Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of Sept. 30, 2021

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 42 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Intl (IDEV) 17.5 $138M 2.1M 66.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 16.1 $127M 2.0M 64.51
American Centy Etf Tr Us Eqt Etf (AVUS) 15.4 $121M 1.6M 73.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 9.5 $75M 987k 75.61
American Centy Etf Tr Intl Eqt Etf (AVDE) 7.9 $62M 993k 62.49
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.4 $58M 1.3M 44.40
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.1 $56M 860k 64.61
Dimensional Etf Trust Internatnal Val (DFIV) 6.8 $53M 1.6M 32.80
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $27M 251k 109.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $15M 100k 148.09
Ishares Tr Rus 2000 Grw Etf (IWO) 1.3 $10M 36k 293.59
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $9.6M 142k 67.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $8.6M 116k 74.24
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $6.1M 229k 26.57
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.8M 6.3k 280.16
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $1.4M 18k 75.65
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.3M 5.6k 236.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.3M 3.0k 429.14
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.2M 4.3k 290.17
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $1.2M 46k 25.88
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 2.4k 430.82
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $850k 9.8k 87.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $686k 13k 54.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $676k 13k 50.38
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $651k 12k 53.13
Vanguard Index Fds Value Etf (VTV) 0.1 $643k 4.8k 135.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $616k 4.7k 131.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $575k 1.6k 357.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $542k 14k 38.70
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $507k 14k 37.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $463k 1.7k 272.94
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $425k 16k 25.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $408k 1.0k 394.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $359k 1.6k 222.06
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.0 $358k 13k 27.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $342k 2.1k 160.23
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $333k 5.0k 66.23
Ishares Tr Msci Eafe Etf (EFA) 0.0 $314k 4.0k 78.01
Ishares Tr National Mun Etf (MUB) 0.0 $297k 2.6k 116.17
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $273k 4.8k 57.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $228k 2.1k 107.57
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $224k 3.4k 65.45