Q3 2017 Holdings
Filed 2021-05-24 | 36 holdings | $283.4K | 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 | $39.2K | 478,641 | 13.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $29.6K | 369,405 | 10.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $29.4K | 221,774 | 10.4% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $24.6K | 192,469 | 8.7% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $20.5K | 205,635 | 7.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $17.7K | 222,233 | 6.3% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $16.4K | 193,020 | 5.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $13.2K | 302,891 | 4.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $12.5K | 288,866 | 4.4% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $11.7K | 144,810 | 4.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $10.8K | 102,410 | 3.8% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $9.7K | 75,351 | 3.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $6.1K | 41,402 | 2.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5.6K | 124,614 | 2.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $5.1K | 74,224 | 1.8% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.5K | 86,698 | 1.6% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $4.2K | 28,164 | 1.5% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $3.7K | 58,785 | 1.3% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.1K | 25,170 | 1.1% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $3.1K | 21,028 | 1.1% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.6K | 16,979 | 0.9% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.9K | 21,139 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 11,091 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.5K | 15,980 | 0.5% |
| Bank Mutual Corp New | COM | 063750103 | $1.3K | 129,892 | 0.5% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $512 | 5,487 | 0.2% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $501 | 12,040 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $467 | 1,506 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $424 | 1,688 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $302 | 2,570 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $291 | 2,031 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $290 | 1,851 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $243 | 1,324 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $228 | 4,327 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $211 | 1,859 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $205 | 2,749 | 0.1% |