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 |
3M CO | COM | 88579Y101 | 254 | 1,628 | SH | SOLE | 0 | 0 | 1,628 | ||
ABBOTT LABORATORIES | COM | 002824100 | 227 | 2,482 | SH | SOLE | 0 | 0 | 2,482 | ||
ABBVIE INC | COM | 00287Y109 | 428 | 4,357 | SH | SOLE | 0 | 0 | 4,357 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 1,025 | 41,522 | SH | SOLE | 0 | 0 | 41,522 | ||
ALLIANT ENERGY CORP INC | COM | 018802108 | 240 | 5,011 | SH | SOLE | 0 | 0 | 5,011 | ||
ALTRIA GROUP INC | COM | 02209S103 | 1,721 | 43,841 | SH | SOLE | 0 | 0 | 43,841 | ||
AMAZON.COM INC | COM | 023135106 | 841 | 305 | SH | SOLE | 0 | 0 | 305 | ||
AMGEN INC | COM | 031162100 | 236 | 1,002 | SH | SOLE | 0 | 0 | 1,002 | ||
APPLE INC | COM | 037833100 | 3,074 | 8,426 | SH | SOLE | 0 | 0 | 8,426 | ||
AT&T INC | COM | 00206R102 | 410 | 13,568 | SH | SOLE | 0 | 0 | 13,568 | ||
BERKSHIRE HATHAWAY INC CL B | COM | 084670702 | 220 | 1,231 | SH | SOLE | 0 | 0 | 1,231 | ||
CHEVRON CORP | COM | 166764100 | 338 | 3,791 | SH | SOLE | 0 | 0 | 3,791 | ||
EXCELON CORP | COM | 30161N101 | 226 | 6,216 | SH | SOLE | 0 | 0 | 6,216 | ||
EXXON MOBIL CORP | COM | 30231G102 | 278 | 6,214 | SH | SOLE | 0 | 0 | 6,214 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 606 | 4,521 | SH | SOLE | 0 | 0 | 4,521 | ||
FISERV INC | COM | 337738108 | 1,554 | 15,922 | SH | SOLE | 0 | 0 | 15,922 | ||
HOME DEPOT INC | COM | 437076102 | 500 | 1,995 | SH | SOLE | 0 | 0 | 1,995 | ||
HONEYWELL INTL INC | COM | 438516106 | 458 | 3,166 | SH | SOLE | 0 | 0 | 3,166 | ||
ISHARES TR | CORE US AGGBD ETF | 464287226 | 26,942 | 227,920 | SH | SOLE | 0 | 0 | 227,920 | ||
ISHARES TR | INTRMD CR BD ETF | 464288638 | 8,991 | 148,906 | SH | SOLE | 0 | 0 | 148,906 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 319 | 12,717 | SH | SOLE | 0 | 0 | 12,717 | ||
ISHARES TR | CORE S&P 500 ETF | 464287200 | 45,616 | 147,295 | SH | SOLE | 0 | 0 | 147,295 | ||
ISHARES TR | CORE S&P 500 GR ETF | 464287309 | 215 | 1,034 | SH | SOLE | 0 | 0 | 1,034 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 10,452 | 153,046 | SH | SOLE | 0 | 0 | 153,046 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 10,272 | 91,209 | SH | SOLE | 0 | 0 | 91,209 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 24,714 | 128,754 | SH | SOLE | 0 | 0 | 128,754 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 1,028 | 12,597 | SH | SOLE | 0 | 0 | 12,597 | ||
ISHARES TR | CRE U S REIT ETF | 464288521 | 7,099 | 163,272 | SH | SOLE | 0 | 0 | 163,272 | ||
ISHARES TR | MBS ETF | 464288588 | 272 | 2,461 | SH | SOLE | 0 | 0 | 2,461 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,041 | 7,273 | SH | SOLE | 0 | 0 | 7,273 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 2,118 | 39,520 | SH | SOLE | 0 | 0 | 39,520 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 1,030 | 8,373 | SH | SOLE | 0 | 0 | 8,373 | ||
ISHARES TR | MSCI USA ESG ETF | 46435G425 | 273 | 3,901 | SH | SOLE | 0 | 0 | 3,901 | ||
ISHARES TR | MSCI EAFE ESG ETF | 46435G516 | 234 | 3,856 | SH | SOLE | 0 | 0 | 3,856 | ||
JOHNSON & JOHNSON | COM | 478160104 | 564 | 4,009 | SH | SOLE | 0 | 0 | 4,009 | ||
MCDONALDS CORP | COM | 580135101 | 366 | 1,984 | SH | SOLE | 0 | 0 | 1,984 | ||
MERCK & CO INC | COM | 58933Y105 | 376 | 4,866 | SH | SOLE | 0 | 0 | 4,866 | ||
MICROSOFT CORP | COM | 594918104 | 1,574 | 7,734 | SH | SOLE | 0 | 0 | 7,734 | ||
MONDELEZ INTL INC | CL A | 609207105 | 218 | 4,271 | SH | SOLE | 0 | 0 | 4,271 | ||
PEPSICO INC | COM | 713448108 | 458 | 3,462 | SH | SOLE | 0 | 0 | 3,462 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 1,964 | 28,032 | SH | SOLE | 0 | 0 | 28,032 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 335 | 1,571 | SH | SOLE | 0 | 0 | 1,571 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,449 | 4,699 | SH | SOLE | 0 | 0 | 4,699 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 3,349 | 36,716 | SH | SOLE | 0 | 0 | 36,716 | ||
SHERWIN-WILLIAMS CO INC | COM | 824348106 | 290 | 501 | SH | SOLE | 0 | 0 | 501 | ||
SYNOVUS FINANCIAL CORP | COM | 87161C501 | 228 | 11,085 | SH | SOLE | 0 | 0 | 11,085 | ||
SYSCO CORP | COM | 871829107 | 1,022 | 18,700 | SH | SOLE | 0 | 0 | 18,700 | ||
VANECK VECTORS | JP MORGAN MKTS ETF | 92189F494 | 456 | 14,820 | SH | SOLE | 0 | 0 | 14,820 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 1,994 | 23,989 | SH | SOLE | 0 | 0 | 23,989 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 10,606 | 72,784 | SH | SOLE | 0 | 0 | 72,784 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 11,807 | 72,034 | SH | SOLE | 0 | 0 | 72,034 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 5,822 | 122,287 | SH | SOLE | 0 | 0 | 122,287 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,606 | 40,554 | SH | SOLE | 0 | 0 | 40,554 | ||
VANGUARD INTL EQUITY INDEX F | TOTAL STK MKT ETF | 922908769 | 262 | 1,675 | SH | SOLE | 0 | 0 | 1,675 | ||
WAL-MART STORES INC | COM | 931142103 | 381 | 3,178 | SH | SOLE | 0 | 0 | 3,178 | ||
WALT DISNEY CO | COM | 254687106 | 235 | 2,107 | SH | SOLE | 0 | 0 | 2,107 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 1,283 | 14,633 | SH | SOLE | 0 | 0 | 14,633 |