52
Apple (AAPL) 0.3 $836k 6.3k 132.74
Nextera Energy (NEE) 0.2 $729k 9.5k 77.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $693k 13k 55.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $585k 1.6k 373.80
Fidelity National Information Services (FIS) 0.2 $578k 4.1k 141.49
Microsoft Corporation (MSFT) 0.2 $566k 2.5k 222.48
Lockheed Martin Corporation (LMT) 0.2 $535k 1.5k 355.25
Kimberly-Clark Corporation (KMB) 0.2 $464k 3.4k 134.96
Intel Corporation (INTC) 0.1 $429k 8.6k 49.80
McDonald's Corporation (MCD) 0.1 $426k 2.0k 214.61
Tesla Motors (TSLA) 0.1 $416k 589.00 706.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $378k 5.9k 63.77
Dominion Resources (D) 0.1 $349k 4.6k 75.28
Walt Disney Company (DIS) 0.1 $321k 1.8k 181.05
Nicolet Bankshares (NIC) 0.1 $312k 4.7k 66.28
Bank First National Corporation (BFC) 0.1 $298k 4.6k 64.73
Pepsi (PEP) 0.1 $285k 1.9k 148.05
Abbvie (ABBV) 0.1 $283k 2.6k 107.08
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $276k 8.4k 32.99
Cigna Corp (CI) 0.1 $272k 1.3k 208.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $265k 1.1k 231.64
Johnson & Johnson (JNJ) 0.1 $264k 1.7k 157.14
Amazon (AMZN) 0.1 $263k 81.00 3246.91
Amgen (AMGN) 0.1 $241k 1.1k 229.52
Verizon Communications (VZ) 0.1 $239k 4.1k 58.84
UnitedHealth (UNH) 0.1 $225k 642.00 350.47
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $222k 5.3k 41.86
Philip Morris International (PM) 0.1 $221k 2.7k 82.90
Abbott Laboratories (ABT) 0.1 $214k 2.0k 109.35
Ishares Tr Core S&p500 Etf (IVV) 0.1 $201k 535.00 375.70
Manhattan Bridge Capital (LOAN) 0.1 $191k 37k 5.22