The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALLIANT ENERGY CORP | COM | 018802108 | 635 | 12,945 | SH | SOLE | 0 | 0 | 12,945 | ||
APPLE INC | COM | 037833100 | 252 | 1,273 | SH | SOLE | 0 | 0 | 1,273 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,258 | 59,504 | SH | SOLE | 0 | 0 | 59,504 | ||
BANK FIRST NATL CORP | COM | 06211J100 | 317 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 244 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 263 | 1,881 | SH | SOLE | 0 | 0 | 1,881 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 573 | 4,670 | SH | SOLE | 0 | 0 | 4,670 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,798 | 14,985 | SH | SOLE | 0 | 0 | 14,985 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,037 | 15,781 | SH | SOLE | 0 | 0 | 15,781 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,604 | 37,384 | SH | SOLE | 0 | 0 | 37,384 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,917 | 15,908 | SH | SOLE | 0 | 0 | 15,908 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,110 | 72,555 | SH | SOLE | 0 | 0 | 72,555 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 9,470 | 106,249 | SH | SOLE | 0 | 0 | 106,249 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 290 | 1,619 | SH | SOLE | 0 | 0 | 1,619 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,722 | 10,800 | SH | SOLE | 0 | 0 | 10,800 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,408 | 16,199 | SH | SOLE | 0 | 0 | 16,199 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,899 | 16,984 | SH | SOLE | 0 | 0 | 16,984 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 334 | 2,508 | SH | SOLE | 0 | 0 | 2,508 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 547 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MICROSOFT CORP | COM | 594918104 | 310 | 2,314 | SH | SOLE | 0 | 0 | 2,314 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 521 | 2,541 | SH | SOLE | 0 | 0 | 2,541 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 255 | 4,114 | SH | SOLE | 0 | 0 | 4,114 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,071 | 28,009 | SH | SOLE | 0 | 0 | 28,009 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 1,000 | 33,800 | SH | SOLE | 0 | 0 | 33,800 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 401 | 1,370 | SH | SOLE | 0 | 0 | 1,370 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 7,673 | 201,715 | SH | SOLE | 0 | 0 | 201,715 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 18,319 | 472,995 | SH | SOLE | 0 | 0 | 472,995 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 2,439 | 77,970 | SH | SOLE | 0 | 0 | 77,970 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 28,490 | 469,511 | SH | SOLE | 0 | 0 | 469,511 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 938 | 11,295 | SH | SOLE | 0 | 0 | 11,295 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 2,645 | 32,841 | SH | SOLE | 0 | 0 | 32,841 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 17,116 | 154,311 | SH | SOLE | 0 | 0 | 154,311 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,210 | 7,723 | SH | SOLE | 0 | 0 | 7,723 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,172 | 24,957 | SH | SOLE | 0 | 0 | 24,957 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 9,124 | 69,898 | SH | SOLE | 0 | 0 | 69,898 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 4,861 | 43,656 | SH | SOLE | 0 | 0 | 43,656 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 18,343 | 112,263 | SH | SOLE | 0 | 0 | 112,263 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,187 | 51,416 | SH | SOLE | 0 | 0 | 51,416 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 250 | 4,714 | SH | SOLE | 0 | 0 | 4,714 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 14,985 | 185,730 | SH | SOLE | 0 | 0 | 185,730 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,592 | 62,154 | SH | SOLE | 0 | 0 | 62,154 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 9,257 | 105,937 | SH | SOLE | 0 | 0 | 105,937 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 7,038 | 54,900 | SH | SOLE | 0 | 0 | 54,900 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 4,890 | 58,651 | SH | SOLE | 0 | 0 | 58,651 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 9,888 | 210,152 | SH | SOLE | 0 | 0 | 210,152 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,224 | 20,974 | SH | SOLE | 0 | 0 | 20,974 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 23,451 | 647,807 | SH | SOLE | 0 | 0 | 647,807 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,618 | 96,559 | SH | SOLE | 0 | 0 | 96,559 |