0001841433-21-000009.txt : 20210524 0001841433-21-000009.hdr.sgml : 20210524 20210524122624 ACCESSION NUMBER: 0001841433-21-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 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: 21952521 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 06-30-2015 06-30-2015 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 33 167075 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 333 5770 SH SOLE 0 0 5770 BANK MUTUAL CORP NEW COM 063750103 149 19487 SH SOLE 0 0 19487 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 218 1603 SH SOLE 0 0 1603 DISNEY WALT CO COM DISNEY 254687106 228 2001 SH SOLE 0 0 2001 FIDELITY NATL INFORMATION SV COM 31620M106 471 7623 SH SOLE 0 0 7623 ISHARES TR MSCI EAFE ETF 464287465 6400 100798 SH SOLE 0 0 100798 ISHARES TR MSCI EMG MKT ETF 464287234 7578 191278 SH SOLE 0 0 191278 ISHARES TR CORE US VAL ETF 464287663 5783 42897 SH SOLE 0 0 42897 ISHARES TR RUS 2000 VAL ETF 464287630 4433 43482 SH SOLE 0 0 43482 ISHARES TR RUS MDCP VAL ETF 464287473 16278 220686 SH SOLE 0 0 220686 ISHARES TR S&P 500 GRWT ETF 464287309 241 2119 SH SOLE 0 0 2119 ISHARES TR S&P MC 400VL ETF 464287705 3560 27602 SH SOLE 0 0 27602 ISHARES TR SP SMCP600VL ETF 464287879 5611 47652 SH SOLE 0 0 47652 ISHARES TR TIPS BD ETF 464287176 284 2537 SH SOLE 0 0 2537 JPMORGAN CHASE & CO COM 46625H100 1093 16124 SH SOLE 0 0 16124 KIMBERLY CLARK CORP COM 494368103 224 2111 SH SOLE 0 0 2111 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2904 27124 SH SOLE 0 0 27124 PROCTER & GAMBLE CO COM 742718109 1500 19168 SH SOLE 0 0 19168 SPDR S&P 500 ETF TR TR UNIT 78462F103 407 1975 SH SOLE 0 0 1975 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 4498 56086 SH SOLE 0 0 56086 VANGUARD INDEX FDS SMALL CP ETF 922908751 3378 27804 SH SOLE 0 0 27804 VANGUARD INDEX FDS GROWTH ETF 922908736 20863 194894 SH SOLE 0 0 194894 VANGUARD INDEX FDS VALUE ETF 922908744 14479 173689 SH SOLE 0 0 173689 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 575 6350 SH SOLE 0 0 6350 VANGUARD INDEX FDS MID CAP ETF 922908629 5275 41394 SH SOLE 0 0 41394 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13235 122761 SH SOLE 0 0 122761 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 12693 310493 SH SOLE 0 0 310493 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9021 113356 SH SOLE 0 0 113356 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6594 166294 SH SOLE 0 0 166294 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7790 115711 SH SOLE 0 0 115711 VANGUARD WORLD FDS MATERIALS ETF 92204A801 7796 72417 SH SOLE 0 0 72417 WEC ENERGY GROUP INC COM 92939U106 2960 65813 SH SOLE 0 0 65813 WISDOMTREE TR EMERG MKTS ETF 97717W315 223 5137 SH SOLE 0 0 5137