Financial Planning & Information Services, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
De Pere, WI
CIK
0001841433
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 84 634,301 SLYV, DON, SPYG, VTV 13F-HR 2/13/2024 000176538024000135
Q3 2023 84 537,294 SLYV, DON, SPYG, BSV 13F-HR 11/14/2023 000176538023000250
Q2 2023 85 542,111 SLYV, DON, SPYG, BSV 13F-HR 8/11/2023 000176538023000172
Q1 2023 86 515,814 SLYV, DON, SPYG, BSV 13F-HR 5/2/2023 000176538023000072
Q4 2022 82 471,700 SLYV, DON, SPYG, VTV 13F-HR 2/13/2023 000184143323000001
Q3 2022 75 412,883 SLYV, DON, SPYG, VTV 13F-HR 10/25/2022 000184143322000004
Q2 2022 74 410,016 SLYV, DON, SPYG, VTV 13F-HR 7/19/2022 000184143322000003
Q1 2022 81 447,692 DON, SLYV, SPYG, VTV 13F-HR 4/19/2022 000184143322000002
Q4 2021 78 406,341 SLYV, DON, SPYG, VUG 13F-HR 2/1/2022 000184143322000001
Q3 2021 74 367,704 SLYV, DON, SPYG, VUG 13F-HR 10/13/2021 000184143321000032
Q2 2021 70 341,067 SLYV, DON, SPYG, VUG 13F-HR 7/29/2021 000184143321000031
Q1 2021 69 326,443 SLYV, DON, SPYG, VUG 13F-HR 4/20/2021 000184143321000002
Q4 2020 68 297,071 SLYV, DON, SPYG, VUG 13F-HR 2/8/2021 000184143321000001
Q3 2020 65 257,112 SLYV, DON, SPYG, VUG 13F-HR 5/24/2021 000184143321000030
Q2 2020 51 238,321 SLYV, DON, SPYG, VUG 13F-HR 5/24/2021 000184143321000029
Q1 2020 49 192,345 SLYV, DON, SPYG, VUG 13F-HR 5/24/2021 000184143321000028
Q4 2019 51 251,461 SLYV, DON, SPYG, VTV 13F-HR 5/24/2021 000184143321000027
Q3 2019 50 236,163 SLYV, DON, SPYG, VTV 13F-HR 5/24/2021 000184143321000026
Q2 2019 48 230,946 SLYV, DON, VUG, SPYG 13F-HR 5/24/2021 000184143321000025
Q1 2019 47 224,598 SLYV, VUG, DON, VTV 13F-HR 5/24/2021 000184143321000024
Q4 2018 44 202,169 VCSH, VUG, VTV, SLYV 13F-HR 5/24/2021 000184143321000023
Q3 2018 47 258,744 VCSH, VUG, VBR, VTV 13F-HR 5/24/2021 000184143321000022
Q2 2018 44 267,724 VCSH, VUG, VBR, VTV 13F-HR 5/24/2021 000184143321000021
Q1 2018 44 285,152 BND, VCSH, VUG, VBR 13F-HR 5/24/2021 000184143321000020
Q4 2017 39 294,506 BND, VCSH, VUG, VBR 13F-HR 5/24/2021 000184143321000019
Q3 2017 36 283,447 BND, VCSH, VUG, VBR 13F-HR 5/24/2021 000184143321000018
Q2 2017 36 278,010 BND, VUG, VCSH, VBR 13F-HR 5/24/2021 000184143321000017
Q1 2017 36 271,587 BND, VUG, VCSH, VBR 13F-HR 5/24/2021 000184143321000016
Q4 2016 36 257,587 BND, VCSH, VUG, VBR 13F-HR 5/24/2021 000184143321000015
Q3 2016 35 243,058 BND, VUG, VCSH, VBR 13F-HR 5/24/2021 000184143321000014
Q2 2016 35 218,030 VUG, VCSH, BSV, VBR 13F-HR 5/24/2021 000184143321000013
Q1 2016 34 194,777 VUG, VCSH, VBR, BSV 13F-HR 5/24/2021 000184143321000012
Q4 2015 31 175,148 VUG, VCSH, IWS, VTV 13F-HR 5/24/2021 000184143321000011
Q3 2015 31 158,982 VUG, IWS, VCSH, VTV 13F-HR 5/24/2021 000184143321000010
Q2 2015 33 167,075 VUG, IWS, VTV, VBR 13F-HR 5/24/2021 000184143321000009
Q1 2015 32 155,048 VUG, IWS, VTV, VBR 13F-HR 5/24/2021 000184143321000008
Q4 2014 32 144,137 VUG, IWS, VTV, VWO 13F-HR 5/24/2021 000184143321000007
Q3 2014 32 144,137 VUG, IWS, VTV, VWO 13F-HR 5/24/2021 000184143321000006
Q2 2014 33 148,398 VUG, IWS, VTV, VWO 13F-HR 5/24/2021 000184143321000005
Q1 2014 32 143,517 VUG, IWS, VTV, VWO 13F-HR 5/24/2021 000184143321000004
Q4 2013 32 141,097 VUG, IWS, VTV, VWO 13F-HR 5/24/2021 000184143321000003