Q1 2019 Holdings
Filed 2021-05-24 | 47 holdings | $224.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Series Trust(SLYV) | S&P 600 SMCP VAL | 78464A300 | $23.8K | 394,578 | 10.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $21.5K | 137,442 | 9.6% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $19.2K | 537,477 | 8.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $17.5K | 162,759 | 7.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $16.1K | 201,997 | 7.2% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $14.4K | 388,185 | 6.4% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $10.3K | 118,900 | 4.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $10.1K | 78,404 | 4.5% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $10.0K | 116,313 | 4.4% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $9.3K | 197,892 | 4.2% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $7.0K | 56,690 | 3.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $6.0K | 55,987 | 2.7% |
| Spdr SER TR(SPYD) | PRTFLO S&P500 HI | 78468R788 | $5.2K | 136,348 | 2.3% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $4.7K | 59,236 | 2.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.5K | 27,869 | 2.0% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.2K | 77,221 | 1.9% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $3.9K | 48,492 | 1.7% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.3K | 32,042 | 1.5% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $2.8K | 15,732 | 1.3% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $2.6K | 93,988 | 1.2% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.5K | 61,762 | 1.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.5K | 16,823 | 1.1% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.3K | 75,729 | 1.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.2K | 51,971 | 1.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.1K | 17,599 | 0.9% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.8K | 11,430 | 0.8% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.7K | 16,984 | 0.8% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.7K | 38,572 | 0.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $1.4K | 17,573 | 0.6% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.3K | 59,577 | 0.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 7,775 | 0.5% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $1.1K | 18,977 | 0.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.1K | 16,339 | 0.5% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $861 | 29,478 | 0.4% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $583 | 12,361 | 0.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $528 | 4,670 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $452 | 1,506 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $406 | 1,438 | 0.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $335 | 1,735 | 0.1% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $322 | 2,603 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $310 | 2,631 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $281 | 1,631 | 0.1% |
| Bank First Natl Corp(BFC) | COM | 06211J100 | $271 | 4,604 | 0.1% |
| Nicolet Bankshares Inc(NIC) | COM | 65406E102 | $245 | 4,114 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $232 | 1,223 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $230 | 1,144 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $209 | 1,881 | 0.1% |