0001841433-21-000010.txt : 20210524 0001841433-21-000010.hdr.sgml : 20210524 20210524122844 ACCESSION NUMBER: 0001841433-21-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 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: 21952523 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 09-30-2015 09-30-2015 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 31 158982 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 337 5770 SH SOLE 0 0 5770 BANK MUTUAL CORP NEW COM 063750103 1087 141543 SH SOLE 0 0 141543 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 209 1603 SH SOLE 0 0 1603 FIDELITY NATL INFORMATION SV COM 31620M106 368 5487 SH SOLE 0 0 5487 ISHARES TR CORE US VAL ETF 464287663 5164 42464 SH SOLE 0 0 42464 ISHARES TR MSCI EAFE ETF 464287465 5818 101496 SH SOLE 0 0 101496 ISHARES TR MSCI EMG MKT ETF 464287234 6225 189889 SH SOLE 0 0 189889 ISHARES TR RUS 2000 VAL ETF 464287630 3912 43413 SH SOLE 0 0 43413 ISHARES TR RUS MDCP VAL ETF 464287473 15043 224219 SH SOLE 0 0 224219 ISHARES TR S&P 500 GRWT ETF 464287309 228 2119 SH SOLE 0 0 2119 ISHARES TR S&P MC 400VL ETF 464287705 3140 27227 SH SOLE 0 0 27227 ISHARES TR SP SMCP600VL ETF 464287879 4962 47350 SH SOLE 0 0 47350 ISHARES TR TIPS BD ETF 464287176 274 2479 SH SOLE 0 0 2479 JPMORGAN CHASE & CO COM 46625H100 983 16124 SH SOLE 0 0 16124 KIMBERLY CLARK CORP COM 494368103 230 2111 SH SOLE 0 0 2111 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2709 26626 SH SOLE 0 0 26626 PROCTER & GAMBLE CO COM 742718109 1688 23461 SH SOLE 0 0 23461 SPDR S&P 500 ETF TR TR UNIT 78462F103 378 1975 SH SOLE 0 0 1975 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 5181 64443 SH SOLE 0 0 64443 VANGUARD INDEX FDS GROWTH ETF 922908736 19719 196617 SH SOLE 0 0 196617 VANGUARD INDEX FDS VALUE ETF 922908744 13644 177767 SH SOLE 0 0 177767 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12465 128706 SH SOLE 0 0 128706 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1015 12194 SH SOLE 0 0 12194 VANGUARD INDEX FDS MID CAP ETF 922908629 5143 44085 SH SOLE 0 0 44085 VANGUARD INDEX FDS SMALL CP ETF 922908751 1466 13578 SH SOLE 0 0 13578 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10015 302671 SH SOLE 0 0 302671 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 14806 185748 SH SOLE 0 0 185748 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6544 183627 SH SOLE 0 0 183627 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7345 117242 SH SOLE 0 0 117242 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6407 73362 SH SOLE 0 0 73362 WEC ENERGY GROUP INC COM 92939U106 2477 47432 SH SOLE 0 0 47432