Financial Planning & Information Services, Inc.
Q3 2024 13F Holdings
- Locationde pere, WI
- Num holdings
88
- Value ($000)
$725,670
- Date Filed11/12/2024
- Form type13F-HR
- CIK0001841433
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $60.18M | 8 % | 1,247,515 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $53.90M | 7 % | 649,822 | ||
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $51.01M | 7 % | 1,459,028 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $50.61M | 7 % | 582,947 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $44.38M | 6 % | 867,943 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $40.61M | 6 % | 232,616 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $39.70M | 6 % | 1,249,354 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $30.58M | 4 % | 79,650 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $27.51M | 4 % | 214,569 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $24.58M | 3 % | 312,411 |
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