0001841433-21-000011.txt : 20210524 0001841433-21-000011.hdr.sgml : 20210524 20210524123024 ACCESSION NUMBER: 0001841433-21-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 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: 21952528 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 12-31-2015 12-31-2015 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 175148 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 376 6020 SH SOLE 0 0 6020 BANK MUTUAL CORP NEW COM 063750103 1103 141418 SH SOLE 0 0 141418 FIDELITY NATL INFORMATION SV COM 31620M106 333 5487 SH SOLE 0 0 5487 ISHARES TR CORE US VAL ETF 464287663 5332 41857 SH SOLE 0 0 41857 ISHARES TR MSCI EAFE ETF 464287465 6012 102388 SH SOLE 0 0 102388 ISHARES TR MSCI EMG MKT ETF 464287234 5464 169749 SH SOLE 0 0 169749 ISHARES TR RUS 2000 VAL ETF 464287630 3834 41702 SH SOLE 0 0 41702 ISHARES TR RUS MDCP VAL ETF 464287473 15382 224025 SH SOLE 0 0 224025 ISHARES TR S&P 500 GRWT ETF 464287309 245 2119 SH SOLE 0 0 2119 ISHARES TR S&P MC 400VL ETF 464287705 3023 25795 SH SOLE 0 0 25795 ISHARES TR SP SMCP600VL ETF 464287879 5064 46818 SH SOLE 0 0 46818 ISHARES TR TIPS BD ETF 464287176 266 2426 SH SOLE 0 0 2426 JPMORGAN CHASE & CO COM 46625H100 1065 16124 SH SOLE 0 0 16124 KIMBERLY CLARK CORP COM 494368103 250 1961 SH SOLE 0 0 1961 LOCKHEED MARTIN CORP COM 539830109 327 1506 SH SOLE 0 0 1506 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2849 25467 SH SOLE 0 0 25467 PROCTER & GAMBLE CO COM 742718109 1819 22912 SH SOLE 0 0 22912 SPDR S&P 500 ETF TR TR UNIT 78462F103 382 1875 SH SOLE 0 0 1875 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 9407 118222 SH SOLE 0 0 118222 VANGUARD INDEX FDS MID CAP ETF 922908629 5464 45492 SH SOLE 0 0 45492 VANGUARD INDEX FDS SMALL CP ETF 922908751 1526 13792 SH SOLE 0 0 13792 VANGUARD INDEX FDS GROWTH ETF 922908736 21241 199651 SH SOLE 0 0 199651 VANGUARD INDEX FDS VALUE ETF 922908744 14870 182410 SH SOLE 0 0 182410 VANGUARD INDEX FDS SM CP VAL ETF 922908611 13444 136114 SH SOLE 0 0 136114 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2281 26536 SH SOLE 0 0 26536 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9225 282014 SH SOLE 0 0 282014 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 19034 240970 SH SOLE 0 0 240970 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 8421 229326 SH SOLE 0 0 229326 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7711 115515 SH SOLE 0 0 115515 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6942 73706 SH SOLE 0 0 73706 WEC ENERGY GROUP INC COM 92939U106 2456 47869 SH SOLE 0 0 47869