$167 Million is the total value of Financial Planning & Information Services, Inc.'s 33 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LNT | ALLIANT ENERGY CORP | $333,000 | -8.5% | 5,770 | 0.0% | 0.20% | -15.3% | |
| DIS | DISNEY WALT CO | $228,000 | +8.6% | 2,001 | 0.0% | 0.14% | +0.7% | |
| KMB | KIMBERLY CLARK CORP | $224,000 | -0.9% | 2,111 | 0.0% | 0.13% | -8.2% | |
| DEM | WISDOMTREE TRemerg mkts etf | $223,000 | +2.3% | 5,137 | 0.0% | 0.13% | -5.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $218,000 | -5.6% | 1,603 | 0.0% | 0.13% | -12.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 40 | Q3 2023 | 13.3% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 9.2% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 9.1% |
| ISHARES TR | 40 | Q3 2023 | 11.1% |
| VANGUARD WHITEHALL FDS INC | 40 | Q3 2023 | 5.8% |
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 8.7% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 8.1% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 5.6% |
| VANGUARD TAX-MANAGED INTL FD | 40 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 40 | Q3 2023 | 3.3% |
View Financial Planning & Information Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-02 |
View Financial Planning & Information Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.