Q1 2014 Holdings
Filed 2021-05-24 | 32 holdings | $143.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $17.8K | 189,900 | 12.4% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $15.9K | 231,501 | 11.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $12.7K | 162,397 | 8.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.0K | 269,963 | 7.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $10.8K | 107,243 | 7.5% |
| Ishares(EEM) | MSCI EMG MKT ETF | 464287234 | $8.8K | 215,659 | 6.2% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $7.9K | 74,259 | 5.5% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $7.0K | 104,388 | 4.9% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $6.9K | 109,388 | 4.8% |
| Ishares(IUSV) | RUS 3000 VAL ETF | 464287663 | $5.8K | 46,262 | 4.1% |
| Ishares(IJS) | SP SMCP600VL ETF | 464287879 | $5.8K | 50,933 | 4.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $4.7K | 114,752 | 3.3% |
| Ishares(IWN) | RUS 2000 VAL ETF | 464287630 | $4.4K | 43,279 | 3.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $4.0K | 50,398 | 2.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $3.8K | 33,180 | 2.6% |
| Ishares(IJJ) | S&P MC 400VL ETF | 464287705 | $3.5K | 29,436 | 2.5% |
| Integrys Energy Group Inc | COM | 45822P105 | $3.1K | 51,910 | 2.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.6K | 30,032 | 1.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 14,511 | 1.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $991 | 16,331 | 0.7% |
| Procter & Gamble Co(PG) | COM | 742718109 | $952 | 11,809 | 0.7% |
| Ishares(TIP) | TIPS BD ETF | 464287176 | $647 | 5,772 | 0.5% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $423 | 2,264 | 0.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $416 | 7,778 | 0.3% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $328 | 5,770 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $269 | 5,356 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $255 | 3,073 | 0.2% |
| Ishares(IVW) | S&P 500 GRWT ETF | 464287309 | $233 | 2,330 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $233 | 2,111 | 0.2% |
| Wisdomtree TR(DEM) | EMERG MKTS ETF | 97717W315 | $231 | 4,702 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $217 | 2,217 | 0.2% |
| Bank Mutual Corp New | COM | 063750103 | $129 | 20,318 | 0.1% |