The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALLIANT ENERGY CORP | COM | 018802108 | 583 | 12,361 | SH | SOLE | 0 | 0 | 12,361 | ||
APPLE INC | COM | 037833100 | 232 | 1,223 | SH | SOLE | 0 | 0 | 1,223 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,272 | 59,577 | SH | SOLE | 0 | 0 | 59,577 | ||
BANK FIRST NATL CORP | COM | 06211J100 | 271 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 230 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 209 | 1,881 | SH | SOLE | 0 | 0 | 1,881 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 528 | 4,670 | SH | SOLE | 0 | 0 | 4,670 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,826 | 15,732 | SH | SOLE | 0 | 0 | 15,732 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,060 | 16,339 | SH | SOLE | 0 | 0 | 16,339 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,656 | 38,572 | SH | SOLE | 0 | 0 | 38,572 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 2,110 | 17,599 | SH | SOLE | 0 | 0 | 17,599 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,234 | 77,221 | SH | SOLE | 0 | 0 | 77,221 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 10,328 | 118,900 | SH | SOLE | 0 | 0 | 118,900 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 281 | 1,631 | SH | SOLE | 0 | 0 | 1,631 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,794 | 11,430 | SH | SOLE | 0 | 0 | 11,430 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,482 | 16,823 | SH | SOLE | 0 | 0 | 16,823 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,719 | 16,984 | SH | SOLE | 0 | 0 | 16,984 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 322 | 2,603 | SH | SOLE | 0 | 0 | 2,603 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 452 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MICROSOFT CORP | COM | 594918104 | 310 | 2,631 | SH | SOLE | 0 | 0 | 2,631 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 335 | 1,735 | SH | SOLE | 0 | 0 | 1,735 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 245 | 4,114 | SH | SOLE | 0 | 0 | 4,114 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,334 | 32,042 | SH | SOLE | 0 | 0 | 32,042 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 861 | 29,478 | SH | SOLE | 0 | 0 | 29,478 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 406 | 1,438 | SH | SOLE | 0 | 0 | 1,438 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 5,159 | 136,348 | SH | SOLE | 0 | 0 | 136,348 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 14,444 | 388,185 | SH | SOLE | 0 | 0 | 388,185 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 2,293 | 75,729 | SH | SOLE | 0 | 0 | 75,729 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 23,793 | 394,578 | SH | SOLE | 0 | 0 | 394,578 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 1,427 | 17,573 | SH | SOLE | 0 | 0 | 17,573 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 3,859 | 48,492 | SH | SOLE | 0 | 0 | 48,492 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 17,518 | 162,759 | SH | SOLE | 0 | 0 | 162,759 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 6,040 | 55,987 | SH | SOLE | 0 | 0 | 55,987 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 10,093 | 78,404 | SH | SOLE | 0 | 0 | 78,404 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,480 | 27,869 | SH | SOLE | 0 | 0 | 27,869 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,188 | 7,775 | SH | SOLE | 0 | 0 | 7,775 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 21,499 | 137,442 | SH | SOLE | 0 | 0 | 137,442 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,209 | 51,971 | SH | SOLE | 0 | 0 | 51,971 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 16,111 | 201,997 | SH | SOLE | 0 | 0 | 201,997 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,524 | 61,762 | SH | SOLE | 0 | 0 | 61,762 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 9,963 | 116,313 | SH | SOLE | 0 | 0 | 116,313 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 6,978 | 56,690 | SH | SOLE | 0 | 0 | 56,690 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 4,684 | 59,236 | SH | SOLE | 0 | 0 | 59,236 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 9,323 | 197,892 | SH | SOLE | 0 | 0 | 197,892 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,109 | 18,977 | SH | SOLE | 0 | 0 | 18,977 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 19,236 | 537,477 | SH | SOLE | 0 | 0 | 537,477 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,588 | 93,988 | SH | SOLE | 0 | 0 | 93,988 |