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 | 282 | 2,004 | SH | SOLE | 0 | 0 | 2,004 | ||
ABBVIE INC | COM | 00287Y109 | 371 | 2,743 | SH | SOLE | 0 | 0 | 2,743 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 1,043 | 16,965 | SH | SOLE | 0 | 0 | 16,965 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 218 | 75 | SH | SOLE | 0 | 0 | 75 | ||
AMGEN INC | COM | 031162100 | 240 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | ||
APPLE INC | COM | 037833100 | 1,214 | 6,837 | SH | SOLE | 0 | 0 | 6,837 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,342 | 59,427 | SH | SOLE | 0 | 0 | 59,427 | ||
BANK FIRST CORP | COM | 06211J100 | 333 | 4,604 | SH | SOLE | 0 | 0 | 4,604 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 342 | 1,144 | SH | SOLE | 0 | 0 | 1,144 | ||
CIGNA CORP NEW | COM | 125523100 | 300 | 1,305 | SH | SOLE | 0 | 0 | 1,305 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 2,401 | 87,738 | SH | SOLE | 0 | 0 | 87,738 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 3,779 | 127,792 | SH | SOLE | 0 | 0 | 127,792 | ||
DISNEY WALT CO | COM | 254687106 | 307 | 1,981 | SH | SOLE | 0 | 0 | 1,981 | ||
DOMINION ENERGY INC | COM | 25746U109 | 512 | 6,511 | SH | SOLE | 0 | 0 | 6,511 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 446 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 25,678 | 646,301 | SH | SOLE | 0 | 0 | 646,301 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 2,580 | 61,638 | SH | SOLE | 0 | 0 | 61,638 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 6,694 | 165,118 | SH | SOLE | 0 | 0 | 165,118 | ||
HOME DEPOT INC | COM | 437076102 | 222 | 536 | SH | SOLE | 0 | 0 | 536 | ||
INTEL CORP | COM | 458140100 | 425 | 8,245 | SH | SOLE | 0 | 0 | 8,245 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 204 | 1,530 | SH | SOLE | 0 | 0 | 1,530 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 4,128 | 10,375 | SH | SOLE | 0 | 0 | 10,375 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 465 | 5,560 | SH | SOLE | 0 | 0 | 5,560 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,341 | 17,044 | SH | SOLE | 0 | 0 | 17,044 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 10,724 | 87,626 | SH | SOLE | 0 | 0 | 87,626 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,211 | 24,784 | SH | SOLE | 0 | 0 | 24,784 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 255 | 535 | SH | SOLE | 0 | 0 | 535 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 2,128 | 12,816 | SH | SOLE | 0 | 0 | 12,816 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,842 | 63,433 | SH | SOLE | 0 | 0 | 63,433 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,830 | 16,533 | SH | SOLE | 0 | 0 | 16,533 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 3,038 | 29,078 | SH | SOLE | 0 | 0 | 29,078 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 223 | 1,729 | SH | SOLE | 0 | 0 | 1,729 | ||
JOHNSON & JOHNSON | COM | 478160104 | 367 | 2,145 | SH | SOLE | 0 | 0 | 2,145 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,811 | 17,752 | SH | SOLE | 0 | 0 | 17,752 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 495 | 3,461 | SH | SOLE | 0 | 0 | 3,461 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 535 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MCDONALDS CORP | COM | 580135101 | 534 | 1,993 | SH | SOLE | 0 | 0 | 1,993 | ||
MICROSOFT CORP | COM | 594918104 | 897 | 2,667 | SH | SOLE | 0 | 0 | 2,667 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 878 | 9,402 | SH | SOLE | 0 | 0 | 9,402 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 275 | 3,205 | SH | SOLE | 0 | 0 | 3,205 | ||
PEPSICO INC | COM | 713448108 | 339 | 1,949 | SH | SOLE | 0 | 0 | 1,949 | ||
PFIZER INC | COM | 717081103 | 257 | 4,354 | SH | SOLE | 0 | 0 | 4,354 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 253 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 4,871 | 29,777 | SH | SOLE | 0 | 0 | 29,777 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 4,410 | 120,901 | SH | SOLE | 0 | 0 | 120,901 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 1,618 | 39,005 | SH | SOLE | 0 | 0 | 39,005 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 704 | 1,482 | SH | SOLE | 0 | 0 | 1,482 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 42,974 | 507,247 | SH | SOLE | 0 | 0 | 507,247 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 2,932 | 31,585 | SH | SOLE | 0 | 0 | 31,585 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 7,297 | 173,732 | SH | SOLE | 0 | 0 | 173,732 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 35,503 | 489,905 | SH | SOLE | 0 | 0 | 489,905 | ||
TESLA INC | COM | 88160R101 | 652 | 617 | SH | SOLE | 0 | 0 | 617 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 213 | 996 | SH | SOLE | 0 | 0 | 996 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 353 | 703 | SH | SOLE | 0 | 0 | 703 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 8,922 | 110,383 | SH | SOLE | 0 | 0 | 110,383 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,483 | 17,499 | SH | SOLE | 0 | 0 | 17,499 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 247 | 1,021 | SH | SOLE | 0 | 0 | 1,021 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,696 | 7,504 | SH | SOLE | 0 | 0 | 7,504 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 27,117 | 184,329 | SH | SOLE | 0 | 0 | 184,329 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 27,830 | 86,725 | SH | SOLE | 0 | 0 | 86,725 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 243 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 6,484 | 43,130 | SH | SOLE | 0 | 0 | 43,130 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 5,778 | 20,504 | SH | SOLE | 0 | 0 | 20,504 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 12,683 | 70,915 | SH | SOLE | 0 | 0 | 70,915 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,946 | 23,338 | SH | SOLE | 0 | 0 | 23,338 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,250 | 65,719 | SH | SOLE | 0 | 0 | 65,719 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 677 | 12,325 | SH | SOLE | 0 | 0 | 12,325 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 10,646 | 131,009 | SH | SOLE | 0 | 0 | 131,009 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,631 | 71,114 | SH | SOLE | 0 | 0 | 71,114 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 22,035 | 196,550 | SH | SOLE | 0 | 0 | 196,550 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 3,434 | 17,440 | SH | SOLE | 0 | 0 | 17,440 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 6,198 | 63,854 | SH | SOLE | 0 | 0 | 63,854 | ||
WELLS FARGO CO NEW | COM | 949746101 | 222 | 4,632 | SH | SOLE | 0 | 0 | 4,632 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 2,813 | 85,617 | SH | SOLE | 0 | 0 | 85,617 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 17,596 | 332,494 | SH | SOLE | 0 | 0 | 332,494 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 42,932 | 967,817 | SH | SOLE | 0 | 0 | 967,817 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 5,119 | 99,055 | SH | SOLE | 0 | 0 | 99,055 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 1,073 | 14,407 | SH | SOLE | 0 | 0 | 14,407 |