Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of Dec. 31, 2020

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 37 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Avantis Emgmkt (AVEM) 64.2 $108M 1.7M 61.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.7 $13M 100k 128.41
Ishares Tr Rus 2000 Grw Etf (IWO) 6.9 $12M 40k 286.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.4 $9.1M 154k 59.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.4 $7.3M 114k 64.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.7M 6.2k 267.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.2M 3.2k 373.88
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.2M 5.6k 206.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 3.6k 313.78
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.1M 4.4k 253.34
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.6 $1.1M 15k 69.33
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.0M 2.7k 375.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $965k 17k 56.03
Apple (AAPL) 0.5 $879k 6.6k 132.68
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $682k 13k 51.67
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $671k 8.8k 76.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $658k 2.8k 231.87
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.4 $614k 20k 30.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $543k 4.7k 116.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $528k 1.5k 343.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $505k 14k 36.01
Vanguard Index Fds Value Etf (VTV) 0.3 $461k 3.9k 118.96
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $461k 9.1k 50.79
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $388k 6.9k 56.30
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $386k 12k 32.94
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.2 $363k 14k 26.01
Vanguard World Fds Health Car Etf (VHT) 0.2 $320k 1.4k 223.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $315k 1.6k 194.64
Ishares Tr Msci Eafe Etf (EFA) 0.2 $294k 4.0k 72.96
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $279k 5.0k 55.50
Ishares Tr National Mun Etf (MUB) 0.2 $255k 2.2k 117.20
Amcor Ord (AMCR) 0.1 $240k 20k 11.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $223k 4.7k 47.21
Ishares Tr Nasdaq Biotech (IBB) 0.1 $218k 1.4k 151.51
Delta Air Lines Inc Del Com New (DAL) 0.1 $206k 5.1k 40.21
Amazon (AMZN) 0.1 $205k 63.00 3256.92
Hldgs (UAL) 0.1 $201k 4.6k 43.25