Q1 2017 Holdings
Filed 2021-05-24 | 36 holdings | $271.6K | 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 | $36.5K | 450,140 | 13.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $28.4K | 233,787 | 10.5% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $27.8K | 348,759 | 10.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $22.0K | 179,268 | 8.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $21.4K | 268,030 | 7.9% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $19.3K | 202,200 | 7.1% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $16.2K | 195,312 | 6.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $12.2K | 306,181 | 4.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.2K | 286,141 | 4.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $10.9K | 140,172 | 4.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $9.4K | 92,289 | 3.5% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $9.0K | 75,637 | 3.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.8K | 41,725 | 2.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5.4K | 136,495 | 2.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $5.3K | 85,001 | 1.9% |
| Ishares TR(IUSV) | CORE S&P VLU ETF | 464287663 | $4.6K | 90,875 | 1.7% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $4.1K | 29,685 | 1.5% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $3.8K | 61,910 | 1.4% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $3.1K | 23,495 | 1.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.0K | 25,456 | 1.1% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.6K | 17,355 | 0.9% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.9K | 20,904 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.5K | 11,214 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.4K | 15,980 | 0.5% |
| Bank Mutual Corp New | COM | 063750103 | $1.3K | 139,892 | 0.5% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $477 | 12,040 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $442 | 1,876 | 0.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $437 | 5,487 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $403 | 1,506 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $337 | 2,561 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $273 | 2,077 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $241 | 1,448 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $240 | 1,851 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $238 | 2,075 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $224 | 1,976 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $223 | 4,653 | 0.1% |