Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WIPFLI FINANCIAL ADVISORS LLC, (CIK 1830600) reported $1.42B across 2,643 reported positions in its SEC 13F filing for 2022-09-30. Largest positions: IDEV ($149.4M, 10.50%), AVUS ($140.7M, 9.89%), AVEM ($97.8M, 6.88%), AVDE ($82.5M, 5.80%), AVUV ($76.9M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IDEV | ISHARES TR | $149.4M | 10.50% | 3.1M | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $140.7M | 9.89% | 2.3M | Added |
| 3 | AVEM | AMERICAN CENTY ETF TR | $97.8M | 6.88% | 2.1M | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $82.5M | 5.80% | 1.8M | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $76.9M | 5.40% | 1.2M | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $56.4M | 3.96% | 1.2M | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $53.1M | 3.73% | 1.4M | Trimmed |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $50.3M | 3.54% | 1.7M | New |
| 9 | IJR | ISHARES TR | $32.5M | 2.29% | 373,166 | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $31.6M | 2.22% | 1.2M | Trimmed |
| 11 | AAPL | APPLE INC | $28.4M | 2.00% | 205,590 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $22.0M | 1.55% | 1.1M | Added |
| 13 | IJH | ISHARES TR | $20.1M | 1.41% | 91,718 | Added |
| 14 | MSFT | MICROSOFT CORP | $18.4M | 1.29% | 79,109 | Added |
| 15 | SPDW | SPDR INDEX SHS FDS | $12.6M | 0.89% | 490,243 | Added |
| 16 | REET | ISHARES TR | $12.1M | 0.85% | 567,591 | Added |
| 17 | STIP | ISHARES TR | $11.2M | 0.79% | 116,942 | Added |
| 18 | VCIT | VANGUARD SCOTTSDALE FDS | $10.8M | 0.76% | 142,168 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $10.1M | 0.71% | 89,757 | New |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $9.2M | 0.64% | 424,694 | Added |
| 21 | SCHP | SCHWAB STRATEGIC TR | $8.6M | 0.60% | 165,288 | Added |
| 22 | GOOGL | ALPHABET INC | $7.8M | 0.55% | 81,107 | New |
| 23 | IVV | ISHARES TR | $7.7M | 0.54% | 21,565 | Added |
| 24 | AGG | ISHARES TR | $7.4M | 0.52% | 76,623 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $6.6M | 0.47% | 13,117 | New |
Source: SEC Form 13F filings · as of 2022-09-30