Wipfli Financial Advisors Llc,

Latest statistics and disclosures from Wipfli Financial Advisors Llc,'s latest quarterly 13F-HR filing:

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Positions held by Wipfli Financial Advisors Llc, consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wipfli Financial Advisors Llc,

Companies in the Wipfli Financial Advisors Llc, portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Intl (IDEV) 16.6 $164M +4% 2.6M 63.63
American Centy Etf Tr Us Eqt Etf (AVUS) 15.4 $152M +9% 2.0M 77.10
American Centy Etf Tr Avantis Emgmkt (AVEM) 12.8 $127M 2.1M 59.28
American Centy Etf Tr Us Sml Cp Valu (AVUV) 9.3 $93M +10% 1.2M 79.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.3 $82M +21% 1.4M 60.34
American Centy Etf Tr Intl Smcp Vlu (AVDV) 6.6 $65M +8% 1.0M 62.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.8 $57M 1.2M 46.58
Dimensional Etf Trust Internatnal Val (DFIV) 5.2 $52M 1.5M 33.48
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $33M +8% 305k 107.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $13M +93% 171k 74.82
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $12M NEW 46k 268.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $12M +1197% 438k 26.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $9.1M 127k 71.39
Ishares Tr Global Reit Etf (REET) 0.9 $9.0M NEW 307k 29.21

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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $8.1M 102k 78.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $8.0M 31k 255.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $7.0M NEW 67k 104.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $5.8M +5% 209k 27.58
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $5.7M NEW 94k 60.71
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $5.2M NEW 48k 107.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $5.0M +780% 101k 49.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $4.8M NEW 171k 28.22
Dimensional Etf Trust Us Core Equity Mk (DFAU) 0.4 $3.8M NEW 121k 31.52
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $3.2M NEW 61k 53.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.2M +139% 7.2k 451.61
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.8M +249% 17k 162.16
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.3 $2.7M NEW 33k 83.51
John Hancock Exchange Traded Multifactor Sml (JHSC) 0.2 $2.5M NEW 72k 34.30
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.2M +105% 4.9k 453.71
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.0M NEW 6.0k 337.25
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.8M NEW 14k 124.57
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.7M NEW 61k 27.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.4M +32% 3.4k 415.11
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.4M NEW 5.5k 250.05
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.3M +81% 54k 24.95
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.2M 17k 74.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M +270% 5.6k 212.52
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M +13% 4.1k 287.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.1M +68% 7.9k 134.63
Home Depot (HD) 0.1 $1.0M +430% 3.3k 299.30
Microsoft Corporation (MSFT) 0.1 $907k +321% 2.9k 308.34
Procter & Gamble Company (PG) 0.1 $884k NEW 5.8k 152.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $863k NEW 3.6k 237.83
Vanguard Index Fds Value Etf (VTV) 0.1 $851k +22% 5.8k 147.71
Ishares Tr Msci Usa Multift (LRGF) 0.1 $848k NEW 19k 44.48
Invesco Exch Traded Fd Tr Ii S&p500 Pur Val (RPV) 0.1 $806k NEW 9.4k 85.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $751k +16% 2.1k 352.91
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $740k NEW 16k 47.16
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $705k 8.4k 83.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $703k +15% 1.9k 362.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $674k NEW 13k 54.06
Apple (AAPL) 0.1 $655k +160% 3.8k 174.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $607k NEW 11k 57.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $602k 13k 45.15
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $602k NEW 11k 54.01
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $597k NEW 19k 32.24
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $537k NEW 7.3k 73.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $515k 14k 36.72
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $503k NEW 10k 49.05
Norfolk Southern (NSC) 0.0 $473k NEW 1.7k 285.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $465k -21% 9.2k 50.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $459k NEW 5.8k 79.53
Vanguard Malvern Fds Strm Infproidx 0.0 $453k NEW 8.8k 51.21
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $451k NEW 8.6k 52.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $425k NEW 3.4k 123.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $410k +11% 1.8k 227.61
Nordson Corporation (NDSN) 0.0 $395k NEW 1.7k 227.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $384k NEW 8.0k 48.03
Ishares Tr Blackrock Ultra (ICSH) 0.0 $371k NEW 7.4k 50.15
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.0 $368k 13k 28.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $354k NEW 1.3k 277.55
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $354k 5.0k 70.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $349k NEW 2.9k 120.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $337k NEW 2.0k 166.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $335k NEW 6.5k 51.55
Ishares Tr Msci Eafe Etf (EFA) 0.0 $334k +12% 4.5k 73.60
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $326k +15% 2.0k 161.42
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $303k NEW 1.8k 165.68
Amazon (AMZN) 0.0 $290k NEW 89.00 3259.96
Bank of America Corporation (BAC) 0.0 $288k NEW 7.0k 41.22
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $288k NEW 9.5k 30.26
Vanguard Index Fds Large Cap Etf (VV) 0.0 $287k NEW 1.4k 208.55
JPMorgan Chase & Co. (JPM) 0.0 $280k NEW 2.1k 136.32
Ishares Esg Awr Msci Em (ESGE) 0.0 $275k NEW 7.5k 36.73
Delta Air Lines Inc Del Com New (DAL) 0.0 $271k NEW 6.9k 39.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $262k NEW 2.4k 108.38
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $259k NEW 4.8k 54.48
Spdr Ser Tr Portfolio S&p500 Gw (SPYG) 0.0 $256k NEW 3.9k 66.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $250k NEW 4.8k 52.44
Ishares Tr National Mun Etf (MUB) 0.0 $239k -5% 2.2k 109.64
Casa Systems (CASA) 0.0 $226k NEW 50k 4.52
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $226k NEW 6.5k 34.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $222k 2.1k 104.60
Exxon Mobil Corporation (XOM) 0.0 $210k NEW 2.5k 82.59
Wisdomtree Tr Us High Dividend (DHS) 0.0 $210k NEW 2.4k 88.09
Oracle Corporation (ORCL) 0.0 $208k NEW 2.5k 82.74

Past Filings by Wipfli Financial Advisors Llc,

SEC 13F filings are viewable for Wipfli Financial Advisors Llc, going back to 2020