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 |
ABBOTT LABS | COM | 002824100 | 235 | 1,957 | SH | SOLE | 0 | 0 | 1,957 | ||
ABBVIE INC | COM | 00287Y109 | 308 | 2,850 | SH | SOLE | 0 | 0 | 2,850 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 919 | 16,965 | SH | SOLE | 0 | 0 | 16,965 | ||
AMGEN INC | COM | 031162100 | 272 | 1,095 | SH | SOLE | 0 | 0 | 1,095 | ||
APPLE INC | COM | 037833100 | 775 | 6,349 | SH | SOLE | 0 | 0 | 6,349 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,276 | 59,796 | SH | SOLE | 0 | 0 | 59,796 | ||
BANK FIRST CORP | COM | 06211J100 | 345 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 299 | 1,169 | SH | SOLE | 0 | 0 | 1,169 | ||
CIGNA CORP NEW | COM | 125523100 | 315 | 1,305 | SH | SOLE | 0 | 0 | 1,305 | ||
DISNEY WALT CO | COM | 254687106 | 327 | 1,773 | SH | SOLE | 0 | 0 | 1,773 | ||
DOMINION ENERGY INC | COM | 25746U109 | 459 | 6,044 | SH | SOLE | 0 | 0 | 6,044 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 574 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 6,544 | 162,710 | SH | SOLE | 0 | 0 | 162,710 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 2,010 | 48,332 | SH | SOLE | 0 | 0 | 48,332 | ||
INTEL CORP | COM | 458140100 | 543 | 8,480 | SH | SOLE | 0 | 0 | 8,480 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,759 | 11,778 | SH | SOLE | 0 | 0 | 11,778 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 386 | 5,928 | SH | SOLE | 0 | 0 | 5,928 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,264 | 16,655 | SH | SOLE | 0 | 0 | 16,655 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 10,891 | 99,639 | SH | SOLE | 0 | 0 | 99,639 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,186 | 22,233 | SH | SOLE | 0 | 0 | 22,233 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,663 | 67,674 | SH | SOLE | 0 | 0 | 67,674 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,798 | 17,642 | SH | SOLE | 0 | 0 | 17,642 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 3,231 | 32,071 | SH | SOLE | 0 | 0 | 32,071 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 2,162 | 13,560 | SH | SOLE | 0 | 0 | 13,560 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 213 | 535 | SH | SOLE | 0 | 0 | 535 | ||
JOHNSON & JOHNSON | COM | 478160104 | 292 | 1,775 | SH | SOLE | 0 | 0 | 1,775 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,708 | 17,792 | SH | SOLE | 0 | 0 | 17,792 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 479 | 3,444 | SH | SOLE | 0 | 0 | 3,444 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 565 | 1,530 | SH | SOLE | 0 | 0 | 1,530 | ||
MCDONALDS CORP | COM | 580135101 | 444 | 1,980 | SH | SOLE | 0 | 0 | 1,980 | ||
MICROSOFT CORP | COM | 594918104 | 613 | 2,598 | SH | SOLE | 0 | 0 | 2,598 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 719 | 9,512 | SH | SOLE | 0 | 0 | 9,512 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 368 | 4,407 | SH | SOLE | 0 | 0 | 4,407 | ||
PEPSICO INC | COM | 713448108 | 283 | 1,998 | SH | SOLE | 0 | 0 | 1,998 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 237 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 4,100 | 30,271 | SH | SOLE | 0 | 0 | 30,271 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 3,955 | 111,836 | SH | SOLE | 0 | 0 | 111,836 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 1,528 | 34,905 | SH | SOLE | 0 | 0 | 34,905 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 611 | 1,543 | SH | SOLE | 0 | 0 | 1,543 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,429 | 169,629 | SH | SOLE | 0 | 0 | 169,629 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 565 | 6,584 | SH | SOLE | 0 | 0 | 6,584 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 219 | 5,676 | SH | SOLE | 0 | 0 | 5,676 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 41,349 | 504,316 | SH | SOLE | 0 | 0 | 504,316 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 27,030 | 479,249 | SH | SOLE | 0 | 0 | 479,249 | ||
TESLA INC | COM | 88160R101 | 415 | 622 | SH | SOLE | 0 | 0 | 622 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 252 | 678 | SH | SOLE | 0 | 0 | 678 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 7,734 | 94,095 | SH | SOLE | 0 | 0 | 94,095 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,387 | 16,372 | SH | SOLE | 0 | 0 | 16,372 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 21,955 | 167,011 | SH | SOLE | 0 | 0 | 167,011 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 22,767 | 88,575 | SH | SOLE | 0 | 0 | 88,575 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 5,872 | 43,541 | SH | SOLE | 0 | 0 | 43,541 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 338 | 1,229 | SH | SOLE | 0 | 0 | 1,229 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 12,419 | 74,990 | SH | SOLE | 0 | 0 | 74,990 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,107 | 23,075 | SH | SOLE | 0 | 0 | 23,075 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 204 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,566 | 7,314 | SH | SOLE | 0 | 0 | 7,314 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,236 | 62,178 | SH | SOLE | 0 | 0 | 62,178 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 686 | 12,563 | SH | SOLE | 0 | 0 | 12,563 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 15,271 | 185,107 | SH | SOLE | 0 | 0 | 185,107 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,451 | 70,281 | SH | SOLE | 0 | 0 | 70,281 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 19,019 | 188,135 | SH | SOLE | 0 | 0 | 188,135 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 4,717 | 27,273 | SH | SOLE | 0 | 0 | 27,273 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 200 | 3,443 | SH | SOLE | 0 | 0 | 3,443 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,741 | 61,338 | SH | SOLE | 0 | 0 | 61,338 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 33,940 | 839,686 | SH | SOLE | 0 | 0 | 839,686 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,024 | 14,709 | SH | SOLE | 0 | 0 | 14,709 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 3,524 | 113,119 | SH | SOLE | 0 | 0 | 113,119 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 2,729 | 53,304 | SH | SOLE | 0 | 0 | 53,304 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 15,641 | 304,944 | SH | SOLE | 0 | 0 | 304,944 |