Q3 2019 Holdings
Filed 2021-05-24 | 50 holdings | $236.2K | 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 | $32.0K | 522,111 | 13.5% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $25.5K | 703,027 | 10.8% |
| Spdr Series Trust(SPYG) | PRTFLO S&P500 GW | 78464A409 | $20.4K | 524,068 | 8.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $16.9K | 151,033 | 7.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $16.5K | 99,484 | 7.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $14.3K | 176,994 | 6.1% |
| Wisdomtree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $10.1K | 227,351 | 4.3% |
| Ishares TR(IWS) | RUS MDCP VAL ETF | 464287473 | $9.1K | 101,702 | 3.9% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $8.9K | 100,434 | 3.8% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $8.6K | 66,946 | 3.7% |
| Spdr Series Trust(SPYD) | PRTFLO S&P500 HI | 78468R788 | $8.6K | 226,647 | 3.6% |
| Vanguard World FDS(VAW) | MATERIALS ETF | 92204A801 | $6.8K | 53,585 | 2.9% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $5.7K | 60,102 | 2.4% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $4.3K | 38,059 | 1.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.0K | 23,862 | 1.7% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $4.0K | 69,181 | 1.7% |
| Procter & Gamble Co(PG) | COM | 742718109 | $3.4K | 27,424 | 1.4% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $2.9K | 105,230 | 1.2% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $2.8K | 14,675 | 1.2% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $2.7K | 85,034 | 1.2% |
| Ishares TR(IJS) | SP SMCP600VL ETF | 464287879 | $2.4K | 15,923 | 1.0% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.4K | 57,600 | 1.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $2.0K | 25,043 | 0.9% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.0K | 17,117 | 0.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $2.0K | 49,612 | 0.8% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $1.8K | 14,748 | 0.7% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.7K | 10,669 | 0.7% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.5K | 36,313 | 0.6% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $1.3K | 45,906 | 0.6% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $1.3K | 22,422 | 0.5% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.2K | 59,889 | 0.5% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.2K | 7,600 | 0.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.1K | 16,343 | 0.5% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $900 | 10,658 | 0.4% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $698 | 12,945 | 0.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $620 | 4,670 | 0.3% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $587 | 1,506 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $508 | 1,711 | 0.2% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $495 | 2,126 | 0.2% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $357 | 2,513 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $315 | 2,268 | 0.1% |
| Bank First Corporation(BFC) | COM | 06211J100 | $305 | 4,604 | 0.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $291 | 1,619 | 0.1% |
| Nicolet Bankshares Inc(NIC) | COM | 65406E102 | $274 | 4,114 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $265 | 2,036 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $254 | 1,133 | 0.1% |
| Vanguard MUN BD FD Inc(VTEB) | TAX EXEMPT BD | 922907746 | $253 | 4,714 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $238 | 1,144 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $234 | 4,545 | 0.1% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $231 | 6,753 | 0.1% |