0001144204-18-059124.txt : 20181113
0001144204-18-059124.hdr.sgml : 20181113
20181113110525
ACCESSION NUMBER: 0001144204-18-059124
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181113
DATE AS OF CHANGE: 20181113
EFFECTIVENESS DATE: 20181113
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: 181176225
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
09-30-2018
09-30-2018
false
Midwest Professional Planners, LTD.
2610 Stewart Ave
Suite 100
Wausau
WI
54401
13F HOLDINGS REPORT
028-18384
N
Marcia Schmidt
Vice President - Compliance
715-849-4330
/s/ Marcia Schmidt
Wasau
WI
11-12-2018
0
85
108911
INFORMATION TABLE
2
infotable.xml
Apple Inc
COM
037833100
1372
6079
SH
SOLE
0
0
6079
AbbVie Inc
COM
00287Y109
879
9293
SH
SOLE
0
0
9293
Abbott Laboratories
COM
002824100
1123
15307
SH
SOLE
0
0
15307
Aetna Inc
COM NEW
00817Y108
986
4859
SH
SOLE
0
0
4859
iShares Core US Aggregate Bond ETF
CORE US AGGBD ET
464287226
6986
66202
SH
SOLE
0
0
66202
Applied Materials Inc
COM
038222105
444
11493
SH
SOLE
0
0
11493
Amgen Inc
COM
031162100
886
4276
SH
SOLE
0
0
4276
Amazon.com Inc
COM
023135106
347
173
SH
SOLE
0
0
173
iShares Core Moderate Allocation ETF
MODERT ALLOC ETF
464289875
345
9113
SH
SOLE
0
0
9113
iShares Core Growth Allocation ETF
GRWT ALLOCAT ETF
464289867
542
12017
SH
SOLE
0
0
12017
American Express Co
COM
025816109
682
6404
SH
SOLE
0
0
6404
Biogen Inc
COM
09062X103
482
1363
SH
SOLE
0
0
1363
BlackRock Inc
COM
09247X101
606
1286
SH
SOLE
0
0
1286
Boston Scientific Corp
COM
101137107
956
24832
SH
SOLE
0
0
24832
Comcast Corp Class A
CL A
20030N101
401
11332
SH
SOLE
0
0
11332
CME Group Inc Class A
COM
12572Q105
536
3147
SH
SOLE
0
0
3147
Capital One Financial Corp
COM
14040H105
529
5570
SH
SOLE
0
0
5570
Chevron Corp
COM
166764100
328
2682
SH
SOLE
0
0
2682
SPDR Blmbg Barclays Convert Secs ETF
BLMBRG BRC CNVRT
78464A359
6582
122031
SH
SOLE
0
0
122031
Deere & Co
COM
244199105
296
1967
SH
SOLE
0
0
1967
Discover Financial Services
COM
254709108
336
4389
SH
SOLE
0
0
4389
SPDR Dow Jones Industrial Average ETF
UT SER 1
78467X109
388
1469
SH
SOLE
0
0
1469
DRDGold Ltd ADR
SPONSORED ADR
26152H301
49
20044
SH
SOLE
0
0
20044
DTE Energy Co
COM
233331107
249
2282
SH
SOLE
0
0
2282
iShares Select Dividend ETF
SELECT DIVID ETF
464287168
515
5167
SH
SOLE
0
0
5167
Electronic Arts Inc
COM UNIT
285512109
206
1711
SH
SOLE
0
0
1711
iShares MSCI EAFE ETF
MSCI EAFE ETF
464287465
3359
49405
SH
SOLE
0
0
49405
iShares JP Morgan USD Em Mkts Bd ETF
JPMORGAN USD EMG
464288281
2972
27569
SH
SOLE
0
0
27569
EOG Resources Inc
COM
26875P101
279
2187
SH
SOLE
0
0
2187
EPR Properties
SH BEN INT
26884U109
336
4917
SH
SOLE
0
0
4917
Eversource Energy
COM
30040W108
342
5565
SH
SOLE
0
0
5565
Eaton Corp PLC
SHS
G29183103
668
7704
SH
SOLE
0
0
7704
Edwards Lifesciences Corp
COM
28176E108
1657
9516
SH
SOLE
0
0
9516
Facebook Inc A
CL A
30303M102
250
1522
SH
SOLE
0
0
1522
Fidelity National Information Services Inc
COM
31620M106
1064
9758
SH
SOLE
0
0
9758
Alphabet Inc Class C
CAP STK CL C
02079K107
234
196
SH
SOLE
0
0
196
Alphabet Inc A
CL A
02079K305
281
233
SH
SOLE
0
0
233
Genuine Parts Co
COM
372460105
252
2537
SH
SOLE
0
0
2537
Helmerich & Payne Inc
COM
423452101
254
3688
SH
SOLE
0
0
3688
Hormel Foods Corp
COM
440452100
405
10278
SH
SOLE
0
0
10278
iShares Nasdaq Biotechnology ETF
NASDAQ BIOTECH
464287556
827
6781
SH
SOLE
0
0
6781
iShares Cohen & Steers REIT ETF
COHEN STER REIT
464287564
2278
22761
SH
SOLE
0
0
22761
Intel Corp
COM
458140100
493
10421
SH
SOLE
0
0
10421
iRobot Corp
COM
462726100
322
2925
SH
SOLE
0
0
2925
iShares Russell 1000 ETF
RUS 1000 ETF
464287622
7741
47868
SH
SOLE
0
0
47868
iShares Russell 1000 Growth ETF
RUS 1000 GRW ETF
464287614
448
2872
SH
SOLE
0
0
2872
iShares Russell 2000 ETF
RUSSELL 2000 ETF
464287655
5020
29786
SH
SOLE
0
0
29786
iShares Russell Mid-Cap Growth ETF
RUSMDCPGRETF
464287481
372
2745
SH
SOLE
0
0
2745
iShares Russell 3000 ETF
RUSSELL 3000 ETF
464287689
3314
19234
SH
SOLE
0
0
19234
JPMorgan Chase & Co
COM
46625H100
1220
10815
SH
SOLE
0
0
10815
Kimberly-Clark Corp
COM
494368103
268
2358
SH
SOLE
0
0
2358
Lockheed Martin Corp
COM
539830109
1120
3237
SH
SOLE
0
0
3237
iShares iBoxx $ Invmt Grade Corp Bd ETF
IBOXX INV CP ETF
464287242
3135
27278
SH
SOLE
0
0
27278
Moody's Corporation
COM
615369105
1118
6686
SH
SOLE
0
0
6686
SPDR S&P MidCap 400 ETF
UTSER1 S&PDCRP
78467Y107
5873
15981
SH
SOLE
0
0
15981
iShares National Muni Bond ETF
NATIONAL MUN ETF
464288414
889
8234
SH
SOLE
0
0
8234
Nike Inc B
CL B
654106103
1096
12934
SH
SOLE
0
0
12934
Northrop Grumman Corp
COM
666807102
769
2422
SH
SOLE
0
0
2422
Norfolk Southern Corp
COM
655844108
827
4581
SH
SOLE
0
0
4581
NVIDIA Corp
COM
67066G104
2504
8911
SH
SOLE
0
0
8911
iShares New York Muni Bond ETF
NEW YORK MUN ETF
464288323
2831
52081
SH
SOLE
0
0
52081
OGE Energy Corp
COM
670837103
330
9085
SH
SOLE
0
0
9085
Omega Healthcare Investors Inc
COM
681936100
407
12422
SH
SOLE
0
0
12422
Oracle Corp
COM
68389X105
506
9823
SH
SOLE
0
0
9823
Oshkosh Corp
COM
688239201
780
10951
SH
SOLE
0
0
10951
Paychex Inc
COM
704326107
769
10447
SH
SOLE
0
0
10447
PepsiCo Inc
COM
713448108
284
2540
SH
SOLE
0
0
2540
Pfizer Inc
COM
717081103
700
15890
SH
SOLE
0
0
15890
PNC Financial Services Group Inc
COM
693475105
469
3443
SH
SOLE
0
0
3443
Pinnacle West Capital Corp
COM
723484101
393
4960
SH
SOLE
0
0
4960
Public Storage
COM
74460D109
445
2206
SH
SOLE
0
0
2206
Raytheon Co
COM NEW
755111507
1082
5233
SH
SOLE
0
0
5233
iShares 1-3 Year Treasury Bond ETF
1-3 YR TREAS BD ETF
464287457
6611
79566
SH
SOLE
0
0
79566
SPDR S&P 500 ETF
TR UNIT
78462F103
6460
22221
SH
SOLE
0
0
22221
Universal Health Services Inc Class B
CL B
913903100
458
3581
SH
SOLE
0
0
3581
Union Pacific Corp
COM
907818108
1023
6283
SH
SOLE
0
0
6283
US Bancorp
COM
902973304
365
6920
SH
SOLE
0
0
6920
Vale SA ADR
ADR
91912E105
505
34055
SH
SOLE
0
0
34055
WEC Energy Group Inc
COM
92939U106
780
11689
SH
SOLE
0
0
11689
Waste Management Inc
COM
94106L109
870
9627
SH
SOLE
0
0
9627
Xcel Energy Inc
COM
98389B100
256
5427
SH
SOLE
0
0
5427
Energy Select Sector SPDR ETF
ENERGY
81369Y506
302
3988
SH
SOLE
0
0
3988
Technology Select Sector SPDR ETF
TECHNOLOGY
81369Y803
2456
32605
SH
SOLE
0
0
32605
Health Care Select Sector SPDR ETF
SBI HEALTHCARE
81369Y209
305
3209
SH
SOLE
0
0
3209
Exxon Mobil Corp
COM
30231G102
486
5716
SH
SOLE
0
0
5716