Q4 2016 Holdings
Filed 2021-05-24 | 36 holdings | $257.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $34.4K | 426,123 | 13.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $26.3K | 331,746 | 10.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $26.0K | 232,803 | 10.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $21.9K | 181,284 | 8.5% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $19.5K | 245,833 | 7.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $18.7K | 200,519 | 7.2% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $16.0K | 199,436 | 6.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $10.7K | 297,806 | 4.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $10.4K | 137,715 | 4.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $10.2K | 278,270 | 3.9% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $8.7K | 89,519 | 3.4% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $8.6K | 76,366 | 3.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.6K | 42,161 | 2.2% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5.0K | 142,789 | 1.9% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $5.0K | 86,104 | 1.9% |
| Ishares TR(IUSV) | CORE RUSSELL VAL | 464287663 | $4.7K | 94,800 | 1.8% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $4.5K | 32,023 | 1.7% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $3.8K | 64,037 | 1.5% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.3K | 27,505 | 1.3% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.8K | 23,714 | 1.1% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.5K | 17,516 | 1.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.7K | 20,149 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.5K | 11,406 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.4K | 16,055 | 0.5% |
| Bank Mutual Corp New | COM | 063750103 | $1.3K | 139,892 | 0.5% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $456 | 12,040 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $419 | 1,876 | 0.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $415 | 5,487 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $376 | 1,506 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $253 | 2,077 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $246 | 2,170 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $236 | 1,448 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $225 | 1,851 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $224 | 1,961 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $206 | 4,653 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $206 | 1,976 | 0.1% |