0001104659-20-016223.txt : 20200211
0001104659-20-016223.hdr.sgml : 20200211
20200211155230
ACCESSION NUMBER: 0001104659-20-016223
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200211
DATE AS OF CHANGE: 20200211
EFFECTIVENESS DATE: 20200211
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Midwest Professional Planners, LTD.
CENTRAL INDEX KEY: 0001730575
IRS NUMBER: 391586683
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18384
FILM NUMBER: 20596363
BUSINESS ADDRESS:
STREET 1: 2610 STEWART AVE
STREET 2: SUITE 100
CITY: WAUSAU
STATE: WI
ZIP: 54401
BUSINESS PHONE: 7158483474
MAIL ADDRESS:
STREET 1: 2610 STEWART AVE
STREET 2: SUITE 100
CITY: WAUSAU
STATE: WI
ZIP: 54401
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001730575
XXXXXXXX
12-31-2019
12-31-2019
false
Midwest Professional Planners, LTD.
2610 Stewart Ave
Suite 100
Wausau
WI
54401
13F HOLDINGS REPORT
028-18384
N
Gery Sadzewicz
Chief Compliance Officer
815-782-1250
/s/ Gery Sadzewicz
Wasau
WI
02-11-2020
0
92
122441
INFORMATION TABLE
2
infotable.xml
3M Co
COM
594918104
239
1352
SH
SOLE
0
0
1352
Abbott Laboratories
COM
002824100
714
8226
SH
SOLE
0
0
8226
AbbVie Inc
COM
00287Y109
436
4920
SH
SOLE
0
0
4920
Alphabet Inc A
CL A
02079K305
319
238
SH
SOLE
0
0
238
Amazon.com Inc
COM
023135106
501
271
SH
SOLE
0
0
271
American Tower Corp
COM
03027X100
637
2772
SH
SOLE
0
0
2772
Amgen Inc
COM
031162100
872
3617
SH
SOLE
0
0
3617
Apple Inc
COM
037833100
1854
6314
SH
SOLE
0
0
6314
Applied Materials Inc
COM
038222105
1560
25563
SH
SOLE
0
0
25563
BlackRock Inc
COM
09247X101
676
1345
SH
SOLE
0
0
1345
Boeing Co
COM
097023105
703
2157
SH
SOLE
0
0
2157
Boston Properties Inc
COM
101121101
249
1810
SH
SOLE
0
0
1810
Boston Scientific Corp
COM
101137107
1135
25109
SH
SOLE
0
0
25109
Broadcom Inc
COM
11135F101
542
1715
SH
SOLE
0
0
1715
Capital One Financial Corp
COM
14040H105
586
5698
SH
SOLE
0
0
5698
Chevron Corp
COM
166764100
359
2977
SH
SOLE
0
0
2977
Comcast Corp Class A
CL A
20030N101
577
12830
SH
SOLE
0
0
12830
Costco Wholesale Corp
COM
02160K105
627
2134
SH
SOLE
0
0
2134
Discover Financial Services
COM
254709108
843
9937
SH
SOLE
0
0
9937
Eaton Corp PLC
SHS
G29183103
1017
10737
SH
SOLE
0
0
10737
Edwards Lifesciences Corp
COM
28176E108
1491
6390
SH
SOLE
0
0
6390
Electronic Arts Inc
COM
285512109
252
2342
SH
SOLE
0
0
2342
EPR Properties
COM SH BEN INT
26884U109
306
4325
SH
SOLE
0
0
4325
Eversource Energy
COM
30040W108
482
5668
SH
SOLE
0
0
5668
Exxon Mobil Corp
COM
30231G102
426
6104
SH
SOLE
0
0
6104
Facebook Inc A
CL A
30303M102
636
3098
SH
SOLE
0
0
3098
Fidelity National Information Services Inc
COM
31620M106
928
6673
SH
SOLE
0
0
6673
Financial Select Sector SPDR ETF
SBI INT-FINL
81369Y605
2596
84337
SH
SOLE
0
0
84337
Fiserv Inc
COM
337738108
321
2772
SH
SOLE
0
0
2772
Genuine Parts Co
COM
372460105
288
2707
SH
SOLE
0
0
2707
Health Care Select Sector SPDR ETF
SBI HEALTHCARE
81369Y209
2763
27121
SH
SOLE
0
0
27121
Hewlett Packard Enterprise Co
COM
42824C109
404
25478
SH
SOLE
0
0
25478
Intel Corp
COM
458140100
778
12999
SH
SOLE
0
0
12999
Invesco QQQ Trust
UNIT SER 1
46090E103
1080
5079
SH
SOLE
0
0
5079
iShares 1-3 Year Treasury Bond ETF
TR UNIT
78462F103
6173
72944
SH
SOLE
0
0
72944
iShares Core Aggressive Allocation ETF
AGGRES ALLOC ETF
464289859
210
3623
SH
SOLE
0
0
3623
iShares Core Growth Allocation ETF
GRWT ALLOCAT ETF
464289867
394
8242
SH
SOLE
0
0
8242
iShares Core International Aggt Bd ETF
CORE INTL AGGR
46435G672
235
4283
SH
SOLE
0
0
4283
iShares Core Moderate Allocation ETF
MODERT ALLOC ETF
464289875
317
7910
SH
SOLE
0
0
7910
iShares Core US Aggregate Bond ETF
CORE US AGGBD ET
464287226
6514
57972
SH
SOLE
0
0
57972
iShares iBoxx $ High Yield Corp Bd ETF
IBOXX HI YD ETF
464288513
2519
28645
SH
SOLE
0
0
28645
iShares iBoxx $ Invmt Grade Corp Bd ETF
COM
512807108
3080
24068
SH
SOLE
0
0
24068
iShares JP Morgan USD Em Mkts Bd ETF
JPMORGAN USD EMG
464288281
2766
24144
SH
SOLE
0
0
24144
iShares MSCI EAFE ETF
MSCI EAFE ETF
464287465
4935
71067
SH
SOLE
0
0
71067
iShares MSCI Emerging Markets ETF
MSCI EMG MKT ETF
464287234
3911
87155
SH
SOLE
0
0
87155
iShares Nasdaq Biotechnology ETF
NASDAQ BIOTECH
064287556
700
5810
SH
SOLE
0
0
5810
iShares National Muni Bond ETF
CL B
654106103
1102
9678
SH
SOLE
0
0
9678
iShares Russell 1000 ETF
RUS 1000 ETF
464287622
7321
41032
SH
SOLE
0
0
41032
iShares Russell 1000 Growth ETF
RUS 1000 GRW ETF
464287614
856
4867
SH
SOLE
0
0
4867
iShares Russell 2000 ETF
RUSSELL 2000 ETF
464287655
3032
18302
SH
SOLE
0
0
18302
iShares Russell 2000 Growth ETF
RUS 2000 GRW ETF
464287648
621
2900
SH
SOLE
0
0
2900
iShares Russell 3000 ETF
RUSSELL 3000 ETF
464287689
4760
25253
SH
SOLE
0
0
25253
iShares Select Dividend ETF
SELECT DIVID ETF
464287168
2571
24329
SH
SOLE
0
0
24329
iShares Short Treasury Bond ETF
1-3 YR TREAS BD ETF
464287457
453
4101
SH
SOLE
0
0
4101
JPMorgan Chase & Co
COM
46625H100
1565
11225
SH
SOLE
0
0
11225
Kimberly-Clark Corp
COM
539830109
365
2650
SH
SOLE
0
0
2650
Kimco Realty Corp
COM
494368103
206
9956
SH
SOLE
0
0
9956
Lam Research Corp
COM
615369105
1077
3682
SH
SOLE
0
0
3682
Liberty Property Trust
IBOXX INV CP ETF
464287242
275
4578
SH
SOLE
0
0
4578
Lockheed Martin Corp
SH BEN INT
531172104
1227
3151
SH
SOLE
0
0
3151
Micron Technology Inc
COM
595112103
215
4000
SH
SOLE
0
0
4000
Microsoft Corp
NATIONAL MUN ETF
464288414
877
5563
SH
SOLE
0
0
5563
Moody's Corporation
UTSER1 S&PDCRP
78467Y107
1938
8162
SH
SOLE
0
0
8162
Nike Inc B
COM
666807102
1291
12740
SH
SOLE
0
0
12740
Norfolk Southern Corp
COM
67066G104
927
4777
SH
SOLE
0
0
4777
Northrop Grumman Corp
COM
655844108
1152
3350
SH
SOLE
0
0
3350
NVIDIA Corp
NEW YORK MUN ETF
464288323
1964
8349
SH
SOLE
0
0
8349
OGE Energy Corp
COM
681936100
427
9592
SH
SOLE
0
0
9592
Omega Healthcare Investors Inc
COM
68389X105
231
5453
SH
SOLE
0
0
5453
Oracle Corp
COM
688239201
549
10360
SH
SOLE
0
0
10360
Oshkosh Corp
COM
704326107
1495
15799
SH
SOLE
0
0
15799
Paychex Inc
COM
713448108
894
10506
SH
SOLE
0
0
10506
PepsiCo Inc
COM
74340W103
362
2649
SH
SOLE
0
0
2649
Prologis Inc
COM
74460D109
243
2724
SH
SOLE
0
0
2724
Public Storage
COM NEW
755111507
484
2273
SH
SOLE
0
0
2273
Raytheon Co
COM
780087102
1439
6549
SH
SOLE
0
0
6549
Royal Bank of Canada
SHORT TREAS BD
464288679
243
3066
SH
SOLE
0
0
3066
Salesforce.com Inc
COM
79466L302
379
2328
SH
SOLE
0
0
2328
Skyworks Solutions Inc
COM
74144T108
883
7301
SH
SOLE
0
0
7301
SPDR Blmbg Barclays Convert Secs ETF
BLMBRG BRC CNVRT
78464A359
2780
50098
SH
SOLE
0
0
50098
SPDR S&P 500 ETF Trust
COM
83088M102
8020
24917
SH
SOLE
0
0
24917
SPDR S&P MIDCAP 400 ETF Trust
COM
88579Y101
5451
14522
SH
SOLE
0
0
14522
T. Rowe Price Group Inc
COM
907818108
470
3860
SH
SOLE
0
0
3860
Technology Select Sector SPDR ETF
SBI CONS STPLS
81369Y308
716
7806
SH
SOLE
0
0
7806
Union Pacific Corp
FTSE DEV MKT ETF
921943858
1233
6820
SH
SOLE
0
0
6820
Vanguard FTSE Developed Markets ETF
MID CAP ETF
922908629
309
7014
SH
SOLE
0
0
7014
Vanguard Large-Cap ETF
LARGE CAP ETF
922908637
230
1557
SH
SOLE
0
0
1557
Vanguard Mid-Cap ETF
COM
92939U106
222
1245
SH
SOLE
0
0
1245
Visa Inc Class A
COM CL A
92826C839
251
1337
SH
SOLE
0
0
1337
Waste Management Inc
COM
98389B100
1113
9768
SH
SOLE
0
0
9768
WEC Energy Group Inc
COM
94106L109
917
9946
SH
SOLE
0
0
9946
Xcel Energy Inc
TECHNOLOGY
81369Y803
354
5570
SH
SOLE
0
0
5570