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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
FI +3,548+$471
HD +590+$204
TGB +11,150+$16
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SHW -2,862-$730
FISV -3,548-$401
BND -3,334-$233
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
COWZ +162,736+$8,563
DFAI +145,790+$6,550
SPYG +111,604+$10,509
DFAE +95,469+$3,425
JPST +94,777+$4,786
SCHG +93,071+$8,299
JCPB +81,059+$5,311
CALF +78,081+$4,345
SCHD +67,832+$5,468
HTRB +55,345+$3,619
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DON -74,459+$1,807
DGS -46,740-$698
FMB -26,597-$583
BSV -25,461-$1,227
SPDW -5,687+$58
VCSH -5,390-$248
VOE -4,311+$105
IWS -4,279+$360
SPEM -3,118-$78
Financial Planning & Information Services Inc. Info
Size ($ in 1000's)
At 12/31/2023: $634,303
At 09/30/2023: $537,291

Financial Planning & Information Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Planning & Information Services Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Financial Planning & Information Services Inc.
As of  12/31/2023, we find all stocks held by Financial Planning & Information Services Inc. to be as follows, presented in the table below with each row detailing each Financial Planning & Information Services Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Financial Planning & Information Services Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Financial Planning & Information Services Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
SPDR SER TR (SLYV) 651,616 +22,883 $54,286
     SLYV651,616+22,883$54,286
WISDOMTREE TR 1,026,724 -74,459 $46,911
     DON1,026,724-74,459$46,911
SPDR SER TR (SPYG) 673,540 +111,604 $43,821
     SPYG673,540+111,604$43,821
VANGUARD INDEX FDS (VTV) 221,167 +16,452 $33,064
     VTV221,167+16,452$33,064
J P MORGAN EXCHANGE TRADED F (JCPB) 699,760 +81,059 $32,948
     JCPB699,760+81,059$32,948
HARTFORD FDS EXCHANGE TRADED (HTRB) 950,228 +55,345 $32,336
     HTRB950,228+55,345$32,336
DIMENSIONAL ETF TRUST (DFAI) 1,084,387 +145,790 $31,057
     DFAI1,084,387+145,790$31,057
J P MORGAN EXCHANGE TRADED F (JPST) 593,549 +94,777 $29,814
     JPST593,549+94,777$29,814
VANGUARD BD INDEX FDS (BSV) 371,044 -25,461 $28,578
     BSV371,044-25,461$28,578
VANGUARD INDEX FDS (VUG) 85,167 +4,387 $26,477
     VUG85,167+4,387$26,477
VANGUARD WHITEHALL FDS (VYM) 210,767 +15,607 $23,528
     VYM210,767+15,607$23,528
WISDOMTREE TR 400,184 -46,740 $19,977
     DGS400,184-46,740$19,977
DIMENSIONAL ETF TRUST (DFAE) 824,899 +95,469 $19,888
     DFAE824,899+95,469$19,888
SPDR SER TR (SLYG) 232,766 +23,725 $19,466
     SLYG232,766+23,725$19,466
FIRST TR EXCH TRADED FD III (FMB) 257,325 -26,597 $13,295
     FMB257,325-26,597$13,295
FIRST TR EXCHANGE TRADED FD (LMBS) 271,201 -2,830 $13,104
     LMBS271,201-2,830$13,104
VANGUARD INDEX FDS (VBR) 72,272 +727 $13,007
     VBR72,272+727$13,007
SCHWAB STRATEGIC TR 149,477 +93,071 $12,401
     SCHG149,477+93,071$12,401
PACER FDS TR 202,699 +162,736 $10,538
     COWZ202,699+162,736$10,538
SCHWAB STRATEGIC TR 124,323 +67,832 $9,465
     SCHD124,323+67,832$9,465
PACER FDS TR 172,122 +78,081 $8,267
     CALF172,122+78,081$8,267
SPDR SER TR (SPYV) 176,942 +6,799 $8,251
     SPYV176,942+6,799$8,251
VANGUARD INDEX FDS (VBK) 32,676 +971 $7,900
     VBK32,676+971$7,900
ISHARES TR (IWS) 67,458 -4,279 $7,845
     IWS67,458-4,279$7,845
VANGUARD INDEX FDS (VOE) 47,614 -4,311 $6,905
     VOE47,614-4,311$6,905
WEC ENERGY GROUP INC 70,532 +9,918 $5,937
     WEC70,532+9,918$5,937
VANGUARD SCOTTSDALE FDS (VCSH) 70,684 -5,390 $5,469
     VCSH70,684-5,390$5,469
VANGUARD INDEX FDS (VO) 19,748 -509 $4,594
     VO19,748-509$4,594
HARTFORD FDS EXCHANGE TRADED (HMOP) 114,119 +32,622 $4,444
     HMOP114,119+32,622$4,444
PROCTER AND GAMBLE CO 30,324 -901 $4,444
     PG30,324-901$4,444
VANGUARD BD INDEX FDS (BIV) 55,429 +3,271 $4,234
     BIV55,429+3,271$4,234
ISHARES TR (IUSV) 44,976 -1,342 $3,793
     IUSV44,976-1,342$3,793
VANGUARD TAX MANAGED FDS (VEA) 68,873 -2,032 $3,299
     VEA68,873-2,032$3,299
INVESCO QQQ TR 7,997 -6 $3,275
     QQQ7,997-6$3,275
JPMORGAN CHASE & CO 17,452 UNCH $2,969
     JPM17,452UNCH$2,969
VANGUARD MUN BD FDS (VTEB) 55,579 +8,940 $2,837
     VTEB55,579+8,940$2,837
SPDR INDEX SHS FDS (SPDW) 78,117 -5,687 $2,657
     SPDW78,117-5,687$2,657
ISHARES TR (IJS) 25,237 +114 $2,601
     IJS25,237+114$2,601
WISDOMTREE TR 52,773 +1,804 $2,323
     AGGY52,773+1,804$2,323
APPLE INC 11,882 -85 $2,288
     AAPL11,882-85$2,288
WISDOMTREE TR 55,587 +689 $1,788
     DES55,587+689$1,788
ISHARES TR (IJJ) 14,486 -658 $1,652
     IJJ14,486-658$1,652
VANGUARD INTL EQUITY INDEX F (VWO) 38,351 -2,496 $1,576
     VWO38,351-2,496$1,576
ISHARES TR (IWN) 9,949 +116 $1,545
     IWN9,949+116$1,545
VANGUARD INDEX FDS (VB) 6,657 -375 $1,420
     VB6,657-375$1,420
VANGUARD WORLD FDS (VAW) 6,879 -1,419 $1,307
     VAW6,879-1,419$1,307
MICROSOFT CORP 2,773 -104 $1,043
     MSFT2,773-104$1,043
WISDOMTREE TR 14,915 +1,599 $889
     DFE14,915+1,599$889
ISHARES TR (EFA) 10,675 -983 $804
     EFA10,675-983$804
LOCKHEED MARTIN CORP 1,745 UNCH $791
     LMT1,745UNCH$791
BANK FIRST CORP 8,313 UNCH $720
     BFC8,313UNCH$720
ISHARES TR (EEM) 17,909 -44 $720
     EEM17,909-44$720
NEXTERA ENERGY INC 10,787 UNCH $655
     NEE10,787UNCH$655
ALLIANT ENERGY CORP 12,165 UNCH $624
     LNT12,165UNCH$624
SPDR S&P 500 ETF TR (SPY) 1,281 -21 $609
     SPY1,281-21$609
WALMART INC 3,448 UNCH $544
     WMT3,448UNCH$544
WISDOMTREE TR 10,758 +1,293 $540
     USFR10,758+1,293$540
PEPSICO INC 3,075 +540 $522
     PEP3,075+540$522
SPDR INDEX SHS FDS (SPEM) 14,662 -3,118 $519
     SPEM14,662-3,118$519
TESLA INC 2,069 -67 $514
     TSLA2,069-67$514
JOHNSON & JOHNSON 3,037 UNCH $476
     JNJ3,037UNCH$476
FISERV INC 3,548 +3,548 $471
     FI3,548+3,548$471
ALPHABET INC 3,284 -72 $459
     GOOGL3,284-72$459
MCDONALDS CORP 1,480 -24 $439
     MCD1,480-24$439
VANGUARD INDEX FDS (VOT) 1,937 UNCH $425
     VOT1,937UNCH$425
EXXON MOBIL CORP 4,150 UNCH $415
     XOM4,150UNCH$415
ISHARES TR (IVW) 5,348 +59 $402
     IVW5,348+59$402
UNITEDHEALTH GROUP INC 738 -30 $389
     UNH738-30$389
ABBVIE INC 2,160 +5 $335
     ABBV2,160+5$335
DIMENSIONAL ETF TRUST (DFSV) 10,800 -475 $314
     DFSV10,800-475$314
KIMBERLY CLARK CORP 2,518 -87 $306
     KMB2,518-87$306
AMAZON COM INC 1,953 UNCH $297
     AMZN1,953UNCH$297
AECOM 2,804 +29 $259
     ACM2,804+29$259
NICOLET BANKSHARES INC (NIC) 3,144 UNCH $253
     NIC3,144UNCH$253
VANGUARD INDEX FDS (VV) 1,100 UNCH $240
     VV1,100UNCH$240
ISHARES TR (IVV) 473 UNCH $226
     IVV473UNCH$226
VANGUARD INDEX FDS (VTI) 952 -2 $226
     VTI952-2$226
ASSOCIATED BANC CORP 10,465 -564 $224
     ASB10,465-564$224
CHEVRON CORP NEW 1,501 UNCH $224
     CVX1,501UNCH$224
VANGUARD INTL EQUITY INDEX F (VEU) 3,867 UNCH $217
     VEU3,867UNCH$217
DOMINION ENERGY INC 4,428 -444 $208
     D4,428-444$208
HOME DEPOT INC 590 +590 $204
     HD590+590$204
PHILIP MORRIS INTL INC 2,161 UNCH $203
     PM2,161UNCH$203
TASEKO MINES LTD 11,150 +11,150 $16
     TGB11,150+11,150$16
VANGUARD BD INDEX FDS $0 (exited)
     BND0-3,334$0
FISERV INC $0 (exited)
     FISV0-3,548$0
SHERWIN WILLIAMS CO 0 -2,862 $0 (exited)
     SHW0-2,862$0

See Summary: Financial Planning & Information Services Inc. Top Holdings
See Details: Top 10 Stocks Held By Financial Planning & Information Services Inc.

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