Q1 2018 Holdings
Filed 2021-05-24 | 44 holdings | $285.2K | 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 | $32.4K | 405,380 | 11.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $32.2K | 410,190 | 11.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $28.3K | 199,687 | 9.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $24.0K | 185,218 | 8.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $19.9K | 192,695 | 7.0% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $16.1K | 186,226 | 5.6% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $15.8K | 201,981 | 5.6% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $13.6K | 290,241 | 4.8% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $12.3K | 278,948 | 4.3% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $11.7K | 141,630 | 4.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $11.0K | 100,203 | 3.8% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $9.7K | 75,429 | 3.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $6.1K | 39,509 | 2.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $5.6K | 116,497 | 2.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $4.7K | 67,927 | 1.7% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.5K | 84,551 | 1.6% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $4.0K | 26,709 | 1.4% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $3.6K | 58,122 | 1.3% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $3.2K | 20,009 | 1.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $3.0K | 24,434 | 1.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $2.9K | 35,994 | 1.0% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.6K | 16,758 | 0.9% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $2.4K | 70,701 | 0.8% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $1.8K | 54,110 | 0.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.8K | 15,980 | 0.6% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $1.6K | 59,282 | 0.6% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $1.6K | 54,318 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 10,748 | 0.6% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.5K | 58,621 | 0.5% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $1.0K | 19,394 | 0.4% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $509 | 1,506 | 0.2% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $480 | 11,740 | 0.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $467 | 4,851 | 0.2% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $418 | 5,984 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $405 | 1,538 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $303 | 1,951 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $284 | 2,580 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $283 | 1,735 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $282 | 1,803 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $264 | 1,324 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $251 | 2,749 | 0.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $224 | 4,118 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $212 | 1,265 | 0.1% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $210 | 1,859 | 0.1% |