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 |
ABBVIE INC | COM | 00287Y109 | 358 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 645 | 12,165 | SH | SOLE | 0 | 0 | 12,165 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 345 | 3,604 | SH | SOLE | 0 | 0 | 3,604 | ||
AMAZON COM INC | COM | 023135106 | 247 | 2,189 | SH | SOLE | 0 | 0 | 2,189 | ||
APPLE INC | COM | 037833100 | 1,568 | 11,344 | SH | SOLE | 0 | 0 | 11,344 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,226 | 61,073 | SH | SOLE | 0 | 0 | 61,073 | ||
BANK FIRST CORP | COM | 06211J100 | 750 | 9,800 | SH | SOLE | 0 | 0 | 9,800 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 318 | 1,192 | SH | SOLE | 0 | 0 | 1,192 | ||
CIGNA CORP NEW | COM | 125523100 | 235 | 847 | SH | SOLE | 0 | 0 | 847 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 12,995 | 646,847 | SH | SOLE | 0 | 0 | 646,847 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 19,324 | 895,860 | SH | SOLE | 0 | 0 | 895,860 | ||
DOMINION ENERGY INC | COM | 25746U109 | 365 | 5,283 | SH | SOLE | 0 | 0 | 5,283 | ||
EXXON MOBIL CORP | COM | 30231G102 | 327 | 3,750 | SH | SOLE | 0 | 0 | 3,750 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 309 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | 10,768 | 221,024 | SH | SOLE | 0 | 0 | 221,024 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | 448 | 9,463 | SH | SOLE | 0 | 0 | 9,463 | ||
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 | 270 | 6,582 | SH | SOLE | 0 | 0 | 6,582 | ||
FISERV INC | COM | 337738108 | 340 | 3,637 | SH | SOLE | 0 | 0 | 3,637 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 19,543 | 521,640 | SH | SOLE | 0 | 0 | 521,640 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 1,764 | 48,401 | SH | SOLE | 0 | 0 | 48,401 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 19,553 | 602,660 | SH | SOLE | 0 | 0 | 602,660 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,553 | 9,551 | SH | SOLE | 0 | 0 | 9,551 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 825 | 23,651 | SH | SOLE | 0 | 0 | 23,651 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 321 | 5,548 | SH | SOLE | 0 | 0 | 5,548 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 915 | 16,345 | SH | SOLE | 0 | 0 | 16,345 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 8,129 | 84,638 | SH | SOLE | 0 | 0 | 84,638 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,636 | 12,686 | SH | SOLE | 0 | 0 | 12,686 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,412 | 15,693 | SH | SOLE | 0 | 0 | 15,693 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,195 | 26,628 | SH | SOLE | 0 | 0 | 26,628 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 226 | 2,203 | SH | SOLE | 0 | 0 | 2,203 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 3,631 | 57,999 | SH | SOLE | 0 | 0 | 57,999 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | 323 | 7,041 | SH | SOLE | 0 | 0 | 7,041 | ||
JOHNSON & JOHNSON | COM | 478160104 | 455 | 2,787 | SH | SOLE | 0 | 0 | 2,787 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,868 | 17,875 | SH | SOLE | 0 | 0 | 17,875 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 290 | 2,579 | SH | SOLE | 0 | 0 | 2,579 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 582 | 1,506 | SH | SOLE | 0 | 0 | 1,506 | ||
MCDONALDS CORP | COM | 580135101 | 422 | 1,827 | SH | SOLE | 0 | 0 | 1,827 | ||
MICROSOFT CORP | COM | 594918104 | 692 | 2,971 | SH | SOLE | 0 | 0 | 2,971 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,018 | 12,984 | SH | SOLE | 0 | 0 | 12,984 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 221 | 3,144 | SH | SOLE | 0 | 0 | 3,144 | ||
PEPSICO INC | COM | 713448108 | 414 | 2,535 | SH | SOLE | 0 | 0 | 2,535 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 221 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,780 | 29,944 | SH | SOLE | 0 | 0 | 29,944 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 824 | 26,537 | SH | SOLE | 0 | 0 | 26,537 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 2,495 | 96,720 | SH | SOLE | 0 | 0 | 96,720 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 468 | 1,311 | SH | SOLE | 0 | 0 | 1,311 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 40,476 | 602,867 | SH | SOLE | 0 | 0 | 602,867 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,157 | 178,528 | SH | SOLE | 0 | 0 | 178,528 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 13,541 | 198,780 | SH | SOLE | 0 | 0 | 198,780 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 29,563 | 590,075 | SH | SOLE | 0 | 0 | 590,075 | ||
TESLA INC | COM | 88160R101 | 539 | 2,033 | SH | SOLE | 0 | 0 | 2,033 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 372 | 736 | SH | SOLE | 0 | 0 | 736 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,143 | 16,019 | SH | SOLE | 0 | 0 | 16,019 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 21,059 | 281,468 | SH | SOLE | 0 | 0 | 281,468 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,218 | 7,129 | SH | SOLE | 0 | 0 | 7,129 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 23,435 | 189,789 | SH | SOLE | 0 | 0 | 189,789 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 20,131 | 94,091 | SH | SOLE | 0 | 0 | 94,091 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 5,769 | 47,378 | SH | SOLE | 0 | 0 | 47,378 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 4,502 | 23,074 | SH | SOLE | 0 | 0 | 23,074 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 10,611 | 73,998 | SH | SOLE | 0 | 0 | 73,998 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,188 | 22,280 | SH | SOLE | 0 | 0 | 22,280 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,422 | 66,376 | SH | SOLE | 0 | 0 | 66,376 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 324 | 6,737 | SH | SOLE | 0 | 0 | 6,737 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 7,435 | 100,100 | SH | SOLE | 0 | 0 | 100,100 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 2,728 | 75,014 | SH | SOLE | 0 | 0 | 75,014 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 18,196 | 191,775 | SH | SOLE | 0 | 0 | 191,775 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 1,751 | 11,796 | SH | SOLE | 0 | 0 | 11,796 | ||
WALMART INC | COM | 931142103 | 273 | 2,105 | SH | SOLE | 0 | 0 | 2,105 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,266 | 58,879 | SH | SOLE | 0 | 0 | 58,879 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 19,766 | 496,372 | SH | SOLE | 0 | 0 | 496,372 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 2,543 | 60,239 | SH | SOLE | 0 | 0 | 60,239 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 734 | 16,226 | SH | SOLE | 0 | 0 | 16,226 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 39,097 | 1,037,876 | SH | SOLE | 0 | 0 | 1,037,876 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 1,814 | 70,470 | SH | SOLE | 0 | 0 | 70,470 | ||
XCEL ENERGY INC | COM | 98389B100 | 216 | 3,376 | SH | SOLE | 0 | 0 | 3,376 |