Financial Planning & Information Services, Inc.
CIK Number: 0001841433
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | Spdr Ser Tr | 84.55 | -1.02% | 649.82K | +7.82% | 53.9M | 50.86 | 7.43% |
| 2 | HTRB | Hartford Fds Ex... | 34.01 | -0.25% | 1.46M | +19.89% | 51.01M | 36.26 | 7.03% |
| 3 | SLYV | Spdr Ser Tr | 80.69 | -1.67% | 582.95K | -10.59% | 50.61M | 63.8 | 6.97% |
| 4 | VTV | Vanguard Index ... | 172.89 | -2.04% | 232.62K | +7.97% | 40.61M | 104.65 | 5.60% |
| 5 | DFAI | Dimensional Etf... | 31.34 | -0.24% | 1.25M | +9.21% | 39.7M | 27.07 | 5.47% |
| 6 | VUG | Vanguard Index ... | 393.28 | -0.65% | 79.65K | +9.07% | 30.58M | 154.36 | 4.21% |
| 7 | VYM | Vanguard Whiteh... | 129.94 | -2.08% | 214.57K | +15.97% | 27.51M | 88.61 | 3.79% |
| 8 | BSV | Vanguard Bd Ind... | 78.01 | +0.04% | 312.41K | -12.5% | 24.58M | 77.7 | 3.39% |
| 9 | JPST | J P Morgan Exch... | 50.50 | +0.04% | 460.08K | -27.08% | 23.34M | 50.21 | 3.22% |
| 10 | DFAE | Dimensional Etf... | 25.66 | +0.88% | 837.62K | +4.48% | 22.96M | 22.95 | 3.16% |
| 11 | SLYG | Spdr Ser Tr | 85.20 | -1.37% | 238.46K | +4.22% | 22.2M | 81.21 | 3.06% |
| 12 | SCHG | Schwab Strategi... | 26.43 | -0.6% | 199.77K | +22.98% | 20.81M | 20.79 | 2.87% |
| 13 | DGS | Wisdomtree Tr | 48.69 | +0.61% | 363.12K | -3.28% | 19.5M | 45.06 | 2.69% |
| 14 | SCHD | Schwab Strategi... | 27.89 | -1.8% | 203.05K | +28.03% | 17.16M | 25.77 | 2.37% |
| 15 | COWZ | Pacer Fds Tr | 55.28 | -1.42% | 242.57K | +3.08% | 14.03M | 51.99 | 1.93% |
| 16 | VBR | Vanguard Index ... | 190.10 | -1.81% | 65.38K | +13.61% | 13.13M | 117.12 | 1.81% |
| 17 | LMBS | First Tr Exchan... | 49.12 | -0.03% | 246.94K | -9.53% | 12.2M | 47.61 | 1.68% |
| 18 | CALF | Pacer Fds Tr | 37.72 | -0.98% | 257.89K | +12.49% | 12M | 44.36 | 1.65% |
| 19 | SPYV | Spdr Ser Tr | 51.51 | -1.57% | 194.91K | +15.04% | 10.3M | 35.03 | 1.42% |
| 20 | VBK | Vanguard Index ... | 263.38 | -0.91% | 32.07K | +2.65% | 8.57M | 258.79 | 1.18% |
| 21 | IWS | Ishares Tr | 127.33 | -1.69% | 62.39K | -3.31% | 8.25M | 66.43 | 1.14% |
| 22 | WEC | Wec Energy Grou... | 105.52 | -2.62% | 81.11K | +1.27% | 7.8M | 64.75 | 1.07% |
| 23 | VOE | Vanguard Index ... | 161.40 | -1.94% | 43.81K | +3.37% | 7.35M | 104.46 | 1.01% |
| 24 | FMB | First Tr Exchan... | 51.30 | -0.26% | 119.85K | -11.78% | 6.23M | 49.85 | 0.86% |
| 25 | BIV | Vanguard Bd Ind... | 76.42 | -0.19% | 78.57K | +13.88% | 6.16M | 76.29 | 0.85% |
| 26 | PG | Procter And Gam... | 173.03 | -1.46% | 30K | +13.03% | 5.2M | 119.39 | 0.72% |
| 27 | VO | Vanguard Index ... | 262.90 | -1.48% | 18.18K | +5.00% | 4.8M | 129.24 | 0.66% |
| 28 | IUSV | Ishares Tr | 93.12 | -1.61% | 44.24K | +0.29% | 4.22M | 41.36 | 0.58% |
| 29 | VCSH | Vanguard Scotts... | 78.72 | +0.02% | 49.91K | -22.64% | 3.96M | 80.16 | 0.55% |
| 30 | QQQ | Invesco Qqq Tr | 495.33 | -0.35% | 7.92K | +79.99% | 3.86M | 318.58 | 0.53% |
| 31 | HMOP | Hartford Fds Ex... | 38.97 | -0.23% | 92.6K | -7.95% | 3.65M | 39.49 | 0.50% |
| 32 | VEA | Vanguard Tax-Ma... | 51.31 | -0.27% | 67.44K | +16.11% | 3.56M | 40.67 | 0.49% |
| 33 | SPDW | Spdr Index Shs ... | 36.62 | -0.27% | 92.81K | +11.77% | 3.49M | 31.6 | 0.48% |
| 34 | AAPL | Apple Inc | 236.06 | -0.83% | 11.38K | -0.03% | 2.65M | 115.43 | 0.37% |
| 35 | AGGY | Wisdomtree Tr | 43.69 | -0.26% | 59K | +3.21% | 2.64M | 50.57 | 0.36% |
| 36 | IJS | Ishares Tr | 100.42 | -1.51% | 23.65K | -3.88% | 2.55M | 71.07 | 0.35% |
| 37 | VTEB | Vanguard Mun Bd... | 50.30 | -0.31% | 39.21K | -3.49% | 2M | 50.01 | 0.28% |
| 38 | VWO | Vanguard Intl E... | 44.68 | +0.86% | 37.32K | +28.47% | 1.79M | 42.54 | 0.25% |
| 39 | IJJ | Ishares Tr | 121.08 | -1.67% | 12.66K | -2.43% | 1.57M | 59.92 | 0.22% |
| 40 | VB | Vanguard Index ... | 228.52 | -1.44% | 6.09K | -0.99% | 1.45M | 134.38 | 0.20% |
| 41 | DES | Wisdomtree Tr | 32.55 | -1.66% | 41.25K | -20.75% | 1.42M | 25.83 | 0.20% |
| 42 | IWN | Ishares Tr | 155.47 | -1.43% | 8.22K | +4.54% | 1.37M | 102.88 | 0.19% |
| 43 | MSFT | Microsoft Corp | 388.60 | +0.03% | 2.61K | 0.00% | 1.12M | 130.49 | 0.15% |
| 44 | VAW | Vanguard World ... | 189.31 | -1.57% | 5.25K | -7.34% | 1.11M | 103.28 | 0.15% |
| 45 | LMT | Lockheed Martin... | 448.90 | -0.67% | 1.75K | 0.00% | 1.02M | 256.1 | 0.14% |
| 46 | NEE | Nextera Energy ... | 70.86 | -1.06% | 11.4K | +8.98% | 963.39K | 59.14 | 0.13% |
| 47 | EFA | Ishares Tr | 82.48 | +0.01% | 9.47K | 0.00% | 792.14K | 67.11 | 0.11% |
| 48 | SHW | Sherwin William... | 355.31 | -0.4% | 2.04K | -16.67% | 778.23K | 295.79 | 0.11% |
| 49 | WMT | Walmart Inc | 94.73 | -2.93% | 9.63K | -1.75% | 777.38K | 48.73 | 0.11% |
| 50 | EEM | Ishares Tr | 43.18 | +0.82% | 16.44K | +6.48% | 753.94K | 43 | 0.10% |
| 51 | BFC | Bank First Corp | 103.94 | -2.65% | 7.35K | 0.00% | 666.37K | 83.2 | 0.09% |
| 52 | FI | Fiserv Inc | 223.82 | -5.87% | 3.55K | 0.00% | 637.4K | 101.4 | 0.09% |
| 53 | SPEM | Spdr Index Shs ... | 38.85 | +0.82% | 13.46K | -0.87% | 555.75K | 40.52 | 0.08% |
| 54 | JPM | Jpmorgan Chase ... | 249.97 | -4.09% | 2.55K | +55.81% | 537.45K | 119.1 | 0.07% |
| 55 | TSLA | Tesla Inc | 272.04 | -4.43% | 2.01K | -0.49% | 526.92K | 222.34 | 0.07% |
| 56 | GOOGL | Alphabet Inc | 170.88 | +2.32% | 3.06K | -10.25% | 508.16K | 136.67 | 0.07% |
| 57 | IVW | Ishares Tr | 97.72 | -0.89% | 4.94K | -0.32% | 472.91K | 26.65 | 0.07% |
| 58 | VOT | Vanguard Index ... | 252.60 | -0.79% | 1.94K | +35.27% | 471.6K | 196.51 | 0.07% |
| 59 | XOM | Exxon Mobil Cor... | 107.52 | -0.22% | 3.8K | +1.17% | 445.9K | 89.85 | 0.06% |
| 60 | SPY | Spdr S&P 500 Et... | 576.57 | -1.23% | 747 | +94.53% | 428.6K | 386.89 | 0.06% |
| 61 | UNH | Unitedhealth Gr... | 474.77 | +1.65% | 699 | -5.28% | 408.83K | 357.72 | 0.06% |
| 62 | DISV | Dimensional Etf... | 28.26 | -0.46% | 12.76K | +100.00% | 370.92K | 29.06 | 0.05% |
| 63 | PKG | Packaging Corp ... | 202.19 | -3.45% | 1.71K | +100.00% | 368.98K | 215.4 | 0.05% |
| 64 | KMB | Kimberly-Clark ... | 141.23 | -1.48% | 2.54K | +0.28% | 361.24K | 119.1 | 0.05% |
| 65 | ABBV | Abbvie Inc | 208.11 | -1.59% | 1.82K | +0.22% | 359.83K | 89.93 | 0.05% |
| 66 | AMZN | Amazon Com Inc | 203.76 | -0.61% | 1.83K | -6.11% | 340.98K | 105.84 | 0.05% |
| 67 | MCD | Mcdonalds Corp | 305.58 | +0.42% | 1.1K | -6.29% | 335.57K | 231.95 | 0.05% |
| 68 | JNJ | Johnson & Johns... | 165.47 | -1.08% | 2.04K | -10.94% | 329.95K | 161.01 | 0.05% |
| 69 | NVDA | Nvidia Corporat... | 116.08 | +1.77% | 2.59K | +13.68% | 314.77K | 123.96 | 0.04% |
| 70 | PEP | Pepsico Inc | 154.10 | -1.21% | 1.84K | 0.00% | 312.21K | 149.34 | 0.04% |
| 71 | DFSV | Dimensional Etf... | 28.67 | -2.05% | 9.92K | -8.35% | 305.41K | 24.79 | 0.04% |
| 72 | VV | Vanguard Index ... | 265.71 | -1.28% | 1.1K | +100.00% | 289.62K | 263.29 | 0.04% |
| 73 | HD | Home Depot Inc | 381.61 | -2.07% | 692 | +17.29% | 280.4K | 355.19 | 0.04% |
| 74 | VEU | Vanguard Intl E... | 60.84 | +0.06% | 4.17K | +7.73% | 262.45K | 52.67 | 0.04% |
| 75 | HTAB | Hartford Fds Ex... | 19.45 | -0.44% | 13.06K | +26.74% | 258.68K | 19.36 | 0.04% |
| 76 | IVV | Ishares Tr | 579.29 | -1.28% | 433 | 0.00% | 249.76K | 401.24 | 0.03% |
| 77 | JEF | Jefferies Finl ... | 60.34 | -5.38% | 3.7K | +100.00% | 227.92K | 61.55 | 0.03% |
| 78 | WWD | Woodward Inc | 178.14 | -3.36% | 1.31K | 0.00% | 224.68K | 153.03 | 0.03% |
| 79 | BND | Vanguard Bd Ind... | 73.40 | -0.29% | 2.98K | +100.00% | 224.05K | 75.11 | 0.03% |
| 80 | ASB | Associated Banc... | 23.50 | -3.01% | 10.13K | 0.00% | 218.3K | 24.81 | 0.03% |
| 81 | VDC | Vanguard World ... | 221.51 | -1.69% | 975 | -4.04% | 213.02K | 202.43 | 0.03% |
| 82 | CVX | Chevron Corp Ne... | 151.99 | -0.72% | 1.42K | -5.13% | 209.71K | 178.35 | 0.03% |
| 83 | FAST | Fastenal Co | 74.21 | -0.23% | 2.93K | +100.00% | 208.97K | 71.42 | 0.03% |
| 84 | TGB | Taseko Mines Lt... | 2.04 | -1.69% | 11.15K | 0.00% | 28.1K | 2.45 | < 0.01% |