Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of March 31, 2021

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 33 positions in its portfolio as reported in 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 1.8M 65.72
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.6 $14M 108k 129.78
Ishares Tr Rus 2000 Grw Etf (IWO) 6.2 $11M 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 121k 72.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $5.1M 18k 274.65
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.8 $1.5M 20k 75.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.3M 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 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 2.6k 397.82
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $838k 9.8k 85.85
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.4 $722k 24k 30.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $716k 13k 53.34
Vanguard Index Fds Value Etf (VTV) 0.4 $681k 5.2k 131.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $609k 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 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 1.6k 319.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $446k 1.7k 255.47
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $424k 16k 25.82
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $404k 2.5k 159.47
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.2 $359k 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 5.0k 49.11
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $230k 4.0k 57.98
Vanguard Index Fds Small Cp Etf (VB) 0.1 $216k 1.0k 214.18
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $213k 2.0k 108.53
Ishares Tr National Mun Etf (MUB) 0.1 $208k 1.8k 116.05