Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of June 30, 2021

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 43 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Avantis Emgmkt (AVEM) 18.7 $132M 1.9M 69.56
Ishares Tr Core Msci Intl (IDEV) 17.8 $126M 1.9M 67.45
American Centy Etf Tr Us Eqt Etf (AVUS) 15.9 $113M 1.5M 74.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 10.0 $71M 928k 76.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.6 $61M 1.4M 44.80
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.1 $58M 914k 63.07
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.1 $50M 779k 64.73
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $27M 234k 112.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $15M 101k 145.96
Ishares Tr Rus 2000 Grw Etf (IWO) 1.6 $12M 37k 311.69
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $9.8M 143k 68.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $9.0M 119k 75.62
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $6.3M 233k 26.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.3M 7.9k 289.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.5M 3.5k 428.06
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $1.4M 18k 77.52
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.3M 5.6k 237.35
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M 4.3k 286.81
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 2.4k 429.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $907k 17k 54.60
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $866k 9.8k 88.77
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $800k 15k 53.33
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $740k 13k 55.15
Vanguard Index Fds Value Etf (VTV) 0.1 $658k 4.8k 137.45
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $621k 4.7k 132.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $571k 1.6k 354.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $553k 14k 39.45
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $511k 14k 37.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $471k 1.7k 277.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $435k 1.1k 393.57
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $428k 16k 26.08
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.1 $367k 13k 28.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $361k 1.6k 222.82
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $339k 5.0k 67.52
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $326k 2.0k 165.77
Ishares Tr Msci Eafe Etf (EFA) 0.0 $318k 4.0k 78.88
Ishares Tr National Mun Etf (MUB) 0.0 $296k 2.5k 117.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $283k 2.1k 133.69
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.0 $243k 7.9k 30.65
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $229k 5.2k 44.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $229k 2.1k 107.82
Global X Fds Us Pfd Etf (PFFD) 0.0 $228k 8.7k 26.17
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $221k 3.4k 64.52