Q1 2015 Holdings
Filed 2021-05-24 | 32 holdings | $155.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $19.9K | 189,900 | 12.8% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $16.5K | 219,414 | 10.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $13.9K | 166,442 | 9.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $12.9K | 117,616 | 8.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $12.6K | 307,307 | 8.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $7.9K | 197,229 | 5.1% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $7.8K | 71,551 | 5.0% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $7.8K | 113,672 | 5.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $6.6K | 102,581 | 4.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $6.4K | 161,491 | 4.1% |
| Ishares TR(IUSV) | CORE US VAL ETF | 464287663 | $5.9K | 43,426 | 3.8% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $5.8K | 48,367 | 3.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.2K | 39,023 | 3.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $4.5K | 43,486 | 2.9% |
| Integrys Energy Group Inc | COM | 45822P105 | $4.1K | 57,365 | 2.7% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $3.6K | 27,740 | 2.3% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $3.2K | 39,713 | 2.1% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.9K | 27,602 | 1.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.7K | 13,979 | 1.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.6K | 20,030 | 1.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $985 | 16,259 | 0.6% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $529 | 7,778 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $436 | 2,110 | 0.3% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $431 | 4,688 | 0.3% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $364 | 5,770 | 0.2% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $309 | 2,719 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $255 | 2,234 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $231 | 1,603 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $226 | 2,111 | 0.1% |
| Wisdomtree TR(DEM) | EMERG MKTS ETF | 97717W315 | $218 | 5,137 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $210 | 2,001 | 0.1% |
| Bank Mutual Corp New | COM | 063750103 | $149 | 20,318 | 0.1% |