0001841433-21-000006.txt : 20210524
0001841433-21-000006.hdr.sgml : 20210524
20210524122018
ACCESSION NUMBER: 0001841433-21-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
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: 21952501
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
09-30-2014
09-30-2014
false
Financial Planning & Information Services, Inc.
115 Fourth Street
De Pere
WI
54115
13F HOLDINGS REPORT
028-20591
N
Ryan Brent Wempe
CCO
920-336-0863
/s/ Ryan Brent Wempe
De Pere
WI
05-24-2021
0
32
144137
INFORMATION TABLE
2
infotable.xml
ALLIANT ENERGY CORP
COM
018802108
320
5770
SH
SOLE
0
0
5770
BANK MUTUAL CORP NEW
COM
063750103
130
20318
SH
SOLE
0
0
20318
EXXON MOBIL CORP
COM
30231G102
209
2217
SH
SOLE
0
0
2217
FIDELITY NATL INFORMATION SV
COM
31620M106
438
7778
SH
SOLE
0
0
7778
INTEGRYS ENERGY GROUP INC
COM
45822P105
3428
52881
SH
SOLE
0
0
52881
ISHARES TR
MSCI EAFE ETF
464287465
6474
100962
SH
SOLE
0
0
100962
ISHARES TR
MSCI EMG MKT ETF
464287234
8240
198258
SH
SOLE
0
0
198258
ISHARES TR
CORE US VAL ETF
464287663
5805
44527
SH
SOLE
0
0
44527
ISHARES TR
RUS 2000 VAL ETF
464287630
4084
43651
SH
SOLE
0
0
43651
ISHARES TR
RUS MDCP VAL ETF
464287473
15444
220634
SH
SOLE
0
0
220634
ISHARES TR
S&P 500 GRWT ETF
464287309
239
2234
SH
SOLE
0
0
2234
ISHARES TR
S&P MC 400VL ETF
464287705
3383
28120
SH
SOLE
0
0
28120
ISHARES TR
SP SMCP600VL ETF
464287879
5308
49472
SH
SOLE
0
0
49472
ISHARES TR
TIPS BD ETF
464287176
407
3636
SH
SOLE
0
0
3636
JPMORGAN CHASE & CO
COM
46625H100
979
16259
SH
SOLE
0
0
16259
KIMBERLY CLARK CORP
COM
494368103
227
2111
SH
SOLE
0
0
2111
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
2859
28936
SH
SOLE
0
0
28936
PROCTER & GAMBLE CO
COM
742718109
1024
12231
SH
SOLE
0
0
12231
SPDR S&P 500 ETF TR
TR UNIT
78462F103
416
2110
SH
SOLE
0
0
2110
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
3155
39402
SH
SOLE
0
0
39402
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1566
14158
SH
SOLE
0
0
14158
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
10862
108905
SH
SOLE
0
0
108905
VANGUARD INDEX FDS
VALUE ETF
922908744
13268
163399
SH
SOLE
0
0
163399
VANGUARD INDEX FDS
GROWTH ETF
922908736
19232
192952
SH
SOLE
0
0
192952
VANGUARD INDEX FDS
MID CAP ETF
922908629
4068
34676
SH
SOLE
0
0
34676
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
370
4355
SH
SOLE
0
0
4355
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
11317
271336
SH
SOLE
0
0
271336
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
209
4238
SH
SOLE
0
0
4238
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
5236
131719
SH
SOLE
0
0
131719
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
7317
110182
SH
SOLE
0
0
110182
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
7869
71417
SH
SOLE
0
0
71417
WISDOMTREE TR
EMERG MKTS ETF
97717W315
254
5309
SH
SOLE
0
0
5309