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 | 221 | 1,620 | SH | SOLE | 0 | 0 | 1,620 | ||
ABBVIE INC | COM | 00287Y109 | 319 | 4,186 | SH | SOLE | 0 | 0 | 4,186 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 672 | 195,370 | SH | SOLE | 0 | 0 | 195,370 | ||
ALLIANT ENERGY CORP INC | COM | 018802108 | 242 | 2,007 | SH | SOLE | 0 | 0 | 2,007 | ||
ALTRIA GROUP INC | COM | 02209S103 | 1,691 | 43,740 | SH | SOLE | 0 | 0 | 43,740 | ||
AMAZON.COM INC | COM | 023135106 | 415 | 213 | SH | SOLE | 0 | 0 | 213 | ||
APPLE INC | COM | 037833100 | 2,069 | 8,135 | SH | SOLE | 0 | 0 | 8,135 | ||
AT&T INC | COM | 00206R102 | 374 | 12,834 | SH | SOLE | 0 | 0 | 12,834 | ||
BERKSHIRE HATHAWAY INC CL B | COM | 084670702 | 225 | 1,231 | SH | SOLE | 0 | 0 | 1,231 | ||
CHEVRON CORP | COM | 166764100 | 243 | 3,358 | SH | SOLE | 0 | 0 | 3,358 | ||
EXXON MOBIL CORP | COM | 30231G102 | 218 | 5,740 | SH | SOLE | 0 | 0 | 5,740 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 444 | 3,653 | SH | SOLE | 0 | 0 | 3,653 | ||
FISERV INC | COM | 337738108 | 322 | 3,394 | SH | SOLE | 0 | 0 | 3,394 | ||
HOME DEPOT INC | COM | 437076102 | 367 | 1,964 | SH | SOLE | 0 | 0 | 1,964 | ||
HONEYWELL INTL INC | COM | 438516106 | 433 | 3,238 | SH | SOLE | 0 | 0 | 3,238 | ||
ISHARES TR | CORE US AGGBD ETF | 464287226 | 24,842 | 215,325 | SH | SOLE | 0 | 0 | 215,325 | ||
ISHARES TR | INTRMD CR BD ETF | 464288638 | 8,085 | 147,216 | SH | SOLE | 0 | 0 | 147,216 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 259 | 11,464 | SH | SOLE | 0 | 0 | 11,464 | ||
ISHARES TR | CORE S&P 500 ETF | 464287200 | 34,498 | 133,506 | SH | SOLE | 0 | 0 | 133,506 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 7,265 | 129,480 | SH | SOLE | 0 | 0 | 129,480 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 8,636 | 87,076 | SH | SOLE | 0 | 0 | 87,076 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 19,260 | 127,848 | SH | SOLE | 0 | 0 | 127,848 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 849 | 11,012 | SH | SOLE | 0 | 0 | 11,012 | ||
ISHARES TR | CRE U S REIT ETF | 464288521 | 5,630 | 143,744 | SH | SOLE | 0 | 0 | 143,744 | ||
ISHARES TR | MBS ETF | 464288588 | 246 | 2,224 | SH | SOLE | 0 | 0 | 2,224 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 807 | 7,047 | SH | SOLE | 0 | 0 | 7,047 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 1,684 | 39,012 | SH | SOLE | 0 | 0 | 39,012 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 875 | 7,423 | SH | SOLE | 0 | 0 | 7,423 | ||
ISHARES TR | MSCI USA ESG ETF | 46435G425 | 222 | 3,869 | SH | SOLE | 0 | 0 | 3,869 | ||
ISHARES TR | MSCI EAFE ESG ETF | 46435G516 | 203 | 3,819 | SH | SOLE | 0 | 0 | 3,819 | ||
JOHNSON & JOHNSON | COM | 478160104 | 466 | 3,551 | SH | SOLE | 0 | 0 | 3,551 | ||
MCDONALDS CORP | COM | 580135101 | 303 | 1,833 | SH | SOLE | 0 | 0 | 1,833 | ||
MERCK & CO INC | COM | 58933Y105 | 359 | 4,663 | SH | SOLE | 0 | 0 | 4,663 | ||
MICROSOFT CORP | COM | 594918104 | 1,223 | 7,755 | SH | SOLE | 0 | 0 | 7,755 | ||
MONDELEZ INTL INC | CL A | 609207105 | 213 | 4,255 | SH | SOLE | 0 | 0 | 4,255 | ||
PEPSICO INC | COM | 713448108 | 395 | 3,285 | SH | SOLE | 0 | 0 | 3,285 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,040 | 27,960 | SH | SOLE | 0 | 0 | 27,960 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 235 | 1,559 | SH | SOLE | 0 | 0 | 1,559 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 714 | 2,768 | SH | SOLE | 0 | 0 | 2,768 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 2,884 | 36,111 | SH | SOLE | 0 | 0 | 36,111 | ||
SHERWIN-WILLIAMS CO INC | COM | 824348106 | 230 | 501 | SH | SOLE | 0 | 0 | 501 | ||
SYSCO CORP | COM | 871829107 | 853 | 18,700 | SH | SOLE | 0 | 0 | 18,700 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 217 | 766 | SH | SOLE | 0 | 0 | 766 | ||
VANECK VECTORS | JP MORGAN MKTS ETF | 92189F494 | 475 | 16,700 | SH | SOLE | 0 | 0 | 16,700 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 2,042 | 24,846 | SH | SOLE | 0 | 0 | 24,846 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 7,619 | 65,996 | SH | SOLE | 0 | 0 | 65,996 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 9,280 | 70,490 | SH | SOLE | 0 | 0 | 70,490 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 4,909 | 119,666 | SH | SOLE | 0 | 0 | 119,666 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 707 | 21,060 | SH | SOLE | 0 | 0 | 21,060 | ||
VANGUARD INTL EQUITY INDEX F | TOTAL STK MKT ETF | 922908769 | 216 | 1,673 | SH | SOLE | 0 | 0 | 1,673 | ||
WAL-MART STORES INC | COM | 931142103 | 354 | 3,115 | SH | SOLE | 0 | 0 | 3,115 | ||
WALT DISNEY CO | COM | 254687106 | 205 | 2,122 | SH | SOLE | 0 | 0 | 2,122 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 1,285 | 14,586 | SH | SOLE | 0 | 0 | 14,586 |