0001841433-21-000014.txt : 20210524 0001841433-21-000014.hdr.sgml : 20210524 20210524123304 ACCESSION NUMBER: 0001841433-21-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20210524 DATE AS OF CHANGE: 20210524 EFFECTIVENESS DATE: 20210524 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Planning & Information Services, Inc. CENTRAL INDEX KEY: 0001841433 IRS NUMBER: 391560719 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20591 FILM NUMBER: 21952540 BUSINESS ADDRESS: STREET 1: 115 FOURTH STREET CITY: DE PERE STATE: WI ZIP: 54115 BUSINESS PHONE: 920-336-0863 MAIL ADDRESS: STREET 1: 115 FOURTH STREET CITY: DE PERE STATE: WI ZIP: 54115 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001841433 XXXXXXXX 09-30-2016 09-30-2016 false Financial Planning & Information Services, Inc.

115 Fourth Street De Pere WI 54115

13F HOLDINGS REPORT 028-20591 N Ryan Brent Wempe 920-336-0863 /s/ Ryan Brent Wempe De Pere WI 05-24-2021 0 35 243058 INFORMATION TABLE 2 infotable.xml ALLIANT ENERGY CORP COM 018802108 461 12040 SH SOLE 0 0 12040 BANK MUTUAL CORP NEW COM 063750103 1086 141418 SH SOLE 0 0 141418 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 209 1448 SH SOLE 0 0 1448 FIDELITY NATL INFORMATION SV COM 31620M106 423 5487 SH SOLE 0 0 5487 ISHARES TR CORE RUSSELL VAL 464287663 4581 99381 SH SOLE 0 0 99381 ISHARES TR MSCI EAFE ETF 464287465 5558 93996 SH SOLE 0 0 93996 ISHARES TR MSCI EMG MKT ETF 464287234 5628 150286 SH SOLE 0 0 150286 ISHARES TR RUS 2000 VAL ETF 464287630 3060 29212 SH SOLE 0 0 29212 ISHARES TR RUS MDCP VAL ETF 464287473 15648 203826 SH SOLE 0 0 203826 ISHARES TR S&P 500 GRWT ETF 464287309 258 2119 SH SOLE 0 0 2119 ISHARES TR S&P MC 400VL ETF 464287705 2468 18559 SH SOLE 0 0 18559 ISHARES TR SP SMCP600VL ETF 464287879 4129 33082 SH SOLE 0 0 33082 ISHARES TR TIPS BD ETF 464287176 264 2269 SH SOLE 0 0 2269 JPMORGAN CHASE & CO COM 46625H100 1069 16055 SH SOLE 0 0 16055 KIMBERLY CLARK CORP COM 494368103 247 1961 SH SOLE 0 0 1961 LOCKHEED MARTIN CORP COM 539830109 361 1506 SH SOLE 0 0 1506 MCDONALDS CORP COM 580135101 218 1891 SH SOLE 0 0 1891 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 2895 24387 SH SOLE 0 0 24387 PROCTER AND GAMBLE CO COM 742718109 1828 20368 SH SOLE 0 0 20368 SPDR S&P 500 ETF TR TR UNIT 78462F103 406 1876 SH SOLE 0 0 1876 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 19895 246140 SH SOLE 0 0 246140 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 26273 312253 SH SOLE 0 0 312253 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8070 86246 SH SOLE 0 0 86246 VANGUARD INDEX FDS SM CP VAL ETF 922908611 20377 184144 SH SOLE 0 0 184144 VANGUARD INDEX FDS GROWTH ETF 922908736 25495 227044 SH SOLE 0 0 227044 VANGUARD INDEX FDS VALUE ETF 922908744 17269 198499 SH SOLE 0 0 198499 VANGUARD INDEX FDS SMALL CP ETF 922908751 1434 11736 SH SOLE 0 0 11736 VANGUARD INDEX FDS MID CAP ETF 922908629 5587 43159 SH SOLE 0 0 43159 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 220 4841 SH SOLE 0 0 4841 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10895 289526 SH SOLE 0 0 289526 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24623 305687 SH SOLE 0 0 305687 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 10214 273018 SH SOLE 0 0 273018 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 9956 138006 SH SOLE 0 0 138006 VANGUARD WORLD FDS MATERIALS ETF 92204A801 8058 75363 SH SOLE 0 0 75363 WEC ENERGY GROUP INC COM 92939U106 3895 65045 SH SOLE 0 0 65045