0001841433-21-000007.txt : 20210524 0001841433-21-000007.hdr.sgml : 20210524 20210524122136 ACCESSION NUMBER: 0001841433-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 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: 21952506 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 12-31-2014 12-31-2014 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 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 2177 SH SOLE 0 0 2177 FIDELITY NATL INFORMATION SV COM 31620M106 438 7778 SH SOLE 0 0 7778 INTEGRYS ENERGY GROUP INC COM 45822P105 3428 49187 SH SOLE 0 0 49187 ISHARES TR MSCI EAFE ETF 464287465 6474 102997 SH SOLE 0 0 102997 ISHARES TR MSCI EMG MKT ETF 464287234 8240 200122 SH SOLE 0 0 200122 ISHARES TR CORE US VAL ETF 464287663 5805 43976 SH SOLE 0 0 43976 ISHARES TR RUS 2000 VAL ETF 464287630 4084 43407 SH SOLE 0 0 43407 ISHARES TR RUS MDCP VAL ETF 464287473 15444 217585 SH SOLE 0 0 217585 ISHARES TR S&P 500 GRWT ETF 464287309 239 2234 SH SOLE 0 0 2234 ISHARES TR S&P MC 400VL ETF 464287705 3383 27863 SH SOLE 0 0 27863 ISHARES TR SP SMCP600VL ETF 464287879 5308 48630 SH SOLE 0 0 48630 ISHARES TR TIPS BD ETF 464287176 407 3389 SH SOLE 0 0 3389 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 27754 SH SOLE 0 0 27754 PROCTER & GAMBLE CO COM 742718109 1024 13563 SH SOLE 0 0 13563 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 39208 SH SOLE 0 0 39208 VANGUARD INDEX FDS SMALL CP ETF 922908751 1566 13961 SH SOLE 0 0 13961 VANGUARD INDEX FDS GROWTH ETF 922908736 19232 187333 SH SOLE 0 0 187333 VANGUARD INDEX FDS VALUE ETF 922908744 13268 161951 SH SOLE 0 0 161951 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10862 113031 SH SOLE 0 0 113031 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 370 4355 SH SOLE 0 0 4355 VANGUARD INDEX FDS MID CAP ETF 922908629 4068 36238 SH SOLE 0 0 36238 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11317 286677 SH SOLE 0 0 286677 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 209 4341 SH SOLE 0 0 4341 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5236 147403 SH SOLE 0 0 147403 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7317 109471 SH SOLE 0 0 109471 VANGUARD WORLD FDS MATERIALS ETF 92204A801 7869 72022 SH SOLE 0 0 72022 WISDOMTREE TR EMERG MKTS ETF 97717W315 254 5309 SH SOLE 0 0 5309