Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, as of June 30, 2022

Portfolio Holdings for Wipfli Financial Advisors Llc,

Wipfli Financial Advisors Llc, holds 85 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Intl (IDEV) 17.5 $161M 3.0M 53.74
American Centy Etf Tr Avantis Emgmkt (AVEM) 13.0 $119M 2.3M 52.03
American Centy Etf Tr Us Eqt Etf (AVUS) 12.9 $119M 1.8M 65.04
American Centy Etf Tr Intl Eqt Etf (AVDE) 8.3 $77M 1.5M 50.96
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.9 $72M 1.1M 68.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.7 $61M 1.5M 40.22
American Centy Etf Tr Intl Smcp Vlu (AVDV) 6.0 $55M 1.0M 52.76
Dimensional Etf Trust Internatnal Val (DFIV) 4.3 $40M 1.4M 28.89
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $30M 329k 92.41
Dimensional Etf Trust Us Core Equity Mk (DFAU) 2.7 $25M 942k 26.43
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $12M 146k 80.02
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $11M 456k 23.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $10M 352k 28.84
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $9.7M 43k 226.23
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $7.3M 302k 24.14
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $7.3M 346k 21.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $7.2M 124k 57.99
Ishares Tr Global Reit Etf (REET) 0.8 $7.1M 292k 24.18
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $6.6M 65k 101.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $6.4M 103k 62.42
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $6.2M 30k 206.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $5.9M 83k 71.63
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $5.9M 128k 46.53
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $4.9M 88k 55.80
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $4.9M 48k 101.68
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $4.7M 203k 23.30
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.6M 15k 176.11
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $2.5M 57k 44.64
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $2.4M 17k 143.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.4M 6.5k 377.28
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $2.0M 26k 77.06
John Hancock Exchange Traded Multifactor Sml (JHSC) 0.2 $1.9M 67k 29.22
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 4.7k 379.14
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.6M 15k 113.91
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $1.2M 44k 26.35
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.1M 5.4k 207.75
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $1.1M 19k 58.38
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $1.1M 51k 21.44
Vanguard Index Fds Growth Etf (VUG) 0.1 $916k 4.1k 222.87
Home Depot (HD) 0.1 $893k 3.3k 274.30
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $875k 7.8k 111.72
Procter & Gamble Company (PG) 0.1 $791k 5.5k 143.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $774k 2.2k 346.83
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $732k 3.7k 197.00
Vanguard Index Fds Value Etf (VTV) 0.1 $723k 5.5k 131.87
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $701k 18k 39.69
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $694k 11k 60.96
Ishares Tr Msci Usa Multift (LRGF) 0.1 $683k 18k 37.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $632k 10k 62.76
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $617k 13k 46.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $549k 2.0k 273.02
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $529k 19k 28.31
Invesco Exch Traded Fd Tr Ii S&p500 Pur Val (RPV) 0.1 $514k 6.8k 75.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $505k 6.6k 76.26
Microsoft Corporation (MSFT) 0.1 $504k 2.0k 256.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $491k 9.8k 49.96
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $475k 11k 42.27
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $472k 11k 44.14
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $461k 9.2k 50.12
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $426k 16k 27.52
Apple (AAPL) 0.0 $412k 3.0k 136.73
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $388k 2.8k 137.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $384k 8.0k 48.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $381k 2.0k 188.61
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $379k 8.6k 44.18
Norfolk Southern (NSC) 0.0 $377k 1.7k 227.23
Ishares Tr Blackrock Ultra (ICSH) 0.0 $370k 7.4k 50.04
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $368k 17k 21.52
Nordson Corporation (NDSN) 0.0 $353k 1.7k 202.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $348k 7.0k 49.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $348k 7.0k 49.92
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $346k 3.4k 103.20
Steel Dynamics (STLD) 0.0 $344k 5.2k 66.15
Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.0 $329k 13k 25.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $323k 2.9k 110.04
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $320k 4.5k 70.50
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $303k 1.8k 165.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $288k 1.0k 280.30
Vanguard Index Fds Large Cap Etf (VV) 0.0 $287k 1.4k 208.55
Ishares Tr Msci Eafe Etf (EFA) 0.0 $284k 4.5k 62.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $254k 1.8k 144.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $233k 1.1k 218.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $225k 5.6k 40.10
Ishares Tr National Mun Etf (MUB) 0.0 $208k 2.0k 106.37
Spdr Ser Tr Portfolio S&p500 Gw (SPYG) 0.0 $203k 3.9k 52.41