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Financial Planning & Information Services, Inc.

Q2 2015 Holdings

Filed 2021-05-24 | 33 holdings | $167.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VUG)GROWTH ETF922908736$20.9K194,89412.5%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$16.3K220,6869.7%
Vanguard Index FDS(VTV)VALUE ETF922908744$14.5K173,6898.7%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$13.2K122,7617.9%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$12.7K310,4937.6%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$9.0K113,3565.4%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$7.8K72,4174.7%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$7.8K115,7114.7%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$7.6K191,2784.5%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$6.6K166,2943.9%
Ishares TR(EFA)MSCI EAFE ETF464287465$6.4K100,7983.8%
Ishares TR(IUSV)CORE US VAL ETF464287663$5.8K42,8973.5%
Ishares TR(IJS)SP SMCP600VL ETF464287879$5.6K47,6523.4%
Vanguard Index FDS(VO)MID CAP ETF922908629$5.3K41,3943.2%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$4.5K56,0862.7%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$4.4K43,4822.7%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$3.6K27,6022.1%
Vanguard Index FDS(VB)SMALL CP ETF922908751$3.4K27,8042.0%
WEC Energy Group Inc(WEC)COM92939U106$3.0K65,8131.8%
Powershares QQQ TrustUNIT SER 173935A104$2.9K27,1241.7%
Procter & Gamble Co(PG)COM742718109$1.5K19,1680.9%
JPMorgan Chase & Co(JPM)COM46625H100$1.1K16,1240.7%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$5756,3500.3%
Fidelity Natl Information SV(FIS)COM31620M106$4717,6230.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$4071,9750.2%
Alliant Energy Corp(LNT)COM018802108$3335,7700.2%
Ishares TR(TIP)TIPS BD ETF464287176$2842,5370.2%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2412,1190.1%
Disney Walt Co(DIS)COM DISNEY254687106$2282,0010.1%
Kimberly Clark Corp(KMB)COM494368103$2242,1110.1%
Wisdomtree TR(DEM)EMERG MKTS ETF97717W315$2235,1370.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2181,6030.1%
Bank Mutual Corp NewCOM063750103$14919,4870.1%