0001841433-21-000004.txt : 20210524 0001841433-21-000004.hdr.sgml : 20210524 20210524121803 ACCESSION NUMBER: 0001841433-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 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: 21952497 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 03-31-2014 03-31-2014 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 32 143517 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 328 5770 SH SOLE 0 0 5770 BANK MUTUAL CORP NEW COM 063750103 129 20318 SH SOLE 0 0 20318 EXXON MOBIL CORP COM 30231G102 217 2217 SH SOLE 0 0 2217 FIDELITY NATL INFORMATION SV COM 31620M106 416 7778 SH SOLE 0 0 7778 INTEGRYS ENERGY GROUP INC COM 45822P105 3096 51910 SH SOLE 0 0 51910 ISHARES RUS 3000 VAL ETF 464287663 5843 46262 SH SOLE 0 0 46262 ISHARES MSCI EAFE ETF 464287465 7015 104388 SH SOLE 0 0 104388 ISHARES MSCI EMG MKT ETF 464287234 8844 215659 SH SOLE 0 0 215659 ISHARES RUS 2000 VAL ETF 464287630 4364 43279 SH SOLE 0 0 43279 ISHARES RUS MDCP VAL ETF 464287473 15911 231501 SH SOLE 0 0 231501 ISHARES S&P 500 GRWT ETF 464287309 233 2330 SH SOLE 0 0 2330 ISHARES S&P MC 400VL ETF 464287705 3545 29436 SH SOLE 0 0 29436 ISHARES SP SMCP600VL ETF 464287879 5778 50933 SH SOLE 0 0 50933 ISHARES TIPS BD ETF 464287176 647 5772 SH SOLE 0 0 5772 JPMORGAN CHASE & CO COM 46625H100 991 16331 SH SOLE 0 0 16331 KIMBERLY CLARK CORP COM 494368103 233 2111 SH SOLE 0 0 2111 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2633 30032 SH SOLE 0 0 30032 PROCTER & GAMBLE CO COM 742718109 952 11809 SH SOLE 0 0 11809 SPDR S&P 500 ETF TR TR UNIT 78462F103 423 2264 SH SOLE 0 0 2264 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4036 50398 SH SOLE 0 0 50398 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10793 107243 SH SOLE 0 0 107243 VANGUARD INDEX FDS SMALL CP ETF 922908751 1639 14511 SH SOLE 0 0 14511 VANGUARD INDEX FDS GROWTH ETF 922908736 17752 189900 SH SOLE 0 0 189900 VANGUARD INDEX FDS VALUE ETF 922908744 12685 162397 SH SOLE 0 0 162397 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 255 3073 SH SOLE 0 0 3073 VANGUARD INDEX FDS MID CAP ETF 922908629 3769 33180 SH SOLE 0 0 33180 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 269 5356 SH SOLE 0 0 5356 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10955 269963 SH SOLE 0 0 269963 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 4736 114752 SH SOLE 0 0 114752 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 6905 109388 SH SOLE 0 0 109388 VANGUARD WORLD FDS MATERIALS ETF 92204A801 7894 74259 SH SOLE 0 0 74259 WISDOMTREE TR EMERG MKTS ETF 97717W315 231 4702 SH SOLE 0 0 4702