0001731497-19-000002.txt : 20190404
0001731497-19-000002.hdr.sgml : 20190404
20190404124257
ACCESSION NUMBER: 0001731497-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190404
DATE AS OF CHANGE: 20190404
EFFECTIVENESS DATE: 20190404
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Ellenbecker Investment Group
CENTRAL INDEX KEY: 0001731497
IRS NUMBER: 391868175
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18557
FILM NUMBER: 19731641
BUSINESS ADDRESS:
STREET 1: N35W23877 HIGHFIELD CT
STREET 2: SUITE 200
CITY: PEWAUKEE
STATE: WI
ZIP: 53072
BUSINESS PHONE: 2626913200
MAIL ADDRESS:
STREET 1: N35W23877 HIGHFIELD CT
STREET 2: SUITE 200
CITY: PEWAUKEE
STATE: WI
ZIP: 53072
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
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0001731497
XXXXXXXX
03-31-2019
03-31-2019
Ellenbecker Investment Group
N35W23877 HIGHFIELD CT
SUITE 200
PEWAUKEE
WI
53072
13F HOLDINGS REPORT
028-18557
N
Brett Engelking
COO & CCO
2626913200
Brett W Engelking
Pewaukee
WI
04-04-2019
0
53
156358
false
INFORMATION TABLE
2
eig13f20190331.xml
3M CO
COM
88579Y101
299
1438
SH
SOLE
0
0
1438
ABBVIE INC
COM
00287Y109
294
3648
SH
SOLE
0
0
3648
ALPS ETF TR
ALERIAN MLP
00162Q866
1057
105423
SH
SOLE
0
0
105423
ALTRIA GROUP INC
COM
02209S103
720
12532
SH
SOLE
0
0
12532
AMAZON.COM INC
COM
023135106
438
246
SH
SOLE
0
0
246
APPLE INC
COM
037833100
1684
8867
SH
SOLE
0
0
8867
AT&T INC
COM
00206R102
433
13795
SH
SOLE
0
0
13795
BADGER METER
COM
056525108
212
3816
SH
SOLE
0
0
3816
BERKSHIRE HATHAWAY INC CL B
COM
084670702
220
1093
SH
SOLE
0
0
1093
CHEVRON CORP
COM
166764100
322
2618
SH
SOLE
0
0
2618
EXXON MOBIL CORP
COM
30231G102
540
6686
SH
SOLE
0
0
6686
FIDELITY NATL INFORMATION SV
COM
31620M106
409
3618
SH
SOLE
0
0
3618
FISERV INC
COM
337738108
411
4661
SH
SOLE
0
0
4661
HOME DEPOT INC
COM
437076102
384
1999
SH
SOLE
0
0
1999
HONEYWELL INTL INC
COM
438516106
547
3440
SH
SOLE
0
0
3440
ISHARES TR
CORE US AGGBD ET
464287226
22237
203875
SH
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ISHARES TR
INTRMD CR BD ETF
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INTL SEL DIV ETF
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CORE S&P 500 ETF
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88886
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88886
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CORE S&P SCP ETF
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RUS 1000 VAL ETF
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88341
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88341
ISHARES TR
RUS 1000 GRW ETF
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SOLE
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0
137205
ISHARES TR
IBOXX HI YD ETF
464288513
685
7918
SH
SOLE
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0
7918
ISHARES TR
CRE U S REIT ETF
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4213
81450
SH
SOLE
0
0
81450
ISHARES TR
RUSSELL 2000 ETF
464287655
1103
7205
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SOLE
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RUS MID CAP ETF
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53549
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SOLE
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MBS ETF
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606
5699
SH
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TIPS BD ETF
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291
2569
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SOLE
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2569
JOHNSON & JOHNSON
COM
478160104
391
2799
SH
SOLE
0
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2799
MCDONALDS CORP
COM
580135101
365
1924
SH
SOLE
0
0
1924
MERCK & CO INC
COM
58933Y105
380
4573
SH
SOLE
0
0
4573
MICROSOFT CORP
COM
594918104
912
7732
SH
SOLE
0
0
7732
MONDELEZ INTL INC
CL A
609207105
366
7322
SH
SOLE
0
0
7322
NICOLET BANKSHARES INC
COM
65406E102
216
3617
SH
SOLE
0
0
3617
PEPSICO INC
COM
713448108
466
3806
SH
SOLE
0
0
3806
PFIZER INC
COM
717081103
205
4821
SH
SOLE
0
0
4821
PHILIP MORRIS INTL INC
COM
718172109
823
9308
SH
SOLE
0
0
9308
SPDR S&P 500 ETF TR
TR UNIT
78462F103
479
1695
SH
SOLE
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0
1695
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
4383
44088
SH
SOLE
0
0
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SYNOVUS FINANCIAL CORP
COM
87161C501
361
10506
SH
SOLE
0
0
10506
SYSCO CORP
COM
871829107
1248
18700
SH
SOLE
0
0
18700
THERMO FISHER SCIENTIFIC INC
COM
883556102
330
1205
SH
SOLE
0
0
1205
VANECK VECTORS
JP MORGAN MKTS ETF
92189F494
300
8990
SH
SOLE
0
0
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VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
3281
41221
SH
SOLE
0
0
41221
VANGUARD INDEX FDS
SMALL CP ETF
922908751
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VANGUARD INDEX FDS
REIT ETF
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SH
SOLE
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0
7481
VANGUARD INDEX FDS
MID CAP ETF
922908629
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72839
SH
SOLE
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VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
6192
123461
SH
SOLE
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123461
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
911
21425
SH
SOLE
0
0
21425
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
382
7846
SH
SOLE
0
0
7846
WAL-MART STORES INC
COM
931142103
306
3141
SH
SOLE
0
0
3141
WALT DISNEY CO
COM
254687106
208
1877
SH
SOLE
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WEC ENERGY GROUP INC
COM
92939U106
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14271
SH
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