0001841433-21-000027.txt : 20210524 0001841433-21-000027.hdr.sgml : 20210524 20210524124454 ACCESSION NUMBER: 0001841433-21-000027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 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: 21952592 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 12-31-2019 12-31-2019 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 51 251461 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 701 12812 SH SOLE 0 0 12812 APPLE INC COM 037833100 392 1334 SH SOLE 0 0 1334 ASSOCIATED BANC CORP COM 045487105 1318 59815 SH SOLE 0 0 59815 AT&T INC COM 00206R102 203 5185 SH SOLE 0 0 5185 BANK FIRST CORPORATION COM 06211J100 322 4604 SH SOLE 0 0 4604 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 259 1144 SH SOLE 0 0 1144 DISNEY WALT CO COM DISNEY 254687106 294 2036 SH SOLE 0 0 2036 FIDELITY NATL INFORMATION SV COM 31620M106 568 4085 SH SOLE 0 0 4085 INTEL CORP COM 458140100 320 5350 SH SOLE 0 0 5350 INVESCO QQQ TR UNIT SER 1 46090E103 3126 14704 SH SOLE 0 0 14704 ISHARES TR MSCI EAFE ETF 464287465 1188 17103 SH SOLE 0 0 17103 ISHARES TR MSCI EMG MKT ETF 464287234 1671 37252 SH SOLE 0 0 37252 ISHARES TR RUS 2000 VAL ETF 464287630 1906 14826 SH SOLE 0 0 14826 ISHARES TR CORE S&P US VLU 464287663 4299 68218 SH SOLE 0 0 68218 ISHARES TR RUS MDCP VAL ETF 464287473 9471 99941 SH SOLE 0 0 99941 ISHARES TR S&P 500 GRWT ETF 464287309 318 1642 SH SOLE 0 0 1642 ISHARES TR S&P MC 400VL ETF 464287705 1819 10652 SH SOLE 0 0 10652 ISHARES TR SP SMCP600VL ETF 464287879 2609 16225 SH SOLE 0 0 16225 JPMORGAN CHASE & CO COM 46625H100 2409 17281 SH SOLE 0 0 17281 KIMBERLY CLARK CORP COM 494368103 346 2518 SH SOLE 0 0 2518 LOCKHEED MARTIN CORP COM 539830109 586 1506 SH SOLE 0 0 1506 MICROSOFT CORP COM 594918104 358 2268 SH SOLE 0 0 2268 NEXTERA ENERGY INC COM 65339F101 547 2260 SH SOLE 0 0 2260 NICOLET BANKSHARES INC COM 65406E102 348 4707 SH SOLE 0 0 4707 PROCTER & GAMBLE CO COM 742718109 3424 27412 SH SOLE 0 0 27412 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1496 47709 SH SOLE 0 0 47709 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 265 7044 SH SOLE 0 0 7044 SPDR S&P 500 ETF TR TR UNIT 78462F103 551 1711 SH SOLE 0 0 1711 SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 9171 232424 SH SOLE 0 0 232424 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 22244 530753 SH SOLE 0 0 530753 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 3005 86092 SH SOLE 0 0 86092 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 33652 512128 SH SOLE 0 0 512128 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1025 12228 SH SOLE 0 0 12228 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 2127 26384 SH SOLE 0 0 26384 VANGUARD INDEX FDS SM CP VAL ETF 922908611 9120 66533 SH SOLE 0 0 66533 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4493 37698 SH SOLE 0 0 37698 VANGUARD INDEX FDS SMALL CP ETF 922908751 1247 7528 SH SOLE 0 0 7528 VANGUARD INDEX FDS VALUE ETF 922908744 17765 148224 SH SOLE 0 0 148224 VANGUARD INDEX FDS MID CAP ETF 922908629 4230 23742 SH SOLE 0 0 23742 VANGUARD INDEX FDS GROWTH ETF 922908736 17722 97281 SH SOLE 0 0 97281 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2219 49889 SH SOLE 0 0 49889 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 252 4714 SH SOLE 0 0 4714 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14470 178580 SH SOLE 0 0 178580 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2583 58632 SH SOLE 0 0 58632 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 9030 96361 SH SOLE 0 0 96361 VANGUARD WORLD FDS MATERIALS ETF 92204A801 7087 52835 SH SOLE 0 0 52835 WEC ENERGY GROUP INC COM 92939U106 5508 59716 SH SOLE 0 0 59716 WISDOMTREE TR EMG MKTS SMCAP 97717W281 11613 242857 SH SOLE 0 0 242857 WISDOMTREE TR EUROPE SMCP DV 97717W869 1540 23569 SH SOLE 0 0 23569 WISDOMTREE TR US MIDCAP DIVID 97717W505 27308 717885 SH SOLE 0 0 717885 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2936 102385 SH SOLE 0 0 102385