Q1 2022 Holdings
Filed 2022-04-19 | 81 holdings | $887.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $203 | 891 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $205 | 1,832 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $209 | 871 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $214 | 996 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $214 | 1,804 | 0.0% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $215 | 1,729 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $222 | 4,590 | 0.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $229 | 1,100 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $238 | 4,801 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $243 | 535 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $250 | 2,666 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $254 | 1,050 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $260 | 80 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $268 | 1,800 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $272 | 1,981 | 0.0% |
| Nicolet Bankshares Inc(NIC) | COM | 65406E102 | $294 | 3,144 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $316 | 2,567 | 0.0% |
| Bank First Corp(BFC) | COM | 06211J100 | $331 | 4,604 | 0.0% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $372 | 3,395 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $376 | 2,249 | 0.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $380 | 3,750 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $404 | 1,144 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $410 | 4,085 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $410 | 803 | 0.0% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $425 | 5,560 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $443 | 1,790 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $500 | 5,880 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $515 | 185 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $540 | 3,045 | 0.1% |
| First TR Exch Traded FD III(FMB) | MANAGD MUN ETF | 33739N108 | $632 | 11,910 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $665 | 1,506 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $672 | 1,488 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $702 | 651 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $733 | 14,217 | 0.1% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $760 | 12,165 | 0.1% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $796 | 9,402 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $927 | 3,007 | 0.1% |
| Wisdomtree TR(DFE) | EUROPE SMCP DV | 97717W869 | $960 | 14,283 | 0.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.1K | 25,399 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 17,285 | 0.1% |
| Associated Banc Corp(ASB) | COM | 045487105 | $1.4K | 59,427 | 0.2% |
| Spdr Index SHS FDS(SPEM) | PORTFOLIO EMG MK | 78463X509 | $1.4K | 36,079 | 0.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.6K | 7,306 | 0.2% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $1.8K | 16,223 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.9K | 10,890 | 0.2% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $2.1K | 12,827 | 0.2% |
| Hartford FDS Exchange Traded(HMOP) | MUN OPORTUNITE | 41653L503 | $2.3K | 58,819 | 0.3% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $2.4K | 17,375 | 0.3% |
| Wisdomtree TR(DES) | US SMALLCAP DIVD | 97717W604 | $2.5K | 79,689 | 0.3% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $2.7K | 103,041 | 0.3% |