0001104659-20-095166.txt : 20200814
0001104659-20-095166.hdr.sgml : 20200814
20200814102707
ACCESSION NUMBER: 0001104659-20-095166
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200814
DATE AS OF CHANGE: 20200814
EFFECTIVENESS DATE: 20200814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Midwest Professional Planners, LTD.
CENTRAL INDEX KEY: 0001730575
IRS NUMBER: 391586683
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18384
FILM NUMBER: 201102348
BUSINESS ADDRESS:
STREET 1: 2610 STEWART AVE
STREET 2: SUITE 100
CITY: WAUSAU
STATE: WI
ZIP: 54401
BUSINESS PHONE: 7158483474
MAIL ADDRESS:
STREET 1: 2610 STEWART AVE
STREET 2: SUITE 100
CITY: WAUSAU
STATE: WI
ZIP: 54401
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001730575
XXXXXXXX
06-30-2020
06-30-2020
false
Midwest Professional Planners, LTD.
2610 Stewart Ave
Suite 100
Wausau
WI
54401
13F HOLDINGS REPORT
028-18384
N
Gery Sadzewicz
Chief Compliance Officer
815-782-1250
/s/ Gery Sadzewicz
Wasau
WI
08-13-2020
0
107
127001
INFORMATION TABLE
2
infotable.xml
3M Co
COM
88579Y101
390
2499
SH
SOLE
0
0
2499
Abbott Laboratories
COM
002824100
830
9081
SH
SOLE
0
0
9081
AbbVie Inc
COM
00287Y109
805
8195
SH
SOLE
0
0
8195
Adobe Inc
COM
00724F101
208
478
SH
SOLE
0
0
478
Alphabet Inc A
CL A
02079K305
220
155
SH
SOLE
0
0
155
Alphabet Inc Class C
CAP STK CL C
02079K107
204
144
SH
SOLE
0
0
144
Amazon.com Inc
COM
023135106
706
256
SH
SOLE
0
0
256
American Tower Corp
COM
03027X100
798
3085
SH
SOLE
0
0
3085
Amgen Inc
COM
031162100
923
3912
SH
SOLE
0
0
3912
Analog Devices Inc
COM
032654105
421
3434
SH
SOLE
0
0
3434
Apple Inc
COM
037833100
2246
6157
SH
SOLE
0
0
6157
Applied Materials Inc
COM
038222105
1618
26766
SH
SOLE
0
0
26766
BlackRock Inc
COM
09247X101
776
1427
SH
SOLE
0
0
1427
Boston Scientific Corp
COM
101137107
919
26166
SH
SOLE
0
0
26166
Broadcom Inc
COM
11135F101
565
1791
SH
SOLE
0
0
1791
Capital One Financial Corp
COM
14040H105
563
8997
SH
SOLE
0
0
8997
Chevron Corp
COM
166764100
387
4340
SH
SOLE
0
0
4340
Cisco Systems Inc
COM
17275R102
279
5983
SH
SOLE
0
0
5983
Comcast Corp Class A
CL A
20030N101
530
13596
SH
SOLE
0
0
13596
Costco Wholesale Corp
COM
02160K105
704
2322
SH
SOLE
0
0
2322
Cummins Inc
COM
231021106
361
2085
SH
SOLE
0
0
2085
Discover Financial Services
SELECT DIVID ETF
464287168
531
10591
SH
SOLE
0
0
10591
Dominion Energy Inc
COM
254709108
203
2504
SH
SOLE
0
0
2504
Eaton Corp PLC
SHS
G29183103
999
11417
SH
SOLE
0
0
11417
Edwards Lifesciences Corp
COM
28176E108
1400
20258
SH
SOLE
0
0
20258
Electronic Arts Inc
MSCI EMG MKT ETF
464287234
339
2565
SH
SOLE
0
0
2565
Evergy Inc
COM
30034W106
237
4001
SH
SOLE
0
0
4001
Eversource Energy
COM
30040W108
480
5762
SH
SOLE
0
0
5762
Exxon Mobil Corp
COM
30231G102
277
6200
SH
SOLE
0
0
6200
Facebook Inc A
CL A
30303M102
531
2339
SH
SOLE
0
0
2339
Fidelity National Information Services Inc
COM
31620M106
950
7083
SH
SOLE
0
0
7083
Financial Select Sector SPDR ETF
SBI INT-FINL
81369Y605
603
26065
SH
SOLE
0
0
26065
Fiserv Inc
COM
337738108
557
5702
SH
SOLE
0
0
5702
Genuine Parts Co
COM
372460105
363
4172
SH
SOLE
0
0
4172
Health Care Select Sector SPDR ETF
SBI HEALTHCARE
81369Y209
2681
26795
SH
SOLE
0
0
26795
Healthpeak Properties Inc
COM
42250P103
347
12592
SH
SOLE
0
0
12592
Hewlett Packard Enterprise Co
COM
42824C109
234
24022
SH
SOLE
0
0
24022
Hormel Foods Corp
COM
440452100
235
4875
SH
SOLE
0
0
4875
Intel Corp
COM
458140100
816
13643
SH
SOLE
0
0
13643
Invesco QQQ Trust
UNIT SER 1
46090E103
2318
9364
SH
SOLE
0
0
9364
iShares 10-20 Year Treasury Bond ETF
10-20 YR TRS ETF
464288653
1481
8847
SH
SOLE
0
0
8847
iShares 1-3 Year Treasury Bond ETF
TR UNIT
78462F103
1445
16681
SH
SOLE
0
0
16681
iShares 3-7 Year Treasury Bond ETF
3 7 YR TREAS BD
464288661
2569
19219
SH
SOLE
0
0
19219
iShares 7-10 Year Treasury Bond ETF
BARCLAYS 7 10 YR
464287440
2612
21436
SH
SOLE
0
0
21436
iShares Core Aggressive Allocation ETF
AGGRES ALLOC ETF
464289859
208
3793
SH
SOLE
0
0
3793
iShares Core Growth Allocation ETF
GRWT ALLOCAT ETF
464289867
355
7644
SH
SOLE
0
0
7644
iShares Core International Aggt Bd ETF
CORE INTL AGGR
46435G672
516
9261
SH
SOLE
0
0
9261
iShares Core Moderate Allocation ETF
MODERT ALLOC ETF
464289875
303
7602
SH
SOLE
0
0
7602
iShares Core US Aggregate Bond ETF
CORE US AGGBD ET
464287226
11582
97977
SH
SOLE
0
0
97977
iShares Floating Rate Bond ETF
FLTG RATE NT ETF
46429B655
1225
24206
SH
SOLE
0
0
24206
iShares iBoxx $ Invmt Grade Corp Bd ETF
COM
512807108
828
6159
SH
SOLE
0
0
6159
iShares MSCI EAFE ETF
JPMORGAN USD EMG
464288281
2155
35411
SH
SOLE
0
0
35411
iShares MSCI Emerging Markets ETF
MSCI EAFE ETF
464287465
2162
54057
SH
SOLE
0
0
54057
iShares Nasdaq Biotechnology ETF
NASDAQ BIOTECH
064287556
1173
8583
SH
SOLE
0
0
8583
iShares National Muni Bond ETF
CL B
654106103
1045
9054
SH
SOLE
0
0
9054
iShares Russell 1000 ETF
RUS 1000 ETF
464287622
7796
45412
SH
SOLE
0
0
45412
iShares Russell 1000 Growth ETF
RUS 1000 GRW ETF
464287614
2983
15540
SH
SOLE
0
0
15540
iShares Russell 2000 ETF
RUSSELL 2000 ETF
464287655
2681
18726
SH
SOLE
0
0
18726
iShares Russell 2000 Growth ETF
RUS 2000 GRW ETF
464287648
649
3137
SH
SOLE
0
0
3137
iShares Russell 3000 ETF
RUSSELL 3000 ETF
464287689
7686
42684
SH
SOLE
0
0
42684
iShares Russell Mid-Cap Growth ETF
RUS MD CP GR ETF
464287481
743
4696
SH
SOLE
0
0
4696
iShares Select Dividend ETF
COM
285512109
300
3712
SH
SOLE
0
0
3712
iShares Short Treasury Bond ETF
1-3 YR TREAS BD ETF
464287457
504
4549
SH
SOLE
0
0
4549
iShares TIPS Bond ETF
TIPS BD ETF
464287176
862
7010
SH
SOLE
0
0
7010
JPMorgan Chase & Co
COM
46625H100
1161
12342
SH
SOLE
0
0
12342
Kimberly-Clark Corp
COM
539830109
487
3447
SH
SOLE
0
0
3447
Kimco Realty Corp
COM
494368103
143
11114
SH
SOLE
0
0
11114
Lam Research Corp
COM
615369105
1228
3795
SH
SOLE
0
0
3795
Lockheed Martin Corp
SH BEN INT
531172104
1205
3303
SH
SOLE
0
0
3303
Materials Select Sector SPDR ETF
SBI MATERIALS
81369Y100
638
11323
SH
SOLE
0
0
11323
Micron Technology Inc
COM
595112103
236
4576
SH
SOLE
0
0
4576
Microsoft Corp
NATIONAL MUN ETF
464288414
1392
6839
SH
SOLE
0
0
6839
Moody's Corporation
UTSER1 S&PDCRP
78467Y107
2317
8433
SH
SOLE
0
0
8433
Nike Inc B
COM
666807102
1301
13272
SH
SOLE
0
0
13272
Norfolk Southern Corp
COM
67066G104
931
5302
SH
SOLE
0
0
5302
Northrop Grumman Corp
COM
655844108
1076
3499
SH
SOLE
0
0
3499
NVIDIA Corp
NEW YORK MUN ETF
464288323
2698
7103
SH
SOLE
0
0
7103
NXP Semiconductors NV
COM
N6596X109
208
1825
SH
SOLE
0
0
1825
OGE Energy Corp
COM
681936100
396
13036
SH
SOLE
0
0
13036
Oracle Corp
COM
688239201
620
11218
SH
SOLE
0
0
11218
Oshkosh Corp
COM
704326107
1210
16895
SH
SOLE
0
0
16895
Paychex Inc
COM
713448108
823
10870
SH
SOLE
0
0
10870
PayPal Holdings Inc
COM
70450Y103
219
1257
SH
SOLE
0
0
1257
PepsiCo Inc
COM
74340W103
402
3038
SH
SOLE
0
0
3038
PolyMet Mining Corp
COM
731916102
5
13180
SH
SOLE
0
0
13180
Prologis Inc
COM
74460D109
538
5762
SH
SOLE
0
0
5762
Public Storage
COM NEW
755111507
559
2915
SH
SOLE
0
0
2915
Raytheon Technologies Corp
COM NEW
755111507
1009
16381
SH
SOLE
0
0
16381
Royal Bank of Canada
COM
780087102
235
3460
SH
SOLE
0
0
3460
Salesforce.com Inc
COM
79466L302
652
3480
SH
SOLE
0
0
3480
Skyworks Solutions Inc
COM
74144T108
977
7637
SH
SOLE
0
0
7637
SPDR Blmbg Barclays Convert Secs ETF
BLMBRG BRC CNVRT
78464A359
1198
19801
SH
SOLE
0
0
19801
SPDR Gold Shares
GOLD SHS
78463V107
703
4202
SH
SOLE
0
0
4202
SPDR S&P 500 ETF Trust
COM
83088M102
7420
24062
SH
SOLE
0
0
24062
SPDR S&P MIDCAP 400 ETF Trust
COM
88579Y101
5975
18413
SH
SOLE
0
0
18413
T. Rowe Price Group Inc
COM
907818108
532
4310
SH
SOLE
0
0
4310
Technology Select Sector SPDR ETF
SBI CONS STPLS
81369Y308
742
7102
SH
SOLE
0
0
7102
Thermo Fisher Scientific Inc
COM
883556102
228
628
SH
SOLE
0
0
628
Union Pacific Corp
FTSE DEV MKT ETF
921943858
1217
7196
SH
SOLE
0
0
7196
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
208
5357
SH
SOLE
0
0
5357
Vanguard Large-Cap ETF
LARGE CAP ETF
922908637
223
1557
SH
SOLE
0
0
1557
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
204
1245
SH
SOLE
0
0
1245
Visa Inc Class A
COM CL A
92826C839
557
2885
SH
SOLE
0
0
2885
Waste Management Inc
COM
98389B100
1085
10245
SH
SOLE
0
0
10245
WEC Energy Group Inc
COM
94106L109
963
10991
SH
SOLE
0
0
10991
Xcel Energy Inc
TECHNOLOGY
81369Y803
351
5611
SH
SOLE
0
0
5611
Xilinx Inc
COM
983919101
312
3172
SH
SOLE
0
0
3172