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 |
ABBOTT LABS | COM | 002824100 | 214 | 1,804 | SH | SOLE | 0 | 0 | 1,804 | ||
ABBVIE INC | COM | 00287Y109 | 440 | 2,713 | SH | SOLE | 0 | 0 | 2,713 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 760 | 12,165 | SH | SOLE | 0 | 0 | 12,165 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 515 | 185 | SH | SOLE | 0 | 0 | 185 | ||
AMAZON COM INC | COM | 023135106 | 260 | 80 | SH | SOLE | 0 | 0 | 80 | ||
AMGEN INC | COM | 031162100 | 254 | 1,050 | SH | SOLE | 0 | 0 | 1,050 | ||
APPLE INC | COM | 037833100 | 1,902 | 10,890 | SH | SOLE | 0 | 0 | 10,890 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,353 | 59,427 | SH | SOLE | 0 | 0 | 59,427 | ||
BANK FIRST CORP | COM | 06211J100 | 331 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 404 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
CIGNA CORP NEW | COM | 125523100 | 209 | 871 | SH | SOLE | 0 | 0 | 871 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 2,704 | 103,041 | SH | SOLE | 0 | 0 | 103,041 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 14,640 | 520,081 | SH | SOLE | 0 | 0 | 520,081 | ||
DISNEY WALT CO | COM | 254687106 | 272 | 1,981 | SH | SOLE | 0 | 0 | 1,981 | ||
DOMINION ENERGY INC | COM | 25746U109 | 500 | 5,880 | SH | SOLE | 0 | 0 | 5,880 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 205 | 1,832 | SH | SOLE | 0 | 0 | 1,832 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 410 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | 632 | 11,910 | SH | SOLE | 0 | 0 | 11,910 | ||
FISERV INC | COM | 337738108 | 380 | 3,750 | SH | SOLE | 0 | 0 | 3,750 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 26,149 | 710,174 | SH | SOLE | 0 | 0 | 710,174 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 23,605 | 602,132 | SH | SOLE | 0 | 0 | 602,132 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 2,307 | 58,819 | SH | SOLE | 0 | 0 | 58,819 | ||
INTEL CORP | COM | 458140100 | 238 | 4,801 | SH | SOLE | 0 | 0 | 4,801 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,638 | 10,035 | SH | SOLE | 0 | 0 | 10,035 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 425 | 5,560 | SH | SOLE | 0 | 0 | 5,560 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 243 | 535 | SH | SOLE | 0 | 0 | 535 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 10,443 | 87,287 | SH | SOLE | 0 | 0 | 87,287 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 2,070 | 12,827 | SH | SOLE | 0 | 0 | 12,827 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,147 | 25,399 | SH | SOLE | 0 | 0 | 25,399 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,561 | 60,115 | SH | SOLE | 0 | 0 | 60,115 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,779 | 16,223 | SH | SOLE | 0 | 0 | 16,223 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,771 | 27,067 | SH | SOLE | 0 | 0 | 27,067 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 372 | 3,395 | SH | SOLE | 0 | 0 | 3,395 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 215 | 1,729 | SH | SOLE | 0 | 0 | 1,729 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,272 | 17,285 | SH | SOLE | 0 | 0 | 17,285 | ||
JOHNSON & JOHNSON | COM | 478160104 | 540 | 3,045 | SH | SOLE | 0 | 0 | 3,045 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,369 | 17,375 | SH | SOLE | 0 | 0 | 17,375 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 316 | 2,567 | SH | SOLE | 0 | 0 | 2,567 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 665 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MCDONALDS CORP | COM | 580135101 | 443 | 1,790 | SH | SOLE | 0 | 0 | 1,790 | ||
MICROSOFT CORP | COM | 594918104 | 927 | 3,007 | SH | SOLE | 0 | 0 | 3,007 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 796 | 9,402 | SH | SOLE | 0 | 0 | 9,402 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 294 | 3,144 | SH | SOLE | 0 | 0 | 3,144 | ||
PEPSICO INC | COM | 713448108 | 376 | 2,249 | SH | SOLE | 0 | 0 | 2,249 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 250 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 4,369 | 28,591 | SH | SOLE | 0 | 0 | 28,591 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 4,135 | 120,624 | SH | SOLE | 0 | 0 | 120,624 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 1,394 | 36,079 | SH | SOLE | 0 | 0 | 36,079 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 672 | 1,488 | SH | SOLE | 0 | 0 | 1,488 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 7,134 | 170,864 | SH | SOLE | 0 | 0 | 170,864 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 12,099 | 144,327 | SH | SOLE | 0 | 0 | 144,327 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 44,943 | 539,341 | SH | SOLE | 0 | 0 | 539,341 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 34,527 | 521,478 | SH | SOLE | 0 | 0 | 521,478 | ||
TESLA INC | COM | 88160R101 | 702 | 651 | SH | SOLE | 0 | 0 | 651 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 214 | 996 | SH | SOLE | 0 | 0 | 996 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 410 | 803 | SH | SOLE | 0 | 0 | 803 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,162 | 52,328 | SH | SOLE | 0 | 0 | 52,328 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 12,850 | 164,955 | SH | SOLE | 0 | 0 | 164,955 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,447 | 22,900 | SH | SOLE | 0 | 0 | 22,900 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 6,965 | 46,535 | SH | SOLE | 0 | 0 | 46,535 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 5,175 | 20,858 | SH | SOLE | 0 | 0 | 20,858 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 12,761 | 72,530 | SH | SOLE | 0 | 0 | 72,530 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 203 | 891 | SH | SOLE | 0 | 0 | 891 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 229 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 25,426 | 88,407 | SH | SOLE | 0 | 0 | 88,407 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 27,468 | 185,873 | SH | SOLE | 0 | 0 | 185,873 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,553 | 7,306 | SH | SOLE | 0 | 0 | 7,306 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,029 | 65,658 | SH | SOLE | 0 | 0 | 65,658 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 733 | 14,217 | SH | SOLE | 0 | 0 | 14,217 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 10,135 | 129,783 | SH | SOLE | 0 | 0 | 129,783 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,477 | 72,400 | SH | SOLE | 0 | 0 | 72,400 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 21,774 | 193,981 | SH | SOLE | 0 | 0 | 193,981 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 2,906 | 14,978 | SH | SOLE | 0 | 0 | 14,978 | ||
WALMART INC | COM | 931142103 | 268 | 1,800 | SH | SOLE | 0 | 0 | 1,800 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 6,045 | 60,568 | SH | SOLE | 0 | 0 | 60,568 | ||
WELLS FARGO CO NEW | COM | 949746101 | 222 | 4,590 | SH | SOLE | 0 | 0 | 4,590 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 3,589 | 75,013 | SH | SOLE | 0 | 0 | 75,013 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 960 | 14,283 | SH | SOLE | 0 | 0 | 14,283 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,540 | 79,689 | SH | SOLE | 0 | 0 | 79,689 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 19,319 | 362,452 | SH | SOLE | 0 | 0 | 362,452 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 45,261 | 1,018,940 | SH | SOLE | 0 | 0 | 1,018,940 |