Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL PLANNING & INFORMATION SERVICES INC | 08-11-2023 | 06-30-2023 | 85 | 542,111,453 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 600 SMCP VAL | 1 | $49,159,122 | 636,859 | 0.01 | 0.01 | 47,116 | 7.99 | 06-30-2023 |
| WISDOMTREE TR | US MIDCAP DIVID | 2 | $47,325,147 | 1,125,449 | 0.01 | 0.01 | 63,515 | 5.98 | 06-30-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 3 | $35,742,913 | 585,853 | 0.01 | 0.01 | -64,672 | -9.94 | 06-30-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4 | $32,674,656 | 432,376 | 0.01 | 0.01 | 42,183 | 10.81 | 06-30-2023 |
