Q4 2014 Holdings
Filed 2021-05-24 | 32 holdings | $144.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $19.2K | 187,333 | 13.3% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $15.4K | 217,585 | 10.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $13.3K | 161,951 | 9.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $11.3K | 286,677 | 7.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $10.9K | 113,031 | 7.5% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $8.2K | 200,122 | 5.7% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $7.9K | 72,022 | 5.5% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $7.3K | 109,471 | 5.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $6.5K | 102,997 | 4.5% |
| Ishares TR(IUSV) | CORE US VAL ETF | 464287663 | $5.8K | 43,976 | 4.0% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $5.3K | 48,630 | 3.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $5.2K | 147,403 | 3.6% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $4.1K | 43,407 | 2.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.1K | 36,238 | 2.8% |
| Integrys Energy Group Inc | COM | 45822P105 | $3.4K | 49,187 | 2.4% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $3.4K | 27,863 | 2.3% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $3.2K | 39,208 | 2.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.9K | 27,754 | 2.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 13,961 | 1.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.0K | 13,563 | 0.7% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $979 | 16,259 | 0.7% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $438 | 7,778 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $416 | 2,110 | 0.3% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $407 | 3,389 | 0.3% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $370 | 4,355 | 0.3% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $320 | 5,770 | 0.2% |
| Wisdomtree TR(DEM) | EMERG MKTS ETF | 97717W315 | $254 | 5,309 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $239 | 2,234 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $227 | 2,111 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $209 | 4,341 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $209 | 2,177 | 0.1% |
| Bank Mutual Corp New | COM | 063750103 | $130 | 20,318 | 0.1% |