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 | 213 | 1,957 | SH | SOLE | 0 | 0 | 1,957 | ||
ABBVIE INC | COM | 00287Y109 | 232 | 2,643 | SH | SOLE | 0 | 0 | 2,643 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 899 | 17,410 | SH | SOLE | 0 | 0 | 17,410 | ||
AMAZON COM INC | COM | 023135106 | 224 | 71 | SH | SOLE | 0 | 0 | 71 | ||
AMGEN INC | COM | 031162100 | 270 | 1,062 | SH | SOLE | 0 | 0 | 1,062 | ||
APPLE INC | COM | 037833100 | 692 | 5,974 | SH | SOLE | 0 | 0 | 5,974 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 755 | 59,810 | SH | SOLE | 0 | 0 | 59,810 | ||
AT&T INC | COM | 00206R102 | 375 | 13,136 | SH | SOLE | 0 | 0 | 13,136 | ||
BANK FIRST CORP | COM | 06211J100 | 270 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 244 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
CIGNA CORP NEW | COM | 125523100 | 221 | 1,305 | SH | SOLE | 0 | 0 | 1,305 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 220 | 1,773 | SH | SOLE | 0 | 0 | 1,773 | ||
DOMINION ENERGY INC | COM | 25746U109 | 363 | 4,603 | SH | SOLE | 0 | 0 | 4,603 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 601 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 308 | 7,445 | SH | SOLE | 0 | 0 | 7,445 | ||
INTEL CORP | COM | 458140100 | 446 | 8,610 | SH | SOLE | 0 | 0 | 8,610 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,398 | 12,230 | SH | SOLE | 0 | 0 | 12,230 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,108 | 25,127 | SH | SOLE | 0 | 0 | 25,127 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 342 | 1,482 | SH | SOLE | 0 | 0 | 1,482 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,132 | 17,777 | SH | SOLE | 0 | 0 | 17,777 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 8,522 | 105,416 | SH | SOLE | 0 | 0 | 105,416 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,487 | 14,973 | SH | SOLE | 0 | 0 | 14,973 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 3,721 | 68,533 | SH | SOLE | 0 | 0 | 68,533 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,258 | 9,327 | SH | SOLE | 0 | 0 | 9,327 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,228 | 18,201 | SH | SOLE | 0 | 0 | 18,201 | ||
JOHNSON & JOHNSON | COM | 478160104 | 250 | 1,680 | SH | SOLE | 0 | 0 | 1,680 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,702 | 17,681 | SH | SOLE | 0 | 0 | 17,681 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 507 | 3,433 | SH | SOLE | 0 | 0 | 3,433 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 577 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MCDONALDS CORP | COM | 580135101 | 436 | 1,985 | SH | SOLE | 0 | 0 | 1,985 | ||
MICROSOFT CORP | COM | 594918104 | 494 | 2,351 | SH | SOLE | 0 | 0 | 2,351 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 756 | 2,722 | SH | SOLE | 0 | 0 | 2,722 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 257 | 4,707 | SH | SOLE | 0 | 0 | 4,707 | ||
PEPSICO INC | COM | 713448108 | 267 | 1,925 | SH | SOLE | 0 | 0 | 1,925 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 6,154 | 44,278 | SH | SOLE | 0 | 0 | 44,278 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 331 | 9,053 | SH | SOLE | 0 | 0 | 9,053 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 2,376 | 81,213 | SH | SOLE | 0 | 0 | 81,213 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 524 | 1,564 | SH | SOLE | 0 | 0 | 1,564 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 31,848 | 635,809 | SH | SOLE | 0 | 0 | 635,809 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 21,442 | 427,898 | SH | SOLE | 0 | 0 | 427,898 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 3,752 | 124,228 | SH | SOLE | 0 | 0 | 124,228 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 4,763 | 173,838 | SH | SOLE | 0 | 0 | 173,838 | ||
TESLA INC | COM | 88160R101 | 253 | 589 | SH | SOLE | 0 | 0 | 589 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 200 | 642 | SH | SOLE | 0 | 0 | 642 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 5,868 | 70,657 | SH | SOLE | 0 | 0 | 70,657 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,373 | 15,560 | SH | SOLE | 0 | 0 | 15,560 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 4,776 | 47,112 | SH | SOLE | 0 | 0 | 47,112 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 16,455 | 157,452 | SH | SOLE | 0 | 0 | 157,452 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 19,816 | 87,063 | SH | SOLE | 0 | 0 | 87,063 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,279 | 24,279 | SH | SOLE | 0 | 0 | 24,279 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 8,689 | 78,543 | SH | SOLE | 0 | 0 | 78,543 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,168 | 7,596 | SH | SOLE | 0 | 0 | 7,596 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,680 | 61,980 | SH | SOLE | 0 | 0 | 61,980 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 544 | 10,001 | SH | SOLE | 0 | 0 | 10,001 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 13,769 | 166,186 | SH | SOLE | 0 | 0 | 166,186 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,942 | 71,923 | SH | SOLE | 0 | 0 | 71,923 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 11,617 | 143,545 | SH | SOLE | 0 | 0 | 143,545 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 7,197 | 53,462 | SH | SOLE | 0 | 0 | 53,462 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 242 | 4,062 | SH | SOLE | 0 | 0 | 4,062 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,737 | 59,205 | SH | SOLE | 0 | 0 | 59,205 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 26,895 | 929,982 | SH | SOLE | 0 | 0 | 929,982 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,723 | 129,162 | SH | SOLE | 0 | 0 | 129,162 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,104 | 20,756 | SH | SOLE | 0 | 0 | 20,756 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 849 | 15,777 | SH | SOLE | 0 | 0 | 15,777 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 11,971 | 289,494 | SH | SOLE | 0 | 0 | 289,494 |