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Financial Planning & Information Services, Inc.

Q1 2016 Holdings

Filed 2021-05-24 | 34 holdings | $194.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Index FDS(VUG)GROWTH ETF922908736$22.7K213,06411.6%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$20.3K254,09410.4%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$16.9K166,1618.7%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$16.1K200,2058.3%
Vanguard Index FDS(VTV)VALUE ETF922908744$15.7K190,9168.1%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$15.6K219,5898.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$9.8K281,9525.0%
Vanguard TAX Managed Intl FD(VEA)FTSE DEV MKT ETF921943858$9.2K257,0504.7%
Vanguard Whitehall FDS Inc(VYM)HIGH DIV YLD921946406$8.7K126,3154.5%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$7.4K75,1553.8%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$5.8K167,8963.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$5.7K99,6662.9%
Vanguard Index FDS(VO)MID CAP ETF922908629$5.4K44,8152.8%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$5.2K59,3542.7%
Ishares TR(IUSV)CORE US VAL ETF464287663$5.0K39,0342.6%
Ishares TR(IJS)SP SMCP600VL ETF464287879$4.7K41,5312.4%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$3.5K37,0861.8%
WEC Energy Group Inc(WEC)COM92939U106$3.3K54,6811.7%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$2.8K22,5241.4%
Powershares QQQ TrustUNIT SER 173935A104$2.8K25,3731.4%
Procter & Gamble Co(PG)COM742718109$1.8K21,8530.9%
Vanguard Index FDS(VB)SMALL CP ETF922908751$1.5K13,2600.8%
Bank Mutual Corp NewCOM063750103$1.1K141,4180.5%
JPMorgan Chase & Co(JPM)COM46625H100$95116,0550.5%
Alliant Energy Corp(LNT)COM018802108$4476,0200.2%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$3851,8750.2%
Fidelity Natl Information SV(FIS)COM31620M106$3475,4870.2%
Lockheed Martin Corp(LMT)COM539830109$3341,5060.2%
Ishares TR(TIP)TIPS BD ETF464287176$2782,4260.1%
Kimberly Clark Corp(KMB)COM494368103$2641,9610.1%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$2462,1190.1%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$2134,9270.1%
Mcdonalds Corp(MCD)COM580135101$2061,6410.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2051,4480.1%