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 | 701 | 12,812 | SH | SOLE | 0 | 0 | 12,812 | ||
APPLE INC | COM | 037833100 | 392 | 1,334 | SH | SOLE | 0 | 0 | 1,334 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,318 | 59,815 | SH | SOLE | 0 | 0 | 59,815 | ||
AT&T INC | COM | 00206R102 | 203 | 5,185 | SH | SOLE | 0 | 0 | 5,185 | ||
BANK FIRST CORPORATION | COM | 06211J100 | 322 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 259 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 294 | 2,036 | SH | SOLE | 0 | 0 | 2,036 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 568 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
INTEL CORP | COM | 458140100 | 320 | 5,350 | SH | SOLE | 0 | 0 | 5,350 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,126 | 14,704 | SH | SOLE | 0 | 0 | 14,704 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,188 | 17,103 | SH | SOLE | 0 | 0 | 17,103 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,671 | 37,252 | SH | SOLE | 0 | 0 | 37,252 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,906 | 14,826 | SH | SOLE | 0 | 0 | 14,826 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,299 | 68,218 | SH | SOLE | 0 | 0 | 68,218 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 9,471 | 99,941 | SH | SOLE | 0 | 0 | 99,941 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 318 | 1,642 | SH | SOLE | 0 | 0 | 1,642 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,819 | 10,652 | SH | SOLE | 0 | 0 | 10,652 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,609 | 16,225 | SH | SOLE | 0 | 0 | 16,225 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,409 | 17,281 | SH | SOLE | 0 | 0 | 17,281 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 346 | 2,518 | SH | SOLE | 0 | 0 | 2,518 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 586 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MICROSOFT CORP | COM | 594918104 | 358 | 2,268 | SH | SOLE | 0 | 0 | 2,268 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 547 | 2,260 | SH | SOLE | 0 | 0 | 2,260 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 348 | 4,707 | SH | SOLE | 0 | 0 | 4,707 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 3,424 | 27,412 | SH | SOLE | 0 | 0 | 27,412 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 1,496 | 47,709 | SH | SOLE | 0 | 0 | 47,709 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 265 | 7,044 | SH | SOLE | 0 | 0 | 7,044 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 551 | 1,711 | SH | SOLE | 0 | 0 | 1,711 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 9,171 | 232,424 | SH | SOLE | 0 | 0 | 232,424 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 22,244 | 530,753 | SH | SOLE | 0 | 0 | 530,753 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 3,005 | 86,092 | SH | SOLE | 0 | 0 | 86,092 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 33,652 | 512,128 | SH | SOLE | 0 | 0 | 512,128 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 1,025 | 12,228 | SH | SOLE | 0 | 0 | 12,228 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 2,127 | 26,384 | SH | SOLE | 0 | 0 | 26,384 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 9,120 | 66,533 | SH | SOLE | 0 | 0 | 66,533 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 4,493 | 37,698 | SH | SOLE | 0 | 0 | 37,698 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,247 | 7,528 | SH | SOLE | 0 | 0 | 7,528 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 17,765 | 148,224 | SH | SOLE | 0 | 0 | 148,224 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,230 | 23,742 | SH | SOLE | 0 | 0 | 23,742 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 17,722 | 97,281 | SH | SOLE | 0 | 0 | 97,281 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,219 | 49,889 | SH | SOLE | 0 | 0 | 49,889 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 252 | 4,714 | SH | SOLE | 0 | 0 | 4,714 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 14,470 | 178,580 | SH | SOLE | 0 | 0 | 178,580 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,583 | 58,632 | SH | SOLE | 0 | 0 | 58,632 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 9,030 | 96,361 | SH | SOLE | 0 | 0 | 96,361 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 7,087 | 52,835 | SH | SOLE | 0 | 0 | 52,835 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,508 | 59,716 | SH | SOLE | 0 | 0 | 59,716 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 11,613 | 242,857 | SH | SOLE | 0 | 0 | 242,857 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,540 | 23,569 | SH | SOLE | 0 | 0 | 23,569 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 27,308 | 717,885 | SH | SOLE | 0 | 0 | 717,885 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,936 | 102,385 | SH | SOLE | 0 | 0 | 102,385 |