0001731497-20-000002.txt : 20200401
0001731497-20-000002.hdr.sgml : 20200401
20200401124443
ACCESSION NUMBER: 0001731497-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200401
DATE AS OF CHANGE: 20200401
EFFECTIVENESS DATE: 20200401
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: 20764499
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
03-31-2020
03-31-2020
Ellenbecker Investment Group
N35W23877 HIGHFIELD CT
SUITE 200
PEWAUKEE
WI
53072
13F HOLDINGS REPORT
028-18557
N
Brett Engelking
CCO
2626913200
Brett Engelking
Pewaukee
WI
04-01-2020
0
53
158840
false
INFORMATION TABLE
2
eig13f20200331.xml
3M CO
COM
88579Y101
221
1620
SH
SOLE
0
0
1620
ABBVIE INC
COM
00287Y109
319
4186
SH
SOLE
0
0
4186
ALPS ETF TR
ALERIAN MLP
00162Q866
672
195370
SH
SOLE
0
0
195370
ALLIANT ENERGY CORP INC
COM
018802108
242
2007
SH
SOLE
0
0
2007
ALTRIA GROUP INC
COM
02209S103
1691
43740
SH
SOLE
0
0
43740
AMAZON.COM INC
COM
023135106
415
213
SH
SOLE
0
0
213
APPLE INC
COM
037833100
2069
8135
SH
SOLE
0
0
8135
AT&T INC
COM
00206R102
374
12834
SH
SOLE
0
0
12834
BERKSHIRE HATHAWAY INC CL B
COM
084670702
225
1231
SH
SOLE
0
0
1231
CHEVRON CORP
COM
166764100
243
3358
SH
SOLE
0
0
3358
EXXON MOBIL CORP
COM
30231G102
218
5740
SH
SOLE
0
0
5740
FIDELITY NATL INFORMATION SV
COM
31620M106
444
3653
SH
SOLE
0
0
3653
FISERV INC
COM
337738108
322
3394
SH
SOLE
0
0
3394
HOME DEPOT INC
COM
437076102
367
1964
SH
SOLE
0
0
1964
HONEYWELL INTL INC
COM
438516106
433
3238
SH
SOLE
0
0
3238
ISHARES TR
CORE US AGGBD ETF
464287226
24842
215325
SH
SOLE
0
0
215325
ISHARES TR
INTRMD CR BD ETF
464288638
8085
147216
SH
SOLE
0
0
147216
ISHARES TR
INTL SEL DIV ETF
464288448
259
11464
SH
SOLE
0
0
11464
ISHARES TR
CORE S&P 500 ETF
464287200
34498
133506
SH
SOLE
0
0
133506
ISHARES TR
CORE S&P SCP ETF
464287804
7265
129480
SH
SOLE
0
0
129480
ISHARES TR
RUS 1000 VAL ETF
464287598
8636
87076
SH
SOLE
0
0
87076
ISHARES TR
RUS 1000 GRW ETF
464287614
19260
127848
SH
SOLE
0
0
127848
ISHARES TR
IBOXX HI YD ETF
464288513
849
11012
SH
SOLE
0
0
11012
ISHARES TR
CRE U S REIT ETF
464288521
5630
143744
SH
SOLE
0
0
143744
ISHARES TR
MBS ETF
464288588
246
2224
SH
SOLE
0
0
2224
ISHARES TR
RUSSELL 2000 ETF
464287655
807
7047
SH
SOLE
0
0
7047
ISHARES TR
RUS MID CAP ETF
464287499
1684
39012
SH
SOLE
0
0
39012
ISHARES TR
TIPS BD ETF
464287176
875
7423
SH
SOLE
0
0
7423
ISHARES TR
MSCI USA ESG ETF
46435G425
222
3869
SH
SOLE
0
0
3869
ISHARES TR
MSCI EAFE ESG ETF
46435G516
203
3819
SH
SOLE
0
0
3819
JOHNSON & JOHNSON
COM
478160104
466
3551
SH
SOLE
0
0
3551
MCDONALDS CORP
COM
580135101
303
1833
SH
SOLE
0
0
1833
MERCK & CO INC
COM
58933Y105
359
4663
SH
SOLE
0
0
4663
MICROSOFT CORP
COM
594918104
1223
7755
SH
SOLE
0
0
7755
MONDELEZ INTL INC
CL A
609207105
213
4255
SH
SOLE
0
0
4255
PEPSICO INC
COM
713448108
395
3285
SH
SOLE
0
0
3285
PHILIP MORRIS INTL INC
COM
718172109
2040
27960
SH
SOLE
0
0
27960
ROCKWELL AUTOMATION INC
COM
773903109
235
1559
SH
SOLE
0
0
1559
SPDR S&P 500 ETF TR
TR UNIT
78462F103
714
2768
SH
SOLE
0
0
2768
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
2884
36111
SH
SOLE
0
0
36111
SHERWIN-WILLIAMS CO INC
COM
824348106
230
501
SH
SOLE
0
0
501
SYSCO CORP
COM
871829107
853
18700
SH
SOLE
0
0
18700
THERMO FISHER SCIENTIFIC INC
COM
883556102
217
766
SH
SOLE
0
0
766
VANECK VECTORS
JP MORGAN MKTS ETF
92189F494
475
16700
SH
SOLE
0
0
16700
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
2042
24846
SH
SOLE
0
0
24846
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7619
65996
SH
SOLE
0
0
65996
VANGUARD INDEX FDS
MID CAP ETF
922908629
9280
70490
SH
SOLE
0
0
70490
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
4909
119666
SH
SOLE
0
0
119666
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
707
21060
SH
SOLE
0
0
21060
VANGUARD INTL EQUITY INDEX F
TOTAL STK MKT ETF
922908769
216
1673
SH
SOLE
0
0
1673
WAL-MART STORES INC
COM
931142103
354
3115
SH
SOLE
0
0
3115
WALT DISNEY CO
COM
254687106
205
2122
SH
SOLE
0
0
2122
WEC ENERGY GROUP INC
COM
92939U106
1285
14586
SH
SOLE
0
0
14586