Q2 2019 Holdings
Filed 2021-05-24 | 48 holdings | $230.9K | 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 | $28.5K | 469,511 | 12.3% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $23.5K | 647,807 | 10.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $18.3K | 112,263 | 7.9% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $18.3K | 472,995 | 7.9% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $17.1K | 154,311 | 7.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $15.0K | 185,730 | 6.5% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $9.9K | 210,152 | 4.3% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $9.5K | 106,249 | 4.1% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $9.3K | 105,937 | 4.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $9.1K | 69,898 | 4.0% |
| Spdr Series Trust(SPYD) | PRTFLO S&P500 HI | 78468R788 | $7.7K | 201,715 | 3.3% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $7.0K | 54,900 | 3.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $4.9K | 58,651 | 2.1% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $4.9K | 43,656 | 2.1% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.2K | 24,957 | 1.8% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.1K | 72,555 | 1.8% |
| Procter and Gamble Co(PG) | COM | 742718109 | $3.1K | 28,009 | 1.3% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $2.8K | 14,985 | 1.2% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $2.6K | 32,841 | 1.1% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $2.6K | 96,559 | 1.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.6K | 62,154 | 1.1% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.4K | 77,970 | 1.1% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.4K | 16,199 | 1.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.2K | 51,416 | 0.9% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.9K | 15,908 | 0.8% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.9K | 16,984 | 0.8% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.7K | 10,800 | 0.7% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.6K | 37,384 | 0.7% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.3K | 59,504 | 0.5% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $1.2K | 20,974 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 7,723 | 0.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.0K | 15,781 | 0.4% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.0K | 33,800 | 0.4% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $938 | 11,295 | 0.4% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $635 | 12,945 | 0.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $573 | 4,670 | 0.2% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $547 | 1,506 | 0.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $521 | 2,541 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $401 | 1,370 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $334 | 2,508 | 0.1% |
| Bank First Natl Corp(BFC) | COM | 06211J100 | $317 | 4,604 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $310 | 2,314 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $290 | 1,619 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $263 | 1,881 | 0.1% |
| Nicolet Bankshares Inc(NIC) | COM | 65406E102 | $255 | 4,114 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $252 | 1,273 | 0.1% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $250 | 4,714 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $244 | 1,144 | 0.1% |