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 |
3M CO | COM | 88579Y101 | 235 | 1,341 | SH | SOLE | 0 | 0 | 1,341 | ||
ABBOTT LABORATORIES | COM | 002824100 | 289 | 2,453 | SH | SOLE | 0 | 0 | 2,453 | ||
ABBVIE INC | COM | 00287Y109 | 481 | 4,464 | SH | SOLE | 0 | 0 | 4,464 | ||
ALPHABET INC | COM | 02079K305 | 359 | 135 | SH | SOLE | 0 | 0 | 135 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 201 | 3,596 | SH | SOLE | 0 | 0 | 3,596 | ||
ALTRIA GROUP INC | COM | 02209S103 | 1,951 | 42,859 | SH | SOLE | 0 | 0 | 42,859 | ||
AMAZON.COM INC | COM | 023135106 | 1,080 | 329 | SH | SOLE | 0 | 0 | 329 | ||
AMGEN INC | COM | 031162100 | 213 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
APPLE INC | COM | 037833100 | 4,814 | 34,024 | SH | SOLE | 0 | 0 | 34,024 | ||
AT&T INC | COM | 00206R102 | 361 | 13,372 | SH | SOLE | 0 | 0 | 13,372 | ||
BADGER METER INC | COM | 056525108 | 250 | 2,470 | SH | SOLE | 0 | 0 | 2,470 | ||
BERKSHIRE HATHAWAY INC CL B | COM | 084670702 | 539 | 1,977 | SH | SOLE | 0 | 0 | 1,977 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 230 | 3,887 | SH | SOLE | 0 | 0 | 3,887 | ||
CHEVRON CORP | COM | 166764100 | 484 | 4,769 | SH | SOLE | 0 | 0 | 4,769 | ||
DIMENSIONAL | US SMALL CAP ETF | 25434V500 | 427 | 7,435 | SH | SOLE | 0 | 0 | 7,435 | ||
DIMENSIONAL | US TARGETED VALUE ETF | 25434V609 | 267 | 6,034 | SH | SOLE | 0 | 0 | 6,034 | ||
DIMENSIONAL | INTL VALUE ETF | 25434V807 | 1,284 | 39,224 | SH | SOLE | 0 | 0 | 39,224 | ||
EXCELON CORP | COM | 30161N101 | 303 | 6,271 | SH | SOLE | 0 | 0 | 6,271 | ||
EXXON MOBIL CORP | COM | 30231G102 | 412 | 7,015 | SH | SOLE | 0 | 0 | 7,015 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 529 | 4,353 | SH | SOLE | 0 | 0 | 4,353 | ||
FISERV INC | COM | 337738108 | 2,340 | 21,575 | SH | SOLE | 0 | 0 | 21,575 | ||
HOME DEPOT INC | COM | 437076102 | 674 | 2,053 | SH | SOLE | 0 | 0 | 2,053 | ||
HONEYWELL INTL INC | COM | 438516106 | 521 | 2,458 | SH | SOLE | 0 | 0 | 2,458 | ||
INVESCO TR | QQQ TRUST SERIES 1 | 46090E103 | 503 | 1,407 | SH | SOLE | 0 | 0 | 1,407 | ||
ISHARES TR | CORE US AGGBD ETF | 464287226 | 24,058 | 209,512 | SH | SOLE | 0 | 0 | 209,512 | ||
ISHARES TR | INTRMD CR BD ETF | 464288638 | 1,243 | 20,704 | SH | SOLE | 0 | 0 | 20,704 | ||
ISHARES TR | CORE S&P 500 ETF | 464287200 | 129,120 | 299,707 | SH | SOLE | 0 | 0 | 299,707 | ||
ISHARES TR | CORE S&P 500 GR ETF | 464287309 | 268 | 3,631 | SH | SOLE | 0 | 0 | 3,631 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 13,222 | 121,097 | SH | SOLE | 0 | 0 | 121,097 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 4,463 | 28,515 | SH | SOLE | 0 | 0 | 28,515 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 17,553 | 64,055 | SH | SOLE | 0 | 0 | 64,055 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 1,542 | 17,635 | SH | SOLE | 0 | 0 | 17,635 | ||
ISHARES TR | CRE U S REIT ETF | 464288521 | 32,114 | 547,558 | SH | SOLE | 0 | 0 | 547,558 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,255 | 5,737 | SH | SOLE | 0 | 0 | 5,737 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 2,110 | 26,979 | SH | SOLE | 0 | 0 | 26,979 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 2,827 | 22,142 | SH | SOLE | 0 | 0 | 22,142 | ||
JOHNSON & JOHNSON | COM | 478160104 | 746 | 4,622 | SH | SOLE | 0 | 0 | 4,622 | ||
JOHNSON CONTROLS INC | COM | G51502105 | 232 | 3,420 | SH | SOLE | 0 | 0 | 3,420 | ||
JP MORGAN CHASE & CO | COM | 46637G124 | 341 | 2,083 | SH | SOLE | 0 | 0 | 2,083 | ||
LOWE'S COMPANIES INC | COM | 548661107 | 325 | 1,620 | SH | SOLE | 0 | 0 | 1,620 | ||
MCDONALDS CORP | COM | 580135101 | 517 | 2,147 | SH | SOLE | 0 | 0 | 2,147 | ||
MERCK & CO INC | COM | 58933Y105 | 413 | 5,509 | SH | SOLE | 0 | 0 | 5,509 | ||
MICROSOFT CORP | COM | 594918104 | 2,376 | 8,428 | SH | SOLE | 0 | 0 | 8,428 | ||
MONDELEZ INTL INC | CL A | 609207105 | 209 | 3,603 | SH | SOLE | 0 | 0 | 3,603 | ||
NETFLIX INC | COM | 64110L106 | 216 | 355 | SH | SOLE | 0 | 0 | 355 | ||
NVIDIA CORPORATION INC | COM | 67066G104 | 386 | 1,865 | SH | SOLE | 0 | 0 | 1,865 | ||
PEPSICO INC | COM | 713448108 | 384 | 2,556 | SH | SOLE | 0 | 0 | 2,556 | ||
PFIZER INC | COM | 717081103 | 283 | 6,580 | SH | SOLE | 0 | 0 | 6,580 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,303 | 24,304 | SH | SOLE | 0 | 0 | 24,304 | ||
PROCTOR & GAMBLE COMPANY | COM | 742718109 | 259 | 1,857 | SH | SOLE | 0 | 0 | 1,857 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 601 | 2,046 | SH | SOLE | 0 | 0 | 2,046 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,953 | 11,543 | SH | SOLE | 0 | 0 | 11,543 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 2,335 | 19,871 | SH | SOLE | 0 | 0 | 19,871 | ||
SHERWIN-WILLIAMS CO INC | COM | 824348106 | 252 | 904 | SH | SOLE | 0 | 0 | 904 | ||
SYNOVUS FINANCIAL CORP | COM | 87161C501 | 385 | 8,787 | SH | SOLE | 0 | 0 | 8,787 | ||
SYSCO CORP | COM | 871829107 | 1,495 | 19,051 | SH | SOLE | 0 | 0 | 19,051 | ||
TESLA MOTORS INC | COM | 88160R101 | 731 | 943 | SH | SOLE | 0 | 0 | 943 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 309 | 541 | SH | SOLE | 0 | 0 | 541 | ||
UNION PACIFIC CORP | COM | 907818108 | 318 | 1,622 | SH | SOLE | 0 | 0 | 1,622 | ||
US BANCORP | COM | 902973304 | 316 | 5,326 | SH | SOLE | 0 | 0 | 5,326 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 311 | 3,796 | SH | SOLE | 0 | 0 | 3,496 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 34,024 | 155,596 | SH | SOLE | 0 | 0 | 155,596 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,020 | 19,680 | SH | SOLE | 0 | 0 | 19,680 | ||
VANGUARD INDEX FDS | TOTAL BND MKT ETF | 921937835 | 1,716 | 20,092 | SH | SOLE | 0 | 0 | 20,092 | ||
VANGUARD INTL EQUITY INDEX F | FTSE DEV MKT ETF | 921943858 | 3,022 | 59,864 | SH | SOLE | 0 | 0 | 59,864 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 1,886 | 30,953 | SH | SOLE | 0 | 0 | 30,953 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,531 | 50,622 | SH | SOLE | 0 | 0 | 50,622 | ||
VANGUARD INTL EQUITY INDEX F | TOTAL STK MKT ETF | 922908769 | 365 | 1,645 | SH | SOLE | 0 | 0 | 1,645 | ||
WAL-MART STORES INC | COM | 931142103 | 475 | 3,409 | SH | SOLE | 0 | 0 | 3,409 | ||
WALT DISNEY CO | COM | 254687106 | 358 | 2,121 | SH | SOLE | 0 | 0 | 2,121 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 1,734 | 19,668 | SH | SOLE | 0 | 0 | 19,668 | ||
WELLS FARGO & CO | COM | 949746101 | 214 | 4,622 | SH | SOLE | 0 | 0 | 4,622 |