StockDriftsStockDriftsTop 50 Wipfli Financial Advisors Llc, Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | 10.5% | 3.09M | $149K | new | — | 2022-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 9.89% | 2.26M | $141K | new | — | 2022-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.88% | 2.13M | $98K | new | — | 2022-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.8% | 1.81M | $82K | new | — | 2022-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.4% | 1.16M | $77K | new | — | 2022-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.96% | 1.19M | $56K | new | — | 2022-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.73% | 1.36M | $53K | new | — | 2022-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.54% | 1.70M | $50K | new | — | 2022-09-30 | |
| IJR | ISHARES TR | 2.29% | 373.2K | $33K | new | — | 2022-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.22% | 1.23M | $32K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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