NICOLET BANKSHARES INC Diversified Active

CIK: 0001174850 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 22, 2020

Total Value ($000): $221,734 (100.0% shares, 0.0% debt)

Holdings (165)

NIC NICOLET BANKSHARES INC 21.2%
Value ($000) $47,024 Shares 861,559 Est. Cost $37.47 Unrealized +73.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 6.1%
Value ($000) $13,454 Shares 520,658 Est. Cost $28.46 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH 4.1%
Value ($000) $9,057 Shares 253,402 Est. Cost $38.10 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 3.5%
Value ($000) $7,735 Shares 232,004 Est. Cost $41.31 Unrealized
BND VANGUARD TOTAL BOND MARKET 3.1%
Value ($000) $6,932 Shares 81,220 Est. Cost $84.42 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 2.8%
Value ($000) $6,104 Shares 36,981 Est. Cost $110.36 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.7%
Value ($000) $6,074 Shares 23,566 Est. Cost $210.34 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $5,545 Shares 21,805 Est. Cost $25.86 Unrealized +174.8%
EFA ISHARES MSCI EAFE ETF 2.5%
Value ($000) $5,459 Shares 102,116 Est. Cost $56.99 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 2.1%
Value ($000) $4,653 Shares 30,884 Est. Cost $95.34 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $4,592 Shares 29,114 Est. Cost $62.51 Unrealized +150.1%
TDTF FLEXSHARES IBOXX 5-YEAR TARG 1.5%
Value ($000) $3,380 Shares 130,964 Est. Cost $25.04 Unrealized
VV VANGUARD LARGE-CAP ETF 1.2%
Value ($000) $2,597 Shares 21,932 Est. Cost $115.37 Unrealized
IVE ISHARES S&P 500 VALUE ETF 1.1%
Value ($000) $2,516 Shares 26,138 Est. Cost $86.75 Unrealized
WEC WEC ENERGY GROUP INC 1.0%
Value ($000) $2,303 Shares 26,129 Est. Cost $47.05 Unrealized +68.9%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $2,230 Shares 1,918 Est. Cost $37.27 Unrealized +80.7%
ABT ABBOTT LABS 0.9%
Value ($000) $2,046 Shares 25,932 Est. Cost $38.42 Unrealized +96.1%
VWO VANGUARD FTSE EMERGING MARKETS 0.9%
Value ($000) $2,043 Shares 60,906 Est. Cost $41.18 Unrealized
AMZN AMAZON.COM INC 0.9%
Value ($000) $1,983 Shares 1,017 Est. Cost $73.07 Unrealized +32.5%
JPMORGAN ALERIAN MLP INDEX FUN 0.9%
Value ($000) $1,902 Shares 210,617 Est. Cost $13.91 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.8%
Value ($000) $1,731 Shares 17,450 Est. Cost $96.17 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $1,714 Shares 6,632 Est. Cost $258.51 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM N 0.7%
Value ($000) $1,632 Shares 72,418 Est. Cost $25.15 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $1,625 Shares 30,018 Est. Cost $30.62 Unrealized +70.9%
JPM JP MORGAN CHASE & CO 0.7%
Value ($000) $1,585 Shares 17,602 Est. Cost $51.84 Unrealized +99.9%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $1,567 Shares 5,495 Est. Cost $144.27 Unrealized +92.5%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $1,539 Shares 13,992 Est. Cost $61.05 Unrealized +70.1%
FIS FIDELITY NATL INFORMATION SVCS 0.7%
Value ($000) $1,524 Shares 12,532 Est. Cost $55.33 Unrealized +122.5%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,487 Shares 11,342 Est. Cost $101.63 Unrealized +18.2%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,423 Shares 6,009 Est. Cost $219.13 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,367 Shares 30,891 Est. Cost $32.00 Unrealized +40.6%
IWB ISHARES RUSSELL 1000 ETF 0.6%
Value ($000) $1,324 Shares 9,357 Est. Cost $140.18 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $1,254 Shares 7,583 Est. Cost $93.85 Unrealized +83.1%
DIS DISNEY WALT CO NEW 0.5%
Value ($000) $1,162 Shares 12,034 Est. Cost $99.44 Unrealized +24.2%
PFE PFIZER INC 0.5%
Value ($000) $1,151 Shares 35,266 Est. Cost $22.29 Unrealized +15.9%
ADBE ADOBE INC 0.5%
Value ($000) $1,123 Shares 3,528 Est. Cost $89.84 Unrealized +280.7%
FISV FISERV INC 0.5%
Value ($000) $1,046 Shares 11,016 Est. Cost $69.09 Unrealized +60.8%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.5%
Value ($000) $1,018 Shares 5,568 Est. Cost $152.85 Unrealized +39.1%
META FACEBOOK INC-A 0.5%
Value ($000) $1,010 Shares 6,055 Est. Cost $173.40 Unrealized +12.1%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $995 Shares 17,853 Est. Cost $43.24 Unrealized +12.4%
CRM SALESFORCE.COM 0.4%
Value ($000) $984 Shares 6,837 Est. Cost $88.62 Unrealized +91.1%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $978 Shares 8,543 Est. Cost $116.52 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $975 Shares 10,952 Est. Cost $93.33 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.4%
Value ($000) $934 Shares 7,247 Est. Cost $121.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.4%
Value ($000) $932 Shares 11,547 Est. Cost $59.51 Unrealized +41.1%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.4%
Value ($000) $928 Shares 7,867 Est. Cost $111.78 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $919 Shares 7,649 Est. Cost $73.90 Unrealized +52.6%
CVX CHEVRON CORPORATION 0.4%
Value ($000) $905 Shares 12,483 Est. Cost $64.77 Unrealized +17.4%
XOM EXXONMOBIL CORP 0.4%
Value ($000) $880 Shares 23,168 Est. Cost $54.48 Unrealized -22.7%
GOOGL ALPHABET INC CL A 0.4%
Value ($000) $867 Shares 746 Est. Cost $41.38 Unrealized +62.5%
MA MASTERCARD INC CL A 0.4%
Value ($000) $867 Shares 3,590 Est. Cost $214.57 Unrealized +34.1%
AMT AMERICAN TOWER CORP REIT 0.4%
Value ($000) $860 Shares 3,951 Est. Cost $103.12 Unrealized +91.2%
IEMG ISHARES CORE MSCI EMERGING 0.4%
Value ($000) $853 Shares 21,071 Est. Cost $47.70 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $833 Shares 6,226 Est. Cost $101.53 Unrealized +34.5%
INTU INTUIT INC 0.4%
Value ($000) $831 Shares 3,615 Est. Cost $91.69 Unrealized +184.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $830 Shares 12,625 Est. Cost $48.54 Unrealized +46.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $830 Shares 16,572 Est. Cost $34.90 Unrealized +33.8%
LOW LOWES COS INC 0.4%
Value ($000) $815 Shares 9,468 Est. Cost $62.56 Unrealized +57.1%
WFC WELLS FARGO & CO 0.4%
Value ($000) $807 Shares 28,132 Est. Cost $41.13 Unrealized -10.9%
AON PLC 0.4%
Value ($000) $806 Shares 4,885 Est. Cost $164.99 Unrealized
V VISA INC CL A 0.4%
Value ($000) $801 Shares 4,971 Est. Cost $72.35 Unrealized +149.8%
DHR DANAHER CORP 0.4%
Value ($000) $793 Shares 5,726 Est. Cost $57.00 Unrealized +130.4%
HD HOME DEPOT INC 0.4%
Value ($000) $790 Shares 4,230 Est. Cost $110.40 Unrealized +72.2%
CVS CVS HEALTH CORP 0.4%
Value ($000) $779 Shares 13,136 Est. Cost $55.55 Unrealized -0.4%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $777 Shares 14,456 Est. Cost $27.72 Unrealized +47.9%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $757 Shares 10,373 Est. Cost $53.94 Unrealized +12.6%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $738 Shares 2,603 Est. Cost $129.85 Unrealized +139.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US 0.3%
Value ($000) $698 Shares 29,171 Est. Cost $27.41 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $692 Shares 4,414 Est. Cost $115.10 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $662 Shares 13,693 Est. Cost $34.91 Unrealized +36.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.3%
Value ($000) $659 Shares 4,424 Est. Cost $166.84 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARG 0.3%
Value ($000) $637 Shares 25,873 Est. Cost $24.59 Unrealized
CMCSA COMCAST CORP-CL A 0.3%
Value ($000) $602 Shares 17,503 Est. Cost $33.32 Unrealized +8.2%
NKE NIKE INC-CLASS B 0.3%
Value ($000) $584 Shares 7,061 Est. Cost $51.62 Unrealized +66.4%
BOTTOMLINE TECHNOLOGIES DEL IN 0.3%
Value ($000) $579 Shares 15,790 Est. Cost $28.83 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $535 Shares 6,953 Est. Cost $38.07 Unrealized +71.0%
GPN GLOBAL PAYMENTS INC 0.2%
Value ($000) $527 Shares 3,655 Est. Cost $64.10 Unrealized +171.8%
T AT&T INC 0.2%
Value ($000) $525 Shares 17,996 Est. Cost $14.88 Unrealized +22.1%
UNP UNION PAC CORP 0.2%
Value ($000) $521 Shares 3,697 Est. Cost $79.64 Unrealized +82.0%
BIIB BIOGEN INC 0.2%
Value ($000) $519 Shares 1,642 Est. Cost $278.02 Unrealized +9.2%
IBM INTL. BUSINESS MACHINES CORP 0.2%
Value ($000) $508 Shares 4,578 Est. Cost $95.31 Unrealized +3.1%
BFC BANK FIRST CORP 0.2%
Value ($000) $499 Shares 8,914 Est. Cost $44.02 Unrealized +24.0%
EL ESTEE LAUDER COMPANIES CLASS A 0.2%
Value ($000) $480 Shares 3,012 Est. Cost $85.12 Unrealized +109.7%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $474 Shares 3,705 Est. Cost $86.10 Unrealized +30.2%
DUK DUKE ENERGY CORP 0.2%
Value ($000) $467 Shares 5,779 Est. Cost $67.89 Unrealized +7.1%
NVDA NVIDIA CORP 0.2%
Value ($000) $454 Shares 1,724 Est. Cost $5.94 Unrealized +5.7%
ALL ALLSTATE CORP 0.2%
Value ($000) $445 Shares 4,848 Est. Cost $65.68 Unrealized +43.5%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $445 Shares 3,134 Est. Cost $72.84 Unrealized +102.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $444 Shares 1,780 Est. Cost $120.48 Unrealized +107.3%
SCHE SCHWAB EMERGING MARKETS ETF 0.2%
Value ($000) $439 Shares 21,210 Est. Cost $19.76 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $436 Shares 4,770 Est. Cost $60.34 Unrealized +53.7%
CSX CSX CORP 0.2%
Value ($000) $435 Shares 7,599 Est. Cost $8.32 Unrealized +159.3%
AWK AMERICAN WATER WORKS CO INC 0.2%
Value ($000) $434 Shares 3,633 Est. Cost $47.42 Unrealized +143.4%
MMM 3M CO 0.2%
Value ($000) $426 Shares 3,122 Est. Cost $106.59 Unrealized -0.6%
DE DEERE & CO 0.2%
Value ($000) $424 Shares 3,072 Est. Cost $69.97 Unrealized +108.2%
TROW T ROWE PRICE GROUP INC 0.2%
Value ($000) $416 Shares 4,263 Est. Cost $52.78 Unrealized +81.0%
XEL XCEL ENERGY INC 0.2%
Value ($000) $413 Shares 6,846 Est. Cost $32.73 Unrealized +65.7%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $412 Shares 5,069 Est. Cost $115.11 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $409 Shares 2,455 Est. Cost $86.78 Unrealized +111.2%
SCHF SCHWAB INTL EQUITY ETF 0.2%
Value ($000) $407 Shares 15,735 Est. Cost $30.38 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $404 Shares 3,484 Est. Cost $58.08 Unrealized +95.2%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $404 Shares 4,284 Est. Cost $88.64 Unrealized
BA BOEING CO 0.2%
Value ($000) $401 Shares 2,687 Est. Cost $315.92 Unrealized -13.6%
GQRE FLEXSHARES GLOBAL QUALITY RE 0.2%
Value ($000) $400 Shares 8,447 Est. Cost $61.88 Unrealized
ZBH ZIMMER BIOMET HOLDINGS, INC 0.2%
Value ($000) $395 Shares 3,903 Est. Cost $109.83 Unrealized +13.7%
LLY LILLY ELI & CO 0.2%
Value ($000) $393 Shares 2,836 Est. Cost $104.74 Unrealized +22.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $380 Shares 2,870 Est. Cost $161.10 Unrealized -10.0%
ETN EATON CORP PLC 0.2%
Value ($000) $366 Shares 4,706 Est. Cost $46.61 Unrealized +77.3%
ICF ISHARES COHEN & STEERS RLTY ET 0.2%
Value ($000) $364 Shares 3,976 Est. Cost $97.85 Unrealized
EFX EQUIFAX INC 0.2%
Value ($000) $363 Shares 3,035 Est. Cost $98.15 Unrealized +41.7%
BAX BAXTER INTL INC 0.2%
Value ($000) $356 Shares 4,385 Est. Cost $37.21 Unrealized +106.3%
WMT WALMART INC 0.2%
Value ($000) $347 Shares 3,054 Est. Cost $18.96 Unrealized +86.5%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $345 Shares 2,078 Est. Cost $161.90 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $341 Shares 3,652 Est. Cost $74.13 Unrealized +10.5%
AES AES CORP 0.1%
Value ($000) $331 Shares 24,345 Est. Cost $7.99 Unrealized +81.3%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $327 Shares 7,980 Est. Cost $46.13 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $324 Shares 4,254 Est. Cost $41.82 Unrealized +60.7%
YUM YUM! BRANDS INC 0.1%
Value ($000) $324 Shares 4,721 Est. Cost $43.86 Unrealized +90.5%
EXC EXELON CORP 0.1%
Value ($000) $319 Shares 8,656 Est. Cost $24.81 Unrealized +2.7%
MASCO CORP 0.1%
Value ($000) $316 Shares 9,151 Est. Cost $34.53 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $315 Shares 3,286 Est. Cost $63.29 Unrealized +74.0%
ACIW ACI WORLDWIDE INC 0.1%
Value ($000) $310 Shares 12,850 Est. Cost $23.24 Unrealized +37.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $307 Shares 2,101 Est. Cost $119.82 Unrealized +36.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $305 Shares 7,880 Est. Cost $29.74 Unrealized -7.3%
IGF ISHARES S&P GLOBAL INFRASTR ET 0.1%
Value ($000) $293 Shares 8,577 Est. Cost $36.01 Unrealized
RPM RPM INTERNATIONAL INC 0.1%
Value ($000) $293 Shares 4,923 Est. Cost $45.04 Unrealized +52.9%
EVTC EVERTEC INC 0.1%
Value ($000) $288 Shares 12,685 Est. Cost $15.96 Unrealized +86.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $284 Shares 1,081 Est. Cost $246.71 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $284 Shares 8,288 Est. Cost $32.07 Unrealized +23.7%
KLAC KLA CORPORATION 0.1%
Value ($000) $283 Shares 1,967 Est. Cost $98.66 Unrealized +52.2%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $279 Shares 3,104 Est. Cost $121.31 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.1%
Value ($000) $277 Shares 8,823 Est. Cost $32.61 Unrealized +15.6%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.1%
Value ($000) $275 Shares 6,144 Est. Cost $52.76 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.1%
Value ($000) $272 Shares 6,200 Est. Cost $51.26 Unrealized +10.3%
USB US BANCORP 0.1%
Value ($000) $270 Shares 7,837 Est. Cost $38.19 Unrealized -2.5%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $268 Shares 7,973 Est. Cost $28.49 Unrealized +35.7%
GWW GRAINGER W W INC 0.1%
Value ($000) $262 Shares 1,053 Est. Cost $245.20 Unrealized +12.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $260 Shares 2,300 Est. Cost $110.21 Unrealized
JPMORGAN BETABUILDERS CANADA 0.1%
Value ($000) $255 Shares 13,396 Est. Cost $19.04 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $249 Shares 3,682 Est. Cost $42.59 Unrealized +68.9%
VO VANGUARD IND FD MID-CAP 0.1%
Value ($000) $243 Shares 1,844 Est. Cost $167.49 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $239 Shares 6,084 Est. Cost $25.99 Unrealized +41.1%
TJX TJX COS INC 0.1%
Value ($000) $224 Shares 4,691 Est. Cost $45.47 Unrealized +17.3%
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value ($000) $220 Shares 6,990 Est. Cost $58.44 Unrealized -13.0%
SPSB SPDR PORT SHRT TRM CORP BND 0.1%
Value ($000) $219 Shares 7,249 Est. Cost $30.23 Unrealized
EBAY EBAY INC 0.1%
Value ($000) $218 Shares 7,268 Est. Cost $33.63 Unrealized -6.3%
XILINX INC 0.1%
Value ($000) $217 Shares 2,781 Est. Cost $89.84 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASUR 0.1%
Value ($000) $216 Shares 4,180 Est. Cost $51.67 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $212 Shares 5,031 Est. Cost $39.77 Unrealized +36.3%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $212 Shares 1,430 Est. Cost $142.66 Unrealized
BLACKROCK INC CL A 0.1%
Value ($000) $208 Shares 473 Est. Cost $428.13 Unrealized
EHTH EHEALTH INC 0.1%
Value ($000) $206 Shares 1,465 Est. Cost $114.64 Unrealized 0.0%
IGSB ISHARES SHORT-TERM CORPORATE E 0.1%
Value ($000) $206 Shares 3,929 Est. Cost $52.43 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $203 Shares 4,075 Est. Cost $49.82 Unrealized
IGIB ISHARES INTERMEDIATE-TERM CORP 0.1%
Value ($000) $201 Shares 3,661 Est. Cost $54.90 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $171 Shares 1,979 Est. Cost $90.54 Unrealized +7.5%
ALERIAN MLP ETF 0.1%
Value ($000) $146 Shares 42,481 Est. Cost $8.96 Unrealized
GENERAL ELECTRIC CORP 0.1%
Value ($000) $145 Shares 18,238 Est. Cost $29.22 Unrealized
E TRADE FINANCIAL CORP 0.1%
Value ($000) $135 Shares 3,925 Est. Cost $38.56 Unrealized
NAVI NAVIENT CORP 0.1%
Value ($000) $129 Shares 17,075 Est. Cost $12.09 Unrealized -1.3%
E O G RES INC 0.1%
Value ($000) $111 Shares 3,088 Est. Cost $35.95 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $98 Shares 2,716 Est. Cost $44.48 Unrealized -11.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $52 Shares 3,884 Est. Cost $47.72 Unrealized -47.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $51 Shares 3,852 Est. Cost $60.75 Unrealized -41.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $41 Shares 5,923 Est. Cost $36.23 Unrealized -56.9%