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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Avantis Emgmkt (AVEM) 64.0 $118M +2% 1.8M 65.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.6 $14M +7% 108k 129.78
Ishares Tr Rus 2000 Grw Etf (IWO) 6.2 $11M -5% 38k 300.74
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.5 $10M 155k 65.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.8 $8.8M +5% 121k 72.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $5.1M +194% 18k 274.65
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $1.5M +28% 20k 75.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.3M +36% 23k 53.95
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.2M 5.6k 221.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.2M -4% 3.0k 396.33
Vanguard Index Fds Growth Etf (VUG) 0.6 $1.1M 4.4k 257.04
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.0M -2% 2.6k 397.82
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $838k +10% 9.8k 85.85
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.4 $722k +17% 24k 30.64

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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $716k 13k 53.34
Vanguard Index Fds Value Etf (VTV) 0.4 $681k +33% 5.2k 131.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $609k +8% 1.7k 364.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $569k 4.7k 121.78
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $551k +29% 15k 36.20
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $527k 14k 37.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $522k -54% 1.6k 319.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $446k -38% 1.7k 255.47
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $424k NEW 16k 25.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $404k NEW 2.5k 159.47
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.2 $359k -6% 13k 27.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $334k 1.6k 206.69
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $329k 5.0k 65.43
Ishares Tr Msci Eafe Etf (EFA) 0.2 $306k 4.0k 75.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $245k +5% 5.0k 49.11
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $230k -42% 4.0k 57.98
Vanguard Index Fds Small Cp Etf (VB) 0.1 $216k NEW 1.0k 214.18
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $213k NEW 2.0k 108.53
Ishares Tr National Mun Etf (MUB) 0.1 $208k -17% 1.8k 116.05

Past Filings by Wipfli Financial Advisors Llc,

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