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 | 613 | 12,812 | SH | SOLE | 0 | 0 | 12,812 | ||
APPLE INC | COM | 037833100 | 497 | 1,361 | SH | SOLE | 0 | 0 | 1,361 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 818 | 59,810 | SH | SOLE | 0 | 0 | 59,810 | ||
AT&T INC | COM | 00206R102 | 246 | 8,140 | SH | SOLE | 0 | 0 | 8,140 | ||
BANK FIRST CORP | COM | 06211J100 | 295 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 204 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 548 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
INTEL CORP | COM | 458140100 | 312 | 5,206 | SH | SOLE | 0 | 0 | 5,206 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,281 | 13,250 | SH | SOLE | 0 | 0 | 13,250 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,035 | 17,010 | SH | SOLE | 0 | 0 | 17,010 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,012 | 25,301 | SH | SOLE | 0 | 0 | 25,301 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,508 | 15,473 | SH | SOLE | 0 | 0 | 15,473 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 3,592 | 68,767 | SH | SOLE | 0 | 0 | 68,767 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 8,117 | 106,067 | SH | SOLE | 0 | 0 | 106,067 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 313 | 1,508 | SH | SOLE | 0 | 0 | 1,508 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,468 | 11,046 | SH | SOLE | 0 | 0 | 11,046 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,173 | 18,053 | SH | SOLE | 0 | 0 | 18,053 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,625 | 17,281 | SH | SOLE | 0 | 0 | 17,281 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 357 | 2,528 | SH | SOLE | 0 | 0 | 2,528 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 550 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MICROSOFT CORP | COM | 594918104 | 478 | 2,351 | SH | SOLE | 0 | 0 | 2,351 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 673 | 2,802 | SH | SOLE | 0 | 0 | 2,802 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 258 | 4,707 | SH | SOLE | 0 | 0 | 4,707 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,247 | 27,157 | SH | SOLE | 0 | 0 | 27,157 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 322 | 9,623 | SH | SOLE | 0 | 0 | 9,623 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 2,231 | 80,787 | SH | SOLE | 0 | 0 | 80,787 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 515 | 1,669 | SH | SOLE | 0 | 0 | 1,669 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 7,607 | 273,131 | SH | SOLE | 0 | 0 | 273,131 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 22,290 | 496,223 | SH | SOLE | 0 | 0 | 496,223 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 3,062 | 105,653 | SH | SOLE | 0 | 0 | 105,653 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 31,913 | 649,687 | SH | SOLE | 0 | 0 | 649,687 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 4,156 | 49,995 | SH | SOLE | 0 | 0 | 49,995 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,283 | 14,525 | SH | SOLE | 0 | 0 | 14,525 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,146 | 7,863 | SH | SOLE | 0 | 0 | 7,863 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 4,321 | 45,154 | SH | SOLE | 0 | 0 | 45,154 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,871 | 23,615 | SH | SOLE | 0 | 0 | 23,615 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 15,352 | 154,154 | SH | SOLE | 0 | 0 | 154,154 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 8,394 | 78,506 | SH | SOLE | 0 | 0 | 78,506 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 18,713 | 92,599 | SH | SOLE | 0 | 0 | 92,599 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,485 | 62,737 | SH | SOLE | 0 | 0 | 62,737 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 293 | 5,413 | SH | SOLE | 0 | 0 | 5,413 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 13,327 | 161,229 | SH | SOLE | 0 | 0 | 161,229 | ||
VANGUARD TAX-MANAGED FDS | FTSE DEV MKT ETF | 921943858 | 2,874 | 74,104 | SH | SOLE | 0 | 0 | 74,104 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 8,312 | 105,505 | SH | SOLE | 0 | 0 | 105,505 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 6,565 | 54,421 | SH | SOLE | 0 | 0 | 54,421 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,039 | 57,495 | SH | SOLE | 0 | 0 | 57,495 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 11,226 | 287,784 | SH | SOLE | 0 | 0 | 287,784 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,155 | 23,322 | SH | SOLE | 0 | 0 | 23,322 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 25,762 | 909,035 | SH | SOLE | 0 | 0 | 909,035 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,614 | 123,433 | SH | SOLE | 0 | 0 | 123,433 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 273 | 5,070 | SH | SOLE | 0 | 0 | 5,070 |