Financial Planning & Information Services

Financial Planning & Information Services as of March 31, 2021

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 69 positions in its portfolio as reported in the March 2021 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) 12.7 $41M 504k 81.99
Wisdomtree Tr Us Midcap Divid (DON) 10.4 $34M 840k 40.42
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 8.3 $27M 479k 56.40
Vanguard Index Fds Growth Etf (VUG) 7.0 $23M 89k 257.04
Vanguard Index Fds Value Etf (VTV) 6.7 $22M 167k 131.46
Vanguard Whitehall Fds High Div Yld (VYM) 5.8 $19M 188k 101.09
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.8 $16M 305k 51.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.7 $15M 185k 82.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $12M 75k 165.61
Ishares Tr Rus Mdcp Val Etf (IWS) 3.3 $11M 100k 109.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $7.7M 94k 82.19
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.0 $6.5M 163k 40.22
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.0 $6.4M 170k 37.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.8 $5.9M 44k 134.86
Wec Energy Group (WEC) 1.8 $5.7M 61k 93.60
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $5.1M 23k 221.32
Vanguard World Fds Materials Etf (VAW) 1.4 $4.7M 27k 172.95
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $4.7M 68k 68.90
Procter & Gamble Company (PG) 1.3 $4.1M 30k 135.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $4.0M 112k 35.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.8M 12k 319.15
Wisdomtree Tr Us Smallcap Divd (DES) 1.1 $3.5M 113k 31.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $3.5M 70k 49.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.2M 62k 52.04
Ishares Tr Sp Smcp600vl Etf (IJS) 1.0 $3.2M 32k 100.75
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.8 $2.7M 53k 51.20
JPMorgan Chase & Co. (JPM) 0.8 $2.7M 18k 152.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $2.2M 14k 159.44
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.6 $2.0M 48k 41.59
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $1.8M 18k 101.92
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.6M 7.3k 214.11
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.5M 35k 43.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.4M 16k 84.72
Associated Banc- (ASB) 0.4 $1.3M 60k 21.34
Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.3M 17k 75.89
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.2M 22k 53.34
Wisdomtree Tr Europe Smcp Dv (DFE) 0.3 $1.0M 15k 69.62
Alliant Energy Corporation (LNT) 0.3 $919k 17k 54.17
Apple (AAPL) 0.2 $775k 6.3k 122.07
Nextera Energy (NEE) 0.2 $719k 9.5k 75.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $686k 13k 54.60
Microsoft Corporation (MSFT) 0.2 $613k 2.6k 235.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $611k 1.5k 395.98
Fidelity National Information Services (FIS) 0.2 $574k 4.1k 140.51
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $565k 6.6k 85.81
Lockheed Martin Corporation (LMT) 0.2 $565k 1.5k 369.28
Intel Corporation (INTC) 0.2 $543k 8.5k 64.03
Kimberly-Clark Corporation (KMB) 0.1 $479k 3.4k 139.08
Dominion Resources (D) 0.1 $459k 6.0k 75.94
McDonald's Corporation (MCD) 0.1 $444k 2.0k 224.24
Tesla Motors (TSLA) 0.1 $415k 622.00 667.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $386k 5.9k 65.11
Nicolet Bankshares (NIC) 0.1 $368k 4.4k 83.50
Bank First National Corporation (BFC) 0.1 $345k 4.6k 74.93
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $338k 1.2k 275.02
Walt Disney Company (DIS) 0.1 $327k 1.8k 184.43
Cigna Corp (CI) 0.1 $315k 1.3k 241.38
Abbvie (ABBV) 0.1 $308k 2.9k 108.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $299k 1.2k 255.77
Johnson & Johnson (JNJ) 0.1 $292k 1.8k 164.51
Pepsi (PEP) 0.1 $283k 2.0k 141.64
Amgen (AMGN) 0.1 $272k 1.1k 248.40
UnitedHealth (UNH) 0.1 $252k 678.00 371.68
Philip Morris International (PM) 0.1 $237k 2.7k 88.90
Abbott Laboratories (ABT) 0.1 $235k 2.0k 120.08
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $219k 5.7k 38.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $213k 535.00 398.13
Vanguard Index Fds Large Cap Etf (VV) 0.1 $204k 1.1k 185.45
Verizon Communications (VZ) 0.1 $200k 3.4k 58.09