Q3 2018 Holdings
Filed 2021-05-24 | 47 holdings | $258.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $29.5K | 378,064 | 11.4% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $26.3K | 163,381 | 10.2% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $21.3K | 152,732 | 8.2% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $20.0K | 180,535 | 7.7% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $13.8K | 177,449 | 5.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $13.8K | 153,225 | 5.3% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $12.1K | 138,810 | 4.7% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $9.5K | 84,186 | 3.7% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $9.0K | 68,617 | 3.5% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $8.8K | 239,595 | 3.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $8.5K | 195,641 | 3.3% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $8.0K | 208,225 | 3.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $6.9K | 167,903 | 2.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $6.6K | 83,268 | 2.5% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $6.3K | 92,222 | 2.4% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $5.6K | 122,756 | 2.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.5K | 33,647 | 2.1% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.6K | 80,765 | 1.8% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $3.9K | 59,130 | 1.5% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $3.8K | 20,669 | 1.5% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $3.7K | 22,009 | 1.4% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $3.4K | 79,900 | 1.3% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.0K | 35,514 | 1.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.8K | 21,287 | 1.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $2.8K | 41,233 | 1.1% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $2.5K | 14,765 | 1.0% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $2.2K | 73,766 | 0.8% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.1K | 67,549 | 0.8% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.0K | 17,501 | 0.8% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.8K | 68,370 | 0.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.5K | 9,040 | 0.6% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $1.0K | 16,144 | 0.4% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $993 | 26,461 | 0.4% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $970 | 8,895 | 0.4% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $521 | 1,506 | 0.2% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $500 | 11,740 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $447 | 1,539 | 0.2% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $353 | 1,994 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $307 | 2,681 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $302 | 1,803 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $295 | 2,592 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $291 | 1,735 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $276 | 1,223 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $245 | 1,144 | 0.1% |
| Bank Montreal QUE(BMO) | COM | 063671101 | $232 | 2,806 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $218 | 1,863 | 0.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $217 | 7,047 | 0.1% |