WIPFLI FINANCIAL ADVISORS LLC, 13F Holdings
CIK 0001830600
As of Sep 30, 2022, WIPFLI FINANCIAL ADVISORS LLC, reported 2,676 positions worth
CIK 0001830600
As of Sep 30, 2022, WIPFLI FINANCIAL ADVISORS LLC, reported 2,676 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 3,092,869 | 49.4K | 11.93% |
| AVANTIS US EQUITY ETF | AVUS | — | 2,256,772 | 40.7K | 11.24% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 2,129,942 | $97.8K | 7.81% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 1,807,780 | $82.5K | 6.59% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 1,162,613 | $76.9K | 6.14% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 1,186,990 | $56.4K | 4.50% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 1,362,995 | $53.1K | 4.24% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 1,700,391 | $50.3K | 4.02% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 373,166 | $32.5K | 2.60% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 1,228,456 | $31.6K | 2.53% |
| APPLE INC | AAPL | Technology | 205,590 | $28.4K | 2.27% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 1,094,471 | $22.0K | 1.76% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 91,718 | $20.1K | 1.61% |
| MICROSOFT CORP | MSFT | Technology | 79,109 | 8.4K | 1.47% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 490,243 | 2.6K | 1.01% |
| ISHARES GLOBAL REIT ETF | REET | — | 567,591 | 2.1K | 0.96% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 116,942 | 1.2K | 0.90% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 142,168 | 0.8K | 0.86% |
| AMAZON.COM INC | AMZN | Equity | 89,757 | 0.1K | 0.81% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 424,694 | $9.2K | 0.73% |
| SCHWAB US TIPS ETF | SCHP | — | 165,288 | $8.6K | 0.68% |
| ALPHABET INC | GOOGL | Equity | 81,107 | $7.8K | 0.62% |
| ISHARES CORE S&P 500 ETF | IVV | — | 21,565 | $7.7K | 0.62% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 76,623 | $7.4K | 0.59% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 120,546 | $6.7K | 0.54% |