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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wipfli Financial Advisors Llc, reports $1.42M in US-listed equity holdings across 2,676 positions in its most recent 13F filing. Its largest disclosed positions are IDEV (10.5%), AVUS (9.9%) and AVEM (6.9%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Wipfli Financial Advisors Llc,’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1830600). View Wipfli Financial Advisors Llc,’s 13F filings on SEC