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 | 430,852 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 682,672 | 12,365 | SH | SOLE | 0 | 0 | 12,365 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 301,835 | 3,421 | SH | SOLE | 0 | 0 | 3,421 | ||
APPLE INC | COM | 037833100 | 1,623,295 | 12,494 | SH | SOLE | 0 | 0 | 12,494 | ||
ASSOCIATED BANC CORP | COM | 045487105 | 1,414,126 | 61,244 | SH | SOLE | 0 | 0 | 61,244 | ||
BANK FIRST CORP | COM | 06211J100 | 800,944 | 8,629 | SH | SOLE | 0 | 0 | 8,629 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 368,209 | 1,192 | SH | SOLE | 0 | 0 | 1,192 | ||
CHEVRON CORP NEW | COM | 166764100 | 255,594 | 1,424 | SH | SOLE | 0 | 0 | 1,424 | ||
CIGNA CORP NEW | COM | 125523100 | 207,419 | 626 | SH | SOLE | 0 | 0 | 626 | ||
COCA COLA CO | COM | 191216100 | 261,501 | 4,111 | SH | SOLE | 0 | 0 | 4,111 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | 370,287 | 14,949 | SH | SOLE | 0 | 0 | 14,949 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 15,277,849 | 696,030 | SH | SOLE | 0 | 0 | 696,030 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 23,301,019 | 930,552 | SH | SOLE | 0 | 0 | 930,552 | ||
DOMINION ENERGY INC | COM | 25746U109 | 306,718 | 5,002 | SH | SOLE | 0 | 0 | 5,002 | ||
EXXON MOBIL CORP | COM | 30231G102 | 457,745 | 4,150 | SH | SOLE | 0 | 0 | 4,150 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 277,167 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | 13,939,900 | 278,186 | SH | SOLE | 0 | 0 | 278,186 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | 4,566,199 | 96,313 | SH | SOLE | 0 | 0 | 96,313 | ||
FISERV INC | COM | 337738108 | 367,592 | 3,637 | SH | SOLE | 0 | 0 | 3,637 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 20,969,370 | 634,666 | SH | SOLE | 0 | 0 | 634,666 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 1,892,761 | 50,393 | SH | SOLE | 0 | 0 | 50,393 | ||
HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 | 17,143,559 | 454,134 | SH | SOLE | 0 | 0 | 454,134 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 2,369,626 | 8,899 | SH | SOLE | 0 | 0 | 8,899 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 325,962 | 5,572 | SH | SOLE | 0 | 0 | 5,572 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,062,843 | 16,192 | SH | SOLE | 0 | 0 | 16,192 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 8,808,425 | 83,619 | SH | SOLE | 0 | 0 | 83,619 | ||
ISHARES TR | CORE S&P US VLU | 464287663 | 4,087,923 | 57,878 | SH | SOLE | 0 | 0 | 57,878 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 1,631,549 | 16,186 | SH | SOLE | 0 | 0 | 16,186 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 2,599,114 | 28,465 | SH | SOLE | 0 | 0 | 28,465 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 778,352 | 20,537 | SH | SOLE | 0 | 0 | 20,537 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 205,552 | 535 | SH | SOLE | 0 | 0 | 535 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,730,324 | 12,478 | SH | SOLE | 0 | 0 | 12,478 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | 7,533,714 | 164,026 | SH | SOLE | 0 | 0 | 164,026 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | 4,274,745 | 85,273 | SH | SOLE | 0 | 0 | 85,273 | ||
JOHNSON & JOHNSON | COM | 478160104 | 536,486 | 3,037 | SH | SOLE | 0 | 0 | 3,037 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 2,393,931 | 17,852 | SH | SOLE | 0 | 0 | 17,852 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 351,127 | 2,587 | SH | SOLE | 0 | 0 | 2,587 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 848,925 | 1,745 | SH | SOLE | 0 | 0 | 1,745 | ||
MCDONALDS CORP | COM | 580135101 | 536,020 | 2,034 | SH | SOLE | 0 | 0 | 2,034 | ||
MICROSOFT CORP | COM | 594918104 | 692,966 | 2,890 | SH | SOLE | 0 | 0 | 2,890 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 977,117 | 11,688 | SH | SOLE | 0 | 0 | 11,688 | ||
NICOLET BANKSHARES INC | COM | 65406E102 | 250,860 | 3,144 | SH | SOLE | 0 | 0 | 3,144 | ||
PACER FDS TR | PACER US SMALL | 69374H857 | 301,225 | 8,379 | SH | SOLE | 0 | 0 | 8,379 | ||
PEPSICO INC | COM | 713448108 | 457,973 | 2,535 | SH | SOLE | 0 | 0 | 2,535 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 269,848 | 2,666 | SH | SOLE | 0 | 0 | 2,666 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 4,481,954 | 29,572 | SH | SOLE | 0 | 0 | 29,572 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 725,558 | 13,059 | SH | SOLE | 0 | 0 | 13,059 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 282,746 | 3,743 | SH | SOLE | 0 | 0 | 3,743 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 2,596,153 | 87,442 | SH | SOLE | 0 | 0 | 87,442 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 844,477 | 25,621 | SH | SOLE | 0 | 0 | 25,621 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 501,366 | 1,311 | SH | SOLE | 0 | 0 | 1,311 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 15,524,458 | 214,901 | SH | SOLE | 0 | 0 | 214,901 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 45,259,810 | 609,806 | SH | SOLE | 0 | 0 | 609,806 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 32,860,510 | 648,520 | SH | SOLE | 0 | 0 | 648,520 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,805,100 | 174,983 | SH | SOLE | 0 | 0 | 174,983 | ||
TESLA INC | COM | 88160R101 | 242,665 | 1,970 | SH | SOLE | 0 | 0 | 1,970 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 210,346 | 1,210 | SH | SOLE | 0 | 0 | 1,210 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 390,337 | 736 | SH | SOLE | 0 | 0 | 736 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 892,392 | 12,422 | SH | SOLE | 0 | 0 | 12,422 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 22,471,288 | 298,503 | SH | SOLE | 0 | 0 | 298,503 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 26,573,786 | 189,312 | SH | SOLE | 0 | 0 | 189,312 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,504,477 | 8,197 | SH | SOLE | 0 | 0 | 8,197 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 21,328,589 | 100,083 | SH | SOLE | 0 | 0 | 100,083 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 6,580,786 | 48,660 | SH | SOLE | 0 | 0 | 48,660 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 343,701 | 1,912 | SH | SOLE | 0 | 0 | 1,912 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 4,831,410 | 24,092 | SH | SOLE | 0 | 0 | 24,092 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 11,730,494 | 73,870 | SH | SOLE | 0 | 0 | 73,870 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,729,819 | 23,207 | SH | SOLE | 0 | 0 | 23,207 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,130,330 | 54,652 | SH | SOLE | 0 | 0 | 54,652 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 634,709 | 12,825 | SH | SOLE | 0 | 0 | 12,825 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 7,050,217 | 93,765 | SH | SOLE | 0 | 0 | 93,765 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 3,262,324 | 77,730 | SH | SOLE | 0 | 0 | 77,730 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 20,422,904 | 188,734 | SH | SOLE | 0 | 0 | 188,734 | ||
VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 | 1,839,522 | 10,808 | SH | SOLE | 0 | 0 | 10,808 | ||
VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 | 245,401 | 1,281 | SH | SOLE | 0 | 0 | 1,281 | ||
WALMART INC | COM | 931142103 | 345,684 | 2,438 | SH | SOLE | 0 | 0 | 2,438 | ||
WEC ENERGY GROUP INC | COM | 92939U106 | 5,571,148 | 59,419 | SH | �� | SOLE | 0 | 0 | 59,419 | |
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 2,401,152 | 56,299 | SH | SOLE | 0 | 0 | 56,299 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 43,142,110 | 1,048,666 | SH | SOLE | 0 | 0 | 1,048,666 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 21,956,441 | 499,123 | SH | SOLE | 0 | 0 | 499,123 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | 1,917,165 | 67,411 | SH | SOLE | 0 | 0 | 67,411 | ||
WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | 828,396 | 15,140 | SH | SOLE | 0 | 0 | 15,140 |