Q2 2014 Holdings
Filed 2021-05-24 | 33 holdings | $148.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $19.2K | 193,638 | 12.9% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $16.4K | 225,529 | 11.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $13.0K | 161,040 | 8.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.6K | 268,906 | 7.8% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $11.4K | 107,592 | 7.6% |
| Ishares(EEM) | MSCI EMG MKT ETF | 464287234 | $8.8K | 202,798 | 5.9% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $8.1K | 72,098 | 5.4% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $7.2K | 109,235 | 4.9% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $6.9K | 100,522 | 4.6% |
| Ishares(IUSV) | RUS 3000 VAL ETF | 464287663 | $6.0K | 45,393 | 4.1% |
| Ishares(IJS) | SP SMCP600VL ETF | 464287879 | $5.9K | 50,749 | 3.9% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.2K | 121,335 | 3.5% |
| Ishares(IWN) | RUS 2000 VAL ETF | 464287630 | $4.5K | 43,130 | 3.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.0K | 33,766 | 2.7% |
| Integrys Energy Group Inc | COM | 45822P105 | $3.7K | 51,465 | 2.5% |
| Ishares(IJJ) | S&P MC 400VL ETF | 464287705 | $3.7K | 28,775 | 2.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $3.3K | 40,713 | 2.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.8K | 29,876 | 1.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 14,508 | 1.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $937 | 16,259 | 0.6% |
| Procter & Gamble Co(PG) | COM | 742718109 | $932 | 11,864 | 0.6% |
| Ishares(TIP) | TIPS BD ETF | 464287176 | $470 | 4,076 | 0.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $452 | 8,256 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $447 | 2,281 | 0.3% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $351 | 5,770 | 0.2% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $267 | 3,073 | 0.2% |
| Ishares(IVW) | S&P 500 GRWT ETF | 464287309 | $245 | 2,330 | 0.2% |
| Wisdomtree TR(DEM) | EMERG MKTS ETF | 97717W315 | $244 | 4,702 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $235 | 2,111 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $225 | 4,302 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $223 | 2,217 | 0.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $205 | 2,030 | 0.1% |
| Bank Mutual Corp New | COM | 063750103 | $118 | 20,318 | 0.1% |