Q4 2020 Holdings
Filed 2021-02-08 | 68 holdings | $579.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $283.0K | 2,643 | 48.8% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $39.2K | 591,967 | 6.8% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $31.8K | 913,942 | 5.5% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $23.2K | 419,256 | 4.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $21.4K | 84,611 | 3.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $19.8K | 166,422 | 3.4% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $16.5K | 179,766 | 2.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $14.9K | 179,034 | 2.6% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $14.4K | 301,258 | 2.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $11.0K | 77,051 | 1.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $9.9K | 102,583 | 1.7% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $8.2K | 51,943 | 1.4% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $7.0K | 84,301 | 1.2% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $5.7K | 166,290 | 1.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $5.6K | 60,985 | 1.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $5.5K | 46,300 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.0K | 23,940 | 0.9% |
| Procter and Gamble Co(PG) | COM | 742718109 | $4.3K | 31,062 | 0.7% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.2K | 68,324 | 0.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $3.7K | 11,700 | 0.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.5K | 102,480 | 0.6% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $3.4K | 126,168 | 0.6% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.3K | 70,620 | 0.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.1K | 61,772 | 0.5% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.9K | 35,692 | 0.5% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.2K | 17,681 | 0.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.0K | 14,856 | 0.3% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $1.7K | 31,355 | 0.3% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.6K | 18,044 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 7,363 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $1.4K | 16,102 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 17,777 | 0.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $1.2K | 29,210 | 0.2% |
| Hartford FDS Exchange Traded(HTRB) | TOTAL RTRN ETF | 41653L305 | $1.2K | 28,428 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.2K | 22,645 | 0.2% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $1.0K | 15,971 | 0.2% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.0K | 59,810 | 0.2% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $897 | 17,410 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $836 | 6,298 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $729 | 9,451 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $693 | 12,563 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $585 | 1,565 | 0.1% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $578 | 4,085 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $566 | 2,544 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $535 | 1,506 | 0.1% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $464 | 3,438 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $429 | 8,615 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $426 | 1,985 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $416 | 589 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $378 | 5,928 | 0.1% |