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  Name: Financial Planning & Information Services Inc.
  City: De Pere
  State: WI
  Zip: 54115
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $634,303,000
  Total Value Change : $97,012,000
  Securities Held Change : 0
   
All Securities Held : 84
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 32
  Unchanged Positions : 17
  Decreased Positions : 33

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HD)1 Year Chart         HD Home Depot Inc 82 New $340.50 $204,000 590 0.03% 204,000 590 0    Home Improvement Stores
   (TGB)1 Year Chart         TGB Taseko Mines Limited (USA) 84 New $2.74 $16,000 11,150 0% 16,000 11,150 0.005    Gold

      2 Records Found
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