Q2 2016 Holdings
Filed 2021-05-24 | 35 holdings | $218.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $23.6K | 220,262 | 10.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $22.8K | 281,421 | 10.4% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $18.9K | 233,467 | 8.7% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $18.4K | 174,910 | 8.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $16.4K | 193,480 | 7.5% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $15.6K | 210,306 | 7.2% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $13.8K | 163,506 | 6.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $10.0K | 283,328 | 4.6% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $9.5K | 133,518 | 4.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $9.3K | 261,830 | 4.2% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $7.6K | 74,048 | 3.5% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $6.4K | 71,451 | 2.9% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5.4K | 158,550 | 2.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $5.4K | 97,468 | 2.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.4K | 43,521 | 2.5% |
| Ishares TR(IUSV) | CORE US VAL ETF | 464287663 | $4.9K | 36,262 | 2.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $4.2K | 36,125 | 1.9% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $3.5K | 53,895 | 1.6% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.3K | 33,465 | 1.5% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.7K | 25,299 | 1.2% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.6K | 20,153 | 1.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.7K | 20,265 | 0.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.4K | 12,481 | 0.7% |
| Bank Mutual Corp New | COM | 063750103 | $1.1K | 141,418 | 0.5% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $998 | 16,055 | 0.5% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $478 | 12,040 | 0.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $404 | 5,487 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $393 | 1,875 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $374 | 1,506 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $270 | 1,961 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $247 | 2,119 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $245 | 2,096 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $228 | 1,891 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $211 | 4,927 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $210 | 1,448 | 0.1% |