Financial Planning & Information Services, Inc. holdings history

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116 is the total number of securities Financial Planning & Information Services, Inc. has owned. The longest Financial Planning & Information Services, Inc. has owned a single stock is 40 quarters.

Financial Planning & Information Services, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VUG VANGUARD INDEX FDS40404.09%9.09%13.34%Q4 2013Q3 202340
VTV VANGUARD INDEX FDS40405.08%7.24%9.20%Q4 2013Q3 202340
VBR VANGUARD INDEX FDS40402.12%5.73%9.09%Q4 2013Q3 202340
IWS ISHARES TR40401.39%5.51%11.09%Q4 2013Q3 202340
VYM VANGUARD WHITEHALL FDS...40403.49%4.49%5.83%Q4 2013Q3 202340
BSV VANGUARD BD INDEX FDS40400.85%4.05%8.68%Q4 2013Q3 202340
VWO VANGUARD INTL EQUITY I...40400.30%3.25%8.10%Q4 2013Q3 202340
VAW VANGUARD WORLD FDS40400.27%2.91%5.60%Q4 2013Q3 202340
VEA VANGUARD TAX-MANAGED I...40400.58%2.49%4.81%Q4 2013Q3 202340
VO VANGUARD INDEX FDS40400.78%2.00%3.34%Q4 2013Q3 202340
IUSV ISHARES TR40400.64%2.00%4.12%Q4 2013Q3 202340
VOE VANGUARD INDEX FDS40400.16%1.93%3.98%Q4 2013Q3 202340
EEM ISHARES TR40400.13%1.93%6.28%Q4 2013Q3 202340
EFA ISHARES TR40400.15%1.68%4.95%Q4 2013Q3 202340
IJS ISHARES TR40400.42%1.66%4.04%Q4 2013Q3 202340
IWN ISHARES TR40400.25%1.25%3.13%Q4 2013Q3 202340
IJJ ISHARES TR40400.28%1.04%2.47%Q4 2013Q3 202340
PG PROCTER & GAMBLE CO40400.63%1.04%2.39%Q4 2013Q3 202340
JPM JPMORGAN CHASE & CO40400.44%0.64%0.96%Q4 2013Q3 202340
VB VANGUARD INDEX FDS40400.25%0.63%2.02%Q4 2013Q3 202340
LNT ALLIANT ENERGY CORP40400.11%0.22%0.35%Q4 2013Q3 202340
SPY SPDR S&P 500 ETF TR40400.10%0.19%0.30%Q4 2013Q3 202340
KMB KIMBERLY-CLARK CORP40400.06%0.12%0.20%Q4 2013Q3 202340
IVW ISHARES TR40400.07%0.12%0.17%Q4 2013Q3 202340
FIS FIDELITY NATL INFORMAT...38380.04%0.21%0.45%Q4 2013Q1 202338
VCSH VANGUARD SCOTTSDALE FDS34341.06%6.69%11.54%Q2 2015Q3 202334
WEC WEC ENERGY GROUP INC34340.91%1.62%2.74%Q2 2015Q3 202334
BRKB BERKSHIRE HATHAWAY INC...3010.06%0.10%0.15%Q4 2013Q2 202334
LMT LOCKHEED MARTIN CORP32320.13%0.18%0.26%Q4 2015Q3 202332
BND VANGUARD BD INDEX FDS30300.04%3.78%13.84%Q2 2016Q3 202330
MSFT MICROSOFT CORP25250.07%0.16%0.22%Q3 2017Q3 202325
MCD MCDONALDS CORP1310.07%0.11%0.17%Q2 2014Q3 202325
NEE NEXTERA ENERGY INC24240.07%0.19%0.35%Q4 2017Q3 202324
DON WISDOMTREE TR23230.65%8.68%10.86%Q1 2018Q3 202323
SPYG SPDR SER TR23230.83%7.03%9.64%Q1 2018Q3 202323
DGS WISDOMTREE TR23230.37%4.02%4.98%Q1 2018Q3 202323
SPYV SPDR SER TR23230.56%1.35%1.97%Q1 2018Q3 202323
DES WISDOMTREE TR23230.29%0.81%1.22%Q1 2018Q3 202323
ASB ASSOCIATED BANC CORP23230.03%0.38%0.69%Q1 2018Q3 202323
DFE WISDOMTREE TR23230.13%0.33%0.61%Q1 2018Q3 202323
AAPL APPLE INC1940.07%0.24%0.42%Q4 2017Q3 202323
SLYV SPDR SER TR22220.45%10.15%13.54%Q2 2018Q3 202322
QQQ INVESCO QQQ TR1920.50%1.03%1.48%Q2 2018Q3 202321
SPDW SPDR INDEX SHS FDS21210.08%0.71%1.24%Q3 2018Q3 202321
TIP ISHARES TR1820.05%0.19%0.93%Q4 2013Q1 202220
BFC BANK FIRST NATL CORP1720.07%0.12%0.18%Q4 2018Q3 202319
DIS DISNEY WALT CO710.06%0.10%0.14%Q1 2015Q1 202219
QQQ POWERSHARES QQQ TRUST18181.07%1.50%1.98%Q4 2013Q1 201818
VTEB VANGUARD MUN BD FDS18180.08%0.18%0.42%Q2 2019Q3 202318
NCBS NICOLET BANKSHARES INC1620.04%0.09%0.14%Q1 2019Q3 202318
BKMU BANK MUTUAL CORP NEW17170.08%0.34%0.68%Q4 2013Q4 201717
SPEM SPDR INDEX SHS FDS17170.10%0.24%0.50%Q3 2019Q3 202317
VEU VANGUARD INTL EQUITY I...1010.04%0.11%0.19%Q4 2013Q3 202316
AGGY WISDOMTREE TR14140.12%0.65%1.26%Q2 2020Q3 202314
HTRB HARTFORD FDS EXCHANGE ...13130.12%3.97%6.32%Q3 2020Q3 202313
TSLA TESLA INC13130.04%0.11%0.16%Q3 2020Q3 202313
D DOMINION ENERGY INC13130.04%0.10%0.14%Q3 2020Q3 202313
JNJ JOHNSON & JOHNSON13130.08%0.10%0.12%Q3 2020Q3 202313
PEP PEPSICO INC13130.08%0.09%0.10%Q3 2020Q3 202313
ABBV ABBVIE INC13130.05%0.08%0.10%Q3 2020Q3 202313
UNH UNITEDHEALTH GROUP INC13130.07%0.08%0.09%Q3 2020Q3 202313
HMOP HARTFORD FDS EXCHANGE ...12120.08%0.51%0.75%Q4 2020Q3 202312
PM PHILIP MORRIS INTL INC12120.04%0.06%0.08%Q4 2020Q3 202312
SPYD SPDR SER TR11110.07%2.10%3.65%Q3 2018Q1 202111
SLYG SPDR SER TR11110.17%2.06%3.29%Q1 2021Q3 202311
VBK VANGUARD INDEX FDS11110.10%0.90%1.42%Q1 2021Q3 202311
INTC INTEL CORP11110.05%0.13%0.17%Q3 2019Q1 202211
IVV ISHARES TR740.04%0.06%0.07%Q4 2020Q3 202311
XOM EXXON MOBIL CORP550.08%0.12%0.16%Q4 2013Q3 202310
CI CIGNA CORP NEW10100.04%0.07%0.10%Q3 2020Q4 202210
DFAI DIMENSIONAL ETF TRUST990.42%3.60%4.94%Q3 2021Q3 20239
DFAE DIMENSIONAL ETF TRUST990.40%2.16%3.24%Q3 2021Q3 20239
GOOGL ALPHABET INC990.05%0.08%0.12%Q3 2021Q3 20239
HSRT HARTFORD FDS EXCHANGE ...880.07%3.04%5.27%Q3 2021Q2 20238
AMGN AMGEN INC880.05%0.07%0.10%Q3 2020Q2 20228
AMZN AMAZON COM INC320.04%0.06%0.09%Q3 2020Q3 20238
VV VANGUARD INDEX FDS530.04%0.05%0.06%Q1 2021Q3 20238
FMB FIRST TR EXCH TRADED F...770.14%2.16%2.96%Q1 2022Q3 20237
WMT WALMART INC770.05%0.08%0.11%Q1 2022Q3 20237
FISV FISERV INC770.08%0.08%0.08%Q1 2022Q3 20237
ABT ABBOTT LABS770.05%0.07%0.08%Q3 2020Q1 20227
VTI VANGUARD INDEX FDS430.04%0.05%0.07%Q2 2021Q3 20237
P105PS INTEGRYS ENERGY GROUP INC661.94%2.33%2.66%Q4 2013Q1 20156
DEM WISDOMTREE TR660.13%0.16%0.18%Q1 2014Q2 20156
JCPB J P MORGAN EXCHANGE TR...550.08%3.01%5.14%Q3 2022Q3 20235
LMBS FIRST TR EXCHANGE-TRAD...550.11%1.49%2.41%Q3 2022Q3 20235
UPS UNITED PARCEL SERVICE INC210.04%0.05%0.06%Q2 2021Q1 20235
JPST J P MORGAN EXCHANGE TR...440.91%3.09%4.66%Q4 2022Q3 20234
SCHG SCHWAB STRATEGIC TR440.15%0.50%0.76%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR440.06%0.36%0.74%Q4 2022Q3 20234
CALF PACER FDS TR440.06%0.36%0.73%Q4 2022Q3 20234
VOT VANGUARD INDEX FDS440.07%0.07%0.07%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.05%0.07%0.08%Q4 2022Q3 20234
IBM INTERNATIONAL BUSINESS...310.05%0.06%0.07%Q2 2021Q2 20224
CVX CHEVRON CORP NEW440.04%0.05%0.05%Q4 2022Q3 20234
BIV VANGUARD BD INDEX FDS330.66%0.69%0.70%Q1 2023Q3 20233
COWZ PACER FDS TR330.16%0.26%0.37%Q1 2023Q3 20233
T AT&T INC210.08%0.11%0.15%Q4 2019Q3 20203
VZ VERIZON COMMUNICATIONS...330.06%0.08%0.09%Q3 2020Q1 20213
MUB ISHARES TR330.06%0.06%0.08%Q1 2022Q3 20223
WFC WELLS FARGO CO NEW330.05%0.05%0.06%Q3 2021Q1 20223
VDC VANGUARD WORLD FDS330.05%0.05%0.05%Q4 2022Q2 20233
KO COCA COLA CO330.04%0.05%0.06%Q4 2022Q2 20233
ACM AECOM220.04%0.04%0.04%Q2 2023Q3 20232
SHW SHERWIN WILLIAMS CO110.14%0.14%0.14%Q3 2023Q3 20231
BMO BANK MONTREAL QUE110.09%0.09%0.09%Q3 2018Q3 20181
WISDOMTREE TR110.09%0.09%0.09%Q3 2023Q3 20231
FV FIRST TR EXCHANGE-TRAD...110.06%0.06%0.06%Q3 2022Q3 20221
LOAN MANHATTAN BRDG CAP INC110.06%0.06%0.06%Q4 2020Q4 20201
PFE PFIZER INC110.06%0.06%0.06%Q4 2021Q4 20211
HD HOME DEPOT INC110.06%0.06%0.06%Q4 2021Q4 20211
XEL XCEL ENERGY INC110.05%0.05%0.05%Q3 2022Q3 20221
DUK DUKE ENERGY CORP NEW110.05%0.05%0.05%Q1 2022Q1 20221
ALG ALAMO GROUP INC110.04%0.04%0.04%Q1 2023Q1 20231
TXN TEXAS INSTRS INC110.04%0.04%0.04%Q1 2023Q1 20231
DIGITALBRIDGE GROUP INC110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Financial Planning & Information Services, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Financial Planning & Information Services, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Financial Planning & Information Services, Inc. owns currently or has owned in the past.