0001104659-21-067548.txt : 20210517 0001104659-21-067548.hdr.sgml : 20210517 20210517095150 ACCESSION NUMBER: 0001104659-21-067548 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21928161 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 03-31-2021 03-31-2021 false Midwest Professional Planners, LTD.

2610 Stewart Ave Suite 100 Wausau WI 54401

13F HOLDINGS REPORT 028-18384 N Gery Sadzewicz 815-782-1250 /s/ Gery Sadzewicz Wasau WI 05-14-2021 0 81 101269 INFORMATION TABLE 2 infotable.xml Apple Inc COM 037833100 1621 6377 SH SOLE 0 0 6377 AbbVie Inc COM 00287Y109 391 5126 SH SOLE 0 0 5126 Abbott Laboratories COM 002824100 683 8657 SH SOLE 0 0 8657 iShares Core US Aggregate Bond ETF CORE US AGGBD ET 464287226 6845 59327 SH SOLE 0 0 59327 Applied Materials Inc COM 038222105 1189 25943 SH SOLE 0 0 25943 Amgen Inc COM 031162100 761 3752 SH SOLE 0 0 3752 American Tower Corp COM 03027X100 637 2927 SH SOLE 0 0 2927 Amazon.com Inc COM 023135106 534 274 SH SOLE 0 0 274 iShares Core Moderate Allocation ETF MODERT ALLOC ETF 464289875 271 7380 SH SOLE 0 0 7380 iShares Core Growth Allocation ETF GRWT ALLOCAT ETF 464289867 300 7249 SH SOLE 0 0 7249 Broadcom Inc COM 11135F101 411 1735 SH SOLE 0 0 1735 Boeing Co COM 097023105 324 2176 SH SOLE 0 0 2176 BlackRock Inc COM 09247X101 607 1381 SH SOLE 0 0 1381 Boston Scientific Corp COM 101137107 830 25426 SH SOLE 0 0 25426 Comcast Corp Class A CL A 20030N101 452 13140 SH SOLE 0 0 13140 Capital One Financial Corp COM 14040H105 300 5947 SH SOLE 0 0 5947 Costco Wholesale Corp COM 02160K105 634 2224 SH SOLE 0 0 2224 Salesforce.com Inc COM 79466L302 348 2419 SH SOLE 0 0 2419 Chevron Corp COM 166764100 233 3221 SH SOLE 0 0 3221 SPDR(R) Blmbg Barclays Convert Secs ETF BLMBRG BRC CNVRT 78464A359 3928 82063 SH SOLE 0 0 82063 Discover Financial Services SELECT DIVID ETF 464287168 362 10138 SH SOLE 0 0 10138 iShares Select Dividend ETF COM 285512109 1649 22417 SH SOLE 0 0 22417 Electronic Arts Inc MSCI EMG MKT ETF 464287234 246 2460 SH SOLE 0 0 2460 iShares MSCI Emerging Markets ETF MSCI EAFE ETF 464287465 2608 76413 SH SOLE 0 0 76413 iShares MSCI EAFE ETF JPMORGAN USD EMG 464288281 2605 48737 SH SOLE 0 0 48737 iShares JP Morgan USD Em Mkts Bd ETF JPMORGAN USD EMG 464288281 2371 24529 SH SOLE 0 0 24529 Eversource Energy COM 30040W108 441 5645 SH SOLE 0 0 5645 Eaton Corp PLC SHS G29183103 852 10968 SH SOLE 0 0 10968 Edwards Lifesciences Corp COM 28176E108 1234 6544 SH SOLE 0 0 6544 Facebook Inc A CL A 30303M102 543 3257 SH SOLE 0 0 3257 Fidelity National Information Services Inc COM 31620M106 835 6865 SH SOLE 0 0 6865 Fiserv Inc COM 337738108 283 2978 SH SOLE 0 0 2978 Alphabet Inc A CL A 02079K305 294 253 SH SOLE 0 0 253 Hewlett Packard Enterprise Co COM 42824C109 235 24210 SH SOLE 0 0 24210 iShares iBoxx $ High Yield Corp Bd ETF IBOXX HD YD ETF 464288513 2204 28602 SH SOLE 0 0 28602 iShares Core International Aggt Bd ETF CORE INTL AGGR 46435G672 319 5839 SH SOLE 0 0 5839 iShares Nasdaq Biotechnology ETF NASDAQ BIOTECH 464287556 619 5741 SH SOLE 0 0 5741 iShares US Utilities ETF U.S. UTILITS ETF 464287697 875 6336 SH SOLE 0 0 6336 iShares 7-10 Year Treasury Bond ETF BARCLAYS 7 10 YR 464287440 255 2098 SH SOLE 0 0 2098 Intel Corp COM 458140100 718 13272 SH SOLE 0 0 13272 iShares Russell 1000 ETF RUS 1000 ETF 464287622 5844 41292 SH SOLE 0 0 41292 iShares Russell 1000 Growth ETF RUS 1000 GRW ETF 464287614 2317 15378 SH SOLE 0 0 15378 iShares Russell 2000 ETF RUSSELL 2000 ETF 464287655 1720 15029 SH SOLE 0 0 15029 iShares Russell 3000 ETF RUSSELL 3000 ETF 464287689 4135 27875 SH SOLE 0 0 27875 JPMorgan Chase & Co COM 46625H100 1049 11651 SH SOLE 0 0 11651 Kimco Realty Corp COM 494368103 101 10448 SH SOLE 0 0 10448 Kimberly-Clark Corp COM 539830109 351 2742 SH SOLE 0 0 2742 Lockheed Martin Corp SH BEN INT 531172104 1093 3224 SH SOLE 0 0 3224 iShares iBoxx $ Invmt Grade Corp Bd ETF COM 512807108 3094 25054 SH SOLE 0 0 25054 Lam Research Corp COM 615369105 889 3702 SH SOLE 0 0 3702 Moody's Corporation UTSER1 S&PDCRP 78467Y107 1745 8252 SH SOLE 0 0 8252 SPDR(R) S&P MIDCAP 400 ETF Trust COM 88579Y101 3959 15059 SH SOLE 0 0 15059 Microsoft Corp NATIONAL MUN ETF 464288414 909 5762 SH SOLE 0 0 5762 iShares National Muni Bond ETF CL B 654106103 1066 9437 SH SOLE 0 0 9437 Nike Inc B COM 666807102 1077 13018 SH SOLE 0 0 13018 Northrop Grumman Corp COM 655844108 1032 3412 SH SOLE 0 0 3412 Norfolk Southern Corp COM 67066G104 728 4985 SH SOLE 0 0 4985 NVIDIA Corp NEW YORK MUN ETF 464288323 2230 8461 SH SOLE 0 0 8461 OGE Energy Corp COM 681936100 305 9930 SH SOLE 0 0 9930 Oracle Corp COM 688239201 524 10843 SH SOLE 0 0 10843 Oshkosh Corp COM 704326107 1052 16347 SH SOLE 0 0 16347 Paychex Inc COM 713448108 667 10606 SH SOLE 0 0 10606 PepsiCo Inc COM 74340W103 343 2856 SH SOLE 0 0 2856 Prologis Inc COM 74460D109 454 5653 SH SOLE 0 0 5653 PolyMet Mining Corp COM NEW 731916409 3 13180 SH SOLE 0 0 13180 Public Storage COM NEW 755111507 469 2362 SH SOLE 0 0 2362 Invesco QQQ Trust UNIT SER 1 46090E103 2305 12108 SH SOLE 0 0 12108 Raytheon Co COM 75513E101 896 6830 SH SOLE 0 0 6830 iShares Short Treasury Bond ETF 1-3 YR TREAS BD ETF 464287457 550 4952 SH SOLE 0 0 4952 iShares 1-3 Year Treasury Bond ETF TR UNIT 78462F103 6809 78568 SH SOLE 0 0 78568 SPDR(R) S&P 500 ETF Trust COM 83088M102 6904 26784 SH SOLE 0 0 26784 Skyworks Solutions Inc COM 74144T108 656 7334 SH SOLE 0 0 7334 T. Rowe Price Group Inc COM 907818108 397 4062 SH SOLE 0 0 4062 Union Pacific Corp FTSE DEV MKT ETF 921943858 985 6986 SH SOLE 0 0 6986 Visa Inc Class A COM CL A 92826C839 240 1487 SH SOLE 0 0 1487 WEC Energy Group Inc COM 94106L109 885 10040 SH SOLE 0 0 10040 Waste Management Inc COM 98389B100 923 9973 SH SOLE 0 0 9973 Xcel Energy Inc TECHNOLOGY 81369Y803 332 5500 SH SOLE 0 0 5500 Technology Select Sector SPDR(R) ETF SBI CONS STPLS 81369Y308 604 7515 SH SOLE 0 0 7515 Health Care Select Sector SPDR(R) ETF SBI HEALTHCARE 81369Y209 548 6184 SH SOLE 0 0 6184 Exxon Mobil Corp COM 30231G102 232 6106 SH SOLE 0 0 6106