0001841433-21-000023.txt : 20210524 0001841433-21-000023.hdr.sgml : 20210524 20210524124130 ACCESSION NUMBER: 0001841433-21-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 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: 21952579 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 12-31-2018 12-31-2018 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 44 202169 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 496 11740 SH SOLE 0 0 11740 ASSOCIATED BANC CORP COM 045487105 1333 67367 SH SOLE 0 0 67367 BANK FIRST NATL CORP COM 06211J100 263 5647 SH SOLE 0 0 5647 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 234 1144 SH SOLE 0 0 1144 DISNEY WALT CO COM DISNEY 254687106 204 1863 SH SOLE 0 0 1863 FIDELITY NATL INFORMATION SV COM 31620M106 912 8895 SH SOLE 0 0 8895 ISHARES TR CORE S&P US VLU 464287663 3798 77362 SH SOLE 0 0 77362 ISHARES TR MSCI EAFE ETF 464287465 1269 21587 SH SOLE 0 0 21587 ISHARES TR MSCI EMG MKT ETF 464287234 1834 46954 SH SOLE 0 0 46954 ISHARES TR RUS 2000 VAL ETF 464287630 2054 19096 SH SOLE 0 0 19096 ISHARES TR RUS MDCP VAL ETF 464287473 9933 130093 SH SOLE 0 0 130093 ISHARES TR S&P 500 GRWT ETF 464287309 300 1988 SH SOLE 0 0 1988 ISHARES TR S&P MC 400VL ETF 464287705 1607 11619 SH SOLE 0 0 11619 ISHARES TR SP SMCP600VL ETF 464287879 2401 18208 SH SOLE 0 0 18208 JPMORGAN CHASE & CO COM 46625H100 1708 17501 SH SOLE 0 0 17501 KIMBERLY CLARK CORP COM 494368103 296 2597 SH SOLE 0 0 2597 LOCKHEED MARTIN CORP COM 539830109 394 1506 SH SOLE 0 0 1506 MICROSOFT CORP COM 594918104 272 2681 SH SOLE 0 0 2681 NEXTERA ENERGY INC COM 65339F101 302 1735 SH SOLE 0 0 1735 PROCTER AND GAMBLE CO COM 742718109 3080 33503 SH SOLE 0 0 33503 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 393 14854 SH SOLE 0 0 14854 SPDR S&P 500 ETF TR TR UNIT 78462F103 373 1491 SH SOLE 0 0 1491 SPDR SER TR PRTFLO S&P500 HI 78468R788 2853 83742 SH SOLE 0 0 83742 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 9883 304083 SH SOLE 0 0 304083 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1951 71821 SH SOLE 0 0 71821 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 14314 265964 SH SOLE 0 0 265964 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2775 35033 SH SOLE 0 0 35033 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 7627 97079 SH SOLE 0 0 97079 VANGUARD INDEX FDS GROWTH ETF 922908736 19836 147664 SH SOLE 0 0 147664 VANGUARD INDEX FDS SMALL CP ETF 922908751 1088 8244 SH SOLE 0 0 8244 VANGUARD INDEX FDS SM CP VAL ETF 922908611 11959 104846 SH SOLE 0 0 104846 VANGUARD INDEX FDS VALUE ETF 922908744 16499 168442 SH SOLE 0 0 168442 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6422 67420 SH SOLE 0 0 67420 VANGUARD INDEX FDS MID CAP ETF 922908629 4047 29287 SH SOLE 0 0 29287 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2271 59610 SH SOLE 0 0 59610 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20237 259648 SH SOLE 0 0 259648 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2771 74701 SH SOLE 0 0 74701 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 9759 125134 SH SOLE 0 0 125134 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6359 57376 SH SOLE 0 0 57376 WEC ENERGY GROUP INC COM 92939U106 3962 57212 SH SOLE 0 0 57212 WISDOMTREE TR EMG MKTS SMCAP 97717W281 7663 182924 SH SOLE 0 0 182924 WISDOMTREE TR EUROPE SMCP DV 97717W869 995 18648 SH SOLE 0 0 18648 WISDOMTREE TR US MIDCAP DIVID 97717W505 13215 417788 SH SOLE 0 0 417788 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2227 90770 SH SOLE 0 0 90770