Financial Planning & Information Services

Financial Planning & Information Services as of Dec. 31, 2022

Portfolio Holdings for Financial Planning & Information Services

Financial Planning & Information Services holds 82 positions in its portfolio as reported in the December 2022 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) 9.6 $45M 610k 74.22
Wisdomtree Tr Us Midcap Divid (DON) 9.1 $43M 1.0M 41.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 7.0 $33M 649k 50.67
Vanguard Index Fds Value Etf (VTV) 5.6 $27M 189k 140.37
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.9 $23M 931k 25.04
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.8 $23M 299k 75.28
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.7 $22M 499k 43.99
Vanguard Index Fds Growth Etf (VUG) 4.5 $21M 100k 213.11
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 4.4 $21M 635k 33.04
Vanguard Whitehall Fds High Div Yld (VYM) 4.3 $20M 189k 108.21
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 3.6 $17M 454k 37.75
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.3 $16M 215k 72.24
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.2 $15M 696k 21.95
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 3.0 $14M 278k 50.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $12M 74k 158.80
Ishares Tr Rus Mdcp Val Etf (IWS) 1.9 $8.8M 84k 105.34
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.6 $7.5M 164k 45.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $7.1M 94k 75.19
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $6.8M 175k 38.89
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $6.6M 49k 135.24
Wec Energy Group (WEC) 1.2 $5.6M 59k 93.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $4.8M 24k 200.54
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $4.7M 23k 203.81
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 1.0 $4.6M 96k 47.41
Procter & Gamble Company (PG) 1.0 $4.5M 30k 151.56
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $4.3M 85k 50.13
Ishares Tr Core S&p Us Vlu (IUSV) 0.9 $4.1M 58k 70.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $3.3M 78k 41.97
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $2.6M 29k 91.31
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $2.6M 87k 29.69
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $2.4M 56k 42.65
JPMorgan Chase & Co. (JPM) 0.5 $2.4M 18k 134.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.4M 8.9k 266.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.1M 55k 38.98
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.9M 67k 28.44
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.4 $1.9M 50k 37.56
Vanguard World Fds Materials Etf (VAW) 0.4 $1.8M 11k 170.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.7M 13k 138.67
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $1.6M 16k 100.80
Apple (AAPL) 0.3 $1.6M 13k 129.93
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.5M 8.2k 183.54
Associated Banc- (ASB) 0.3 $1.4M 61k 23.09
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 16k 65.64
Nextera Energy (NEE) 0.2 $977k 12k 83.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $892k 12k 71.84
Lockheed Martin Corporation (LMT) 0.2 $849k 1.7k 486.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $845k 26k 32.96
Wisdomtree Tr Europe Smcp Dv (DFE) 0.2 $828k 15k 54.72
Bank First National Corporation (BFC) 0.2 $801k 8.6k 92.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $778k 21k 37.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $726k 13k 55.56
Microsoft Corporation (MSFT) 0.1 $693k 2.9k 239.78
Alliant Energy Corporation (LNT) 0.1 $683k 12k 55.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $635k 13k 49.49
Johnson & Johnson (JNJ) 0.1 $537k 3.0k 176.65
McDonald's Corporation (MCD) 0.1 $536k 2.0k 263.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $501k 1.3k 382.43
Pepsi (PEP) 0.1 $458k 2.5k 180.66
Exxon Mobil Corporation (XOM) 0.1 $458k 4.2k 110.30
Abbvie (ABBV) 0.1 $431k 2.7k 161.61
UnitedHealth (UNH) 0.1 $390k 736.00 530.35
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $370k 15k 24.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $368k 1.2k 308.90
Fiserv (FI) 0.1 $368k 3.6k 101.07
Kimberly-Clark Corporation (KMB) 0.1 $351k 2.6k 135.73
Wal-Mart Stores (WMT) 0.1 $346k 2.4k 141.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $344k 1.9k 179.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $326k 5.6k 58.50
Dominion Resources (D) 0.1 $307k 5.0k 61.32
Alphabet Cap Stk Cl A (GOOGL) 0.1 $302k 3.4k 88.23
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $301k 8.4k 35.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $283k 3.7k 75.54
Fidelity National Information Services (FIS) 0.1 $277k 4.1k 67.85
Philip Morris International (PM) 0.1 $270k 2.7k 101.22
Coca-Cola Company (KO) 0.1 $262k 4.1k 63.61
Chevron Corporation (CVX) 0.1 $256k 1.4k 179.49
Nicolet Bankshares (NIC) 0.1 $251k 3.1k 79.79
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $245k 1.3k 191.57
Tesla Motors (TSLA) 0.1 $243k 2.0k 123.18
United Parcel Service CL B (UPS) 0.0 $210k 1.2k 173.84
Cigna Corp (CI) 0.0 $207k 626.00 331.34
Ishares Tr Core S&p500 Etf (IVV) 0.0 $206k 535.00 384.21