$904 Million is the total value of FIRST BUSINESS FINANCIAL SERVICES, INC.'s 171 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | Vanguard Total Stock Market ET | $213,482,000 | -5.5% | 937,681 | +0.2% | 23.60% | -1.3% |
| IEFA | Buy | iShares Core MSCI EAFE ETF | $118,253,000 | -2.2% | 1,701,232 | +5.0% | 13.08% | +2.2% |
| IWF | Buy | iShares Russell 1000 Growth ET | $87,974,000 | -8.5% | 316,875 | +0.7% | 9.73% | -4.4% |
| MTUM | Buy | iShares Edge MSCI USA Momentum | $70,081,000 | -3.7% | 416,477 | +4.1% | 7.75% | +0.7% |
| IJR | Buy | iShares Core S&P Small-Cap ETF | $61,876,000 | -5.6% | 573,561 | +0.1% | 6.84% | -1.4% |
| AGG | Buy | iShares Core US Aggregate Bond | $57,344,000 | -5.9% | 535,429 | +0.2% | 6.34% | -1.7% |
| IWD | Buy | iShares Russell 1000 Value ETF | $49,278,000 | -0.8% | 296,893 | +0.4% | 5.45% | +3.7% |
| IJH | Buy | iShares Core S&P Mid-Cap ETF | $41,545,000 | -4.6% | 154,821 | +0.6% | 4.59% | -0.3% |
| SPY | SPDR S&P 500 ETF | $20,296,000 | -4.9% | 44,938 | 0.0% | 2.24% | -0.6% | |
| FBIZ | Buy | First Business Financial Servi | $11,253,000 | +12.6% | 342,963 | +0.1% | 1.24% | +17.6% |
| AAPL | Buy | Apple Inc | $9,838,000 | -1.4% | 56,341 | +0.3% | 1.09% | +3.0% |
| FISV | Sell | Fiserv Inc | $6,533,000 | -3.1% | 64,429 | -0.8% | 0.72% | +1.3% |
| GOOGL | Buy | Alphabet Inc Cap Stk Cl A | $5,741,000 | -0.9% | 2,064 | +3.2% | 0.64% | +3.6% |
| MSFT | Sell | Microsoft Corp | $4,286,000 | -9.7% | 13,902 | -1.5% | 0.47% | -5.6% |
| MUB | Sell | iShares National Muni Bond ETF | $4,187,000 | -11.8% | 38,189 | -6.5% | 0.46% | -8.0% |
| JPM | Buy | JPMorgan Chase & Co | $3,598,000 | -12.0% | 26,392 | +2.3% | 0.40% | -7.9% |
| PEP | Buy | Pepsico Inc | $3,022,000 | -2.1% | 18,052 | +1.5% | 0.33% | +2.1% |
| CSCO | Buy | Cisco Systems Inc | $2,626,000 | -10.5% | 47,094 | +1.8% | 0.29% | -6.5% |
| IVV | Buy | iShares S&P 500 Core | $2,537,000 | -3.6% | 5,591 | +1.4% | 0.28% | +1.1% |
| ADI | Buy | Analog Devices Inc | $2,341,000 | -3.3% | 14,173 | +2.9% | 0.26% | +1.2% |
| AMZN | Sell | Amazon.com Inc | $2,298,000 | -3.6% | 705 | -1.4% | 0.25% | +0.8% |
| KO | Coca-Cola Co | $2,288,000 | +4.7% | 36,904 | 0.0% | 0.25% | +9.5% | |
| XLI | Buy | Industrials Select Sector SPDR | $2,217,000 | +164.2% | 21,526 | +171.5% | 0.24% | +175.3% |
| DIS | Buy | Walt Disney Company | $2,188,000 | -9.2% | 15,950 | +2.5% | 0.24% | -5.1% |
| UNH | Buy | UnitedHealth Group Inc | $2,158,000 | +7.7% | 4,231 | +6.1% | 0.24% | +12.7% |
| XLK | Technology Select Sector SPDR | $2,119,000 | -8.6% | 13,335 | 0.0% | 0.23% | -4.5% | |
| AVGO | Buy | Broadcom Inc | $2,087,000 | -2.5% | 3,314 | +3.0% | 0.23% | +2.2% |
| ANET | Buy | Arista Networks Inc | $2,023,000 | -1.7% | 14,553 | +1.7% | 0.22% | +2.8% |
| ANTM | Buy | Anthem Inc | $1,986,000 | +10.3% | 4,043 | +4.1% | 0.22% | +15.2% |
| XLE | Buy | Energy Select Sector SPDR ETF | $1,982,000 | +40.2% | 25,925 | +1.8% | 0.22% | +46.0% |
| AMT | Buy | American Tower Corp | $1,954,000 | -11.5% | 7,780 | +3.1% | 0.22% | -7.7% |
| JNJ | Johnson & Johnson | $1,945,000 | +3.6% | 10,977 | 0.0% | 0.22% | +8.0% | |
| MCD | McDonald's Corp | $1,937,000 | -7.8% | 7,834 | 0.0% | 0.21% | -3.6% | |
| ALL | Buy | Allstate Corp | $1,901,000 | +21.0% | 13,723 | +2.7% | 0.21% | +26.5% |
| TXN | Buy | Texas Instruments Inc | $1,902,000 | +0.8% | 10,368 | +3.6% | 0.21% | +5.0% |
| ABBV | Sell | Abbvie Inc Com | $1,872,000 | +18.0% | 11,549 | -1.5% | 0.21% | +23.2% |
| HD | Buy | Home Depot Inc | $1,875,000 | -24.6% | 6,263 | +4.5% | 0.21% | -21.3% |
| KLAC | Buy | Kla-tencor Corp | $1,782,000 | -12.7% | 4,869 | +2.6% | 0.20% | -8.8% |
| LRCX | Sell | Lam Research Corporation | $1,726,000 | -26.0% | 3,211 | -1.0% | 0.19% | -22.7% |
| COST | Buy | Costco Wholesale Corp | $1,698,000 | +7.3% | 2,948 | +5.7% | 0.19% | +11.9% |
| LLY | Buy | Lilly Eli Co | $1,684,000 | +5.2% | 5,882 | +1.5% | 0.19% | +10.1% |
| LOW | Buy | Lowe's Companies Inc | $1,668,000 | -20.4% | 8,252 | +1.8% | 0.18% | -17.1% |
| PAYX | Buy | Paychex Inc | $1,627,000 | +3.2% | 11,922 | +3.2% | 0.18% | +7.8% |
| ABC | Buy | Amerisourcebergen Corp | $1,619,000 | +21.9% | 10,465 | +4.7% | 0.18% | +27.0% |
| AMGN | Buy | Amgen Inc | $1,590,000 | +10.8% | 6,574 | +3.1% | 0.18% | +15.8% |
| CSX | Buy | CSX Corp Com | $1,572,000 | +3.8% | 41,976 | +4.3% | 0.17% | +8.8% |
| ICE | Buy | Intercontinental Exchange Inc | $1,549,000 | -0.3% | 11,724 | +3.3% | 0.17% | +4.3% |
| MRK | Buy | Merck & Co Inc | $1,511,000 | +9.8% | 18,412 | +2.6% | 0.17% | +14.4% |
| SYK | Buy | Stryker Corp | $1,506,000 | +2.7% | 5,632 | +2.8% | 0.17% | +7.7% |
| PG | Procter & Gamble Co | $1,496,000 | -6.6% | 9,791 | 0.0% | 0.16% | -2.9% | |
| QCOM | Buy | Qualcomm Inc | $1,485,000 | -14.5% | 9,715 | +2.4% | 0.16% | -10.9% |
| TMUS | Sell | T Mobile US Inc | $1,480,000 | +9.8% | 11,533 | -0.8% | 0.16% | +14.7% |
| RIO | Sell | Rio Tinto PLC Sponsored ADR | $1,467,000 | +19.2% | 18,251 | -0.8% | 0.16% | +24.6% |
| RSG | Sell | Republic Services Inc | $1,409,000 | -5.9% | 10,636 | -0.9% | 0.16% | -1.3% |
| EXPE | Buy | Expedia Group Inc New | $1,394,000 | +13.6% | 7,125 | +4.9% | 0.15% | +18.5% |
| IWB | iShares Russell 1000 ETF | $1,395,000 | -5.4% | 5,578 | 0.0% | 0.15% | -1.3% | |
| WTRG | Buy | Essential Utilities, Inc | $1,367,000 | -1.7% | 26,733 | +3.2% | 0.15% | +2.7% |
| EA | Buy | Electronic Arts Inc | $1,361,000 | +1.9% | 10,756 | +6.2% | 0.15% | +6.4% |
| GNRC | Buy | Generac Holdings Inc | $1,330,000 | +3.9% | 4,475 | +23.0% | 0.15% | +8.9% |
| FIS | Fidelity National Information | $1,323,000 | -8.0% | 13,171 | 0.0% | 0.15% | -3.9% | |
| MU | Buy | Micron Technology Inc | $1,303,000 | -12.0% | 16,734 | +5.4% | 0.14% | -8.3% |
| IWM | Buy | iShares Russell 2000 | $1,274,000 | +28.6% | 6,206 | +39.3% | 0.14% | +34.3% |
| ARKK | Buy | Ark Innovation | $1,246,000 | +13.3% | 18,797 | +61.7% | 0.14% | +19.0% |
| USMV | Sell | iShares Edge MSCI Min Vol USA | $1,248,000 | -4.5% | 16,093 | -0.4% | 0.14% | 0.0% |
| TJX | Sell | TJX Companies Inc | $1,227,000 | -20.6% | 20,254 | -0.5% | 0.14% | -16.6% |
| XOM | Buy | Exxon Mobil Corp | $1,222,000 | +37.8% | 14,795 | +2.0% | 0.14% | +43.6% |
| VB | Vanguard Small-Cap ETF | $1,219,000 | -5.9% | 5,736 | 0.0% | 0.14% | -1.5% | |
| ABT | Abbott Laboratories | $1,209,000 | -15.9% | 10,217 | 0.0% | 0.13% | -11.8% | |
| JCI | Sell | Johnson Controls Intl, PLC | $1,194,000 | -19.7% | 18,205 | -0.5% | 0.13% | -15.9% |
| EBAY | Buy | eBay Inc | $1,183,000 | -11.0% | 20,660 | +3.4% | 0.13% | -7.1% |
| KR | Buy | Kroger Co | $1,175,000 | +32.5% | 20,478 | +4.5% | 0.13% | +38.3% |
| XLF | Buy | Financial Select Sector SPDR E | $1,170,000 | +27.6% | 30,520 | +29.9% | 0.13% | +33.0% |
| PM | Philip Morris International In | $1,134,000 | -1.0% | 12,068 | 0.0% | 0.12% | +3.3% | |
| VO | Vanguard Mid-Cap ETF | $1,059,000 | -6.6% | 4,451 | 0.0% | 0.12% | -2.5% | |
| DRI | Buy | Darden Restaurants Inc | $1,030,000 | -8.0% | 7,744 | +4.3% | 0.11% | -3.4% |
| PWR | Quanta Services Inc | $1,009,000 | +14.8% | 7,668 | 0.0% | 0.11% | +20.4% | |
| NVDA | Sell | Nvidia Corp | $991,000 | -10.3% | 3,631 | -3.3% | 0.11% | -6.0% |
| GOOG | Buy | Alphabet Inc Cap Stk Cl C | $950,000 | +2.3% | 340 | +5.9% | 0.10% | +7.1% |
| INTC | Buy | Intel Corp | $928,000 | -2.1% | 18,717 | +1.7% | 0.10% | +3.0% |
| V | Buy | Visa Inc | $924,000 | +4.9% | 4,166 | +2.5% | 0.10% | +9.7% |
| C | Buy | Citigroup Inc | $912,000 | -7.7% | 17,070 | +4.3% | 0.10% | -3.8% |
| MDY | SPDRA S&P MidCap 400 ETF | $887,000 | -5.2% | 1,808 | 0.0% | 0.10% | -1.0% | |
| MDLZ | Mondelez Intl Inc Class A | $815,000 | -5.2% | 12,974 | 0.0% | 0.09% | -1.1% | |
| IWO | iShares Russell 2000 Growth | $806,000 | -12.8% | 3,152 | 0.0% | 0.09% | -9.2% | |
| TTEK | Tetra Tech Inc New | $771,000 | -2.9% | 4,676 | 0.0% | 0.08% | +1.2% | |
| NKE | Buy | Nike Inc | $764,000 | -14.0% | 5,680 | +6.6% | 0.08% | -10.6% |
| CVX | Buy | Chevron Corp | $762,000 | +43.5% | 4,678 | +3.4% | 0.08% | +50.0% |
| IWN | iShares Russell 2000 Value | $752,000 | -2.8% | 4,662 | 0.0% | 0.08% | +1.2% | |
| VOX | Vanguard Communication SVCS ET | $744,000 | -11.4% | 6,200 | 0.0% | 0.08% | -7.9% | |
| BAC | Bank Of America Corp | $635,000 | -7.3% | 15,403 | 0.0% | 0.07% | -2.8% | |
| ACN | Buy | Accenture PLC | $632,000 | -9.1% | 1,873 | +11.7% | 0.07% | -5.4% |
| AON | Aon PLC Shs Cl A | $626,000 | +8.5% | 1,921 | 0.0% | 0.07% | +13.1% | |
| BLK | BlackRock Inc | $611,000 | -16.5% | 799 | 0.0% | 0.07% | -11.7% | |
| APD | Air Prods Chems Inc | $615,000 | -17.8% | 2,460 | 0.0% | 0.07% | -13.9% | |
| TRI | Thomson Reuters Corp | $607,000 | -9.1% | 5,581 | 0.0% | 0.07% | -5.6% | |
| NICE | Nice Ltd Sponsored ADR | $594,000 | -27.9% | 2,713 | 0.0% | 0.07% | -24.1% | |
| MGEE | MGE Energy Inc | $575,000 | -2.9% | 7,203 | 0.0% | 0.06% | +1.6% | |
| DOX | Amdocs Ltd ADR | $579,000 | +9.9% | 7,038 | 0.0% | 0.06% | +14.3% | |
| AMD | Buy | Advanced Micro Devices Inc | $553,000 | +12.4% | 5,058 | +47.8% | 0.06% | +17.3% |
| BMO | Bank Of Montreal | $547,000 | +9.6% | 4,635 | 0.0% | 0.06% | +13.2% | |
| TSLA | New | Tesla Inc | $538,000 | – | 499 | +100.0% | 0.06% | – |
| MA | Sell | Mastercard Inc Cl A | $532,000 | -1.5% | 1,489 | -1.0% | 0.06% | +3.5% |
| PYPL | Buy | Paypal Hldgs Inc | $528,000 | -37.4% | 4,565 | +2.0% | 0.06% | -34.8% |
| XLY | New | Consumer Discr Select Sect SPD | $522,000 | – | 2,822 | +100.0% | 0.06% | – |
| SLB | Buy | Schlumberger Ltd | $518,000 | +147.8% | 12,551 | +80.1% | 0.06% | +159.1% |
| CRL | Charles River Labs Intl | $518,000 | -24.7% | 1,825 | 0.0% | 0.06% | -21.9% | |
| PNC | Buy | PNC Financial Services Group I | $476,000 | +2.4% | 2,580 | +11.4% | 0.05% | +8.2% |
| PFE | Buy | Pfizer Inc | $480,000 | -8.7% | 9,267 | +4.1% | 0.05% | -5.4% |
| GLW | Corning Inc | $441,000 | -0.9% | 11,944 | 0.0% | 0.05% | +4.3% | |
| TDG | Transdigm Group Inc | $431,000 | +2.4% | 662 | 0.0% | 0.05% | +6.7% | |
| VUG | Vanguard Index Growth | $432,000 | -10.4% | 1,502 | 0.0% | 0.05% | -5.9% | |
| ISRG | Intuitive Surgical Inc | $425,000 | -16.2% | 1,410 | 0.0% | 0.05% | -13.0% | |
| UNP | Union Pacific Corp | $407,000 | +8.5% | 1,489 | 0.0% | 0.04% | +12.5% | |
| MO | Altria Group Inc | $398,000 | +10.2% | 7,616 | 0.0% | 0.04% | +15.8% | |
| RSP | Invesco S&P 500 Equal Weight | $394,000 | -3.2% | 2,498 | 0.0% | 0.04% | +2.3% | |
| TEL | TE Connectivity Ltd | $390,000 | -18.9% | 2,980 | 0.0% | 0.04% | -15.7% | |
| VTV | Vanguard Index Value | $386,000 | +0.3% | 2,614 | 0.0% | 0.04% | +4.9% | |
| XLC | New | Communication Sector Select SP | $378,000 | – | 5,500 | +100.0% | 0.04% | – |
| ATI | Allegheny Technologies Inc | $384,000 | +68.4% | 14,325 | 0.0% | 0.04% | +75.0% | |
| NEE | Nextera Energy Inc | $380,000 | -9.3% | 4,491 | 0.0% | 0.04% | -4.5% | |
| GLD | Spdr Gold Trust Shs | $379,000 | +5.6% | 2,100 | 0.0% | 0.04% | +10.5% | |
| T | AT&T Inc | $369,000 | -3.9% | 15,621 | 0.0% | 0.04% | 0.0% | |
| FB | Buy | Meta Platforms Inc | $366,000 | -33.3% | 1,648 | +0.9% | 0.04% | -31.0% |
| BMY | Bristol Myers Squibb Co | $358,000 | +17.0% | 4,900 | 0.0% | 0.04% | +25.0% | |
| WMT | Wal-Mart Inc | $353,000 | +2.9% | 2,373 | 0.0% | 0.04% | +8.3% | |
| AMAT | Applied Materials Inc | $338,000 | -16.3% | 2,565 | 0.0% | 0.04% | -14.0% | |
| AXP | Buy | American Express CO | $333,000 | +24.7% | 1,780 | +9.2% | 0.04% | +32.1% |
| BRKB | Berkshire Hathaway INC-CL B | $334,000 | +18.0% | 947 | 0.0% | 0.04% | +23.3% | |
| AMP | Ameriprise Financial Inc | $328,000 | -0.6% | 1,093 | 0.0% | 0.04% | +2.9% | |
| CLF | New | Cleveland-Cliffs Inc New Com | $322,000 | – | 10,000 | +100.0% | 0.04% | – |
| XEL | Xcel Energy Inc. | $310,000 | +6.5% | 4,291 | 0.0% | 0.03% | +9.7% | |
| GOLD | New | Barrick Gold Corp ADR | $308,000 | – | 12,550 | +100.0% | 0.03% | – |
| WDC | Western Digital Corp | $302,000 | -23.7% | 6,074 | 0.0% | 0.03% | -21.4% | |
| USB | Buy | US Bancorp | $288,000 | +0.3% | 5,426 | +6.3% | 0.03% | +6.7% |
| CTAS | Cintas Corporation | $288,000 | -4.0% | 677 | 0.0% | 0.03% | 0.0% | |
| ACWX | Buy | iShares MSCI ACWI ex US | $288,000 | +4.0% | 5,515 | +10.6% | 0.03% | +10.3% |
| ETN | Buy | Eaton Corp PLC | $285,000 | +11.3% | 1,879 | +27.0% | 0.03% | +18.5% |
| KMB | Kimberly-Clark Corp | $284,000 | -13.9% | 2,308 | 0.0% | 0.03% | -11.4% | |
| CWB | SPDR Bloomberg Convertible Sec | $281,000 | -7.3% | 3,650 | 0.0% | 0.03% | -3.1% | |
| SCHX | Buy | Schwab US Large-Cap ETF | $280,000 | -5.4% | 5,196 | +100.0% | 0.03% | 0.0% |
| MCHP | Microchip Technology Inc | $281,000 | -13.8% | 3,746 | 0.0% | 0.03% | -8.8% | |
| VEA | Vanguard FTSE Developed Market | $252,000 | -6.0% | 5,245 | 0.0% | 0.03% | 0.0% | |
| WEYS | Weyco Group Inc | $244,000 | +3.4% | 9,852 | 0.0% | 0.03% | +8.0% | |
| BABA | Alibaba Group Hldg Ltd Sponsor | $247,000 | -8.5% | 2,269 | 0.0% | 0.03% | -6.9% | |
| WM | Waste Mgmt Inc Del | $237,000 | -5.2% | 1,495 | 0.0% | 0.03% | 0.0% | |
| TMO | Thermo Fisher Scientific Inc | $232,000 | -11.5% | 393 | 0.0% | 0.03% | -7.1% | |
| TWLO | Twilio Inc | $237,000 | -37.5% | 1,440 | 0.0% | 0.03% | -35.0% | |
| QQQ | Invesco Qqq Tr ETF | $238,000 | -8.8% | 657 | 0.0% | 0.03% | -7.1% | |
| MRNA | Moderna Inc | $231,000 | -32.3% | 1,341 | 0.0% | 0.03% | -27.8% | |
| NMIH | NMI Holdings Inc Cl A | $239,000 | -5.9% | 11,604 | 0.0% | 0.03% | -3.7% | |
| SCHW | New | The Charles Schwab Corp | $238,000 | – | 2,823 | +100.0% | 0.03% | – |
| BDX | Becton, Dickinson and Company | $238,000 | +5.8% | 895 | 0.0% | 0.03% | +8.3% | |
| AJG | Arthur J. Gallagher & Co | $223,000 | +3.2% | 1,276 | 0.0% | 0.02% | +8.7% | |
| SNOW | Snowflake Inc | $230,000 | -32.2% | 1,002 | 0.0% | 0.02% | -30.6% | |
| ITW | Sell | Illinois Tool Works Inc | $225,000 | -17.3% | 1,076 | -2.3% | 0.02% | -13.8% |
| BHP | New | BHP Group Ltd Spons ADR | $224,000 | – | 2,900 | +100.0% | 0.02% | – |
| EOG | New | EOG Res Inc | $214,000 | – | 1,793 | +100.0% | 0.02% | – |
| EXAS | Buy | Exact Sciences Corp | $218,000 | -9.5% | 3,115 | +0.5% | 0.02% | -7.7% |
| IQV | Iqvia Holdings Inc | $218,000 | -18.0% | 943 | 0.0% | 0.02% | -14.3% | |
| RMD | ResMed Inc | $213,000 | -6.6% | 877 | 0.0% | 0.02% | 0.0% | |
| SBUX | Sell | Starbucks Corp | $215,000 | -85.4% | 2,363 | -81.2% | 0.02% | -84.6% |
| IWS | iShares Russell Mid-Cap Value | $208,000 | -1.9% | 1,735 | 0.0% | 0.02% | +4.5% | |
| LULU | Lululemon Athletica Inc | $210,000 | -6.7% | 575 | 0.0% | 0.02% | -4.2% | |
| EFA | iShares MSCI EAFE ETF | $209,000 | -6.3% | 2,837 | 0.0% | 0.02% | -4.2% | |
| CMI | New | Cummins Inc | $206,000 | – | 1,004 | +100.0% | 0.02% | – |
| CVS | CVS Health Corp | $208,000 | -2.3% | 2,060 | 0.0% | 0.02% | 0.0% | |
| ADP | Automatic Data Processing Inc | $212,000 | -7.8% | 931 | 0.0% | 0.02% | -4.2% | |
| DHR | Danaher Corp | $203,000 | -11.0% | 692 | 0.0% | 0.02% | -8.3% | |
| HOG | New | Harley-Davidson Inc | $203,000 | – | 5,150 | +100.0% | 0.02% | – |
| PLTR | Palantir Technologies Inc | $148,000 | -24.9% | 10,811 | 0.0% | 0.02% | -23.8% | |
| GOED | Goedecker Inc. | $19,000 | -20.8% | 10,000 | 0.0% | 0.00% | -33.3% | |
| ADSK | Exit | Autodesk Inc | $0 | – | -735 | -100.0% | -0.02% | – |
| IXN | Exit | Ishares Tr Global Tech ETF | $0 | – | -3,414 | -100.0% | -0.02% | – |
| ADBE | Exit | Adobe Inc | $0 | – | -404 | -100.0% | -0.02% | – |
| EFAV | Exit | iShares Edge MSCI Min Vol EAFE | $0 | – | -3,288 | -100.0% | -0.03% | – |
| Exit | Vanguard Wellington Adm (65/3 | $0 | – | -3,211 | -100.0% | -0.03% | – | |
| MRVL | Exit | Marvell Technology Group LTD | $0 | – | -3,600 | -100.0% | -0.03% | – |
| NFLX | Exit | Netflix Inc | $0 | – | -571 | -100.0% | -0.04% | – |
| RDSA | Exit | Royal Dutch Shell ADR | $0 | – | -11,076 | -100.0% | -0.05% | – |
| PGR | Exit | Progressive Corp | $0 | – | -11,616 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | 42 | Q3 2023 | 33.2% |
| iShares Core US Aggregate Bond | 42 | Q3 2023 | 21.6% |
| iShares Russell 1000 Growth ETF | 42 | Q3 2023 | 11.1% |
| iShares Russell 1000 Value ETF | 42 | Q3 2023 | 10.9% |
| First Business Financial Services, Inc. | 42 | Q3 2023 | 3.9% |
| SPDR S&P 500 ETF | 42 | Q3 2023 | 3.3% |
| ISHARES RUSSELL 2000 VALUE | 42 | Q3 2023 | 6.0% |
| ISHARES RUSSELL 2000 GROWTH | 42 | Q3 2023 | 4.7% |
| PHILIP MORRIS INTERNATIONAL INC | 42 | Q3 2023 | 0.7% |
| Fidelity National Information Services Inc. | 42 | Q3 2023 | 0.4% |
View FIRST BUSINESS FINANCIAL SERVICES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 10-Q | 2024-04-26 |
| 8-K | 2024-04-26 |
| 8-K | 2024-04-26 |
| 8-K | 2024-04-25 |
| 4 | 2024-04-23 |
| 4 | 2024-04-23 |
| 4 | 2024-04-23 |
| 4 | 2024-04-23 |
| 4 | 2024-04-23 |
| 4 | 2024-04-23 |
View FIRST BUSINESS FINANCIAL SERVICES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.