The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 278 | 1,575 | SH | SOLE | 0 | 0 | 1,575 | ||
ABBOTT LABORATORIES | COM | 002824100 | 206 | 2,375 | SH | SOLE | 0 | 0 | 2,375 | ||
ABBVIE INC | COM | 00287Y109 | 370 | 4,181 | SH | SOLE | 0 | 0 | 4,181 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 1,534 | 180,436 | SH | SOLE | 0 | 0 | 180,436 | ||
ALLIANT ENERGY CORP INC | COM | 018802108 | 276 | 5,050 | SH | SOLE | 0 | 0 | 5,050 | ||
ALTRIA GROUP INC | COM | 02209S103 | 2,181 | 43,695 | SH | SOLE | 0 | 0 | 43,695 | ||
AMAZON.COM INC | COM | 023135106 | 383 | 207 | SH | SOLE | 0 | 0 | 207 | ||
AMGEN INC | COM | 031162100 | 210 | 873 | SH | SOLE | 0 | 0 | 873 | ||
APPLE INC | COM | 037833100 | 2,381 | 8,107 | SH | SOLE | 0 | 0 | 8,107 | ||
AT&T INC | COM | 00206R102 | 569 | 14,571 | SH | SOLE | 0 | 0 | 14,571 | ||
BERKSHIRE HATHAWAY INC CL B | COM | 084670702 | 219 | 965 | SH | SOLE | 0 | 0 | 965 | ||
CHEVRON CORP | COM | 166764100 | 343 | 2,848 | SH | SOLE | 0 | 0 | 2,848 | ||
EXXON MOBIL CORP | COM | 30231G102 | 408 | 5,848 | SH | SOLE | 0 | 0 | 5,848 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 507 | 3,646 | SH | SOLE | 0 | 0 | 3,646 | ||
FISERV INC | COM | 337738108 | 421 | 3,645 | SH | SOLE | 0 | 0 | 3,645 | ||
HOME DEPOT INC | COM | 437076102 | 418 | 1,915 | SH | SOLE | 0 | 0 | 1,915 | ||
HONEYWELL INTL INC | COM | 438516106 | 574 | 3,241 | SH | SOLE | 0 | 0 | 3,241 | ||
INVESCO EXCHNG TRADED FD TR | S&P500 LOW VOL | 46138E354 | 202 | 3,465 | SH | SOLE | 0 | 0 | 3,465 | ||
ISHARES TR | CORE US AGGBD ETF | 464287226 | 24,256 | 215,855 | SH | SOLE | 0 | 0 | 215,855 | ||
ISHARES TR | INTRMD CR BD ETF | 464288638 | 8,579 | 147,965 | SH | SOLE | 0 | 0 | 147,965 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 433 | 12,890 | SH | SOLE | 0 | 0 | 12,890 | ||
ISHARES TR | CORE S&P 500 ETF | 464287200 | 40,415 | 125,032 | SH | SOLE | 0 | 0 | 125,032 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 9,523 | 113,576 | SH | SOLE | 0 | 0 | 113,576 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 12,104 | 88,684 | SH | SOLE | 0 | 0 | 88,684 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 22,929 | 130,339 | SH | SOLE | 0 | 0 | 130,339 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 889 | 10,110 | SH | SOLE | 0 | 0 | 10,110 | ||
ISHARES TR | CRE U S REIT ETF | 464288521 | 7,036 | 128,892 | SH | SOLE | 0 | 0 | 128,892 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,225 | 7,394 | SH | SOLE | 0 | 0 | 7,394 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 2,340 | 39,254 | SH | SOLE | 0 | 0 | 39,254 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 801 | 6,870 | SH | SOLE | 0 | 0 | 6,870 | ||
ISHARES TR | S&P 500 GRWTH | 464287309 | 206 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | ||
ISHARES TR | MSCI USA ESG ETF | 46435G425 | 273 | 3,831 | SH | SOLE | 0 | 0 | 3,831 | ||
ISHARES TR | MSCI EAFE ESG ETF | 46435G516 | 256 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
JOHNSON & JOHNSON | COM | 478160104 | 521 | 3,571 | SH | SOLE | 0 | 0 | 3,571 | ||
JPMORGAN CHASE & CO | COM | 46652H100 | 205 | 1,473 | SH | SOLE | 0 | 0 | 1,473 | ||
MCDONALDS CORP | COM | 580135101 | 361 | 1,828 | SH | SOLE | 0 | 0 | 1,828 | ||
MERCK & CO INC | COM | 58933Y105 | 416 | 4,573 | SH | SOLE | 0 | 0 | 4,573 | ||
MICROSOFT CORP | COM | 594918104 | 1,174 | 7,446 | SH | SOLE | 0 | 0 | 7,446 | ||
MONDELEZ INTL INC | CL A | 609207105 | 233 | 4,239 | SH | SOLE | 0 | 0 | 4,239 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 267 | 3,617 | SH | SOLE | 0 | 0 | 3,617 | ||
PEPSICO INC | COM | 713448108 | 522 | 3,819 | SH | SOLE | 0 | 0 | 3,819 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,374 | 27,899 | SH | SOLE | 0 | 0 | 27,899 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 316 | 1,559 | SH | SOLE | 0 | 0 | 1,559 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 540 | 1,678 | SH | SOLE | 0 | 0 | 1,678 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 4,005 | 37,232 | SH | SOLE | 0 | 0 | 37,232 | ||
SHERWIN-WILLIAMS CO INC | COM | 824348106 | 293 | 501 | SH | SOLE | 0 | 0 | 501 | ||
SYNOVUS FINANCIAL CORP | COM | 87161C501 | 423 | 10,781 | SH | SOLE | 0 | 0 | 10,781 | ||
SYSCO CORP | COM | 871829107 | 1,600 | 18,700 | SH | SOLE | 0 | 0 | 18,700 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 249 | 766 | SH | SOLE | 0 | 0 | 766 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 207 | 1,384 | SH | SOLE | 0 | 0 | 1,384 | ||
US BANCORP | COM | 902973304 | 202 | 3,407 | SH | SOLE | 0 | 0 | 3,407 | ||
VANECK VECTORS | JP MORGAN MKTS ETF | 92189F494 | 548 | 16,111 | SH | SOLE | 0 | 0 | 16,111 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 2,269 | 28,143 | SH | SOLE | 0 | 0 | 28,143 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 10,672 | 64,432 | SH | SOLE | 0 | 0 | 64,432 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 12,737 | 71,483 | SH | SOLE | 0 | 0 | 71,483 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 6,597 | 122,739 | SH | SOLE | 0 | 0 | 122,739 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 833 | 18,725 | SH | SOLE | 0 | 0 | 18,725 | ||
VANGUARD INTL EQUITY INDEX F | TOTAL STK MKT ETF | 922908769 | 291 | 1,778 | SH | SOLE | 0 | 0 | 1,778 | ||
WAL-MART STORES INC | COM | 931142103 | 369 | 3,108 | SH | SOLE | 0 | 0 | 3,108 | ||
WALT DISNEY CO | COM | 254687106 | 296 | 2,044 | SH | SOLE | 0 | 0 | 2,044 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 1,343 | 14,559 | SH | SOLE | 0 | 0 | 14,559 |