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Financial Planning & Information Services, Inc.

Q4 2013 Holdings

Filed 2021-05-24 | 32 holdings | $141.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VUG)GROWTH ETF922908736$17.8K191,71612.6%
Ishares(IWS)RUS MDCP VAL ETF464287473$15.1K229,90110.7%
Vanguard Index FDS(VTV)VALUE ETF922908744$12.5K163,0348.8%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$10.4K252,7527.4%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$10.3K106,1887.3%
Ishares(EEM)MSCI EMG MKT ETF464287234$8.9K212,1836.3%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$7.9K76,5225.6%
Ishares(EFA)MSCI EAFE ETF464287465$7.0K104,1535.0%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$6.6K105,9544.7%
Ishares(IUSV)RUS 3000 VAL ETF464287663$5.8K47,1224.1%
Ishares(IJS)SP SMCP600VL ETF464287879$5.7K51,2374.0%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$4.6K109,3003.2%
Ishares(IWN)RUS 2000 VAL ETF464287630$4.4K44,3433.1%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$4.0K50,0892.8%
Vanguard Index FDS(VO)MID CAP ETF922908629$3.7K33,3742.6%
Ishares(IJJ)S&P MC 400VL ETF464287705$3.4K29,4322.4%
Powershares QQQ TrustUNIT SER 173935A104$2.8K31,2842.0%
Integrys Energy Group IncCOM45822P105$2.7K50,3451.9%
Vanguard Index FDS(VB)SMALL CP ETF922908751$1.6K14,8071.2%
Ishares(TIP)TIPS BD ETF464287176$1.3K11,8860.9%
Procter & Gamble Co(PG)COM742718109$96511,8590.7%
JPMorgan Chase & Co(JPM)COM46625H100$95516,3310.7%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$4302,3290.3%
Fidelity Natl Information SV(FIS)COM31620M106$4187,7780.3%
Alliant Energy Corp(LNT)COM018802108$2965,7300.2%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$2695,3090.2%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$2322,9040.2%
Ishares(IVW)S&P 500 GRWT ETF464287309$2312,3400.2%
Exxon Mobil Corp(XOM)COM30231G102$2242,2170.2%
Kimberly Clark Corp(KMB)COM494368103$2212,1110.2%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2101,7750.1%
Bank Mutual Corp NewCOM063750103$14220,3180.1%