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 | 237 | 2,004 | SH | SOLE | 0 | 0 | 2,004 | ||
ABBVIE INC | COM | 00287Y109 | 296 | 2,743 | SH | SOLE | 0 | 0 | 2,743 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 950 | 16,965 | SH | SOLE | 0 | 0 | 16,965 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 209 | 78 | SH | SOLE | 0 | 0 | 78 | ||
AMGEN INC | COM | 031162100 | 226 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | ||
APPLE INC | COM | 037833100 | 958 | 6,770 | SH | SOLE | 0 | 0 | 6,770 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,280 | 59,765 | SH | SOLE | 0 | 0 | 59,765 | ||
BANK FIRST CORP | COM | 06211J100 | 326 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 312 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
CIGNA CORP NEW | COM | 125523100 | 261 | 1,305 | SH | SOLE | 0 | 0 | 1,305 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 1,490 | 54,681 | SH | SOLE | 0 | 0 | 54,681 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 1,531 | 52,944 | SH | SOLE | 0 | 0 | 52,944 | ||
DISNEY WALT CO | COM | 254687106 | 314 | 1,856 | SH | SOLE | 0 | 0 | 1,856 | ||
DOMINION ENERGY INC | COM | 25746U109 | 472 | 6,470 | SH | SOLE | 0 | 0 | 6,470 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 497 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 2,586 | 61,884 | SH | SOLE | 0 | 0 | 61,884 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 19,907 | 488,750 | SH | SOLE | 0 | 0 | 488,750 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 4,164 | 101,652 | SH | SOLE | 0 | 0 | 101,652 | ||
INTEL CORP | COM | 458140100 | 439 | 8,241 | SH | SOLE | 0 | 0 | 8,241 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 213 | 1,530 | SH | SOLE | 0 | 0 | 1,530 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,977 | 11,111 | SH | SOLE | 0 | 0 | 11,111 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 230 | 535 | SH | SOLE | 0 | 0 | 535 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,312 | 16,812 | SH | SOLE | 0 | 0 | 16,812 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 10,167 | 89,776 | SH | SOLE | 0 | 0 | 89,776 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,161 | 23,038 | SH | SOLE | 0 | 0 | 23,038 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,573 | 64,514 | SH | SOLE | 0 | 0 | 64,514 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,706 | 16,561 | SH | SOLE | 0 | 0 | 16,561 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,933 | 29,139 | SH | SOLE | 0 | 0 | 29,139 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 2,071 | 12,925 | SH | SOLE | 0 | 0 | 12,925 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 430 | 5,815 | SH | SOLE | 0 | 0 | 5,815 | ||
JOHNSON & JOHNSON | COM | 478160104 | 346 | 2,145 | SH | SOLE | 0 | 0 | 2,145 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,929 | 17,894 | SH | SOLE | 0 | 0 | 17,894 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 458 | 3,455 | SH | SOLE | 0 | 0 | 3,455 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 520 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MCDONALDS CORP | COM | 580135101 | 481 | 1,993 | SH | SOLE | 0 | 0 | 1,993 | ||
MICROSOFT CORP | COM | 594918104 | 748 | 2,652 | SH | SOLE | 0 | 0 | 2,652 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 738 | 9,402 | SH | SOLE | 0 | 0 | 9,402 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 233 | 3,144 | SH | SOLE | 0 | 0 | 3,144 | ||
PEPSICO INC | COM | 713448108 | 293 | 1,949 | SH | SOLE | 0 | 0 | 1,949 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 263 | 2,776 | SH | SOLE | 0 | 0 | 2,776 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 4,531 | 32,409 | SH | SOLE | 0 | 0 | 32,409 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 4,309 | 119,003 | SH | SOLE | 0 | 0 | 119,003 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 1,695 | 39,857 | SH | SOLE | 0 | 0 | 39,857 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 657 | 1,530 | SH | SOLE | 0 | 0 | 1,530 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 42,059 | 513,163 | SH | SOLE | 0 | 0 | 513,163 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 1,168 | 13,402 | SH | SOLE | 0 | 0 | 13,402 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,630 | 170,011 | SH | SOLE | 0 | 0 | 170,011 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 34,787 | 543,369 | SH | SOLE | 0 | 0 | 543,369 | ||
TESLA INC | COM | 88160R101 | 565 | 728 | SH | SOLE | 0 | 0 | 728 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 255 | 653 | SH | SOLE | 0 | 0 | 653 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,450 | 16,973 | SH | SOLE | 0 | 0 | 16,973 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 8,831 | 107,769 | SH | SOLE | 0 | 0 | 107,769 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 225 | 1,015 | SH | SOLE | 0 | 0 | 1,015 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 23,762 | 175,535 | SH | SOLE | 0 | 0 | 175,535 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,628 | 7,446 | SH | SOLE | 0 | 0 | 7,446 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 26,382 | 90,921 | SH | SOLE | 0 | 0 | 90,921 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 221 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 6,115 | 43,802 | SH | SOLE | 0 | 0 | 43,802 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,463 | 23,072 | SH | SOLE | 0 | 0 | 23,072 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 501 | 1,788 | SH | SOLE | 0 | 0 | 1,788 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 12,135 | 71,695 | SH | SOLE | 0 | 0 | 71,695 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,158 | 63,140 | SH | SOLE | 0 | 0 | 63,140 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 688 | 12,563 | SH | SOLE | 0 | 0 | 12,563 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 11,295 | 137,054 | SH | SOLE | 0 | 0 | 137,054 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,572 | 70,748 | SH | SOLE | 0 | 0 | 70,748 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 20,548 | 198,818 | SH | SOLE | 0 | 0 | 198,818 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 3,341 | 19,285 | SH | SOLE | 0 | 0 | 19,285 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,651 | 64,066 | SH | SOLE | 0 | 0 | 64,066 | ||
WELLS FARGO CO NEW | COM | 949746101 | 213 | 4,590 | SH | SOLE | 0 | 0 | 4,590 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 998 | 13,897 | SH | SOLE | 0 | 0 | 13,897 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,894 | 93,881 | SH | SOLE | 0 | 0 | 93,881 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 38,560 | 930,278 | SH | SOLE | 0 | 0 | 930,278 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 16,799 | 314,116 | SH | SOLE | 0 | 0 | 314,116 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 4,381 | 84,383 | SH | SOLE | 0 | 0 | 84,383 |