0001841433-21-000005.txt : 20210524 0001841433-21-000005.hdr.sgml : 20210524 20210524121914 ACCESSION NUMBER: 0001841433-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20210524 DATE AS OF CHANGE: 20210524 EFFECTIVENESS DATE: 20210524 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Planning & Information Services, Inc. CENTRAL INDEX KEY: 0001841433 IRS NUMBER: 391560719 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20591 FILM NUMBER: 21952500 BUSINESS ADDRESS: STREET 1: 115 FOURTH STREET CITY: DE PERE STATE: WI ZIP: 54115 BUSINESS PHONE: 920-336-0863 MAIL ADDRESS: STREET 1: 115 FOURTH STREET CITY: DE PERE STATE: WI ZIP: 54115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841433 XXXXXXXX 06-30-2014 06-30-2014 false Financial Planning & Information Services, Inc.

115 Fourth Street De Pere WI 54115

13F HOLDINGS REPORT 028-20591 N Ryan Brent Wempe 920-336-0863 /s/ Ryan Brent Wempe De Pere WI 05-24-2021 0 33 148398 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 351 5770 SH SOLE 0 0 5770 BANK MUTUAL CORP NEW COM 063750103 118 20318 SH SOLE 0 0 20318 EXXON MOBIL CORP COM 30231G102 223 2217 SH SOLE 0 0 2217 FIDELITY NATL INFORMATION SV COM 31620M106 452 8256 SH SOLE 0 0 8256 INTEGRYS ENERGY GROUP INC COM 45822P105 3661 51465 SH SOLE 0 0 51465 ISHARES RUS 3000 VAL ETF 464287663 6017 45393 SH SOLE 0 0 45393 ISHARES MSCI EAFE ETF 464287465 6873 100522 SH SOLE 0 0 100522 ISHARES MSCI EMG MKT ETF 464287234 8767 202798 SH SOLE 0 0 202798 ISHARES RUS 2000 VAL ETF 464287630 4454 43130 SH SOLE 0 0 43130 ISHARES RUS MDCP VAL ETF 464287473 16376 225529 SH SOLE 0 0 225529 ISHARES S&P 500 GRWT ETF 464287309 245 2330 SH SOLE 0 0 2330 ISHARES S&P MC 400VL ETF 464287705 3652 28775 SH SOLE 0 0 28775 ISHARES SP SMCP600VL ETF 464287879 5858 50749 SH SOLE 0 0 50749 ISHARES TIPS BD ETF 464287176 470 4076 SH SOLE 0 0 4076 JPMORGAN CHASE & CO COM 46625H100 937 16259 SH SOLE 0 0 16259 KIMBERLY CLARK CORP COM 494368103 235 2111 SH SOLE 0 0 2111 MCDONALDS CORP COM 580135101 205 2030 SH SOLE 0 0 2030 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2806 29876 SH SOLE 0 0 29876 PROCTER & GAMBLE CO COM 742718109 932 11864 SH SOLE 0 0 11864 SPDR S&P 500 ETF TR TR UNIT 78462F103 447 2281 SH SOLE 0 0 2281 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 3271 40713 SH SOLE 0 0 40713 VANGUARD INDEX FDS VALUE ETF 922908744 13036 161040 SH SOLE 0 0 161040 VANGUARD INDEX FDS SM CP VAL ETF 922908611 11351 107592 SH SOLE 0 0 107592 VANGUARD INDEX FDS GROWTH ETF 922908736 19151 193638 SH SOLE 0 0 193638 VANGUARD INDEX FDS SMALL CP ETF 922908751 1699 14508 SH SOLE 0 0 14508 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 267 3073 SH SOLE 0 0 3073 VANGUARD INDEX FDS MID CAP ETF 922908629 4007 33766 SH SOLE 0 0 33766 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 225 4302 SH SOLE 0 0 4302 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11598 268906 SH SOLE 0 0 268906 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5168 121335 SH SOLE 0 0 121335 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7244 109235 SH SOLE 0 0 109235 VANGUARD WORLD FDS MATERIALS ETF 92204A801 8058 72098 SH SOLE 0 0 72098 WISDOMTREE TR EMERG MKTS ETF 97717W315 244 4702 SH SOLE 0 0 4702