Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of March 31, 2022

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 96 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Intl (IDEV) 16.6 $164M 2.6M 63.63
American Centy Etf Tr Us Eqt Etf (AVUS) 15.4 $152M 2.0M 77.10
American Centy Etf Tr Avantis Emgmkt (AVEM) 12.8 $127M 2.1M 59.28
American Centy Etf Tr Us Sml Cp Valu (AVUV) 9.3 $93M 1.2M 79.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.3 $82M 1.4M 60.34
American Centy Etf Tr Intl Smcp Vlu (AVDV) 6.6 $65M 1.0M 62.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.8 $57M 1.2M 46.58
Dimensional Etf Trust Internatnal Val (DFIV) 5.2 $52M 1.5M 33.48
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $33M 305k 107.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $13M 171k 74.82
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $12M 46k 268.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $12M 438k 26.24
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $9.1M 127k 71.39
Ishares Tr Global Reit Etf (REET) 0.9 $9.0M 307k 29.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $8.1M 102k 78.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.8 $8.0M 31k 255.75
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $7.0M 67k 104.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $5.8M 209k 27.58
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $5.7M 94k 60.71
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $5.2M 48k 107.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $5.0M 101k 49.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $4.8M 171k 28.22
Dimensional Etf Trust Us Core Equity Mk (DFAU) 0.4 $3.8M 121k 31.52
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $3.2M 61k 53.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.2M 7.2k 451.61
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.8M 17k 162.16
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.3 $2.7M 33k 83.51
John Hancock Exchange Traded Multifactor Sml (JHSC) 0.2 $2.5M 72k 34.30
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.2M 4.9k 453.71
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.0M 6.0k 337.25
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.8M 14k 124.57
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.7M 61k 27.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.4M 3.4k 415.11
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.4M 5.5k 250.05
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.3M 54k 24.95
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.2M 17k 74.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 5.6k 212.52
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.2M 4.1k 287.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.1M 7.9k 134.63
Home Depot (HD) 0.1 $1.0M 3.3k 299.30
Microsoft Corporation (MSFT) 0.1 $907k 2.9k 308.34
Procter & Gamble Company (PG) 0.1 $884k 5.8k 152.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $863k 3.6k 237.83
Vanguard Index Fds Value Etf (VTV) 0.1 $851k 5.8k 147.71
Ishares Tr Msci Usa Multift (LRGF) 0.1 $848k 19k 44.48
Invesco Exch Traded Fd Tr Ii S&p500 Pur Val (RPV) 0.1 $806k 9.4k 85.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $751k 2.1k 352.91
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $740k 16k 47.16
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $705k 8.4k 83.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $703k 1.9k 362.53
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $674k 13k 54.06
Apple (AAPL) 0.1 $655k 3.8k 174.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $607k 11k 57.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $602k 13k 45.15
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $602k 11k 54.01
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $597k 19k 32.24
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $537k 7.3k 73.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $515k 14k 36.72
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $503k 10k 49.05
Norfolk Southern (NSC) 0.0 $473k 1.7k 285.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $465k 9.2k 50.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $459k 5.8k 79.53
Vanguard Malvern Fds Strm Infproidx 0.0 $453k 8.8k 51.21
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $451k 8.6k 52.55
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $425k 3.4k 123.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $410k 1.8k 227.61
Nordson Corporation (NDSN) 0.0 $395k 1.7k 227.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $384k 8.0k 48.03
Ishares Tr Blackrock Ultra (ICSH) 0.0 $371k 7.4k 50.15
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.0 $368k 13k 28.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $354k 1.3k 277.55
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $354k 5.0k 70.38
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $349k 2.9k 120.94
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $337k 2.0k 166.02
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $335k 6.5k 51.55
Ishares Tr Msci Eafe Etf (EFA) 0.0 $334k 4.5k 73.60
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $326k 2.0k 161.42
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $303k 1.8k 165.68
Amazon (AMZN) 0.0 $290k 89.00 3259.96
Bank of America Corporation (BAC) 0.0 $288k 7.0k 41.22
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $288k 9.5k 30.26
Vanguard Index Fds Large Cap Etf (VV) 0.0 $287k 1.4k 208.55
JPMorgan Chase & Co. (JPM) 0.0 $280k 2.1k 136.32
Ishares Esg Awr Msci Em (ESGE) 0.0 $275k 7.5k 36.73
Delta Air Lines Inc Del Com New (DAL) 0.0 $271k 6.9k 39.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $262k 2.4k 108.38
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $259k 4.8k 54.48
Spdr Ser Tr Portfolio S&p500 Gw (SPYG) 0.0 $256k 3.9k 66.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $250k 4.8k 52.44
Ishares Tr National Mun Etf (MUB) 0.0 $239k 2.2k 109.64
Casa Systems (CASA) 0.0 $226k 50k 4.52
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $226k 6.5k 34.48
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $222k 2.1k 104.60
Exxon Mobil Corporation (XOM) 0.0 $210k 2.5k 82.59
Wisdomtree Tr Us High Dividend (DHS) 0.0 $210k 2.4k 88.09
Oracle Corporation (ORCL) 0.0 $208k 2.5k 82.74