Q1 2021 Holdings
Filed 2021-04-20 | 69 holdings | $634.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $308.0K | 2,850 | 48.6% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $41.3K | 504,316 | 6.5% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $33.9K | 839,686 | 5.4% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $27.0K | 479,249 | 4.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $22.8K | 88,575 | 3.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $22.0K | 167,011 | 3.5% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $19.0K | 188,135 | 3.0% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $15.6K | 304,944 | 2.5% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $15.3K | 185,107 | 2.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $12.4K | 74,990 | 2.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $10.9K | 99,639 | 1.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $7.7K | 94,095 | 1.2% |
| Hartford FDS Exchange Traded(HTRB) | TOTAL RTRN ETF | 41653L305 | $6.5K | 162,710 | 1.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $6.4K | 169,629 | 1.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $5.9K | 43,541 | 0.9% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $5.7K | 61,338 | 0.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.1K | 23,075 | 0.8% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $4.7K | 27,273 | 0.7% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.7K | 67,674 | 0.7% |
| Procter and Gamble Co(PG) | COM | 742718109 | $4.1K | 30,271 | 0.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $4.0K | 111,836 | 0.6% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $3.8K | 11,778 | 0.6% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $3.5K | 113,119 | 0.6% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $3.5K | 70,281 | 0.5% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.2K | 62,178 | 0.5% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $3.2K | 32,071 | 0.5% |
| Wisdomtree TR(AGGY) | YIELD ENHANCD US | 97717X511 | $2.7K | 53,304 | 0.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.7K | 17,792 | 0.4% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.2K | 13,560 | 0.3% |
| Hartford FDS Exchange Traded(HMOP) | MUN OPORTUNITE | 41653L503 | $2.0K | 48,332 | 0.3% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.8K | 17,642 | 0.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 7,314 | 0.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $1.5K | 34,905 | 0.2% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $1.4K | 16,372 | 0.2% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.3K | 59,796 | 0.2% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 16,655 | 0.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.2K | 22,233 | 0.2% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $1.0K | 14,709 | 0.2% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $919 | 16,965 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $775 | 6,349 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $719 | 9,512 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $686 | 12,563 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $613 | 2,598 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $611 | 1,543 | 0.1% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $574 | 4,085 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $565 | 1,530 | 0.1% |
| Spdr SER TR(SLYG) | S&P 600 SMCP GRW | 78464A201 | $565 | 6,584 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $543 | 8,480 | 0.1% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $479 | 3,444 | 0.1% |
| Dominion Energy Inc(D) | COM | 25746U109 | $459 | 6,044 | 0.1% |