Q4 2018 Holdings
Filed 2021-05-24 | 44 holdings | $202.2K | 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 | $20.2K | 259,648 | 10.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $19.8K | 147,664 | 9.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $16.5K | 168,442 | 8.2% |
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $14.3K | 265,964 | 7.1% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $13.2K | 417,788 | 6.5% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $12.0K | 104,846 | 5.9% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $9.9K | 130,093 | 4.9% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $9.9K | 304,083 | 4.9% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $9.8K | 125,134 | 4.8% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $7.7K | 182,924 | 3.8% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $7.6K | 97,079 | 3.8% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $6.4K | 67,420 | 3.2% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $6.4K | 57,376 | 3.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.0K | 29,287 | 2.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $4.0K | 57,212 | 2.0% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $3.8K | 77,362 | 1.9% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.1K | 33,503 | 1.5% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $2.9K | 83,742 | 1.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $2.8K | 35,033 | 1.4% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.8K | 74,701 | 1.4% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.4K | 18,208 | 1.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.3K | 59,610 | 1.1% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $2.2K | 90,770 | 1.1% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.1K | 19,096 | 1.0% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.0K | 71,821 | 1.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.8K | 46,954 | 0.9% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.7K | 17,501 | 0.8% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.6K | 11,619 | 0.8% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.3K | 67,367 | 0.7% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 21,587 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.1K | 8,244 | 0.5% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $995 | 18,648 | 0.5% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $912 | 8,895 | 0.5% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $496 | 11,740 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $394 | 1,506 | 0.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $393 | 14,854 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $373 | 1,491 | 0.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $302 | 1,735 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $300 | 1,988 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $296 | 2,597 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $272 | 2,681 | 0.1% |
| Bank First Natl Corp(BFC) | COM | 06211J100 | $263 | 5,647 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $234 | 1,144 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $204 | 1,863 | 0.1% |