Financial Planning & Information Services, Inc.
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationde pere, WI
- CIK0001841433
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
88 | $725.67M | JCPB, KRE, HTRB, SPDR SER TR | 13F-HR | Nov 12, 2024 | 000176538024000436 | ||
83 | $654.64M | SPDR SER TR, KRE, JCPB, DON | 13F-HR | Aug 13, 2024 | 000176538024000314 | ||
86 | $665.57M | SPDR SER TR, DON, KRE, JCPB | 13F-HR | May 14, 2024 | 000176538024000224 | ||
84 | $634.30M | SPDR SER TR, DON, KRE, VTV | 13F-HR | Feb 14, 2024 | 000176538024000135 | ||
84 | $537.29M | SPDR SER TR, DON, KRE, BSV | 13F-HR | Nov 14, 2023 | 000176538023000250 | ||
85 | $542.11M | SPDR SER TR, DON, KRE, BSV | 13F-HR | Aug 11, 2023 | 000176538023000172 | ||
86 | $515.82M | SPDR SER TR, DON, KRE, BSV | 13F-HR | May 2, 2023 | 000176538023000072 | ||
82 | $471.70M | SPDR SER TR, DON, KRE, VTV | 13F-HR | Feb 13, 2023 | 000184143323000001 | ||
75 | $412.88M | SPDR SER TR, DON, KRE, VTV | 13F-HR | Oct 25, 2022 | 000184143322000004 | ||
74 | $410.02M | SPDR SER TR, DON, KRE, VTV | 13F-HR | Jul 19, 2022 | 000184143322000003 | ||
81 | $447.69M | DON, SPDR SER TR, KRE, VTV | 13F-HR | Apr 19, 2022 | 000184143322000002 | ||
78 | $406.34M | SPDR SER TR, DON, KRE, VUG | 13F-HR | Feb 2, 2022 | 000184143322000001 | ||
74 | $367.70M | SPDR SER TR, DON, KRE, VUG | 13F-HR | Oct 13, 2021 | 000184143321000032 | ||
70 | $341.07M | SPDR SER TR, DON, KRE, VUG | 13F-HR | Jul 29, 2021 | 000184143321000031 | ||
69 | $326.44M | SPDR SER TR, DON, KRE, VUG | 13F-HR | Apr 20, 2021 | 000184143321000002 | ||
68 | $297.07M | SPDR SER TR, DON, KRE, VUG | 13F-HR | Feb 8, 2021 | 000184143321000001 | ||
65 | $257.11M | SPDR SER TR, DON, KRE, VUG | 13F-HR | May 24, 2021 | 000184143321000030 | ||
51 | $238.32M | SPDR SER TR, DON, KRE, VUG | 13F-HR | May 24, 2021 | 000184143321000029 | ||
49 | $192.34M | SPDR SER TR, DON, KRE, VUG | 13F-HR | May 24, 2021 | 000184143321000028 | ||
51 | $251.46M | SPDR SER TR, DON, KRE, VTV | 13F-HR | May 24, 2021 | 000184143321000027 | ||
50 | $236.16M | SPDR SER TR, DON, KRE, VTV | 13F-HR | May 24, 2021 | 000184143321000026 | ||
48 | $230.95M | SPDR SER TR, DON, VUG, KRE | 13F-HR | May 24, 2021 | 000184143321000025 | ||
47 | $224.60M | SPDR SER TR, VUG, DON, VTV | 13F-HR | May 24, 2021 | 000184143321000024 | ||
44 | $202.17M | VCSH, VUG, VTV, SPDR SER TR | 13F-HR | May 24, 2021 | 000184143321000023 | ||
47 | $258.74M | VCSH, VUG, VBR, VTV | 13F-HR | May 24, 2021 | 000184143321000022 | ||
44 | $267.72M | VCSH, VUG, VBR, VTV | 13F-HR | May 24, 2021 | 000184143321000021 | ||
44 | $285.15M | BND, VCSH, VUG, VBR | 13F-HR | May 24, 2021 | 000184143321000020 | ||
39 | $294.51M | BND, VCSH, VUG, VBR | 13F-HR | May 24, 2021 | 000184143321000019 | ||
36 | $283.45M | BND, VCSH, VUG, VBR | 13F-HR | May 24, 2021 | 000184143321000018 | ||
36 | $278.01M | BND, VUG, VCSH, VBR | 13F-HR | May 24, 2021 | 000184143321000017 | ||
36 | $271.59M | BND, VUG, VCSH, VBR | 13F-HR | May 24, 2021 | 000184143321000016 | ||
36 | $257.59M | BND, VCSH, VUG, VBR | 13F-HR | May 24, 2021 | 000184143321000015 | ||
35 | $243.06M | BND, VUG, VCSH, VBR | 13F-HR | May 24, 2021 | 000184143321000014 | ||
35 | $218.03M | VUG, VCSH, BSV, VBR | 13F-HR | May 24, 2021 | 000184143321000013 | ||
34 | $194.78M | VUG, VCSH, VBR, BSV | 13F-HR | May 24, 2021 | 000184143321000012 | ||
31 | $175.15M | VUG, VCSH, IWS, VTV | 13F-HR | May 24, 2021 | 000184143321000011 | ||
31 | $158.98M | VUG, IWS, VCSH, VTV | 13F-HR | May 24, 2021 | 000184143321000010 | ||
33 | $167.07M | VUG, IWS, VTV, VBR | 13F-HR | May 24, 2021 | 000184143321000009 | ||
32 | $155.05M | VUG, IWS, VTV, VBR | 13F-HR | May 24, 2021 | 000184143321000008 | ||
32 | $144.14M | VUG, IWS, VTV, VWO | 13F-HR | May 24, 2021 | 000184143321000007 | ||
32 | $144.14M | VUG, IWS, VTV, VWO | 13F-HR | May 24, 2021 | 000184143321000006 | ||
33 | $148.40M | VUG, IWS, VTV, VWO | 13F-HR | May 24, 2021 | 000184143321000005 | ||
32 | $143.52M | VUG, IWS, VTV, VWO | 13F-HR | May 24, 2021 | 000184143321000004 | ||
32 | $141.10M | VUG, IWS, VTV, VWO | 13F-HR | May 24, 2021 | 000184143321000003 |