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Financial Planning & Information Services, Inc.

Q4 2015 Holdings

Filed 2021-05-24 | 31 holdings | $175.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VUG)GROWTH ETF922908736$21.2K199,65112.1%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$19.0K240,97010.9%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$15.4K224,0258.8%
Vanguard Index FDS(VTV)VALUE ETF922908744$14.9K182,4108.5%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$13.4K136,1147.7%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$9.4K118,2225.4%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$9.2K282,0145.3%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$8.4K229,3264.8%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$7.7K115,5154.4%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$6.9K73,7064.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$6.0K102,3883.4%
Vanguard Index FDS(VO)MID CAP ETF922908629$5.5K45,4923.1%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$5.5K169,7493.1%
Ishares TR(IUSV)CORE US VAL ETF464287663$5.3K41,8573.0%
Ishares TR(IJS)SP SMCP600VL ETF464287879$5.1K46,8182.9%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3.8K41,7022.2%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$3.0K25,7951.7%
Powershares QQQ TrustUNIT SER 173935A104$2.8K25,4671.6%
WEC Energy Group Inc(WEC)COM92939U106$2.5K47,8691.4%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$2.3K26,5361.3%
Procter & Gamble Co(PG)COM742718109$1.8K22,9121.0%
Vanguard Index FDS(VB)SMALL CP ETF922908751$1.5K13,7920.9%
Bank Mutual Corp NewCOM063750103$1.1K141,4180.6%
JPMorgan Chase & Co(JPM)COM46625H100$1.1K16,1240.6%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$3821,8750.2%
Alliant Energy Corp(LNT)COM018802108$3766,0200.2%
Fidelity Natl Information SV(FIS)COM31620M106$3335,4870.2%
Lockheed Martin Corp(LMT)COM539830109$3271,5060.2%
Ishares TR(TIP)TIPS BD ETF464287176$2662,4260.2%
Kimberly Clark Corp(KMB)COM494368103$2501,9610.1%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2452,1190.1%