Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of Dec. 31, 2021

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 46 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Intl (IDEV) 19.1 $166M 2.5M 67.56
American Centy Etf Tr Us Eqt Etf (AVUS) 16.6 $145M 1.8M 80.16
American Centy Etf Tr Avantis Emgmkt (AVEM) 15.4 $134M 2.1M 63.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 9.6 $84M 1.1M 79.74
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.1 $71M 1.1M 63.39
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.1 $62M 959k 64.55
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.8 $59M 1.2M 47.52
Dimensional Etf Trust Internatnal Val (DFIV) 5.9 $52M 1.6M 32.82
Ishares Tr Core S&p Scp Etf (IJR) 3.7 $32M 280k 114.51
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $15M 88k 163.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.1 $9.4M 129k 73.22
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $9.3M 32k 293.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $8.3M 103k 80.83
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $5.8M 199k 28.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M 3.0k 474.96
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $1.3M 17k 81.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 3.6k 320.90
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 2.4k 476.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 2.6k 436.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $944k 3.4k 281.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $924k 34k 27.36
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $841k 4.9k 171.75
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $781k 8.4k 92.82
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $774k 30k 26.11
Vanguard Index Fds Value Etf (VTV) 0.1 $690k 4.7k 147.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $680k 4.7k 145.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $667k 1.7k 397.87
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $651k 13k 48.85
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $627k 12k 53.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $610k 12k 53.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $548k 1.8k 299.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $545k 14k 38.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $390k 1.6k 241.44
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.0 $365k 13k 27.88
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $357k 5.0k 71.10
Vanguard Index Fds Small Cp Etf (VB) 0.0 $343k 1.5k 226.07
Ishares Tr Msci Eafe Etf (EFA) 0.0 $317k 4.0k 78.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $290k 1.7k 166.05
Ishares Tr National Mun Etf (MUB) 0.0 $267k 2.3k 116.28
Home Depot (HD) 0.0 $262k 631.00 415.01
Apple (AAPL) 0.0 $256k 1.4k 177.57
UnitedHealth (UNH) 0.0 $254k 506.00 502.14
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.0 $237k 9.2k 25.68
Microsoft Corporation (MSFT) 0.0 $235k 699.00 336.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $228k 2.1k 107.37
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $206k 3.4k 59.98