0001841433-21-000003.txt : 20210524 0001841433-21-000003.hdr.sgml : 20210524 20210524121649 ACCESSION NUMBER: 0001841433-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 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: 21952493 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 12-31-2013 12-31-2013 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 32 141097 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 296 5730 SH SOLE 0 0 5730 BANK MUTUAL CORP NEW COM 063750103 142 20318 SH SOLE 0 0 20318 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 210 1775 SH SOLE 0 0 1775 EXXON MOBIL CORP COM 30231G102 224 2217 SH SOLE 0 0 2217 FIDELITY NATL INFORMATION SV COM 31620M106 418 7778 SH SOLE 0 0 7778 INTEGRYS ENERGY GROUP INC COM 45822P105 2739 50345 SH SOLE 0 0 50345 ISHARES TIPS BD ETF 464287176 1306 11886 SH SOLE 0 0 11886 ISHARES MSCI EMG MKT ETF 464287234 8868 212183 SH SOLE 0 0 212183 ISHARES S&P 500 GRWT ETF 464287309 231 2340 SH SOLE 0 0 2340 ISHARES MSCI EAFE ETF 464287465 6988 104153 SH SOLE 0 0 104153 ISHARES RUS MDCP VAL ETF 464287473 15107 229901 SH SOLE 0 0 229901 ISHARES RUS 2000 VAL ETF 464287630 4412 44343 SH SOLE 0 0 44343 ISHARES RUS 3000 VAL ETF 464287663 5815 47122 SH SOLE 0 0 47122 ISHARES S&P MC 400VL ETF 464287705 3421 29432 SH SOLE 0 0 29432 ISHARES SP SMCP600VL ETF 464287879 5701 51237 SH SOLE 0 0 51237 JPMORGAN CHASE & CO COM 46625H100 955 16331 SH SOLE 0 0 16331 KIMBERLY CLARK CORP COM 494368103 221 2111 SH SOLE 0 0 2111 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2752 31284 SH SOLE 0 0 31284 PROCTER & GAMBLE CO COM 742718109 965 11859 SH SOLE 0 0 11859 SPDR S&P 500 ETF TR TR UNIT 78462F103 430 2329 SH SOLE 0 0 2329 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4004 50089 SH SOLE 0 0 50089 VANGUARD INDEX FDS SMALL CP ETF 922908751 1628 14807 SH SOLE 0 0 14807 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 232 2904 SH SOLE 0 0 2904 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10340 106188 SH SOLE 0 0 106188 VANGUARD INDEX FDS MID CAP ETF 922908629 3672 33374 SH SOLE 0 0 33374 VANGUARD INDEX FDS GROWTH ETF 922908736 17839 191716 SH SOLE 0 0 191716 VANGUARD INDEX FDS VALUE ETF 922908744 12454 163034 SH SOLE 0 0 163034 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 269 5309 SH SOLE 0 0 5309 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10398 252752 SH SOLE 0 0 252752 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4556 109300 SH SOLE 0 0 109300 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 6603 105954 SH SOLE 0 0 105954 VANGUARD WORLD FDS MATERIALS ETF 92204A801 7901 76522 SH SOLE 0 0 76522